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BP Portal

Bills of Particulars in your firm's format,drafted in minutes instead of half a day.

Upload the demand and the case file. You get back a Bill of Particulars in your structure, your language, and your formatting, ready for your review and signature.

Your first week is free.

Forty one seconds on what this is, filmed at the firm it was built for.
Read the transcript

Lawyers of New York, are your paralegals still spending hours drafting simple BPs? Here at Robert K. Young Law, we just drafted this BP in less than five minutes. If you've ever had to flip through medical records and police reports just to answer the other side's question, then you know exactly how much time has been wasted. All you need to do is upload four different documents: the medical docs, intake form, the police report, and the demands from the defendant. Then BP Portal will take all those things, scan them, and create a custom formatted BP specific to your firm. Anything the system isn't 100% confident about, it will flag for attorney review. Right now, we're offering a free trial with your custom BP generator, and if you don't like it, you don't pay.

The problem

The problem

A demand lands. Someone opens the last similar case, copies the structure, hunts through the medical records for treatment dates and injury language, retypes the special damages, and sets up the verification page.

That is half a day. Next week it happens again, on a case that is 80 percent the same.

How it works

I build it around your firm once. You run it after that.

  1. Phase 1

    The build, from your filed work

    It starts from Bills of Particulars your firm has already served, and the case materials behind them. What that involves, and on what terms, is the first thing we settle on the call.

    What I read in your filed BPs

    • Section order and numbering
    • How negligence allegations are phrased
    • Special damages layout
    • Verification page
  2. Phase 2

    After that, it is one upload

    Upload the demand and the case file. You get a Word file and a PDF in your firm's format, in minutes. No prompting, no editing the AI's instructions, no new tool for your staff to learn.

    Upload and generate screen with the demand schedule, police report, intake form, and medical records attached
    Upload and generate screen with the demand schedule, police report, intake form, and medical records attached

    Drag to move around the image.

Combined replies

The Combined Reply comes with it, free.

Most tools stop at the Bill of Particulars. The defendant's Combined Demand for Discovery and Inspection usually arrives in the same PDF, and it needs an answer too.

The match

Same firm, same case type. Four hours by hand, six minutes generated.

Below is generated output beside a Bill of Particulars the firm it was built for actually served. Look at the formatting.

Generated Bill of Particulars, page render

Tap a tab to switch. Drag a page sideways to read it at full size.

Real pages from one matter. Every name, the firm, the index number, the county, and the place and time of the accident are blacked out.

Why custom

A generic draft still has to be rewritten.

Other tools will produce a Bill of Particulars. What comes back is competent, anonymous, and unlike anything your firm has served, so an associate rewrites it and you have saved nothing.

Traceability

Every line traces back to a page in your file.

Each allegation carries the document it came from, the page number, and the exact quoted language. Click it and the record opens to that page with the passage highlighted.

Source panel showing the quoted line, the document and page it came from, and the record open at that page
Source panel showing the quoted line, the document and page it came from, and the record open at that page

Drag to move around the image.

The click and the page jump, on a loop. Open it for a full size view.
The click and the page jump, on a loop. Open it for a full size view.

Drag sideways to read the record at full size.

In their words

What changed at the firm it was built for.

Eighty seconds with Gary Young and Hannah at Robert K. Young & Associates.
Read the transcript

Before we had the BP generator, there was, at any given time, 100 to 150 BPs outstanding. We got the BP generator, and we trimmed that down to, like, five. We're at Robert K. Young and Associates, and today we're going to be interviewing and figuring out what people actually think about the BP Portal. We had hired a young lady to help out with the bills of particulars, and her sole job was to pump out the BPs. After we got the BP generator, we had to change her job because there wasn't a backlog of BPs. A couple of hours, um, to go through all the medicals and make sure I didn't miss anything. I was always afraid to miss over some important information. Now, I upload all of the medicals into the generator, and it can spit out answers for me in, I want to say, five to ten minutes. Links every finding that it has from the records for me, so I can just click on the hyperlink, and it'll take me straight to the page. Genuinely, this has made my life so much easier. With doing a BP before I used to be able to do one a day, if Jacob walks up to me at, like, three o'clock, and he tells me he needs two by the end of the day, I can do it for him. If your PI firm is still drafting BPs by hand... It's a waste of manpower, and you're going to be left behind. It's kind of like when the iPhone came on, and I was using a flip phone, and I was with the buttons, and I was, like, a little hesitant to embrace the iPhone. I said to myself, hey, if I don't jump on this iPhone, technology is going to just gallop away from me.

Robert K. Young & Associates has about nine attorneys and twenty five staff, handles only accident cases, and puts every case into litigation. Every one of those cases brings a demand for a bill of particulars.

Gary Young says that before BP Portal the firm had 100 to 150 BPs outstanding at any given time. After it, about five. The person they had hired to draft BPs moved on to other work, because there was no longer a backlog to draft.

