Parley is an AI legal agent that operates on top of a matter database it builds and maintains from a team's connected email, calendar, and document sources. The agent uses that matter context, together with firm-specific skills, to carry out drafting, research, form completion, and task tracking, and can be accessed from within existing email and word processing applications.
Key features and functions include:
Self-Building Database
Connects to a team's email and calendar and organizes each client, matter, and conversation into a system of record. Fields update automatically from emails, meetings, and uploaded documents, and incoming emails are sorted to the relevant matter.
Reusable Skills
Converts uploaded templates and past work samples into reusable skills, which the agent applies so that outputs follow the firm's own structure, language, and standards. Prebuilt skills are available across a range of practice areas.
Drafting
Drafts legal work products such as briefs, letters, and client correspondence using firm skills and the context held in the matter database, including suggested replies to incoming emails for review.
Research
Researches case law and other legal materials and attaches the findings to the related matter.
Form Filling
Completes forms using information already captured from documents and communications, reducing repeated data entry.
Deadline and Task Tracking
Keeps files, communications, and deadlines in one platform, allowing the agent to track key dates and coordinate tasks within each matter.
Scheduled Routines
Runs the agent on a daily, weekly, or monthly schedule to carry out recurring tasks without a user initiating each run. Routines are confirmed with the user before creation and can pause once a monitored event occurs.
Meeting Notetaker
Joins external meetings to capture notes that feed into the matter record.
Application Access
Allows work to be delegated directly from email and word processing applications, with access to the related matters and records.
Security
Parley is SOC 2 Type II and GDPR compliant, and customer data is not used to train AI models.
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