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Manually filling out fields is burdensome and error-prone, and a case database that depends on someone remembering to update it is a case database that’s wrong. Parley searches your casework for key details and updates fields automatically as the case progresses. Your firm does the work in Parley. The case management takes care of itself.

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How it works

As you upload evidence, draft, and correspond, Parley reads what’s there and reconciles it against the fields on the matter, company, and person. A receipt notice lands in a Project and the receipt number, status, and dates follow from it. An offer letter arrives and the employer details update. Nothing about this is a separate step. It runs on the context you’re already using to draft.

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Review Updates

A Review Updates panel on the Parley homepage shows suggested field updates based on your work. Accept them to build out your records and improve the Agent’s context on future runs. Treat the panel as a queue rather than a notification. Working through it regularly is what makes the rest of the system trustworthy.

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USCIS case tracking

Create a Project and upload a receipt notice. Parley pulls out the receipt number, suggests it as a field, and sends the latest update from USCIS as an in-app notification. The full USCIS case timeline is available from the Activity Log inside any Project, so you can see where a case sits without leaving the matter. Ask the Agent about USCIS addresses or fees and it pulls from up-to-date sources, so cover letters are ready to file.

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Critical dates and notifications

Parley’s notification center collects case updates, approaching dates, and finished Agent and Routine runs into a single inbox, reachable from a popover in your sidebar. You can set notifications for any date tracked in Parley from Settings. If your firm cares about a date that isn’t tracked yet, an Owner or Admin can ask the Agent to add it as a field, and the team can subscribe to alerts as those deadlines approach.

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Making it work well

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Put the work in Parley

Self-driving fields run on the documents and notes attached to a matter. A case worked outside Parley and summarized into it won’t keep itself current. Dates on a Contact update from the files in the Projects they’re on. Without the link, there’s nothing to read. See Objects.

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Create fields for what you actually track

Start with the handful your firm reports on, such as status, target deadline, and matter number, and add more as you find yourself asking for them.

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Credits

Self-driving case management doesn’t draw credits, and neither does uploading or processing the documents it reads. See How credits work.