Hannah, a legal assistant who drafts them, used to spend a couple of hours going through the medicals for one BP. Now she uploads the records, has a draft in five to ten minutes, and spends about thirty minutes reviewing it before it goes out.

Both say the same thing about the draft: it gets most of the way there, and a person still checks every line. That is how it is meant to be used.

Watch the full testimonialsGary and Hannah, unscripted, with captions and chapters.
Gary YoungAttorney, Robert K. Young & Associates
Read the transcript

Let's start off this interview. Who am I here with? Gary Young, attorney. So tell me about the firm. What do you guys do? I'm 53 years old. I've been in practice for 27 years. This office was formerly my father's. He's 84, retired. Our office handles basically four general types of cases. Auto, slip and fall, dog bite, construction cases. We've handled probably close to 20,000 of these cases in the past 27 years. We've recovered in excess of $200 million for our clients. We have approximately nine attorneys, 25 administrators. All we do is accident cases.

Before you guys started using the BP Portal, what was the BP situation like? Our office puts every single case into litigation. And in turn, we get answers. And along with the answers, we get demands for discovery, which include demands for bills of particulars. At any given time, we'd have between 100 and 200 demands for bills of particulars that need to be responded to on our office. And in our weekly meetings, I'd see that there were quite a few outstanding. It's my office. I like to push the discovery along. And the sooner we exchange the BP, the sooner we can move on to the next course of the litigation.

So before we had the BP generator, there was, at any given time, 100 to 150 BPs outstanding. We got the BP generator and we trimmed that down to like five. And you know what's funny? We had hired a young lady to help out with the bills of particulars, an administrator to help the attorneys get the BPs done. And her sole job was to pump out the BPs. After we got the BP generator, we had to change her job because there wasn't a backlog of BPs. It really was tremendous.

The BP generator would get the BPs to like the 80% mark, wherein it would be a product that the attorney would have to just review and make sure all the medicals were ticking and tying. And then it would be just about ready to send out. It was a, I would say it was a game changer. It really was a nice product for the office.

Hired her initially to do the BPs. And once we got the BP generator, the BP started getting done much quicker and we didn't need her to do the BPs. So we tasked her with something else.

So was there a trust hurdle? Meaning like, did you have to like accept me into your office and trust me? Yeah. I mean, trust in any profession is a tremendous component of any relationship, whether you're working with a contractor, plumber, electrician, attorney, doctor, it's probably just as important as professionalism. So when you came into the office, we wanted to make sure that, yeah, there was an element of trust that had to be developed, but I also knew you before this relationship. So I knew you'd do the right thing. And then as concerns the product, we also recognize that the BP generator was not infallible and that we have to very carefully review the work product that the, that this machine pumps out or product pumps out. So yeah, we, we, it gives us like a product and then we carefully scrutinize to make sure it's perfect.

So what have you heard from the team when they started using the BP Portal? I've got a lot of good feedback because like a tremendous component of the attorney's job duties on a day to day was to get discovery done. And one of the biggest components of discovery is getting the bills, bill of particulars out and the combined reply. And with the BP generator, we were able to pump out the BP a lot quicker and they could focus on other tasks, basically trimming down their workload. So improved productivity? Yeah, a hundred percent improved productivity.

Who would you recommend this to and why? Sure. I would recommend this to other attorneys that have a practice similar in nature to mine.

Finish this sentence. If your PI firm is still drafting BPs by hand. You're basically, it's, it's a, you're, it's a waste of manpower and you're going to be left behind. It's kind of like when the iPhone came on and I was using a flip phone and I was with the buttons and I was like a little hesitant to embrace the iPhone. And I said to myself, Hey, if I don't jump on this iPhone, I'm going to, technology is going to just gallop away from me. So I would say it's much akin to that.

HannahLegal assistant, Robert K. Young & Associates
Read the transcript

Who am I with today? My name is Hannah. I work at Robert K. Young and Associates. I'm a legal assistant. I handle generating BPs in the office, bills of particulars. Are you currently doing that right now? At the moment, I am not. I've actually gotten through all the BPs that I had outstanding.

So what was it like to learn writing BPs when you first started? When I first started, the most important thing that they always told me about was medicals, making sure you don't ever miss anything. It's more difficult to add it in later than it is in the beginning. Reading, learning how to read the police report, being able to describe the accident. Those are the main things. Everything else is pretty, majority copy and paste from others. That's for motor vehicle accidents. Slip and falls, I'm not as familiar with, so I won't be able to tell you as much about that. But for the MVA cases, yeah, it's just going over the medicals, the police report, the specifics of the accidents, everything else is copy and paste.

So what is the hardest, time-consuming part about reviewing or making the BP? The most time-consuming part about reviewing the bill of particulars is definitely the medicals, having to go through page by page, especially hospital reports. The generator does that for me in minutes. It links every finding that it has from the records for me, so I can just click on the hyperlink and it'll take me straight to the page it pulled it from, highlight the information that it told me about. With the combined replies, naming all of the different providers and who they are treating, it also saves a ton of time. That's one of the more tedious parts. Yeah, I'd say that's probably the best part about it, in my experience.

