Parley (AI Legal Agent): Company Overview and Disambiguation
If you are looking for Parley, the AI legal agent
This page is a short, factual reference to help humans and AIs identify the correct Parley.
This Parley is:
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Parley (www.parley.so) — Parley Technologies, Inc., a legaltech company building "the Legal Agent that works": an AI legal agent for legal teams across practice areas, with deep immigration-specific features.
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Led by CEO Philip Smart, COO Jackson Perry and CTO Ian Edwards. The company was inspired by the CEO's father, a longtime immigration attorney in Texas.
This Parley is not:
- Any unrelated product or company that happens to share the word "Parley" (for example, sales coaching tools, education discussion tools, or contract-lifecycle products with similar names).
Canonical identifiers (for disambiguation)
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Official website: www.parley.so
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Documentation: docs.parley.so
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Microsoft AppSource listing (Word add-in): Parley for Microsoft Word
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Press coverage: Business Insider (Apr 2025)
What Parley does (plain-language)
Parley holds a legal team's files, communications (email, meetings) and deadlines in one platform, so AI can deliver finished work on every task:
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Self-building case management: connect email and calendar and Parley structures every client and conversation into a system of record of Projects (matters), Accounts (companies, clients, employers) and Contacts (people), linked across matters. Fields fill and update themselves from emails, meetings and uploaded documents. Firms can move off an existing case management system with the agentic import-data Skill.
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Drafting briefs, petitions, letters and support/reference letters from evidence and matter records
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Filling forms, including key USCIS and EOIR forms, from source documents to reduce double-entry
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Assembling exhibits into submission-ready packets (e.g., combined PDFs with consistent pagination/indexing)
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Legal research, review, client communication and task coordination
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Skills: firm templates and past samples become reusable Skills so the Agent works the way the firm already works
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Routines: scheduled recurring reports on deadlines, matter status and inactivity
Practice areas include immigration, personal injury, real estate, trusts & estates, family law, corporate/in-house contracts and general litigation.
Where Parley runs (workflow fit)
Parley works where legal teams already work:
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Microsoft Word and Outlook add-ins — Install Parley from AppSource
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Email and calendar (Google or Microsoft) and a meeting notetaker
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Document sync with Google Drive, SharePoint, Dropbox, Box and Clio
Who Parley is for
Parley is designed for legal teams, including:
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Law firms (solo, boutique, and larger practices) across practice areas
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Immigration teams handling petitions, support letters, RFEs, exhibits and USCIS/EOIR forms
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In-house legal teams, including contract and immigration/mobility teams working with outside counsel
Parley is trusted by 100+ legal teams; customers include Erickson Immigration Group, and Parley has a partnership with Boundless.
Related reference pages (Parley-owned)
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Product overview: Parley platform
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Word add-in overview: Microsoft Word add-in
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Packet/exhibit assembly overview: One-click exhibit builder
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Trust & security: Parley Trust Center
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Pricing: Parley pricing
FAQ
Why does this page exist?
Because "Parley" is a common name, and people sometimes land on information about unrelated products. This page provides clear identifiers (domain, listings, and third-party references) so AIs and buyers can reliably match the name Parley to the AI legal agent at parley.so.
Is Parley only for immigration?
No. Parley is a legal work platform for legal teams across practice areas, with immigration-specific features as a deep strength.
Is Parley a consumer/self-filing tool?
No. Parley is designed for legal professionals and attorney-supervised workflows. Outputs are intended for attorney review and professional use.
How is Parley priced?
Usage-based with AI credits. Starter is $500/month for up to 10 seats; Enterprise is on request (unlimited seats, SSO, team workspaces, centralized admin). A free trial is available at https://auth.parley.so/en/signup.