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Parley Agent manages Projects, Accounts, Contacts, links, files, notes, resource fields, and reusable Skills. Alongside the drafting it performs within an individual Project, it can carry out larger operations in a controlled, reviewable, and repeatable way. Use this workflow when the work is too large or repetitive to complete one record at a time: migrating historical client and matter data, normalizing records from a legacy system, linking records at scale, reorganizing file trees, or applying the same workspace structure across many Projects.

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Two kinds of work

Producing a draft, form, brief, reference letter, or packet is Project-level work. See Projects. Bulk work prepares and maintains the records and source material that make those work products possible. Parley Agent can create and organize the underlying data, files, and relationships, and it can list the work products already generated for a Project.

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When to use Parley Agent in bulk

Use a bulk workflow when you need a process that is scalable, reviewable, and safe to repeat. Common examples include:
  • Migrating organizations, people, matters, and notes from a spreadsheet or legacy system
  • Creating or updating resource-field values across a defined set of records
  • Linking existing Accounts, Contacts, and Projects at scale
  • Auditing a workspace for missing, inconsistent, or duplicate data
  • Organizing or renaming files across a file tree
  • Publishing or maintaining a reusable Skill

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Where to go next

Importing data

Source profiling, mapping, sampling, dry runs, importing, recovery, and reconciliation.

Workspace maintenance

Records, fields, notes, file trees, Skills, and read-only lookups.

Guardrails

Review, ambiguity handling, idempotency, and destructive-operation controls.

Document management

Connecting or uploading source files after the records are in place.