How do I check for gaps in statement coverage?

The statement coverage grid shows which months each account has statements for, and where the gaps are. It is the fastest way to catch a missing statement before it costs you in discovery.

Where to find statement coverage

Open your project and click the Insights tab. It lands on Coverage by default, so there is nothing to generate first. The grid is built straight from the statements already in the project.

The heading reads Statement coverage, with one row per account and one column per month across the span you have uploaded.

How to spot the gaps

Look down each account's row for a light gray cell inside a run of colored ones. That gray marks a month with no statement, sitting inside a span you otherwise have. Those are the ones to chase.

Below the grid, each account gets a plain-language summary:

• Complete Coverage with a green dot means every month in that account's span has a statement.

• Potentially Missing Statements with a red dot means there is a gap, and it lists the exact months, like "Mar '24, Jul '24."

The word "potentially" is deliberate. A gray cell means CounselPro has no statement for that month, not that one definitely exists. Some accounts open or close mid-year, so a gap at the edge of a span may just be the account's real start or end.

How to close a gap

Take the list of missing months to your client or to opposing counsel in discovery, request those statements, and upload them on the Files tab. The grid fills in on its own once they process.

You can click any covered (colored) cell to jump straight to that account's transactions for that period, which is a quick way to confirm what a statement actually contained.

To read what each color means, see what the coverage grid colors mean. For the guided first-run version of this step, see how to know you have every statement.