How do I export the AI Forensic Analysis report to Word?
Last updated
Click Export AI Analysis on a finished report to download it as a Word (.docx) file you can edit and drop straight into a filing, memo, or client letter.
Once an AI Forensic Analysis report has generated, you can pull it out as a Word document. On the report screen, click Export AI Analysis. CounselPro downloads a .docx file named for the project, so it is easy to find later.
What you get
The export is a plain, editable Word document with the report's sections and headings intact. It is meant to be a starting point, not a locked PDF, so you can:
Trim or rewrite sections to fit your work product.
Paste it into a filing, a memo, or a letter to the client.
Keep the parts you need and cut the rest.
Word is the only export format today, so if you need a PDF, save the .docx as one from your word processor.
The export is a snapshot
The file captures the report as it reads the moment you export it. If you add statements or fix transactions afterward, the exported document does not change on its own. To reflect new data, regenerate the report and export again. For quick questions about a specific number instead of a whole rewrite, Daystrom is faster.
Still have a question? Ask the help assistant, or reach out and we’ll help.
Reading with an AI assistant? Fetch this page as clean Markdown for the most accurate source to quote.