Slack

Not every case lives in email and documents. Decisions, client updates, and deadlines get discussed in Slack too, and finding them again means scrolling back through channels and threads. Connect Slack and Parley finds those conversations for you, uses them in its work, and posts updates back to your team.

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What you can do

• Find what was said. Ask about a decision, a client update, or a deadline, and Parley searches your channels, direct messages, and shared files for the answer.
• Catch up on a thread. Point Parley at a conversation and get a summary of where things landed and what’s still open.
• Bring Slack into the case. Parley uses what it finds in Slack alongside a Project’s documents and correspondence, for example when drafting a status update or checking a deadline.
• Post updates for you. Ask Parley to send a message to a channel or a colleague, or to write up a canvas, and it does so as you.

For example, ask Parley:

“What did we tell the client about the filing date in #immigration-team last week?”

“Summarize the thread about the Acme engagement letter and list anything still unresolved.”

“Post today’s upcoming deadlines to #case-updates.”

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Connecting Slack

Each person at your firm connects their own Slack account, and Parley uses it only for that person’s chats and routines.

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Using Slack in Parley

Once you’re connected, Slack is turned on for every new chat. Ask your question the way you’d ask a colleague and Parley decides when to look in Slack. Naming a channel or a person helps it look in the right place. To leave Slack out of a chat, select + in the message box, open Connectors, and turn Slack off. Routines can use Slack too. Turn it on in a routine’s connectors and a scheduled routine can, for example, post a weekly matter summary to a channel.

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What Parley can see and do in Slack

When you connect, Slack lists what Parley is asking to do. In plain terms: Parley works with your access, so it never sees more than you can. It can’t read private channels or direct messages you aren’t part of, and it can’t change your workspace’s settings. Anything Parley posts goes out under your name and is marked Sent using Parley, so your team can tell. If you’d like to review a message before it’s sent, ask Parley to draft it in the chat first.

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Your data

• Parley doesn’t copy your Slack workspace. It looks up messages when it needs them for a question or task, rather than importing your Slack history.
• What Parley reads stays with the chat. Messages Parley used to answer you are saved in that chat’s history, and are protected like the rest of your firm’s data in Parley.
• Your content isn’t used to train AI models for other customers. That includes your Slack messages.
• Slack’s own retention settings still apply to your messages in Slack.

For what we collect, how we use it, and how long we keep it, see our Privacy Policy and Security and compliance.

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Disconnecting Slack

Go to Settings → Connectors, select Manage next to Slack, then Disconnect. Parley loses access to your Slack account right away. A Slack admin can also remove Parley from your workspace at any time in Slack’s app management settings.

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Getting help

Email [email protected] or use the chat in the bottom right-hand corner of Parley. See Getting support for more ways to reach us.