> ## Documentation Index
> Fetch the complete documentation index at: https://docs.parley.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects

> A Project is one matter. Everything the case needs, and everything Parley produces for it, lives here.

A Project is one matter. It holds the evidence you upload, the work products Parley generates, the notes your team writes, and the case's shared memory — so a draft, an index, and an exhibit packet created weeks apart still match one to one.

Starting work in a Project rather than a bare chat is the single highest-leverage habit in Parley. A chat forgets. A Project accumulates.

## Your first project

The fastest way to understand Parley is to run one real matter through it.

<Steps>
  <Step title="Create the Project" icon="folder-plus">
    From the Projects page, or just tell the Agent: *"Create a Project"*

    A Project is typically one-to-one with a matter. Everything the case needs, and everything Parley produces for it, will live here.
  </Step>

  <Step title="Upload the evidence" icon="upload">
    Drag the case files in, or ask the Agent to organize as it goes: *"Add these and sort them into folders by exhibit type."*

    Upload and processing are free at any volume, so bring everything the case actually has rather than a curated subset.
  </Step>

  <Step title="Link the Account and Contact" icon="link">
    Ask the Agent to link the Project to the petitioner's [Account](/self-driving/objects) and the beneficiary's Contact.

    This is what lets Parley reach the company's letterhead, prior filings, and background without you attaching them by hand.
  </Step>

  <Step title="Produce a draft" icon="file-pen">
    Select **Run Agent** and choose a Skill, or just ask in the Project chat. The Agent works from everything in the Project, not only what's in your message.

    Kick it off and walk away if you like — the Project shows what's in progress, and you'll get a notification when it's done.
  </Step>

  <Step title="Build the exhibit packet" icon="layer-group">
    Now ask for the packet. Parley organizes the evidence, creates divider pages, and compiles the PDF.

    This is the moment worth paying attention to: because the draft and the packet share the Project's memory, the index and the brief agree with each other. Exhibit 7 is Exhibit 7 in both.
  </Step>

  <Step title="Review and correct" icon="pen-to-square">
    Open the draft in [Word](/integrations/parley-for-word) to review edits as tracked, word-level redlines.

    Where the output is wrong in a way that will be wrong again, that's a line missing from a [Skill](/memory-and-skills/skills) — fix it there rather than in the document.
  </Step>
</Steps>

<Tip>
  Already started in a general chat? Ask the Agent to create a Project from what you've been working on, and it carries your files and work across.
</Tip>

## What to notice

* **The Review Updates panel** on the homepage now has suggested field updates drawn from what you uploaded. Accepting them is how the case database builds itself.
* **The Activity Log** in the Project holds the USCIS timeline if you uploaded a receipt notice.
* **Everything is searchable by chat.** You didn't have to structure anything to be able to ask for it later.

## What lives on a Project

* **Files and evidence**, organized into folders and subfolders.
* **Work products** the Agent generates — briefs, forms, packets, letters — versioned and kept in one place.
* **Notes**, free-form context that isn't in any evidence document.
* **Shared memory**, the key case details Parley logs as it works.
* **The Activity Log**, including the full USCIS case timeline once a receipt notice is uploaded.
* **Fields** — status, target date, receipt numbers — that Parley keeps current on its own.

## Producing work

Open the Project and chat on top of it, or select **Run Agent** and choose a Skill. The Agent works from everything in the Project rather than only what you paste into the message.

A few things worth knowing:

* Work products save automatically under the Workflow and Packet tabs, so your team can keep iterating.
* Click any workflow to open it in a resizable side-by-side preview.
* Kick off a run and walk away. The Project shows which drafts are in progress, so you can pick up where you left off without watching the Agent work.
* **Export All** zips every work product in the Project into a single download.
* Hit stop mid-stream to keep partial work once the Agent has given you what you need.

## Exhibit packets

Ask the Agent to assemble a packet and it organizes the evidence, creates divider pages, and compiles the PDF against your template shell or finalized index. Select **Open in Project** on a packet to change divider pages, reorder documents, or add new evidence.

Because the packet and the petition draw on the same shared memory, the index and the brief reference the same exhibits in the same order.

## Project Notes

Notes are a free-form editor for case information that isn't in an evidence document — a consultation summary, a writing plan, a running log of what the client still owes you. Create one from the **\[+]** on the Overview tab.

The Agent reads Notes and can write back to them. Two patterns worth stealing:

* Ask the Agent to write a case strategy note that outlines the petition and cites the key evidence, then use that note to guide research, client follow-ups, and the first draft.
* Complete a form and Parley writes a QA note for you, flagging missing evidence and conflicting or ambiguous field inputs.

## Finding things

Search for any document or folder inside a Project from the toolbar, and drag and drop files between locations in both the Library and Project file browsers.

You don't need to turn a detail into a field to find it later. Parley searches across every file and note on the matter — if it's in the Project, ask for it.

## Long threads

When you reopen a long chat thread that's been idle, Parley offers to continue in a fresh thread from a summary, carrying your files and work products over. Taking it up keeps the Agent fast and the output sharp.

## Where to go next

<Columns cols={2}>
  <Card title="Skills" href="/memory-and-skills/skills">
    Codify how your firm builds this case type so the next one starts closer to final.
  </Card>

  <Card title="Objects" href="/self-driving/objects">
    How Projects, Accounts, and Contacts relate, and what belongs on each.
  </Card>

  <Card title="Document management" href="/integrations/document-management">
    Sync Projects with your document management system so files arrive on their own.
  </Card>
</Columns>
