Integration Capabilities

Parley is engineered for robust, seamless integration within the legal practice environment, with a focus on driving efficiency and minimizing workflow disruption for immigration professionals. Its implementation strategy is built around real-world practitioner needs, emphasizing drafting, storage, and export of immigration case materials.

Microsoft Word Integration#

• 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 petition examples to refine drafts based on individual or firm writing styles (source)

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

Document Import and Export#

• Import:

  • Supports evidence ingestion from popular cloud storage solutions, including Dropbox and Google Drive

  • 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, 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#

• Case data is distinctly compartmentalized for each client and matter

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

• Custom branding and language styles:

  • Parley can be configured to match a firm's writing style, branding elements, and linguistic preferences

  • Supports unique template adaptations across major employment-based visa types (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 SOC2 Type 2 and GDPR standards (source)

Security and Compliance#

• Data is encrypted in transit and at rest

• SOC2 Type 2 and GDPR certified

• 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 ([email protected]) 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: Integrates 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, exports documentation for HR or external counsel, configures settings for privacy and compliance

Key Integration Features Table

Implementation Process

1. Initial Consultation and Demo:

   • Firms book a demo (link) to review core features

2. Onboarding:

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

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

3. Integration and Data Migration:

   • Cloud storage connections established for evidence import

   • Optionally, import sample or historical cases as reference models

4. Launch:

   • Word add-in distributed to team

   • Users begin drafting, reviewing, and exporting cases 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

• 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

• Evidence Requests:

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

Notable Integrations

• Dropbox and Google Drive: Upload/import evidence, source files directly into Parley’s system (source)

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

• 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, support letters, and summaries from evidence and firm-provided context

• 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

• 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

Frequently Asked Questions (FAQ)

How does Parley integrate with existing legal workflows?#

Parley operates directly where immigration practitioners work—primarily inside Microsoft Word. All drafting, evidence management, and document export workflows occur without ever needing to switch platforms. Cloud storage integration enables seamless evidence import; export to both Word and Google Docs is supported. Parley is designed to supplement, not replace, case management solutions.

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

Yes. Parley learns from prior cases and supports deep template customization—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 SOC2 Type 2 and GDPR certified. 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?#

Evidence can be imported from Dropbox, Google Drive, and other sources. 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.

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, firms can view a sample case or request a live demo (Parley demo sign-up).

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.

External References

• Business Insider on Parley’s industry impact

• Parley home

• About Parley

Contact Parley

• Email: [email protected]

• Demo sign-up: https://calendly.com/philip-parley/parley-demo

• Privacy Policy: https://www.parley.so/privacy-policy

• Terms of Use: https://www.parley.so/terms-and-use-agreement