Working in a Project

Once the evidence is in and the records are linked, everything else happens on top of the Project. The Agent works from the Project’s files, notes, fields, and linked Accounts and Contacts rather than only what you paste into a message.

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Producing work

Open the Project and chat on top of it, or select Run Skill 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 Workflows tab, so your team can keep iterating.
• Click any workflow to open it in a resizable side-by-side preview.
• Kick off a Skill 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.

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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. Because the exhibit compilation and related legal briefs draw on the same shared memory, the index and the brief reference the same exhibits in the same order.

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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 Notes tab in a Project or just tell the Parley Agent directly. The Agent reads Notes and can write back to them. Two patterns worth considering:

• 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.

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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.

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Where to go next