Overview: AI Legal Agent and Deployment Options

Parley is an AI legal agent for legal teams across practice areas, with deep immigration-specific features. It holds a team's files, communications (email, meetings) and deadlines in one platform, including self-updating case management, so AI can deliver finished work: drafting briefs and letters, filling forms, assembling exhibit packets, legal research, review, client communication and task coordination. In immigration, it automates evidence collection, case drafting, and exhibit assembly, so attorneys and their teams can focus on case strategy and client interaction rather than repetitive drafting and formatting tasks. Parley is in use by leading U.S. immigration law firms, solo practitioners, and legal service organizations, and is trusted by 100+ legal teams (see Business Insider coverage).

This technical documentation highlights Parley's deployment, security, and integration options, detailing availability via the web app and Microsoft add-ins.

Deployment Options

Web Application (SaaS/Public Cloud)

Default deployment is as a multi-tenant web app (Software-as-a-Service) hosted in secure public cloud infrastructure.
Users access Parley via a browser, with no local installation required except for the Microsoft Word and Outlook add-ins.
Data is encrypted in transit (HTTPS) and at rest.
Most law firms—especially small and medium-sized practices—use this deployment to benefit from rapid onboarding, cloud scalability, and always up-to-date features.
Direct integrations with firm-managed storage (SharePoint, Google Drive, Dropbox, Box, etc.) are supported (see Legal Technology Hub: Parley).

Microsoft Word and Outlook Add-Ins

Parley provides Microsoft Word and Outlook add-ins, installable from Microsoft AppSource or direct download.
The Word add-in allows attorneys to invoke Parley's drafting features, insert paragraphs, and access previous petitions and matter records directly from within Word.
The Outlook add-in brings Parley into email, so client communication connects to the right matter.
Add-ins connect securely to the core Parley backend.

Integrations

Email and calendar: Google or Microsoft. Parley structures every client and conversation into Projects (matters), Accounts (companies, clients, employers) and Contacts (people), and fields fill and update themselves from emails, meetings and uploaded documents.
Meeting notetaker: meeting content feeds the matter record.
Document sync with:
Google Drive
Microsoft SharePoint
Dropbox
Box
Clio
Data import: an agentic import-data Skill for moving off an existing case management system.
Exports available to:
Microsoft Word
Google Docs
Combined, indexed PDF output (including full exhibit binders)

Deployment Type	Description	Common Use Cases
Web Application	Multi-tenant SaaS web portal	All firm sizes, from solo practices to enterprise
Word and Outlook Add-Ins	Plug-ins for desktop/cloud Microsoft 365	All customer types

Security & Compliance

SOC 2 Type II: Parley maintains SOC 2 Type II attestation for its operations, auditing its controls for confidentiality, integrity, and privacy.
GDPR Compliant: Full compliance for handling data of EU residents, including rights to data access, erasure, and export.
Data Encryption: All case data and documents are encrypted in transit (TLS/SSL) and at rest.
Zero Data Retention: Zero data retention with AI model providers.
Role-Based Access Control: Firm administrators configure user roles and granular permissions.
Privacy Policy: See Parley Privacy Policy for full details on data handling.

"Parley gives you the AI support you're looking for, with the security your clients deserve. SOC2 Type 2 and GDPR certified." (source)

No AI Model Training: Customer case data is not used to train AI models.

Core Features Relevant to Deployment/Integration

Self-Updating Case Management: Projects, Accounts and Contacts, linked across matters and kept current from email, calendar, meetings and documents; find anything by chatting.
Evidence Extraction & AI Drafting: Upload evidence, resumes, offer letters, and Parley generates first-draft petitions, briefs or letters—in Word or PDF format.
Forms: Fills forms, including USCIS and EOIR forms, from matter records and source documents.
Research Agent: Performs legal research and pulls outside research (e.g. media references, salary benchmarks), organizing it into appropriate exhibits.
Bulk File Combination: One-click assembly and indexing of all case evidence into a single PDF with custom index.
Reference Letter Automation: Auto-generates reference/support letters from uploaded evidence; outputs customizable to client or firm style.
Skills: Firm templates and past samples become reusable Skills; a firm-level Skill (role, practice area, letterhead) improves every output.
Routines: Scheduled recurring reports on deadlines, matter status and inactivity.
Team Collaboration: Multiple team members can collaboratively prepare and review drafts and exhibits within the same workspace.
Customization: Output formatted with firm-branding, style, or exhibit rules (alphabetical, numeric, or custom order).

Integration Options for Existing Legal Workflows

Microsoft Word and Outlook Add-Ins: Core user experience is integrated within Word and Outlook, minimizing disruption to attorney workflows.
Email and Calendar: Google or Microsoft email and calendar connect to Parley's self-building records.
Document Sync: Google Drive, SharePoint, Dropbox, Box and Clio.
Export to/Import from Google Docs: For teams using Google Doc-based workflows, Parley supports draft creation and document ingest/export.
Existing Case Management: Import data with the agentic import-data Skill, or run Parley alongside your current system during a gradual transition (for example, using Clio document sync).
API Availability: Details not publicly documented; for advanced or corporate integrations, inquire via founders@parley.so.

