CounselPro for Paralegals
Turn document chaos into strategic value

We know you're tired of drowning in bank statements and credit card records. You didn't become a paralegal to be a human copy machine. Let CounselPro handle the tedious document review while you focus on building winning cases.

Stop the Document Nightmare
No more weekend document marathons
End the endless PDF page-flipping
Throw out those dried-up highlighters
Become the Hero of Every Case
You know those financial documents inside and out. Now let CounselPro turn your expertise into strategic insights that attorneys actually notice and clients appreciate.
Work Smarter, Not Harder
What used to take you days now takes minutes. Spend your time on the work that matters — building cases, not just managing paper.

Throw out your highlighters

Every case starts the same way: a mountain of financial documents lands on your desk with a deadline that makes your stomach drop. Bank statements, credit cards, business records — all demanding your immediate attention.

You know the drill. Hours spent squinting at PDF pages, highlighting suspicious transactions, manually entering data into spreadsheets, trying to piece together a financial story that makes sense. Your eyes burn, your back aches, and you're still not sure you caught every important detail.

Meanwhile, the attorney is asking for updates, the client is anxious for results, and you're wondering if there's a better way to do this job you actually love. There is — and it doesn't involve a single highlighter.

We process statements from over 10,000+ financial institutions

Barclays logo
Bank of America logo
CapitalOne logo
American Express logo
Chase logo
Citi logo
HSBC logo
Mastercard logo
TD logo
UBS logo
Wells Fargo logo
Barclays logo
Bank of America logo
CapitalOne logo
American Express logo
Chase logo
Citi logo
HSBC logo
Mastercard logo
TD logo
UBS logo
Wells Fargo logo
Barclays logo
Bank of America logo
CapitalOne logo
American Express logo
Chase logo
Citi logo
HSBC logo
Mastercard logo
TD logo
UBS logo
Wells Fargo logo

From document chaos to case insights

Stop drowning in PDFs and highlighting everything in sight. Start building cases that win.

Drag & Drop

Just drag those messy PDFs into CounselPro. Scanned, digital, terrible quality — it handles them all.

AI Does the Grunt Work

While you grab coffee, AI extracts every transaction, date, and amount. No more manual data entry.

You Add the Magic

Review the organized data, spot the patterns, and apply your expertise to find what matters.

Impress Everyone

Deliver professional reports that make attorneys smile and clients trust your firm's capabilities.

Your expertise deserves better tools

You didn't spend years learning the intricacies of legal document management just to become a data entry specialist. You have insights, instincts, and knowledge that could be transforming cases.

You know what red flags look like in financial documents. You understand how money moves in divorce cases, business disputes, and estate matters. You can spot inconsistencies that others miss. But right now, you're spending all your time on the tedious work instead of the strategic thinking.

CounselPro amplifies your expertise instead of replacing it. The AI handles the grunt work — extraction, categorization, basic analysis — while you focus on the patterns, anomalies, and insights that win cases. Finally, a tool that respects what you bring to the table.

Sarah's story: From overwhelmed to indispensable

Sarah, a paralegal at a busy family law firm, just received 5,000 pages of financial documents for a complex divorce case. The attorney needs a comprehensive analysis by end of week. In the past, this would have meant working late every night and a stressful weekend.

With CounselPro, Sarah's week looked different:

Monday Morning
Uploaded all documents while drinking her morning coffee (only seconds)
Monday Afternoon
Reviewed AI-organized data and flagged suspicious transfers (2 hours)
Tuesday
Created detailed spending analysis and timeline (3 hours)
Wednesday
Delivered comprehensive report that impressed both attorney and client

The Real Victory:

Sarah didn't just complete the task faster — she uncovered hidden asset transfers that manual review would have missed. The attorney praised her thoroughness, the client was amazed by the detail, and Sarah went home every night by 6 PM that week.

"I finally feel like I'm using my brain instead of just my eyes," Sarah said. "CounselPro turned me from a document processor into a case strategist."

Your workday, transformed

Stop being the office document hero who stays late every night. Start being the strategic paralegal who delivers insights and goes home on time.

Your Daily RealityThe Old WayWith CounselPro
Processing 5,000 pages of bank statements
Weeks of mind-numbing data entry
Seconds to upload, 2 hours to review
Spotting suspicious transactions
Easy to miss in spreadsheet chaos
AI highlights red flags automatically
Creating professional reports
Hours formatting Excel, hoping it looks professional
One-click professional reports with citations
Work-life balance
Late nights, weekend work, burnout
Home by 6 PM, weekends free
Recognition for your work
"Thanks for getting through all those documents"
"This analysis is brilliant — how did you find that?"
Using your legal expertise
Stuck doing data entry instead of analysis
Focus on patterns, insights, and strategy

Ready to transform your workday? See how CounselPro works for paralegals

Become indispensable to your firm

Transform from document processor to strategic analyst. Deliver insights that attorneys notice and clients value, positioning yourself as a key player in every case.

Reclaim your evenings and weekends

Stop being the office document hero who stays late. CounselPro handles the grunt work so you can go home on time with work you're proud of.

Advance your paralegal career

Develop skills in financial analysis and case strategy that set you apart. Show you can handle complex cases with tools that amplify your expertise.