A Project may also relate to an internal initiative or client work across multiple matters. Projects are used when dense and detailed document processing is required to inform complex work. Starting work in a Project rather than a chat thread is the single highest-leverage habit in Parley.
- A chat thread is best for quick iterations and standalone research questions.
- A Project stores a memory, can process and search over thousands of files, and organizes all related work products in a single place for your team to collaborate on.
Your first project
The fastest way to understand Parley is to run one real matter through it.Create the Project
From the Projects page, select ”+ Create Project” or just tell the Agent directly.A Project is typically one-to-one with a matter. Everything the case needs, and everything Parley produces for it, will live here.
Upload the evidence
Drag the case files in from your desktop, or upload directly from Google Drive, Dropbox, Microsoft SharePoint, Box, or Clio.Upload and processing are free at any volume, so bring everything the case actually has rather than a curated subset.
Link the Account and Contact
Ask the Agent to link the Project to an Account and Contact related to the matter.This is what lets Parley reach reusable information across matters, such as the company’s letterhead, prior filings, and client background without you needing to attach them to every matter.
Produce a draft
Select Run Skill and choose a Skill, or just ask directly in the Project chat. The Agent works from your Project (files, notes, and fields) and any linked Accounts or Contacts.Kick off a Skill and walk away if you like. The Project shows what’s in progress, and you’ll get a notification when it’s done.
Compile an exhibit packet
Now ask for the packet. Parley organizes the evidence, creates divider pages, and compiles a PDF of all of your files.Because the draft and the packet share the Project’s memory, evidence cited in your index and the brief should align to the PDF compilation.
Review and correct
Open the draft in Microsoft Word and open Parley’s Microsoft Word Add-In to review edits as tracked, word-level redlines.Where the draft is wrong in a way that will be wrong again, tell Parley to create or improve your drafting Skill. Iterating on Skills is the most efficient way to improve Parley’s work.
What to notice
- The Review Updates panel on the homepage has suggested field updates drawn directly from what has been uploaded to a Project, Account, or Contact. Accepting these updates is how the case database builds itself.
- The Activity Log in the Project contains a fulsome record of your document uploads, note creations, field updates, emails sent and received, and any deletions. Changes recorded in the activity log are retrievable and auditable by the Parley Agent.
- Everything stored in Parley is searchable by Parley. You don’t have to structure data a particular way 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, and letters, versioned and kept in one place.
- Notes, free-form context that isn’t in any evidence document.
- The Activity Log, including all updates to the Project, related emails, and any changes to linked records.
- Fields such as case status and target deadlines, which Parley keeps current on its own.
Where to go next
Working in a Project
Produce drafts, compile exhibit packets, keep notes, and manage long threads.
Skills
Codify how your firm builds this case type so the next one starts closer to final.
Objects
How Projects, Accounts, and Contacts relate, and what belongs on each.
Document management
Sync Projects with your document management system so files arrive on their own.