CounselPro

What it is Overview

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.

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