Start here
1
Connect your email and calendar
Go to Settings → Email & Calendar and continue with Google or Microsoft authentication.Parley links your emails and calendar to your matters, drafts your replies, and takes notes in your meetings.Only you can see the email content Parley syncs, unless you choose to share it with your team. See Email and calendar for the visibility options.
Emails organized by matter
Emails sort themselves into the right matter, so Parley can draft and research from your full client history.
Auto drafted emails in your inbox
Every email that needs a reply gets a draft written in your tone, ready for you to review and send.
Meeting recordings
A notetaker joins your external meetings to record, transcribe, and capture the highlights automatically.
2
Import your data
Bring your firm’s case history. Your spreadsheet full of dates you need to track. Your case management system’s companies, contacts, tasks, matters, and notes.You can add all of it to Parley directly through the Agent.Parley has an import-data Skill that handles migrations agentically — it reads what you give it, creates the records, and builds custom fields on your behalf to match how your team already worksThis is the path off your existing case management system. See Migration for the detail.
3
Create Skills
Skills are reusable prompts and examples that apply to your work in Parley.Start with your firm: your role, your practice area, and uploaded letterhead and formatting examples for the Parley Agent to leverage. That single Skill improves everything Parley produces afterward.Then focus on key work products: particular filings, cover letters, contract playbooks, or court filing procedures. Upload a sample and Parley writes the Skill for you, then applies it automatically to your work. See Skills.
The model
Parley organizes around three records. Records are linked to one another so details about the companies and people related to a matter can be tracked, reported on, and leveraged across cases.How the system thinks
Four key ideas to help get the most out of Parley.You can find anything by chatting
You can find anything by chatting
Parley searches across every file and every note on every project, account, or contact. Information does not have to become a structured field to be retrievable. If it lives in a document or a note somewhere on the case, ask for it directly.
A field is for what you want at a glance
A field is for what you want at a glance
Create a field when you want quick visual access to something and it applies consistently across most cases, contacts, or accounts. Owners and Admins can tell the Agent what fields to create, or edit them directly in Settings. If you just want to jot something down, you ask Parley to save it as a note.
The best fields are self-driving
The best fields are self-driving
Parley reads the documents, notes, and emails linked to a project, account, or contact and keeps those fields current on its own. Your team does the casework in Parley, and the case management takes care of itself.
The deepest value is the system
The deepest value is the system
Parley gets most valuable when your firm writes down how it already works. How you build each petition type, how you organize evidence, how you fill forms. Ask Parley to codify it once in a Skill and every work product after comes together the same way.