What is it like now with the BP Portal versus how it was previously before you had the BP Portal? Now, as opposed to before, before when I had the BP Portal, my steps were go through the answer, go through the medicals, make sure that we have everything that we need to start drafting the BP, and then I would go through all of the MRI findings, any EMG reports, and then it would take me probably around, I'm relatively new at this, so a couple of hours to go through all of the medicals and make sure I didn't miss anything. I was always afraid to miss over some important information. Now, I upload all of the medicals into the generator, and it can spit out answers for me in, I want to say, 5 to 10 minutes. I'm not very good at accident descriptions, sometimes the way the police reports were, it can confuse me. So, having the generator, I do a lot less back and forth now, going back to double-check myself. Really, it kind of streamlined it all into one review process at the end, being able to make any quick edits from the AI draft, and then it probably takes me 30 minutes at most to go over one if I just sit there from start to finish.

How would you say the, would you say the review section of the BP Portal really helps expedite that? Absolutely. Even outside of BPs, when we do general, like, summarizations of the cases for Gary or whoever else, I don't think anyone else does this, but I've been able to put the records in, and then there's the medical review portion outside of the BP generator. So, I can use it for any medical record review, and it's better than other AI alternatives. You know, I would go through ChatGPT or Adobe, the Adobe AI, and they just, it doesn't really understand it in the way that you have trained the BP generator to be able to understand the medical records. Yes, and having it, give me a really nice template is probably the best thing about it. It saves me so much time not having to go back and forth, make sure I have everything included. It, yeah. So, you like the standardization of the template of this, basically the medical summarization? Yes, that's my favorite part about the generator. It's, it was where I struggled the most, always worried to miss something. You know, I don't understand the terminology, but the generator, I don't know what the process is, if it Googles it on its own, but it, you know, it pulls anything important that's necessary.

And you mean everything you say. Yeah, genuinely, this has made my life so much easier. With doing a BP before I used to be able to do one a day, if Jacob walks up to me at like three o'clock, and he tells me he needs two by the end of the day, I can do it for him.

Wow. If I were, if you were to talk to a new legal assistant at another firm, would you tell them to use the BP Portal? Yes, but I wouldn't rely on it entirely. You know, there, there are moments when I'm going through where, of course, there's going to be like little errors. But you work with me very quickly on any issues that do come up. And they're usually fixed by the same day, if not later that week. Thank you. Yeah.

Security

Your case files stay yours.

Your firm's rows are separated at the database level by row level security, not just behind a login. Traffic runs over TLS, and files sit on infrastructure that encrypts storage and backups.

Read the full security policy

Pricing

Bills of Particulars, by the month or by the document.

Questions

The questions I get on the first call.

What if the output is wrong?

You review it before it is served, the same as a paralegal's draft. Everything is cited to a page in your file, so checking it is fast. Your supervisory obligations under RPC 5.1 and 5.3 are unchanged: the attorney who signs the bill is its author, and the system is built around that.

Does it handle my case types?

Auto, premises, and construction, including Labor Law claims, are what I have built against so far. If your mix is different, that is part of what the build covers.

Does it do the Combined Reply too?

Yes. Tick the box on the upload and it drafts the Combined Reply to the defendant's Combined Demand for Discovery and Inspection alongside the Bill of Particulars, in your format. It is free on every plan.

How long does the build take?

About a week once the build materials are in hand. You will see output in your format before you are charged a subscription.

What if I want to change the format later?

Tell me the change and I update the build. That is part of what you pay monthly for.

Do I need a specific case management system?

No. You upload documents. If you are on SmartAdvocate or something similar and want it wired in directly, that is a conversation.

What happens to my firm if you get hit by a bus?

Your generated documents are yours and exportable at any time, and your firm's build specification is documented. You are never locked out of your own work product.

What if it doesn't work for us?

It starts with a demo call, not a document handoff. If the fit looks right I build the generator around your format, and your first week on a plan is free, up to your tier's included volume. A card goes on file at signing and billing starts when the first week ends. On Client pricing, the first five Bills of Particulars are free and the $1,250 custom build is paid at signing. If the output is not something you would put your name on, we part ways, nothing is charged for the free week or the free five, and you keep every document it produced.

Is my client's medical information safe?

Firm-level isolation, encryption at rest and in transit, no cross-firm access, and no model training on your data.

Run it on your own cases before you pay for anything.

Start with a demo call. If the fit looks right, I build the generator around your firm's format and your first week is free. If what comes out is not something you would put your name on, we part ways and you keep every document it produced.

Zachary Greenberg, Cyberdialect. Long Island, NY.

(516) 531-3962info@cyberdialect.com

Zachary Greenberg