PDF to Excel for Law Firms: Convert Discovery Documents, Bank Statements, and Exhibits

Upload the produced PDFs to the converter at the top of this page and download Excel files in seconds. The engine detects the transaction table, applies OCR if the production is scanned, and keeps dates and amounts as real values. Stack the months into one sheet, add an account column, and you have a searchable transaction record you can sort, filter, and total for a schedule.

Yes. Built-in OCR reads image-only PDFs, so a scanned statement, a photocopied ledger, or a faxed invoice still converts into rows and columns. Clear scans read best, and heavily stamped or skewed pages read worst. Whatever the source, verify the totals and any figure you plan to cite against the produced page before it goes into a filing.

Uploads are encrypted in transit and at rest, processed in an isolated environment, and deleted automatically once the spreadsheet is ready. Nothing is stored long term, shared, or reused. Because firms carry confidentiality duties and many cases sit under a protective order, confirm that the deletion policy satisfies your obligations and any court order before uploading client material.

The converted file is a working spreadsheet, and a summary exhibit built from it should always cite the underlying production. Keep the original PDFs, note the Bates range each row came from, and reconcile your totals to the statement totals. Courts admit summaries of voluminous records when the originals are available to the other side, so treat the conversion as the tool that builds the summary, not as the evidence itself.

Yes. Provider billing detail converts to charge lines with dates of service, codes, and amounts in their own columns, so the specials total in one formula rather than on a calculator. That makes it much easier to reconcile charges against payments and adjustments, spot a duplicate line, and show a lienholder exactly how the outstanding balance was calculated.