Why is the Transactions, Checks, or Portfolio tab missing on my project?

CounselPro only shows a tab when there is something on it. A few of a project's tabs are tied to the data in the matter, so if a statement type never turned up, its tab stays hidden until it does. Nothing is broken, the tab is waiting on the data.

Which tabs are conditional

• Transactions appears once the project has transactions, which happens after your statements finish processing. Before that, there is nothing to list.

• Checks appears when CounselPro found check images in the statements. No checks in the uploads means no Checks tab. See where checks come from.

• Portfolio appears when a brokerage or investment statement produced holdings, or while one is still processing. A matter with only bank and credit card statements will not show it. See why there's no Portfolio tab.

Overview, Files, Insights, and AI Analysis are always there.

Two common reasons a tab is missing

• The project hasn't finished processing. A brand-new project shows a setup screen instead of the full tab bar until its first statement lands on Succeeded. Give processing time and the tabs fill in.

• That data isn't in the matter. If you never uploaded a brokerage statement, there are no holdings, so there is no Portfolio tab. The fix is to upload the statement type you are looking for, not to change a setting.

The Portfolio tab also depends on brokerage extraction, which is coming Q4 2026 on Plus, Premier, and single projects. Until it ships, a brokerage statement will not produce a Portfolio tab yet.