Know your
whole casewhole case
Once every statement is structured, CounselPro reads across the entire case: whether you have every month, whether the same data is in the pile twice, where the money moved, and which transactions don't look right.
Is this statement in here twice?
You get thousands of pages at a time, out of order, from three different people. There is no way to eyeball whether the same statement is in the pile more than once. CounselPro finds it for you.
CounselPro also catches the same pagescanned into two different files, so a re-stapled exhibit doesn't sneak back in.
One statement, counted once
A statement sitting in the pile twice double-counts its income, its spending, and its cash flow. Remove the copy and every total is right again.
Catches the re-scans
The same statement scanned a second time reads a little differently. CounselPro matches on the transactions themselves, so a near-copy still gets caught.
You decide what stays
Nothing is deleted for you. CounselPro flags the copies and lets you compare them side by side and keep exactly one.
Did you get every month?
CounselPro lays out every account month by month and marks the holes, so you find a missing statement before opposing counsel does.
Savings ····9832 has no March or April, but statements on both sides.
Brokerage ····8830 opens in April. The blanks before it aren't gaps.
The analysis, done for you
Where the money moved by month, which transactions stand out, and who got paid the most. The work you'd do by hand over a weekend, ready when the data lands.
Cash flow · monthly
Top merchants
Name variations bundled: STARBUCKS #123, Starbucks, SBUX all count as one.
Anomalies · a second look
| Category | Transactions | Outlier threshold | Outliers | Impact |
|---|---|---|---|---|
| Wire transfers | 28 | $9,500 | 2 | $41,000 |
| Cash withdrawals | 142 | $2,400 | 3 | $18,600 |
| Home improvement | 64 | $3,100 | 2 | $12,400 |
| Dining | 310 | $180 | 5 | $2,900 |
Numbers you can trust
An insight is only as good as the data under it. CounselPro runs every number on a clean case, with the duplicates pulled out and nothing invented.
Nothing counted twice
Before any total is run, the data is deduplicated and transfers are netted out, so no number is inflated by something counted twice.
A transfer isn't income
Money moving between a client's own accounts nets to zero and stays out of the income and spending totals, so a shuffle isn't mistaken for earnings.
Flow, not fiction
It reports what moved and what's missing. It won't state a balance it can't see on the page, and it won't guess one.
Bank-grade security,
hosted in the USA.
We protect your client's sensitive financial data with AES-256 encryption and strict isolation protocols. Hosted exclusively on US-based servers.
Built on a foundation that is continuously monitored to ensure the highest standards for security, availability, and confidentiality.
We never use your client's data to train our models. Your information remains yours, isolated and private.
All data is processed and stored exclusively on US servers (East, Central, & West), complying with domestic data laws.
Free trial
See it on a real matter first
Firms and consultancies can run a full proof of concept before committing to an annual plan. We process one of your real matters end to end under a mutual NDA. Sign, and that project is free.
Stop drowning in
financial documents.
Join the forward-thinking professionals processing over $10B+ in transactions with CounselPro.