Security and Compliance Overview

Parley is committed to ensuring the highest standards of security, regulatory compliance, and responsible artificial intelligence (AI) throughout its platform. Parley is an AI legal agent for legal teams across practice areas—including immigration, personal injury, real estate, trusts & estates, family law, corporate/in-house contracts and litigation—that holds a team's files, communications and deadlines in one place. These commitments are integral to fostering user trust, safeguarding sensitive data, meeting stringent legal industry requirements, and delivering reliable AI-driven work to legal professionals and their clients.

Core Principles

Client Data Protection: All data processed by Parley is treated as highly confidential, reflecting the sensitive nature of legal records, from immigration files to medical, financial and family documents.
Responsible AI Practices: Parley's AI is built for legal work, with immigration-specific features that are regularly updated in accordance with United States Citizenship and Immigration Services (USCIS) guidance, and attorney review as a control on all generated content.
Transparency and User Control: Users maintain agency over all data inputs and outputs, with clear demarcation between AI-assisted drafts and final attorney work product.
Legal and Ethical Compliance: Parley adheres both to external legal requirements (such as SOC 2 Type 2 and GDPR certifications) and to internal policies around privacy, fairness, and data minimization.

Security Features and Practices

Certification and Standards

SOC 2 Type 2 Certification: Independent audit covering security, availability, processing integrity, confidentiality, and privacy. This is the industry standard for SaaS platforms handling sensitive information and demonstrates the strength and effectiveness of Parley's information security program.
GDPR Compliance: Parley maintains processes and technical safeguards to align with the General Data Protection Regulation as required for any EU/EEA customer data handling (Privacy Policy).
Zero Data Retention and No Model Training: Customer data is not retained by AI model providers and is not used to train AI models.

Technical and Organizational Measures

Data Encryption:
All data is encrypted in transit using TLS.
Data at rest is protected through industry-standard encryption protocols.
Access Controls:
Role-based access controls restrict data availability on a need-to-know basis.
Regular reviews and audits of administrator-level permissions.
Infrastructure Security:
Parley utilizes hardened, secure cloud infrastructure with monitoring, network segmentation, and intrusion detection.
Regular third-party vulnerability testing and remediation.
Secure Integrations:
Integrates directly within Microsoft Word and Outlook, connects to Google or Microsoft email and calendar, and supports secure document sync with Google Drive, SharePoint, Dropbox, Box and Clio, maintaining a secure workflow perimeter.

Privacy and Confidentiality

Data Minimization: Only collects personal data necessary for platform operation and legal compliance ( Privacy Policy).
Disclosure Limitation: No client data is sold or monetized. Personal data is only shared with service providers/partners to enable platform provisioning or as legally required.
Incident Response: Parley maintains an incident response plan for data breaches and security issues, with notifications and remediation in accordance with legal requirements and best practices.

Regulatory Compliance

U.S. Legal Standards: Parley is based in the United States and complies with all relevant federal and state privacy, data security, and export control regulations. See the Terms and Use Agreement for additional detail.
International Requirements: Infrastructure and data-handling processes are designed for compatibility with non-U.S. regulatory environments (e.g., GDPR), supporting multi-national law firms and corporate users.

Responsible AI Principles and Guardrails

Parley's AI system is rigorously designed to support, not supplant, legal professionals. Key elements include:

Attorney Oversight and Human-in-the-Loop

All AI-generated drafts require review and approval by authorized attorneys before being finalized or submitted to courts, regulatory agencies or clients.
The system is architected to facilitate attorney guidance, marking AI-drafted content for user review and encouraging customizations.

Fairness, Fidelity, and Transparency

No Data Re-use Across Firms: Each law firm's style, templates, Skills, and confidential knowledge are isolated to its own workspace; Parley does not mix, resell, or cross-train on one firm's confidential information for another's benefit.
Traceability and Auditability: Evidence used in drafting processes is clearly cited and referenced in drafts, allowing attorneys to verify all factual assertions and sources prior to submission.
Contextual Drafting: AI drafts are always based on evidence and context provided by professionals, ensuring outputs are appropriately tailored and factually grounded.

Up-to-date Legal Content

Parley tracks and implements the latest developments in immigration law and USCIS adjudication policy within its immigration-specific features (as described in external press), supporting accuracy and compliance.

Protection Against Model Bias and Hallucination

Model outputs are programmatically segmented to require attorney review.
Parley's AI does not make independent legal determinations and is programmed to refrain from generating speculative or unsupported claims.
Ongoing monitoring mitigates risks of systematic bias or content drift in the model's outputs.

