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About

CounselPro is an AI-powered forensic accounting platform tailored for legal professionals that allows the upload of years of financial documents, such as bank statements and credit-card records, and instantly transforms them into a searchable, analyzable database. It automatically categorizes transactions, detects hidden assets, flags irregular spending patterns, and supports natural-language inquiry so lawyers can ask questions like “Show undisclosed transfers from 2022” and receive answers along with visual exhibits. The system handles complex cases in family law, bankruptcy, business litigation, and probate by converting messy financial PDFs or scanned images into coherent analytical insights within minutes, bypassing manual data entry and spreadsheet work. CounselPro’s interface creates court-ready exhibits, workflows designed for small law firms, and supports the processing of records from thousands of financial institution sources.

About

Day.ai is an AI-native CRM platform that brings the voice of the customer into every business decision by automatically ingesting and structuring customer interactions from meetings, emails, calendars, and collaboration tools into a unified system that eliminates manual entry and guesswork. It combines a meeting assistant, CRM, and knowledge base into one solution that captures notes, action items, contacts, deals, and pipeline context in real time to provide a high-resolution, searchable record of customer relationships and sales activities across your tech stack. It uses advanced AI to summarize conversations, update CRM records, and surface insights that help teams understand why deals are progressing or stalling, while enabling natural-language queries and automated workflows that reduce admin burden and boost productivity.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Family-law, business-litigation, bankruptcy and probate attorneys searching for a tool to uncover financial patterns, hidden assets and spending anomalies in large sets of transaction data

Audience

Sales, customer success, and revenue teams seeking a tool that automatically captures, organizes, and analyzes customer conversations, meetings, and signals so they can focus on relationships instead of manual data entry

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$100 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CounselPro
Founded: 2024
United States
www.counselpro.ai/

Company Information

Day AI
Founded: 2023
United States
day.ai/

Alternatives

Trellis.law

Trellis.law

Trellis Research

Alternatives

Categories

Categories

CRM

Integrations

Gmail
Google Meet
Google Sheets
Microsoft Excel
Microsoft Teams
Slack
Zapier
Zoom

Integrations

Gmail
Google Meet
Google Sheets
Microsoft Excel
Microsoft Teams
Slack
Zapier
Zoom
Claim CounselPro and update features and information
Claim CounselPro and update features and information
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Claim Day AI and update features and information