How do I set the case type and case details on a project?

Every project carries one case: what kind of matter it is, a few facts about it, and what sort of accounts you are handing over. You answer that once, when you create the project, and everything downstream reads it. It is the difference between CounselPro analyzing a pile of transactions and CounselPro analyzing your matter.

Where do I set the case on a project?

It is the first step of the setup screen you land on after you create a project, headed About the case, before you upload anything. Three answers, in order:

• Case type, a required pick from a list. Every project has one, and it is General Analysis until you change it.

• The detail fields for that type, which change with the type you picked. Family Law asks for the subject and opposing party, separation, filing and marriage dates, jurisdiction, number of minor children, occupation, and reported annual income. Another type asks for what that matter turns on.

• Account type, what sort of accounts the statements cover, so the transactions get read in the right context.

Each answer saves to the project as you make it. There is no save button, and you can leave the step half-finished and come back.

Which case types can I pick?

Nine, and one of them is the no-commitment option:

• General Analysis, the default, when you want the money analyzed without a matter-specific frame.

• Family Law

• Bankruptcy

• Civil Litigation

• Probate

• Business Dispute

• Medicaid

• Immigration

• Business Acquisition

Why does the case type matter?

It steers the AI Forensic Analysis report. Each type carries its own suggested set of report sections, so a Family Law project is set up to look at income, spending, asset tracing, lifestyle and standard of living, related party transactions, and a forensic timeline, while a Bankruptcy project is pointed at what a trustee cares about. You can still add or drop sections when you generate the report, but the type is what makes the default worth accepting.

The detail fields do work too. A separation date or a filing date gives the analysis a line to reason against, so "before and after" means something specific instead of just early and late in the record.

Can I change the case after the project is created?

Yes, on the project Overview tab, in the Case card. It holds the same three answers and saves the same way, so you can fill in a date you did not have on day one or switch the type as the matter turns out to be something else.

One thing to know: the detail fields belong to the case type, so changing the type clears the details you had entered. That is deliberate, since a separation date means nothing on a Business Acquisition. Change the type first, then fill in the new fields.

Changing the case does not touch your statements, your transactions, or any reconciliation work. If you have already generated a report and then change the case, regenerate the report to see the new frame applied.

What if I do not know the details yet?

Leave them blank and move on. Only the case type is required, and General Analysis is a real answer, not a placeholder. You can upload statements, process them, and work the transaction ledger and reconciliation with nothing else filled in. Come back to the Case card when the facts firm up, before you generate a report.