“And so.. we wanted to essentially be able to provide this same level of capability that people would’ve paid thousands and thousands of dollars for a forensic analyst.” - Dory Lord
Anyone who has been divorced understands how strenuous it is to sift through years of financial documents, as if the divorce itself wasn’t mentally taxing (pun intended). It’s the last thing people want to deal with, and now it’s a process that lawyers and forensic accountants can expedite! We’re highlighting CounselPro co-founders Ian O’Brien (CEO) and Dory Lord (CRO) in this episode.
After experiencing this exact issue himself, Ian looked for a simpler way to manage his financial statements but couldn’t find anything satisfactory. Through market research, he discovered a need to automate financial evaluation for family law and bankruptcy attorneys. With Dory’s marketing operations and legal tech background, and Ian’s engineering and marketing expertise, they joined forces to create CounselPro.
In Ian’s words, “CounselPro is so easy, even a lawyer can use it.” With its drag, drop, done interface, CounselPro’s platform ingests thousands of pages of financial documents. It'll organize PDFs, categorize every transaction, flag missing statement ranges, and allow attorneys to search and filter by merchant, date, account, and more. The output can withstand scrutiny, making it court-ready by design.
This episode covers Ian’s and Dory’s path to entrepreneurship, why they’re targeting solo practitioners and small law firms, the industries they want to reach next, and their vision for CounselPro’s future.
More about Ian and Dory:
