Agree on
the numbersthe numbers
The session stalls the moment the two sides stop trusting each other's numbers. CounselPro turns the statements into one verified financial picture both parties can see and check for themselves, so the room argues about the deal, not the data.
We process statements from over 10,000+ financial institutions
One record, both sides
Most of what stalls a mediation is a fight about a number. One side is sure money is hidden, the other swears it is not, and the room burns a session on a claim neither can prove. CounselPro reads the statements and settles each dispute the same way for everyone: some claims hold up, some fall apart, and every finding opens to the page it came from.
A one-time inheritance, deposited once and traced to the estate account. Separate property, not income.
Owner draws of $18k a month moved to personal checking, every month for two years.
Nowhere. It matched to business expenses with receipts. Not missing at all.
Neither. The true figure reads straight from the deposits, one number either side can open and check.
Common ground, first
A mediation turns on a few financial fights. Give the room one verified answer to each, drawn from the statements and open for either side to check, and the deal has somewhere to start.
Give both sides one set of numbers from day one
No more “my spreadsheet versus your spreadsheet.” CounselPro pulls every transaction out of the statements and sorts it, so both parties start from the same clean picture instead of two versions of the truth.
Settle the “he’s hiding money” fight with the record
Ask where a deposit came from or where the money went, and get the recipient named and the page cited. The answer clears the accusation or confirms it, either way, so the room stops guessing.
Turn irregular income into a support number both sides accept
Bonuses, owner draws, side income that never lands the same month twice. A report reads the true income straight from the deposits, so the support figure comes from the statements, not from either side's math.
Show whether every account is actually on the table
CounselPro shows which account-months you have and which are missing, so both parties know the picture is complete before anyone signs, not after.
Let either side check any figure themselves
Click any number to open the exact statement page it came from. When both parties can verify a figure without trusting the other, the number stops being an argument.
How one deadlock broke
A divorce mediation had been stuck for months over suspected hidden income and money one side swore was missing. Each attorney brought a different spreadsheet, and each spreadsheet told a different story. The mediator put three years of statements through CounselPro to build one neutral record. Here is what both parties saw for the first time.
The deposit both sides fought over came in once, from an estate account. Separate property, documented, and traced to the source. The accusation didn't hold.
The sum each side called missing matched to business expenses with receipts. Nothing was hidden. Two months of suspicion closed in an afternoon.
The true monthly income read straight from the deposits, one figure neither spreadsheet had. Nobody had to trust the other side's math to believe it.
The upshot
Two of the three accusations fell apart, one held up, and all three were settled by the same record. The record didn't take a side. It showed the same facts to everyone, and the fight over the numbers was over. Two sessions later, they had a settlement both parties called fair.
Nobody relitigates the numbers
A mediation dies the moment someone says “that's not what my accountant found.” When every figure comes from the same record and opens to the page it came from, that moment goes away. The dispute both sides walked in with is already answered, the same way, for everyone in the room.
Is he hiding income?
The one big deposit both sides fought over was a documented inheritance, traced to the estate account. Separate property, not income. Page 47.
Where did the $85,000 go?
Nowhere. It matched to business expenses with receipts. Not missing, and both sides could see it. Page 63.
Whose income number is right?
Neither spreadsheet. The true figure reads straight from the deposits, one number either side can open and check. Page 9.
Do we have all the accounts?
Coverage shows every account-month you hold and every gap, so both sides know the picture is complete before anyone signs.
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.