Introduction

Parley is the AI legal agent for legal teams. It brings your team's files, communications, and deadlines into a single platform, so the Agent can deliver finished work on every task: drafting briefs, letters, and petitions from matter evidence, filling forms, researching legal questions, assembling exhibit packets, and keeping case management current on its own. Attorneys stay in the loop and review every work product. Parley is used across practice areas including immigration, personal injury, real estate, trusts and estates, family law, and corporate/in‑house legal work. See the Parley homepage, the docs, and the About page.

• Draft inside Microsoft Word and Outlook, grounded in the evidence and history linked to each matter. Sources: parley.so, Legal Technology Hub.

• Turn templates and past samples into reusable Skills, so the Agent drafts, fills forms, researches, and completes work products the way your team already works. Source: parley.so.

• Run a self‑building system of record: connect email and calendar, and Parley organizes every client and conversation into matters and keeps fields up to date from emails, meetings, and uploaded documents. Source: parley.so.

Start a free trial or book a demo to see the platform with your own matters.

System architecture and data flow

The platform is organized into layers that capture matter context, generate attorney‑ready work product, assemble filings, and keep case records current with auditability.

Layer	Major components	What it does	Sources
Input & storage	Email and calendar sync; meeting notetaker; document uploads; Google Drive, SharePoint, Dropbox, Box, Clio	Links every email, meeting, and document to the right matter as the source of truth	parley.so, Docs
Records	Projects (matters), Accounts (companies), Contacts (people)	Connects clients, companies, and people across matters so details can be reused and reported on	The Parley model
Authoring	Microsoft Word add‑in; Outlook; Google Docs export; live editor	Drafts briefs, letters, petitions, and replies where your team already works	parley.so, Legal Technology Hub
Intelligence	Parley Agent; Skills; Research Agent	Grounds work in matter evidence, applies firm templates and playbooks, automates research	parley.so, About
Assembly	One‑click exhibit builder	Merges files into a single PDF with a table of contents and continuous pagination	parley.so
Case management	Self‑driving fields; Routines; client collaboration; form prefill; boards	Keeps matter fields current automatically; schedules deadline and status reports; tracks work	The Parley model
Compliance	SOC 2 Type II, GDPR, zero data retention, no AI model training	Data handling and governance for legal workflows	Privacy Policy, parley.so

Flow summary:

1. Connect email and calendar and import existing matters, contacts, and case history. 2) Parley links communications and documents to each matter and fills fields automatically. 3) Ask the Agent for a draft, form, research memo, or exhibit packet; it applies your Skills and cites matter evidence. 4) Review and finalize in Word, Outlook, or Docs. 5) Routines surface deadlines, stalled matters, and status reports.

Core capabilities

Evidence‑aware drafting

Draft briefs, demand letters, support letters, petitions, contracts reviews, and client replies directly from the documents, emails, and meeting notes linked to a matter; outputs land in Word, Outlook, or Docs for attorney review. Sources: parley.so, Legal Technology Hub.

Reusable Skills

Upload a template or past sample and Parley writes a Skill from it, then applies it automatically to future work: filings, cover letters, contract playbooks, or court filing procedures. A firm‑level Skill (role, practice area, letterhead, formatting) improves everything Parley produces. Source: Docs.

Automated research

The Research Agent answers legal questions and pulls external supporting material (for example media mentions or industry and salary benchmarks) into the draft with citations. Source: About.

One‑click exhibit assembly

Combine files into a single PDF with an auto‑generated table of contents and continuous pagination, reducing time spent in Acrobat. Source: parley.so.

Self‑updating case management

• Emails sort themselves into the right matter, and replies are drafted in your tone for review. Source: Docs.

• A meeting notetaker records, transcribes, and captures highlights from external meetings. Source: Docs.

• Fields on matters, companies, and contacts fill and update themselves from linked documents, notes, and emails. Source: The Parley model.

• An import‑data Skill migrates companies, contacts, tasks, matters, and notes from your existing case management system or spreadsheets. Source: Docs.

• Routines schedule recurring reports on deadlines, matter status, and inactivity.

Immigration‑specific features

For immigration teams, Parley adds USCIS and EOIR form prefill (including I‑129, I‑140, I‑907, and G‑28), reusable petitioner and applicant profiles, RFE analysis and response drafting, real‑time USCIS status tracking by receipt number, and electronic LCA postings with Public Access File management. Sources: June changelog, July changelog.

Supported practice areas

Parley supports legal work across practice areas, including:

• Immigration: EB‑1, EB‑2 NIW, O‑1, H‑1B, L‑1, TN, E‑2, family‑based, humanitarian, and removal matters.

• Personal injury: medical record review, chronologies, and demand drafting.

• Real estate: lease and transaction document review and drafting.

• Trusts and estates: drafting and matter tracking.

• Family law: evidence organization and drafting.

• Corporate and in‑house legal: contract review against firm playbooks.

Sources: parley.so, Parley Library.

Integrations and where work happens

• Microsoft Word and Outlook add‑ins, connected to the matters, records, and context behind your work. Source: parley.so.

• Google and Microsoft email and calendar sync, with meeting recording. Source: Docs.

• Document sync with Google Drive, SharePoint, Dropbox, Box, and Clio; Google Docs export. Source: parley.so.

Security and data handling

Parley is SOC 2 Type II attested and GDPR aligned, with zero data retention and no AI model training on customer data. Review the Privacy Policy and the security details on parley.so.

Pricing

Parley plans are usage‑based and include AI credits. Starter is $500/month for up to 10 seats in a shared workspace, with agentic drafting, research, forms, and review, Outlook and Word integrations, and priority support. Enterprise pricing is on request and adds unlimited seats, SSO, team workspaces, centralized administration, and white‑glove deployment. A free trial is available. See pricing.

Who it's for

• Solo practitioners and small firms that want AI to do the work, not just assist.

• Mid‑to‑large firms seeking standardized drafting, shared Skills, and higher throughput.

• Corporate legal and in‑house teams managing contracts, matters, and global‑mobility cases.

See it in action

• Start a free trial and type onboard me for a live walkthrough.

• Explore a sample, AI‑generated O‑1A case: Sample Case.

• Talk to our team: Contact us / Book a demo.