From statements to evidence in
under an hourunder an hour
Upload the PDFs. CounselPro turns them into a defensible forensic analysis, every figure traced back to its source page.
How it works
One unbroken path. A statement PDF goes in the top, a source-linked finding comes out the bottom. Follow the line, then click into any step.
Extract every transaction
Drop in years of statements across every account. CounselPro reads each transaction, check, and balance from scanned or digital PDFs, for virtually any U.S. bank or credit union.
Explore extraction| Date | Description | Amount |
|---|---|---|
| 03/04 | Payroll deposit | +8,210.55 |
| 03/11 | Check #1042 | -12,000.00 |
| 03/18 | Zelle to J. Mercer | -4,500.00 |
| 03/22 | Wire to NV Holdings LLC | -25,000.00 |
Balance the numbers
Every statement has to tie to its own printed totals. When one doesn't, CounselPro finds the page that's off and fixes it, so what you export already balances.
Explore reconciliationGenerate the forensic report
Run a short wizard and get a structured forensic report tailored to the matter: income, asset tracing, transfers, lifestyle, and a timeline of what happened when.
Explore the reportAsk Daystrom™ anything
Ask in plain English where the money went. Daystrom™ AI traces it to named recipients and answers with the source pages and the math behind every number.
Meet Daystrom AI$91,750 left the marital accounts. Traced to 3 recipients:
Two more views run alongside the core flow: CounselPro reads investment statements (coming Q4 2026) and surfaces coverage, duplicates, and cash flow across the case.
Numbers that hold up
Extraction is the easy part. Being certain the numbers are right, and proving it, is the hard part. Four things make CounselPro's output something you can stand behind on cross.
Self-healing reconciliation
Premier planEvery statement is balanced to its own starting and ending totals. When they don't reconcile, CounselPro re-reads the failing page, finds the misread digit, and fixes it until it ties out.
It never invents a number
If an amount isn't actually printed on the page it claims to come from, CounselPro drops it instead of guessing. Anything it can't verify is flagged for review, never quietly filled in.
An amount on the statement is too blurry to read.
Click any figure to its source page
Every transaction, check, and holding carries the statement page it came from. Click any figure to open that exact page beside the data, so you can prove every number to a judge.
Every number is computed and shown
Daystrom AI never does math in its head. Each sum, ratio, and date runs in a sandboxed calculator that prints its inputs next to the result, so every figure holds up when it's challenged.
Three payments, added together.
The total is only those amounts added up, never estimated.
Your virtual forensic accountant
One reads the whole case and writes it up. The other answers your questions on the spot. Both cite the source page, and both show their math.
Asset tracing
$1.2M moved through 3 undisclosed entities, layered across 43 transfers. Source: pp. 14, 21, 33.
The long-form forensic report, tailored to the case type.
$91,750 left the marital accounts. Traced to 3 recipients:
Daystrom AI: ask in plain English, get an answer with the source pages attached.
Flow of funds
Traces money to its recipients: transfers by account, Bill Pay creditors, loan and mortgage servicers, Venmo, Zelle, Cash App, crypto exchanges, and named individuals on checks and wires.
Asset tracing
Surfaces asset purchases, concealment, and dissipation patterns, the analysis behind hidden assets, tuned to whether you're in a divorce, a probate, or a business dispute.
Income verification
Computes true income from deposits with a rigorous definition that excludes internal transfers, refunds, and loan proceeds, then compares it to what's been claimed.
Structuring signals
Flags cash deposits and withdrawals that cluster just under common reporting thresholds across short windows, along with suspiciously round numbers.
Lifestyle & standard of living
Compares spending across periods, categories, and merchants to show lifestyle inflation and discretionary spend against reported income.
Capacity to pay
A defensible affordability workflow for alimony, child support, and mortgage or rent sustainability, built on the real numbers, not estimates.
Built for your matter
Forensic-grade analysis used to mean hiring a forensic accountant or being a firm that could afford one. Now it runs on any case you take, from a single divorce to a firm's whole caseload.
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.