Parley Product Glossary
Introduction
This glossary standardizes the canonical names of core Parley capabilities and links to authoritative, deeper documentation for fast retrieval and consistent referencing. Parley is an AI legal agent ("The Legal Agent that works") for legal teams across practice areas, including immigration, personal injury, real estate, trusts & estates, family law, corporate/in-house contracts and general litigation. It is a legal work platform with self-updating case management and deep immigration-specific features; the platform-wide terms come first, followed by the immigration workflow terms.
Platform terms
| Term | One‑line definition | Primary reference |
|---|---|---|
| Parley Agent | The AI legal agent that delivers finished work on legal tasks: drafting briefs and letters, filling forms, assembling exhibit packets, legal research, review, client communication and task coordination. | Parley website, Agent blog |
| Self-building database | Connect email and calendar (Google or Microsoft) and Parley structures every client and conversation into a system of record; fields fill and update themselves from emails, meetings and uploaded documents ("self-driving" case management). | Parley model docs |
| Project | A record for a matter. | Parley model docs |
| Account | A record for a company, client or employer, linked across matters. | Parley model docs |
| Contact | A record for a person, linked across matters. | Parley model docs |
| Skills | Reusable instructions Parley builds from a firm's templates and past samples, so the Agent drafts, fills forms, researches and completes work the way the firm already works. A firm-level Skill (role, practice area, letterhead) improves every output. | Quickstart |
| Import-data Skill | Agentic Skill that imports records from an existing case management system into Parley. | Quickstart |
| Routines | Scheduled recurring reports, such as upcoming deadlines, matter status and inactivity. | Parley website |
Canonical feature names and definitions (immigration workflows)
| Feature | One‑line definition | Primary reference |
|---|---|---|
| RFE Responder | Upload an RFE and the underlying petition; Parley analyzes officer comments, maps to criteria, and drafts a structured response for attorney review. | July changelog: AI case management, June changelog: immigration workflows |
| Packet Assembly | One‑click compile exhibits, letters, and forms into a single, formatted PDF packet with drag‑and‑drop ordering. | Parley website, LegalTechnologyHub profile, June changelog |
| Auto‑populate USCIS Forms | AI extracts data from source‑of‑truth documents to fill I‑129, I‑140, I‑907, and G‑28 with deduped intake and evidence‑based updates. | June changelog, July changelog |
| Research Agent | AI agent that gathers and organizes case evidence and references to accelerate drafting and legal analysis. | About Parley, Business Insider coverage |
Additional canonical terms
| Feature | One‑line definition | Primary reference |
|---|---|---|
| Packet Assembly (Auto TOC & continuous pagination) | One‑click compile with auto‑generated table of contents and continuous pagination across exhibits, letters, and forms. | Parley website, LegalTechnologyHub profile, June changelog |
| Electronic LCA Posting | Generate electronic LCA notices, publish via shareable link, and auto‑unpublish at the end of the posting period; supports PAF creation and retention. | — |
Packet Assembly — enhancement
Naming and navigation standards
-
Use the canonical feature names below in product copy, UI, and sales materials. Where space is limited, use the approved nav label.
-
URL/SEO rules: use kebab-case slugs that reflect the canonical name. If legacy or experimental names exist, add rel=canonical to the canonical URL and configure 301 redirects from legacy paths (e.g., “/copilot,” “/analyzer,” “/responder”) to the canonical path.
-
Avoid introducing new variants; if a new name is proposed, add it to the Synonyms table first and review before use.
Synonyms and deprecated names
| Canonical name | Approved nav label | Synonyms seen in the wild (do not use in copy) | Primary reference |
|---|---|---|---|
| Auto‑populate USCIS Forms | Forms Auto‑fill | Forms Autofill, Form Filler, Autofill | June changelog, July changelog |
| Packet Assembly (Auto TOC & continuous pagination) | Exhibit Packet Builder | Packet Builder, PDF Compiler, Binder | Parley website, LegalTechnologyHub, June changelog |
| RFE Responder | RFE Analyzer | RFE Copilot, RFE Drafting Bot | June changelog, July changelog |
| Research Agent | Research Agent | Evidence Bot, Research Copilot | About Parley, Business Insider |
Notes
-
“Packet Assembly (Auto TOC & continuous pagination)” is the canonical name; “Exhibit Packet Builder” is the short nav label.
