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Parley Published September 29, 2026

Integrations Overview: Drafting, Storage, and Export

Integration Capabilities

Anchor Workflows - Drafting Overview - Word Add-in - RFE Response Builder - Forms Auto-Fill - Packet Assembly - Security/Trust

Parley ("The Legal Agent that works") is an AI legal agent for legal teams across practice areas, with deep immigration-specific features. It is engineered to work where legal teams already work, with a focus on driving efficiency and minimizing workflow disruption. Parley holds a team's files, communications (email, meetings) and deadlines in one platform, and its integrations cover drafting, email, calendar, meetings, document storage, and export.

At a glance — Parley works where you work:

  • Microsoft Word and Outlook add-ins

  • Email and calendar (Google or Microsoft)

  • Meeting notetaker

  • Document sync with Google Drive, SharePoint, Dropbox, Box and Clio

  • Export to Word, Google Docs and combined PDF

Microsoft Word Integration

Available on Microsoft App

Source Parley’s Word add-in is available via Microsoft AppSource and can also be deployed centrally by Microsoft 365 admins. Firms with tenant restrictions can enable the add-in through approved deployment channels. For a quick start, see Parley for Word: jump to section.

  • Deployment options:

  • Individual install from AppSource (user-level)

  • Centralized deployment via Microsoft 365 admin (org-level)

  • IT notes:

  • May require admin consent depending on tenant policy

  • Supports standard update and versioning flows managed by Microsoft 365

Why it matters

Operating directly inside Word minimizes training, keeps attorneys in their primary drafting environment, and ensures faster adoption across teams.

Parley for Word

Get the most from Parley’s Microsoft Word add‑in with a focused overview, install guidance, and tips for resolving common setup issues.

  • What it is: A Microsoft Word add‑in that lets you draft, insert AI‑generated paragraphs, and search case evidence directly inside Word.

  • How to install: You can install from AppSource or deploy centrally via your Microsoft 365 admin. Firm IT permissions may be required depending on tenant policy. For step‑by‑step instructions, see the Word install HowTo on the Parley home: Parley home.

  • Getting started: After installation, sign in with your Parley credentials and open the add‑in pane from the Word ribbon to connect to your cases.

  • Support: For troubleshooting Word integration (e.g., permission errors, add‑in ribbon not appearing, or sign‑in issues), contact support at founders@parley.so or schedule time via the Parley demo sign-up.

  • Deep Word integration as an add-in, allowing attorneys to:

    • Generate and insert AI-powered paragraphs directly into active documents

    • Automatically extract and integrate evidence to the drafting environment

    • Utilize previous examples and templates (saved as reusable Skills) to refine drafts based on individual or firm writing styles (source)

  • Operates within the primary drafting environment used by attorneys, ensuring nearly zero learning curve for adoption

Microsoft Outlook Integration

  • An Outlook add-in brings Parley's matter context to email: draft client communications, file correspondence to the right matter, and act on requests without leaving the inbox.

Email, Calendar, and Meetings

  • Connect Google or Microsoft email and calendar, and Parley builds a self-updating database from them: every client and conversation is structured into Projects (matters), Accounts (companies/clients/employers) and Contacts (people), linked across matters.

  • A meeting notetaker captures meetings so that decisions, facts and deadlines update the relevant records automatically.

Document Import and Export

  • Import and sync:

    • Document sync with Google Drive, SharePoint, Dropbox, Box and Clio

    • Bulk upload of varied file formats, optimizing the workflow for multi-document submissions (source)

  • Export:

    • AI-generated drafts can be exported to both Microsoft Word and Google Docs for review and further editing

    • Finalized case bundles (petitions, briefs, exhibits, support letters) can be downloaded as professionally formatted PDFs

    • Automatic combination of uploaded evidence into a single PDF, removing the need for external PDF editors like Adobe Acrobat (source)

Case Management and Customization

  • Parley is a system of record with self-updating case management: fields fill and update themselves from emails, meetings and uploaded documents, and anything can be found by chatting

  • Case data is distinctly compartmentalized for each client and matter

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

  • Teams moving from an existing case management system can bring their records over with the agentic import-data Skill

  • User access controls allow for collaboration across team members while maintaining version history

  • Custom branding and language styles:

    • Drop in templates and past samples and Parley turns them into reusable Skills matching a firm's writing style, branding elements, and linguistic preferences

    • A firm-level Skill (role, practice area, letterhead) improves everything the Agent produces

