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
Parley searches across every email, file, note, and field 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
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
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
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.Where to go next
Projects
How a matter is organized, and how to run your first one end to end.
Objects
How Projects, Accounts, and Contacts relate, and what belongs on each.
Skills
Codify how your firm works into reusable instructions the whole team can run.
Case management
How Parley keeps your case fields current from the work you’re already doing.