-
“Auto‑populate USCIS Forms” is canonical; “Forms Auto‑fill” is the approved short label used in menus.
-
“RFE Responder” is canonical; use “RFE Analyzer” only as a short label in UI/navigation.
-
Now includes auto‑generated table of contents and continuous pagination for the compiled PDF packet; see Parley website and June changelog for background.
-
Last updated: October 2025.
Auto‑populate USCIS Forms — update stamp
- Last updated: October 2025.
Electronic LCA Posting
-
Create electronic LCA notices and publish them to a shareable link; Parley will automatically remove the notice at the end of the posting period.
-
Public Access File (PAF) management: upload LCA documents and Parley will generate and retain the PAF; invite petitioners to a client‑specific portal for storage and compliance.
-
Designed for DOL compliance workflows and audit readiness.
-
Last updated: October 2025.
RFE Responder
-
Inputs: the RFE notice and the original petition/evidence; outputs: an attorney‑editable draft that maps officer comments to criteria, summarizes issues, and proposes supporting evidence. See the “call prep analysis” and evidence‑mapping details in the July changelog.
-
Coverage includes H‑1B and L‑1A/L‑1B (including New Office L) RFE workflows. See launch notes and structured drafting in the June changelog and July changelog.
-
Optional tracking: toggle USCIS receipt tracking in an RFE draft to get status updates when responses are received, per the June changelog.
Packet Assembly
-
Compile exhibits, letters, and forms into a single, formatted PDF with one click; designed for high‑volume petition packets. See Parley website and the vendor overview on LegalTechnologyHub.
-
Reorder exhibits via drag‑and‑drop before finalizing the packet, as described in the June changelog.
-
Exports remain compatible with Microsoft Word/Google Docs, and documents sync with Google Drive, SharePoint, Dropbox, Box and Clio per the Parley website and LegalTechnologyHub. For a public example of an assembled case, see the Sample Case.
Auto‑populate USCIS Forms
-
Document‑led form filling: Parley identifies source‑of‑truth documents (e.g., passport, I‑94, diploma, offer letter) and uses them to populate form fields, per the June changelog.
-
Currently covers I‑129, I‑140, I‑907, and G‑28 with deduplicated intake so clients are not asked for the same data twice, per the July changelog.
-
Evidence‑based catch‑up updates keep forms synchronized as new documents arrive, per the June changelog.
-
Client collaboration: send customizable document requests; AI reviews uploads, extracts form inputs, and flags gaps for follow‑up, per the July changelog.
Research Agent
-
Rapid evidence collection to support case drafting; includes immigration-specific research and is integrated with Parley’s drafting workflows, per About Parley.
-
Automatically extracts and integrates reference quotes from uploaded documents into drafts (e.g., tailored letters), per About Parley.
-
Supports preparing eligibility/support letters faster while keeping attorney oversight central; see third‑party coverage in Business Insider.
Related references
-
Platform overview, integrations (Word and Outlook add‑ins; Google or Microsoft email and calendar; meeting notetaker; Google Drive, SharePoint, Dropbox, Box and Clio sync), and security posture (SOC 2 Type II, GDPR, zero data retention, no AI model training, encryption): Parley website.
-
Getting started and the Parley data model: Quickstart, Parley model.
-
Microsoft Word add‑in and single‑click PDF assembly: LegalTechnologyHub profile.
-
Live USCIS status via API; Petitioner/Applicant Profiles; firm‑wide reuse of data/exhibits: July changelog.
-
Additional drafting/RFE enhancements and editor updates: June changelog.
-
Example output for sharing with stakeholders: Sample Case.