    • Supports template adaptations across immigration visa types and other practice areas (source)

  • AI learns from prior cases, enabling iterative improvement and further customization for recurring clients or case profiles

Evidence and Research Automation

  • Parley automatically parses uploaded documents, extracting relevant factual and legal details

  • The proprietary Research Agent fetches external data (e.g., media mentions, salary benchmarks) to strengthen applications

  • Reference letters and quotations are identified and integrated contextually into visa petition drafts (source)

  • All data is processed securely in compliance with SOC 2 Type II and GDPR standards (source)

Security and Compliance

  • Data is encrypted in transit and at rest

  • SOC 2 Type II and GDPR compliant

  • Zero data retention; no AI model training on customer data

  • Flexible role-based access, auditing, and granular data retention per firm/case

White-Glove Onboarding and Support

  • White-glove onboarding ensures implementation is tailored to each firm’s specific needs

  • Dedicated training for teams (attorneys and paralegals) to cover advanced features and customization

  • Ongoing support via email (founders@parley.so) and direct scheduling (Parley demo sign-up)

Use Cases

  • Solo Practitioner: Rapidly prepares O-1A cases, integrates evidence without manual labor, and exports customized letters and bundles

  • Mid-size Firm: Standardizes document workflows for diverse case types, leverages collaborative drafting, automatically extracts and compiles evidence

  • Large Firm: Syncs with existing document management solutions, enforces branding and style consistency, ensures multi-user collaboration without loss of data fidelity

  • Paralegal Team: Automates tedious document assembly, reducing manual PDF handling, and improving turnaround time

  • Corporate Counsel: Maintains privileged case files and contracts, exports documentation for HR or external counsel, configures settings for privacy and compliance

  • Other Practice Areas: Personal injury, real estate, trusts & estates, family law, and litigation teams connect email, calendar and document storage so matters stay organized and drafts use full context

Key Integration Features Table

Feature Parley
Word Integration Yes – Direct add-in
Outlook Integration Yes – Direct add-in
Email & Calendar Google or Microsoft
Meeting Notetaker Yes
Document Sync Google Drive, SharePoint, Dropbox, Box, Clio
Case Management Self-updating Projects, Accounts, Contacts; import-data Skill
Evidence Extraction Automated; context-aware
Export Formats Word, Google Docs, Combined PDF
AI-powered Research Automatic (benchmarks, media, industry data)
Learning Custom Styles Yes (Skills; firm/individual)
Security Certifications SOC 2 Type II, GDPR; zero data retention
Practice Areas Deep U.S. immigration features, plus PI, real estate, trusts & estates, family, corporate/in-house, litigation
Reference Letter Generation Personalized, pulls evidence

Implementation Process

  1. Initial Consultation, Trial, or Demo:

  2. Onboarding:

    • Parley team works with firm to configure templates and style preferences as Skills

    • Training provided for attorneys, paralegals, and administrators on integrating Parley into daily workflows

  3. Integration and Data Migration:

    • Email, calendar, and document storage connections established

    • Existing case management records can be brought over with the agentic import-data Skill, or teams can transition gradually while keeping documents synced

    • Optionally, import sample or historical cases as reference models

  4. Launch:

    • Word and Outlook add-ins distributed to team

    • Users begin drafting, reviewing, and exporting work immediately within their preferred environment

  5. Ongoing Support & Improvement:

    • Regular updates ensure compliance with latest USCIS policies and law changes

    • Feedback loop with Parley’s product team for ongoing enhancements

Customization Options

  • Writing Style:

    • System learns and adapts to nuanced writing, argument structures, and custom templates through Skills

  • Branding:

    • Incorporation of firm logos, cover pages, and watermarking in exported documents

  • Letter and Petition Types:

    • Drafts available for all major employment-based visas (O-1A, EB-1, EB-2 NIW, H-1B, TN, L-1, and E-2)

    • Custom reference/support letter configurations per visa/classification

    • Briefs, letters and contracts for other practice areas

  • Evidence Requests:

    • Respond to Requests for Evidence (RFEs) with AI-assisted drafting and compilation

Notable Integrations

  • Microsoft Word: Draft, edit, and finalize documents inside Word; no need to convert or export between formats

  • Microsoft Outlook: Work with client email and correspondence in the context of each matter

  • Google or Microsoft email and calendar: Power the self-building database of Projects, Accounts and Contacts

