From PDFs to a defensible case
Drop in years of financial statements. CounselPro reads them, balances every number, and hands you an analysis you can defend, each figure traced to its source page. Here's what happens between upload and evidence.
We process statements from over 10,000+ financial institutions
How CounselPro reads your statements
Before any analysis happens, the raw PDFs have to become clean, trustworthy data. Here's exactly how CounselPro pulls it, line by line.
You upload the stack, it sorts itself out
Drag in everything you have: years of statements, several accounts, scans and clean downloads mixed together, often as one giant file. CounselPro figures out where each monthly statement starts and ends and splits the pile into separate statements on its own, even when a page never prints a date. So a bankruptcy trustee's document dump and a divorce client's shoebox of PDFs both come in the same way: you just upload.
How does it read a scanned bank statement?
This is the part people worry about, and it's where most tools fall down. Instead of matching your statement against a fixed list of banks, CounselPro builds a reading plan for that one statement's exact layout, then reads the whole page: the columns, the running totals, the fine print. That's why a regional bank or a credit union reads as cleanly as a national one, and why a faxed, photocopied, or photographed page still comes through. See extraction in depth.
How does it pull the transactions out?
Once it can read the page, CounselPro turns every line into a clean record: the date, the description, the amount, whether money came in or went out, and which account it belongs to. Checks are read as their own records, with a call on whether each one was money in or out. And it will not invent a figure: if an amount isn't actually printed on the page, it's left out and flagged, never filled in with a guess.
| Date | Description | Amount | Acct |
|---|---|---|---|
| Mar 6 | Payroll deposit | +$2,450.00 | 4471 |
| Mar 12 | Transfer to Atlas Holdings | −$48,500.00 | 4471 |
| Mar 18 | Check #1042 | −$1,200.00 | 4471 |
How does it know what each transaction is?
Banks describe transactions in cryptic shorthand. CounselPro reads what the line actually means rather than hunting for exact words, so a string like “ACH DEBIT MTHLY AUTO PYMT ABC LEASING SVCS” is understood as a recurring car lease going out the door. It also spots money moving between the client's own accounts and marks it as an internal transfer, so a shuffle between checking and savings never gets counted as real income or spending.
From clean data to findings
With clean, structured data in hand, CounselPro turns it into findings you can use. Each of these has its own page that goes deep when you want the detail.
Balance every statement
CounselPro checks each statement against its own printed totals and re-reads the pages that don't tie out, so what you export already balances.
Runs on its own.
Premier planWrite the forensic report
Get a structured report tailored to the matter: income, asset tracing, transfers, lifestyle against reported income, and a timeline.
You run a short wizard.
Ask Daystrom™ anything
Ask in plain English where the money went. Daystrom answers with named recipients, source pages, and the math behind every number.
You ask the questions.
Every figure stays linked to its source page the whole way, so you can open the original statement behind any number. Two more views run beside the core flow: CounselPro reads investment statements (coming Q4 2026) and maps coverage, duplicates, and cash flow across the whole case.
Is my client's data safe?
You're handling some of the most sensitive records a client has. CounselPro treats them that way, and never uses them to train anything.
Read about securityEncrypted in transit and at rest.
Client data stays hosted in the United States.
Certified infrastructure from vetted vendors.
Aligned with your duty of confidentiality.
Your client's records are never training data.
Stop drowning in
financial documents.
Join the forward-thinking professionals processing over $10B+ in transactions with CounselPro.