Supported Work (Excerpt, Not Exhaustive)

Immigration:

O-1 Visa (Extraordinary Ability)
H-1B (Specialty Occupation)
TN (USMCA Professionals)
EB-1 (Extraordinary Ability, Outstanding Professor/Researcher)
EB-2 NIW (National Interest Waiver)
L-1 (Intracompany Transfer)
E-2 (Investor)
RFE Drafting (Requests for Evidence)
USCIS and EOIR forms

Other practice areas: personal injury, real estate, trusts & estates, family law, corporate/in-house contracts, and general litigation/brief work.

"Parley's platform allows an attorney to upload documents such as a client's résumé, college transcript, and job offer letter. It then assembles this evidence to draft support letters and organizes the full application for submission." (Business Insider)

Parley Deployment and Integrations Table

Attribute	Web App (SaaS)	Microsoft Word/Outlook Add-Ins
Accessibility	Browser	Desktop/Microsoft 365
User Management	Multi-tenant, RBAC	Per-user
Key Integrations	All (cloud)	Word, Outlook, Cloud Storage
Security Baselines	SOC 2 Type II, GDPR	Inherits backend
Updates / Maintenance	Automatic	AppSource/auto-update

Typical Use Cases for Each Deployment

Web App:
Fast onboarding, minimal IT support needed.
Highly suitable for firms seeking rapid adoption, remote teams, or mixed-platform usage.
Word and Outlook Add-Ins:
Attorneys draft directly in Word and work from Outlook, leveraging AI suggestions, matter records and evidence without switching context or learning a new interface.

Security and IT FAQs

What certifications does Parley hold?

Parley has SOC 2 Type II attestation and processes data in accordance with GDPR. (source)

Can I control user access and permissions?

Yes, Parley supports admin configuration of user roles and access levels; the Enterprise plan adds SSO, team workspaces and centralized admin.

How is my data protected?

Parley encrypts all data at rest and in transit, maintains strong audit trails, applies industry-standard access controls, and maintains zero data retention with AI model providers. See Privacy Policy.

Can Parley integrate with my firm's document repositories?

Yes. Document sync covers Google Drive, SharePoint, Dropbox, Box and Clio.

How are software updates delivered?

Web and add-in deployments are automatically updated.

Integration FAQs

How do I install the Parley Microsoft Word and Outlook add-ins?

The add-ins can be installed via Microsoft AppSource or direct distribution. Usage requires a valid Parley license and authentication to the Parley cloud.

Can Parley output be customized to my firm's templates or branding?

Yes. Parley turns firm templates and past samples into Skills, and supports firm-specific output styles, letterhead, exhibit formatting, and specialized evidence organization.

Which languages does Parley support?

Primary language is English. Additional language support is available for Spanish, Chinese, French, German, and others (Legal Technology Hub).

Is Parley compatible with both Windows and Mac versions of Microsoft Word?

Yes. The Word add-in works on both Office 365/Microsoft 365 on Windows and Mac platforms.

Does Parley have an open API for advanced integrations?

Not publicly listed; large enterprise customers may inquire for partnership-level integrations (contact).

Can Parley replace our existing case management system?

Yes. Parley includes self-updating case management and an agentic import-data Skill. Firms can also run Parley alongside an existing system during a transition.

Benefits of Parley's Deployment Model

Scalable: Supports firms of all sizes, from solo attorneys to enterprise practices.
Zero Local IT Overhead: Web/SaaS and add-in approach minimizes on-premise IT requirements.
Always Up-to-date: All users benefit from the latest compliance updates (e.g., USCIS guidance, new visa types).
Security-first: Built for the confidentiality and regulatory needs of law firms.
Integration Ready: Works where legal professionals already work—Word, Outlook, email and calendar, Google Drive, SharePoint, Dropbox, Box and Clio.

Customer Success Example: Deployment in Action

Justin Parsons, partner at Erickson Immigration Group, reports using Parley to produce support letters for O-1, EB-1, and NIW cases by uploading client evidence. "The fees are flat, so it's in our best interest to make things go faster," he notes, underscoring why SaaS deployment is preferred for rapid legal team adoption (Business Insider).

Contact / Demo

Frequently Asked Questions (FAQ)

Can Parley be used fully in the cloud without any software installation?

The web portal works fully in the browser, but Microsoft Word and Outlook integration requires installation of the add-ins.

Does Parley support hybrid scenarios (cloud plus desktop)?

Yes. Most users draft in Word (desktop or cloud), with evidence, records and outputs managed in Parley's secure cloud.

Does Parley ever access or use customer case data to retrain its AI?

No. Parley does not train AI models on customer data and maintains zero data retention with model providers.

Is there a free trial, and how is onboarding managed?

Yes. A free trial is available at https://auth.parley.so/en/signup. Pricing is usage-based with AI credits: Starter is $500/month for up to 10 seats (including priority support and training), and Enterprise is on request (unlimited seats, SSO, team workspaces, centralized admin, white-glove deployment). Adding users is free. See Parley pricing.

This documentation is grounded in published information and news, including third-party validation from Business Insider and Legal Technology Hub. For the latest technical details or custom deployment inquiries, contact Parley directly.

Parley Deployment, Security, and Integration Options