CounselPro is an AI-powered forensic financial analysis platform for attorneys handling bankruptcy, family law, and business litigation. Core workflow: upload years of bank statements (PDFs) → AI processes with Vision Language Model + 40B parameter LLM → automatically categorizes transactions, identifies merchants, detects patterns, tracks fund flows → generates source-linked, court-ready reports with visualizations. Founded 2024 in New York City by Ian O’Brien (CEO). ~3-4 employees, 523 LinkedIn followers. Has pricing page on website. Recent product updates include ROI dashboard, batch transaction updates, timeline chart exports, enhanced AI analysis, statement gap detection, and income clarity filters. Active blog covering AI forensic accounting, family law financial analysis, and bankruptcy case preparation. Listed on SourceForge, Slashdot. Competes with Ocrolus, Valid8, and FraudFindr in the financial document analysis space. Also has mediation use case (shared financial transparency between parties). NOTE: There is a separate, unrelated product also called ‘CounselPro’ — CounselPro™8 by AAEPA is estate planning software built on ActionStep. This analysis covers counselpro.ai only.
Company Info
- Founded: 2024
- Team size: ~3-4 employees
- HQ: New York, NY
- Sector: AI Forensic Financial Analysis
What We Haven’t Verified
This page was assembled from publicly available information. Note: There is a separate, unrelated product also called CounselPro (CounselPro™8 by AAEPA, estate planning software). This page covers counselpro.ai only. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, CounselPro is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems CounselPro addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Family law attorney needs the other spouse's Facebook posts showing lavish spending during an alimony dispute — but by the time the paralegal gets around to capturing them, the posts have been deleted, and there's no admissible record of what was there
Family law attorney in a contested divorce needs to prove the spouse is hiding income or dissipating marital assets — but analyzing 3 years of bank statements across 6 accounts means thousands of transactions, the forensic accountant costs $15,000, takes 4 weeks, and the paralegal manually categorizing transactions in Excel misses the wire transfer to a shell company on page 47
Where it fits in your workflow
Before CounselPro
Attorney handling contested divorce, bankruptcy, or business litigation receives years of bank statements from client or discovery → historically sends to forensic accountant ($15K+, 4-week turnaround) or has paralegal manually categorize in Excel → CounselPro automates the analysis
After CounselPro
After AI analysis → attorney receives categorized transaction data, spending patterns, fund flow visualization, timeline charts → used in depositions, mediation, court filings. Court-ready report format with source citations.
Integrations & hand-offs
Bank statement PDFs (from client or discovery) → CounselPro (AI processing: VLM + LLM) → court-ready reports → attorney (strategy development, deposition prep) → expert witness (if needed, CounselPro's output may reduce expert need). Integration with case management systems unknown.
Also used by similar teams
Community Data
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