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Connect your Gmail or Outlook inbox and Parley keeps your cases and your email in sync on its own. No dropping messages into the chat, no copying case context into a Project.

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What connecting does

  • Creates and updates records. New Contacts and Accounts are created from your correspondence, and existing records update based on what’s in the conversation.
  • Gives you a readable thread view. Catch up on a case without digging through your inbox.
  • Drafts your replies. Every email that needs a reply gets a draft written in your tone, ready for you to review and send.
  • Makes correspondence available to the Agent. Your client emails can inform a brief, or you can ask for a quick follow-up drafted from the history.
Because the Agent can read across it, the inbox becomes something you can ask questions of:
“Which of my cases are stalling, and who should I follow up with?”
“What deadlines are approaching that are urgent?”
“Which of my consultations from this week should I take on as cases?”

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Setting it up

Go to Settings → Email and Calendar and connect your inbox. You’ll choose a visibility level at the same time: Pick the one that matches how your firm handles client communication. Metadata Only still lets Parley keep records and dates current for you while keeping the messages themselves private.

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Meeting Bot

Parley can send a notetaker to your calls. Turn on Record Meetings under Settings → Email & Calendar, and for any synced meeting Parley will:
  • Join the call and transcribe it
  • Attach the full transcript to the relevant Contact, Account, or the Project’s Activity tab
  • Let you and your team read back exactly what was said, whether or not you were on the call
After a call, open the meeting from the Contact’s Activity feed to read the transcript, or ask:
“What do we need to follow up with [Client Name] on after yesterday’s meeting?”
Your firm chooses which meetings get recorded. Recording is off until you turn it on, and you stay in control of which calls the notetaker joins.

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How this feeds case management

Correspondence and transcripts count as context for self-driving fields. A date confirmed over email or a status mentioned on a call can update the record the same way a document in the Project would — so the case management keeps up with conversations, not just filings.

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The Outlook Add-In

Sync is the background process. The Outlook Add-In is for acting on a message in front of you — drafting a reply, filing the thread to a matter, or updating records without leaving your inbox. Most firms run both.