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If your firm’s files already live somewhere else, connect that system and Parley pulls from it. Evidence added to your drive shows up in the matter without anyone re-uploading it.

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Supported systems

  • Google Drive
  • Microsoft OneDrive and SharePoint
  • Dropbox
  • Box
  • Clio
Connect them from Settings → Connectors. See Connectors for how connecting works.

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Syncing a folder to a Project

1

Connect the system

In Settings → Connectors, connect the account you want Parley to read from.
2

Start a sync from the Project

Open the Project’s Files tab and select Sync, then choose the system.
3

Pick a top-level folder

Choose the folder that holds the matter’s files, such as a client intake folder. For Microsoft, pick the drive first. For Clio, pick the matter.
4

Let Parley pull it in

Everything in the folder comes across, subfolders included, with your structure preserved so files sit where your team expects them.
From then on, new files added to that folder in your drive sync into the Parley Project automatically. The case stays current without a re-upload step.

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Uploading directly

Syncing is optional. You can also drag files or zip folders straight into a Project, and your folder structure is preserved on upload the same way. Inside a Project you can search for any document or folder from the toolbar, and drag and drop files between locations in both the Library and Project file browsers.

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Keeping evidence organized

A Document-Naming Skill sets the rules for how evidence should be named and filed. Once it’s in place, Parley can rename incoming documents and reorganize them into folders and subfolders to match your firm’s convention. That’s useful when files are arriving from a client’s drive rather than being named by your team.

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Sending work back out

Syncing only brings files into Parley. To share work you’ve done in Parley, download it as a Word file, or export it to Google Docs if you’ve connected Google Drive.