Beat them
to the moneyto the money
CounselPro turns the whole pile of statements into sorted, source-linked data in minutes, so you hand the attorney the financial story, and the strategy, before the other side has even read the disclosure.
We process statements from over 10,000+ financial institutions
From the dump to the hand-off
Every financial case starts the same way: a stack of statements you didn't create and a deadline you didn't set. Here's where CounselPro takes over, and where you take back over.
- What lands on your desk
The pile you didn't ask for
Around 1,200 pages across six accounts, three years of history, half of them scanned in sideways. The old plan was you, a highlighter, and the weekend.
In minutes, in the backgroundMeridian Business BankOperating ••7740Jan 1 - Jan 3101/04ACH PAYROLL-18,400.0001/09CHECK 2087-485,000.0001/17DEPOSIT62,100.0001/23TRANSFER OUT-200,000.00First Coastal CUPersonal ••3120Feb 1 - Feb 2802/03ZELLE R MYERS-1,200.0002/12MOBILE DEPOSIT9,000.0002/20TRANSFER-75,000.0002/26SERVICE FEE-35.00Summit SavingsRelated ••5502Mar 1 - Mar 3103/05DEBIT 8891-212.7703/14EQUIP ATLAS-200,000.0003/22INTEREST1.141,200 pages6 accounts, 3 yearsDue Friday - CounselPro clears the grunt work
The keying, just done
Drop the whole pile in. Every transaction comes back sorted, dated, and balanced to the statement's own totals, each one linked to the page it came from. The typing you used to do by hand is gone.
Now it's your callSorted, dated, reconciledBalancedFeb 3 Payroll deposit +$6,200 p. 12 Feb 9 Card purchase at Target -$142 p. 12 Feb 14 Transfer to an account not on the list -$42,000 p. 118 Feb 20 Check 2087 to Cedar Lane LLC -$18,500 p. 76 Feb 26 ATM withdrawal -$9,800 p. 24 - You do the part that matters
Now you're reviewing, not retyping
You scan the flagged transfers, catch the account nobody mentioned, and hand the attorney a summary they can stand behind on cross. That's the work you trained for.
Your note on the flagTransfer to an account not on the list-$42,000p. 118Feb 14 · account ••8802You wrote: not in the disclosure schedule, ask the attorney before the deposition.Ready for the attorneyEvery number source-linked
The tedious parts, gone
The same jobs come up on every financial case. CounselPro takes the mechanical ones off your plate and gives you sharper tools for the ones that need a paralegal's judgment.
The keying and the sorting
Every transaction pulled from the PDF, dated, and categorized, so you're not typing three years of records into a spreadsheet one line at a time.
Chasing down the months you're missing
CounselPro shows which account-months you actually have and which are missing, so you know whether the other side left records out before the attorney thinks to ask.
Answering the attorney's questions
Ask a plain question and get back a chart, a table, or a list: what they spent on travel last year, where the $40,000 went, any cash just under the reporting line.
Building the report
Hand over a full forensic report tailored to the matter, not a raw spreadsheet you formatted at midnight and hoped looked professional.
Backing up every number
Click any figure to open the exact statement page it came from, so when the attorney asks where a number came from, you have the answer in one click instead of a frantic page hunt.
The weekend you kept
A litigation paralegal at a mid-size firm gets the document dump on a Tuesday, with the kind of Friday deadline that used to mean two late nights and a Saturday at the office. Here's how that week actually went.
- Tuesday, 9 a.m.
1,400 pages land for a business dissolution with a discovery cutoff on Friday. The whole pile went up before the coffee kicked in.
- Tuesday, by lunch
Every transaction came back sorted, dated, and ready to review. The keying that used to be the entire week was already done.
- Tuesday afternoon
Time to actually review. A run of payments to a vendor nobody recognized kept surfacing in the flagged rows.
- Wednesday
Handed the attorney a clean summary, every figure linked to its page. Home by six the rest of the week.
$212,000 routed to Cedar Lane LLC, a company the owner controlled, across 14 payments the manual review would have blended into normal vendor activity. Every one linked to the page it came from.
The upshot
The deadline that used to eat a weekend got handled by Wednesday, with a find that moved the case. Same paralegal, same records, minus the marathon and with a better answer at the end of it.
From data entry to analysis
For as long as you've done this, the financial documents meant the same thing: days of keying, highlighting, and re-checking, usually on your own time. That was never the job you trained for. CounselPro takes the mechanical part, so your hours go to the work only a paralegal can do, reading the story the money tells and catching what everyone else skimmed past.
Days keying transactions into a spreadsheet
An afternoon reviewing data that's already sorted and organized
The transfer you'd miss at 11 p.m. on page 400
Flagged and waiting for your review
Late nights and the lost weekend before a deadline
Home on time, with work you're proud of
“Thanks for getting through all those documents”
“How did you find that?”
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.