CounselPro for Bankruptcy CasesUncover hidden assets, trace transfers, and validate disclosures — in minutes
CounselPro consolidates thousands of pages of financial statements into a single, searchable dataset. Whether you're representing debtors, creditors, or acting as trustee, get the complete financial picture instantly.
Consolidate everything into a single view
Bankruptcy cases often involve multiple checking, savings, credit, and investment accounts — sometimes across years and multiple financial institutions. Traditional review methods can't handle this complexity.
CounselPro combines them all into a single, searchable dataset. Income, expenses, loans, cash withdrawals, and transfers are automatically extracted and categorized — even if the statements are poor-quality scans or inconsistent in format.
Whether you're preparing for a 2004 exam, building an adversary proceeding, or conducting trustee review, you'll have a complete, consolidated financial history that reveals the full picture.
We process statements from over 10,000+ financial institutions
From PDFs to Proof — in minutes
Bankruptcy litigation is time-sensitive. Turn financial production into actionable evidence, fast.
Upload
Drag and drop all financial PDFs — even if they're scanned, faxed, or badly formatted.
Extract
AI pulls every transaction, normalizes dates, and deduplicates entries across all accounts.
Categorize
Automatically flags deposits, transfers, personal and business expenses, and unexplained inflows.
Report
Generate forensic summaries, transaction timelines, and exportable evidence with links back to original documents.
Designed for bankruptcy professionals
Whether you're analyzing solvency, supporting a 2004 exam, or preparing for an adversary proceeding, CounselPro delivers clarity from chaos.
Built specifically for bankruptcy practice to help you confirm or challenge Schedules I & J, verify 90-day and 1-year preference periods, detect undisclosed gifts and payments to insiders, identify commingling of business and personal funds, and build timelines for cash flow and income verification.
Everything is timestamped, categorized, and exportable — ready for court or trustee review. CounselPro understands the unique demands of bankruptcy practice.
Real-world trustee example
A trustee receives a production of over 20,000 pages of statements from 14 bank accounts across a ten-year period. Instead of reviewing each manually, they upload everything to CounselPro.
Within minutes, the system:
The Result:
The trustee uses the report in a 2004 exam and later attaches it as evidence in an adversary proceeding. What would have taken weeks of manual review was completed in minutes.
Why CounselPro beats manual review
Stop burning billable hours on document review. See how CounselPro transforms bankruptcy financial analysis.
| Challenge | Manual Review | CounselPro |
|---|---|---|
| Reviewing 8,000+ pages across 6 accounts | 3-4 weeks attorney/paralegal time | 5 minutes |
| Cost for comprehensive analysis | $15,000-25,000 in billable time | $50/month |
| Identifying preference period transfers | Easy to miss in manual review | Automatic 90-day/1-year flagging |
| Cross-referencing multiple accounts | Prone to missing transfers | Unified timeline view |
| 2004 exam preparation | Days of document prep | Ready-to-use report with citations |
| Urgency for adversary proceedings | Rush fees and tight deadlines | Instant analysis, 24/7 access |
Want a personalized bankruptcy demo? Schedule a demo tailored to your practice
Stronger adversary proceedings
Walk into court armed with detailed financial intelligence. Uncover hidden transfers, prove fraudulent conveyances, and establish clear evidence for recovery actions.
Expand your bankruptcy services
Offer premium financial analysis services without increasing overhead. Build stronger cases for trustees, creditors, and debtors with comprehensive financial evidence that stands up in court.
Stand out in bankruptcy practice
Differentiate your firm by offering sophisticated financial analysis on every bankruptcy case. Show clients you're using cutting-edge technology to maximize recoveries and protect their interests.