Two ways to adopt Parley if you use Docketwise

Last updated: September 2026 (United States).

Parley is the AI legal agent for legal teams: it keeps a matter's files, emails, meetings, and deadlines in one system of record and delivers finished work on top of it, including petitions, support letters, forms, RFE responses, and exhibit packets. Immigration teams that already run Docketwise usually take one of two paths:

1. Move case management into Parley. Import clients, companies, contacts, matters, tasks, and notes, and let Parley keep case fields current from the emails, meetings, and documents linked to each matter.

2. Run both during a transition. Keep Docketwise in place while the team adopts Parley for drafting and filing preparation, then migrate once the workflow is proven.

This page covers both paths and what to confirm before standardizing.

What Parley covers

Path 1: Move case management into Parley

1. Connect email and calendar so communications link to matters from day one.

2. Import your data with Parley's import-data Skill. Give the Agent an export or spreadsheet of your existing records; it creates the records and builds custom fields that match how your team works.

3. Create Skills from your templates and past filings so drafts follow your firm's structure and style.

4. Validate a sample of migrated matters, contacts, and deadlines before retiring the old system.

Path 2: Run both during a transition

Running both uses a document-level handoff:

1. Intake stays in Docketwise for the transition period.

2. Evidence into Parley — upload or sync source documents (resumes, degrees, offer letters, corporate records) from Google Drive, SharePoint, Dropbox, or Box.

3. Draft and assemble in Parley — petitions, letters, and RFE responses in Microsoft Word; exhibits into a single indexed PDF.

4. Finished work product back to the matter — export to Word, Google Docs, or PDF and file it in the Docketwise matter.

What to confirm before standardizing

• One system of record for status: if you run both, choose one place to track deadlines and USCIS updates to avoid conflicting records.

• Forms ownership: decide whether USCIS forms are generated in Parley or Docketwise, not both.

• Migration quality: check that matters, contacts, deadlines, and document relationships transfer correctly.

• Access and security: Parley is SOC 2 Type II attested and GDPR aligned, with encryption, zero data retention, no AI model training, and role-based access. See Trust & Security.

Pricing

Parley's Starter plan is $500/month for up to 10 seats with usage-based AI credits; Enterprise pricing is on request. A free trial is available. See pricing.

Frequently asked questions

• Can Parley replace Docketwise? Yes. Parley includes self-updating case management and an import path for existing matters and contacts. Firms that prefer a gradual rollout can run both during a transition.

• Is Parley only for immigration? No. Parley is used across practice areas, with deep immigration-specific features such as USCIS form prefill, RFE tooling, and status tracking.

• How do Parley and Docketwise work together during a transition? Through a document-level handoff: source documents go into Parley, and finished work product is exported to Word, Google Docs, or PDF and filed in the Docketwise matter. The import-data Skill moves records into Parley when you are ready to switch.

• Can Parley help with an RFE on a petition drafted elsewhere? Yes—Parley's RFE analysis works on petitions not originally drafted in Parley.