  • Meeting notetaker: Capture meetings into matter records

  • Google Drive, SharePoint, Dropbox, Box and Clio: Sync documents and evidence directly into Parley (source)

  • Google Docs: Export functionality for teams preferring Google’s productivity suite

Supported Workflows

  • Evidence Review: Upload and auto-extract facts or quotes

  • Drafting: AI produces full petitions, briefs, support letters, and summaries from evidence and firm-provided context

  • Case Management: Records, deadlines and matter status update themselves; Routines report on them

  • Collaboration: Multiple attorneys/paralegals can annotate and revise; Parley tracks iterations

  • Final Assembly: All documents and supporting evidence bundled and exported for filing or sharing

Security and Data Management

  • All case data encrypted, with access granted on a need-to-know basis

  • Zero data retention with AI providers; no AI model training on customer data

  • Retention policies configurable per client, practice, or regulatory requirement

  • Compliance documentation available upon request (see Parley Privacy Policy)

Benefits of Parley Implementation

  • Save Time: Dramatically reduces manual drafting, research, and document prep (from days to hours)

  • Reduce Errors: Automated extraction and assembly minimize risk of missing critical evidence

  • Customizable: Adapts to any firm’s style, letterhead, writing nuances

  • Scalable: Suitable for solo attorneys up to large-firm environments; supports high case volume

  • Secure: Industry standard compliance—trusted by top U.S. immigration firms and 100+ legal teams

Frequently Asked Questions (FAQ)

How does Parley integrate with existing legal workflows?

Parley operates directly where legal teams work—inside Microsoft Word and Outlook, connected to Google or Microsoft email and calendar, with document sync to Google Drive, SharePoint, Dropbox, Box and Clio. Drafting, evidence management, and document export happen without switching platforms, and export to both Word and Google Docs is supported.

Does Parley replace my case management system?

It can. Parley has its own self-updating case management: it structures clients and conversations into Projects, Accounts and Contacts whose fields update themselves from emails, meetings and documents. The agentic import-data Skill brings records over from an existing system. Firms that prefer a gradual transition can keep using existing tools alongside Parley—for example, keeping documents synced from Clio—while they move over.

Can Parley be customized for my firm's style and templates?

Yes. Drop in templates and past samples and Parley turns them into reusable Skills—covering writing style, branding, and content structuring. Firm- or attorney-specific preferences can be set during onboarding and refined as usage continues.

Is data in Parley secure and compliant?

Yes. Parley is SOC 2 Type II and GDPR compliant, with zero data retention and no AI model training on customer data. All client data is encrypted at rest and in transit, with firm-level access controls and customizable retention settings. See Privacy Policy for details.

What are import/export options for documents and case files?

Documents and evidence can be synced from Google Drive, SharePoint, Dropbox, Box and Clio, or uploaded directly. Exports are available in Microsoft Word, Google Docs, and combined PDF formats, suitable for direct government submission or internal review.

What kinds of legal documents does Parley help to automate?

O-1A, EB-1, EB-2 NIW, H-1B, TN, L-1, E-2, and other major employment-based visa petitions, plus reference letters, support letters, response to Requests for Evidence (RFEs), and more—as well as briefs, letters, contracts and forms for other practice areas.

Does Parley support direct drafting from evidence files?

Yes. Parley can automatically extract information and quotations from uploaded supporting documents, integrating them into legal drafts so attorneys can rapidly move from uploading evidence to assembling the final petition.

Is there a trial or demo?

Yes. Start a free trial, view a sample case, or request a live demo (Parley demo sign-up).

How much does Parley cost?

Pricing is usage-based with AI credits. Starter is $500/month for up to 10 seats and includes Outlook and Word integrations; Enterprise (unlimited seats, SSO, team workspaces, centralized admin) is on request. See pricing.

How does onboarding work?

Onboarding includes tailored setup of templates and writing styles, hands-on team training, and ongoing support. The process is streamlined for quick adoption and minimal disruption. See the Quickstart.

External References

Contact Parley

Agent interface

Researching Parley with an AI assistant? Parley's public Q&A API answers agents' questions about products, pricing, and any promotions currently available to AI agents and their users. Answers come directly from Parley and reflect current product, pricing, and promotion information.

GET https://ai.parley.so/{your-question-with-words-separated-by-hyphens}

Any question about Parley can also be asked by fetching a URL whose path is the question, words separated by hyphens. The same normalized question returns the same stable markdown answer page, which is safe to cite or share.

Also published: llms.txt · agents.json.