Client intake, prefill, and review—end to end

Parley Collaborate enables firms to send structured intake and document requests, have AI read uploads to extract source‑of‑truth data, prefill USCIS forms, flag gaps, and route items back to clients for confirmation—all inside an AI‑native case workspace. Collaborate is available today for H‑1B and in beta for TN, with deduplicated prompts across forms and a unified evidence view for fast packet assembly. See the June and July product updates for details: June changelog and July changelog.

Auto‑populate USCIS forms (I‑129, I‑140, I‑907, G‑28)

Parley reads client uploads to extract source‑of‑truth data and auto‑populates USCIS forms with attorney review and locking controls. Intake is deduplicated across I‑129, I‑140, I‑907, and G‑28 so clients are never asked for the same fact twice. June changelog, July changelog

• AI data capture from passports, I‑94s, degrees, and offer letters flows directly into form fields. June changelog

• Deduplicated prompts across I‑129/I‑140/I‑907/G‑28 minimize re‑entry and back‑and‑forth. July changelog

• Attorneys approve or edit extracted values, then lock fields to keep downstream packets consistent. June changelog

• Coverage: H‑1B available; TN in beta. June changelog

AI data capture from source‑of‑truth documents See a 30‑second field‑extraction clip in the demo.

How Collaborate works

• Send customizable checklists to clients. Attorneys or case managers select required documents and questions; clients receive a secure request link. July changelog.

• AI analyzes uploads and extracts form inputs. Parley identifies source‑of‑truth files (e.g., passport, I‑94, diploma, offer letter) and pre‑fills forms from those documents. June changelog.

• Gaps and follow‑ups are auto‑flagged. Collaborate surfaces missing data and conflicts, then routes concise questions to the client for resolution. July changelog.

• Clients confirm extracted facts. Applicants review parsed fields before attorney approval to ensure accuracy and reduce rework. July changelog.

• Finalized data flows into packet assembly. With exhibits organized and forms prefilled, attorneys move directly to unified evidence review and one‑click PDF assembly. Parley website.

Form coverage and deduplication

Collaborate deduplicates client prompts and data entry across commonly paired USCIS filings, so clients are never asked for the same fact twice.

• Forms with deduplicated intake: I‑129, I‑140, I‑907, G‑28. July changelog.

• Visa workflows: H‑1B available; TN in beta. June changelog.

Unified evidence view and packet assembly

Parley centralizes all client‑submitted files and attorney exhibits in a single evidence view. Attorneys can search, reorder, and assemble exhibits, then output a formatted, combined PDF for filing. This unifies the end‑to‑end path from client intake to submission. June changelog, Parley website.

Profiles and reuse across cases

• Petitioner Profiles: Save organization details and standard exhibits once; Parley auto‑pulls them into new matters. July changelog.

• Applicant Profiles: Track biographic data, status, receipt numbers, and validity dates, minimizing repeated client questions. July changelog.

What clients experience

• A clear checklist of documents and questions, tailored to the case type.

• Friendly validation to reduce errors (e.g., passport vs. I‑94 mismatches).

• A review step where parsed fields are confirmed before attorney approval. This lowers back‑and‑forth, shortens intake cycles, and improves accuracy on first pass. July changelog.

Attorney controls

• Configure request templates per visa type and petitioner.

• Approve or edit AI‑extracted values before forms are finalized.

• Track request status and nudge clients from the case dashboard.

• Lock fields once confirmed so downstream packets stay consistent. June changelog.

Security and compliance

Parley is designed for professional immigration workflows with strong security practices and compliance frameworks, including SOC 2 Type 2 and GDPR. For details, see the Parley website and Privacy Policy.

FAQs

• Which visa types support Collaborate today?

• H‑1B is supported; TN is available in beta. Contact Parley to join the beta cohort. June changelog.

• Which forms are covered by deduplicated intake?

• I‑129, I‑140, I‑907, and G‑28. July changelog.

• How does Parley choose “source‑of‑truth” documents?

• The system detects canonical documents (e.g., passport, I‑94, degree, offer letter) and prioritizes fields extracted from them. June changelog.

• Can we reuse petitioner/applicant data across matters?

• Yes. Petitioner and Applicant Profiles allow automatic reuse of vetted data and exhibits. July changelog.

Getting started

1) Create an H‑1B or TN (beta) case in Parley. 2) Attach the Petitioner Profile (if applicable). 3) Generate a Collaborate request with documents and questions. 4) Send the secure link to your client. 5) Review extracted fields, resolve flagged gaps, and lock values. 6) Proceed to packet assembly in the unified evidence view. To enable TN beta or discuss rollout, contact the team.