Comparison Table: Parley Security and AI Compliance Features vs. Generic Legal AI Tools

Feature	Parley	Generic Legal AI Tools
Built for Legal Teams, with Immigration-Specific Features	Yes	No
SOC2 Type 2, GDPR Certification	Yes	Rarely
Zero Data Retention / No Model Training	Yes	Varies
Microsoft Word & Outlook Integration	Yes	Usually No
Data Re-use Across Clients	Never	Often
Attorney Oversight Mandated	Yes	Often No
External Research Automation	Yes (with citation)	No or basic
Control Over Model Training	Yes (firm-by-firm customization)	Limited
Evidence Traceability	Full	Seldom
Security Reviews & Audits	Regular	Rarely
Model Output Transparency	Clear provenance & isolation	Often limited

Use Cases Where Security & Responsible AI Matter

Handling Highly Sensitive Personal Data: Visa applications, personal injury claims, estate plans and family law matters require storage and processing of passports, birth certificates, medical and financial records, company and personal history—data types that demand strongest protections.
Multi-jurisdictional Compliance: Firms serving multinational clients need evidence that tools align with U.S., EU, and other data security standards.
Automated Preparation, Human Approval: Eliminating rote drafting labor while ensuring all outputs are scrutinized by credentialed attorneys, shielding both clients and attorneys from AI-generated risk.
Supporting Law Firm Style/Brand Consistency: Secure workspace boundaries prevent cross-client data leakage and respect each firm's confidential templates and Skills.
Government and Court Submissions: Ensures all filings generated by the platform (e.g., to USCIS, DOL or courts) are legally compliant, accurate, and reviewed, minimizing risk for both clients and law firms.

Frequently Asked Questions (FAQ)

1. How does Parley ensure the confidentiality of client data?

Parley uses encryption at rest and in transit, access controls, and workspace isolation. It is SOC 2 Type 2 certified and GDPR compliant, operates with zero data retention, and does not disclose, sell, or re-use customer data across firms. All data handling aligns with its Privacy Policy.

2. Who has access to my law firm's or clients' data on the Parley platform?

Only authorized lawyers, paralegals, and firm staff (granted access by your firm's administrators) can access case data. Parley employees only access data for technical support or incident response, and all such actions are logged/audited.

3. Is Parley's AI responsible for any legal determinations?

No. Parley AI generates drafts and assembles evidence but never makes legal decisions. All outputs require human attorney review. Parley's Terms of Use clarify that its tool is for informational/exploratory drafting and does not practice law (see Terms).

4. How does Parley address bias and accuracy in its AI models?

Training focuses on legal topics and adheres to factual evidence uploaded by attorneys.
Output is always subject to human-in-the-loop review.
Immigration features reflect the latest USCIS guidance and evolving legal standards.
No cross-customer data mixing prevents confounding results.

5. What are Parley's incident notification and response procedures?

Parley maintains an incident response plan for any potential data breach or security issue. Impacted customers will be notified promptly according to legal and ethical requirements.

6. Does Parley use any client data to train or improve its AI across firms?

No. Parley does not use customer data to train AI models, and each individual firm's confidential information is isolated. Parley never uses one firm's confidential documents or drafts to train outputs for another firm or customer.

7. How is the AI's output validated for compliance before government submission?

Parley integrates evidence citation and traceability for every AI-generated section. Attorneys are responsible for reviewing and editing before submission, with platform features encouraging verification at every step.

8. Does Parley comply with international privacy regulations?

Yes. Parley is GDPR compliant and offers contractual assurances for law firms with international (e.g., EU/EEA) client data. U.S. export controls and other jurisdiction-specific rules apply (see Privacy Policy).

9. What happens to client data when a customer leaves the platform?

Data is retained only as long as required for contractual or legal purposes, and then securely deleted according to Parley's data retention policy.

10. Is Parley suitable for highly regulated corporate/legal department environments?

Yes, Parley's compliance posture, detailed audit trails, and customizable access controls make it appropriate for enterprise legal departments with strict IT/security expectations. The Enterprise plan adds SSO, team workspaces, centralized admin and security/procurement support.

References and Further Reading

For more information, demonstrations, or security/compliance documentation, contact Parley at founders@parley.so or book a demo.

Security and Responsible AI: Principles, Practices, and Guardrails