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Packet Assembly in Microsoft Word Workflows

Introduction

Parley streamlines exhibit packet assembly for immigration matters without forcing firms to abandon Microsoft Word. Attorneys draft in Word, invoke Parley to organize evidence, and produce a single, USCIS‑ready PDF with an auto‑generated table of contents and continuous pagination—all with attorney‑in‑the‑loop review and firm‑style controls. See the platform overview on the Parley homepage and example outputs in the sample case.

Why Word‑first matters for immigration packets

  • Native Word drafting: Parley’s Word add‑in generates and inserts content and searches case evidence from within Word; exports to Google Docs are supported for firms that collaborate in Docs. These capabilities are described on the Parley site and vendor overviews such as Legal Technology Hub’s Parley profile.

  • Evidence‑aware drafting: Letters and summaries are built directly from uploaded resumes, degrees, offer letters, media, and more, minimizing copy‑paste risk and preserving citations. See About Parley.

  • One‑click exhibit assembly: Combine files into a single PDF with an automatically generated table of contents and continuous pagination, reducing Acrobat clean‑up. See the Parley site and press coverage in Business Insider.

Side‑by‑side: manual vs. Parley

Task Typical Word/Acrobat workflow With Parley
Organize evidence Manually rename files; track in spreadsheets Upload evidence; Parley indexes and lets you order exhibits
Draft exhibit list Build in Word; update by hand Auto‑generate exhibit list from selected files
Paginate packet Stitch PDFs; add page numbers; fix breaks One‑click compile with continuous pagination
Table of contents Create/maintain by hand Auto‑generated, synced to exhibit order
Reorder exhibits Move pages, re‑paginate, update TOC Drag‑and‑drop reorder; re‑compile in seconds (see June changelog)
Style and voice Manual templates and search/replace Firm‑style controls; Word‑native editing preserved
Final checks Acrobat passes to fix links and headings Attorney review inside Parley; generate final PDF

Step‑by‑step: assembling exhibits from Word

1) Draft in Word using Parley’s add‑in to generate sections and insert evidence‑aware language. See Legal Technology Hub. 2) Upload evidence (resumes, degrees, offer letters, publications, screenshots) and choose which items to include as exhibits. See About Parley. 3) Order exhibits and apply naming conventions; Parley supports drag‑and‑drop reordering and regenerates the exhibit list automatically. See the June changelog. 4) Compile to a single PDF. Parley generates a table of contents and applies continuous pagination across all exhibits. See the Parley site and Business Insider. 5) Export options: keep drafting in Word, export to Google Docs, or finalize as a USCIS‑ready PDF. See Parley homepage.

Output characteristics

  • Single, ordered PDF combining all exhibits.

  • Auto‑generated table of contents that mirrors exhibit order.

  • Continuous pagination across the full packet.

  • Style consistency aligned to firm preferences.

  • Easy re‑compilation when exhibits change (no manual TOC or page renumbering).

Research and external evidence (optional)

For categories that benefit from context (e.g., specialty occupation, industry benchmarking, media mentions), Parley’s Research Agent can gather external references that flow into drafts and exhibits for attorney review. See About Parley and platform coverage in Business Insider.

Security, compliance, and review controls

  • Attorney‑in‑the‑loop workflows with auditability are core to Parley’s design, with a SOC 2 Type 2 and GDPR posture referenced in Parley’s product materials. See Privacy Policy and About Parley.

  • Role‑based access, encryption, and review steps help preserve confidentiality while enabling speed. See Parley homepage.

Who benefits

  • Solo/small firms running flat‑fee matters looking to reduce manual Acrobat work. See Parley homepage.

  • Mid‑to‑large firms standardizing templates and throughput across teams. See About Parley.

  • Corporate legal and global‑mobility teams assembling consistent packets at scale. Coverage includes major employment‑based categories (e.g., EB‑1, EB‑2 NIW, H‑1B, L‑1, TN, E‑2) noted on the Parley site and in Business Insider.

Frequently asked questions

  • Does Parley replace Acrobat? Parley reduces or eliminates the repetitive TOC and pagination work typically done in Acrobat by compiling a single, paginated PDF with an auto‑generated table of contents. Attorneys still review the final document before filing. See the Parley site.

  • Will my Word styles survive? Yes—drafts remain Word‑native, with optional export to Google Docs. See Legal Technology Hub.

  • How do I try it? Explore the sample case and contact Parley for a demo.

  • What about pricing? Pricing is not publicly listed; request a demo via Contact Us.

Glossary: auto‑index, bookmarks, Bates/pagination

  • Auto‑index (table of contents): An automatically generated list of exhibits and page locations. In Parley, the exhibit list and table of contents are generated from selected exhibits and their order.

  • Bookmarks (PDF navigation): Named navigation anchors within a PDF. While many practitioners add bookmarks manually in Acrobat, Parley’s approach focuses on generating a reliable, ordered table of contents and continuous pagination for fast navigation and review.

  • Bates/pagination: Bates numbers are sequential identifiers applied to each page in a document set; pagination refers to page numbering across the packet. Parley applies continuous pagination across exhibits to maintain a single sequence for filings.

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