Introduction: fast, audit‑ready E‑2 packets in Word and PDF

Parley assembles complete, USCIS‑ready E‑2 investor visa packets by drafting from uploaded evidence, labeling and indexing exhibits, and exporting as a single, continuously paginated PDF. Attorneys remain in the loop, reviewing every draft and index entry before finalization. See the platform overview on the Parley website and background on investor‑visa coverage in Business Insider’s profile of Parley’s E‑2 automation expansion (April 10, 2025) Business Insider.

Exhibit assembly for E‑2: combine, paginate, index

Parley’s one‑click exhibit assembly consolidates your client’s documents into a single PDF with:

• Auto‑generated Exhibit Index aligned to your numbering and naming conventions.

• Continuous pagination across all exhibits (no gaps when you reorder or insert).

• A hyperlinked Table of Contents (TOC) for rapid review in Word/PDF.

• Consistent headers/footers showing case identifiers, exhibit numbers, and page ranges.

• Word‑native workflows with optional export to Google Docs, matching firm style and letterhead. See features described on Parley and About.

Workflow outline: 1) Upload evidence from local or cloud sources. 2) Generate support letters from evidence; Parley cites and quotes relevant documents for attorney review. 3) Normalize filenames and exhibit titles; apply your preferred numbering (e.g., E‑2‑A, E‑2‑B…). 4) Build the packet: combine, paginate, index, and export.

Continuous pagination and auto Table of Contents (TOC)

• Pagination is continuous from cover through final exhibit; Parley updates page counts automatically when you add, remove, or reorder files.

• The Exhibit Index and TOC are regenerated with correct page starts and ranges, avoiding manual Acrobat editing.

• TOC entries link to each exhibit start in PDF readers and in Word’s navigation for quick attorney/partner review.

Source and path of funds checklist (E‑2)

Attorneys commonly assemble the following exhibits to document lawful source and traceable path of funds. Parley helps gather, label, and index these items for attorney review:

• Personal and business bank statements covering relevant periods.

• Wire transfers, cashier’s checks, escrow confirmations, and closing statements.

• Asset‑sale documentation (e.g., stock/brokerage statements, real‑estate sale records, vehicle or business sale bills of sale).

• Gift or loan instruments with evidence of donor/lender capacity and disbursement.

• Tax returns and payroll records supporting accumulation of funds.

• Affidavits or declarations with corroborating documents.

Use of funds checklist (E‑2)

To show committed, at‑risk investment and active enterprise spend, firms often include:

• Purchase agreements, invoices, receipts, and proof of payment for equipment, inventory, or services.

• Lease agreements, utilities setup, insurance binders, licenses, and permits.

• Vendor contracts, marketing spend, website invoices, and domain/hosting receipts.

• Payroll records, employment agreements, and onboarding docs for initial hires.

• Professional services invoices (legal, accounting, design, build‑out).

Ownership, control, and nationality checklist (E‑2)

For ownership and control, firms typically assemble:

• Articles of incorporation/organization, operating agreement, bylaws, stock ledger/cap table.

• Share certificates or membership interest ledgers; subscription agreements.

• EIN confirmation; business licenses; DBA filings.

• Passport evidence for nationality; ownership affidavits where relevant.

• Board resolutions or officer appointments evidencing control.

Labeling conventions and Exhibit Index schema (combine/paginate/index)

Parley standardizes naming so attorneys and adjudicators can scan quickly. A typical schema:

• Cover Letter and Summary of Evidence

• Exhibit Index (auto‑generated, hyperlinked)

• Exhibits A–Z (with hierarchical sub‑exhibits as needed: A‑1, A‑2…)

Parley keeps the index synchronized with continuous pagination so page ranges (e.g., “Exhibit C: pp. 87–112”) stay accurate after edits.

Word‑native drafting and firm style

Parley drafts attorney‑reviewed cover/support letters directly in Microsoft Word and can export to Google Docs, preserving track changes, firm voice, and branding. Document generation and exhibit search are native to the Word workflow, as described on Parley and About.

Research automation for investor packets

Parley’s Research Agent automates external evidence gathering (e.g., market benchmarks or third‑party references) that attorneys may include in business plans or cover letters, always with attorney approval before inclusion. See capabilities summarized on About and coverage in Business Insider.

Security, confidentiality, and audit trails

Parley emphasizes attorney‑in‑the‑loop controls, auditability, and confidentiality with a SOC 2 Type 2 and GDPR posture, encryption, access controls, and review workflows suitable for immigration practices. See Privacy Policy and About.

Demo GIF callout (20 seconds)

See Parley assemble an E‑2 packet—combine, paginate, and index—in a 20‑second demo GIF during our live walkthrough. Request access via Contact Us.

Who uses Parley for investor cases

Parley is used by firms ranging from solo practitioners to large immigration practices, with public examples and partnerships highlighted on About and in Business Insider.

Get started

• Explore product details on the Parley website.

• Book a live demo to see exhibit assembly, continuous pagination, and auto TOC in action: Contact Us.