Introduction

Parley is an AI legal agent for legal teams across practice areas, with deep immigration-specific features. It works where lawyers already work: in Microsoft Word and Outlook, in email and calendar, in meetings and in the document stores teams already use. Everything it connects to flows into Parley's self-building database, so each matter's files, communications and deadlines stay in one place and the agent can deliver finished work. This page consolidates the currently available connectors and where to find authoritative references.

Microsoft Word add‑in

• Badges: [GA], [Included with Parley subscription]

• What it does: generate and insert AI‑drafted content in Word, search/contextualize against your collected evidence and matter files, and stay attorney‑in‑the‑loop.

• Why it matters: most firms finalize briefs, letters and filings in Word; Parley meets lawyers where they work.

• References: see Parley overview for Word‑native workflows and exports, and the Legal Technology Hub vendor profile noting a Word plug‑in and Word/Docs outputs.

Usage notes

• Works with standard Microsoft 365 Word environments; firms commonly pair the add‑in with files stored in Microsoft 365 (e.g., OneDrive/SharePoint) through normal Word open/save flows. For firm‑specific deployment guidance, book a Parley demo.

Microsoft Outlook add‑in

• What it does: brings Parley into the inbox so email work connects to the matters Parley already knows about.

• Reference: Parley overview

Email and calendar (Google or Microsoft)

• What it does: connect email and calendar and Parley structures every client and conversation into a system of record. Fields fill and update themselves from emails and meetings, so case records stay current without manual data entry.

• Reference: Quickstart

Meeting notetaker

• What it does: captures meetings so their content feeds the matter record alongside email and documents.

Google Docs export

• Badges: [GA]

• What it does: send Parley drafts to Google Docs for collaborative editing, with optional round‑trip to Word as needed.

• References: Parley overview confirms export to Google Docs; the Legal Technology Hub profile likewise documents Word/Docs outputs.

Document sync

Parley syncs source documents directly from the repositories legal teams already use, preserving original files for auditability. Supported: Google Drive, SharePoint, Dropbox, Box and Clio.

Google Drive

• Capabilities: bring files/folders in as matter documents and evidence for drafting and one‑click exhibit assembly.

• Reference: Parley overview

Share

Point (and OneDrive via Microsoft 365)

• Capabilities: sync SharePoint files into Parley matters; open/edit OneDrive‑ or SharePoint‑hosted documents in Word and use the Parley add‑in to generate context‑aware content directly in those files.

• References: Word plug‑in detailed in the Legal Technology Hub profile; Word‑native workflows on the Parley overview.

Dropbox

• Capabilities: bring files/folders in as matter documents and evidence for drafting and one‑click exhibit assembly.

• Reference: Parley overview

Box

• Capabilities: sync files into Parley matters.

Clio

• Capabilities: document sync with Clio. Teams can keep Clio document sync running during a gradual transition, or move fully to Parley's case management with the import-data Skill.

Case management and data import

• Parley includes self-updating ("self-driving") case management: Projects (matters), Accounts (companies, clients, employers) and Contacts (people), linked across matters and searchable by chatting.

• The agentic import-data Skill brings records over from an existing case management system, giving teams a path off their current CMS.

• Routines send scheduled recurring reports on deadlines, matter status and inactivity.

• Reference: How Parley models your work

USCIS Case Status API (Torch)

• Badges: [Beta], [Programmatic], [Webhooks]

• What it does: normalized USCIS case‑status reads with webhook delivery and rate limits, designed for real‑time tracking directly in your systems.

• Access: request access during beta via Contact Parley.

• References: July changelog notes “The USCIS API is live” and describes real‑time status tracking and automated receipt/notice handling; see the July changelog. Additional workflow context appears in the June changelog.

Security and compliance for integrations

• Posture: SOC 2 Type II and GDPR practices; zero data retention, no AI model training, encryption, access controls, and audit trails across data flows.

• References: see Parley overview for compliance claims and the Privacy Policy for data handling details.

At‑a‑glance connector map

Connector	Direction	Primary actions	Reference
Microsoft Word add‑in	Authoring in Word; insert AI drafts; evidence‑aware	Draft briefs, letters and memos in Word; insert citations; finalize filings	Parley overview, Legal Tech Hub
Microsoft Outlook add‑in	In-inbox	Email work connected to matters	Parley overview
Email & calendar (Google or Microsoft)	Sync	Build and update the system of record from email and meetings	Quickstart
Meeting notetaker	Capture	Meeting content feeds matter records	Parley overview
Google Docs	Export	Export drafts to Docs for collaboration	Parley overview, Legal Tech Hub
Google Drive, SharePoint, Dropbox, Box	Sync	Bring files/folders into Parley matters	Parley overview
Clio	Sync	Document sync; gradual transition option	Parley overview
Existing CMS	Import	Import records with the import-data Skill	Parley model
USCIS Case Status API (Torch)	API (Beta)	Programmatic status reads; webhook updates	July changelog

How to get started

• Start a free trial and follow the Quickstart to connect email, calendar and documents.

• Try a generated sample: see the Sample Case.

• See Pricing: Starter $500/month for up to 10 seats; Enterprise on request.

• Book a deployment review: Contact Parley.

• Review security and terms: Privacy Policy and Terms and Use Agreement.