Parley

Parley is where your legal team's casework happens. Connecting to Parley brings your firm's Projects, Accounts, Contacts, and Tasks into the conversation, so you can act on it without switching apps.

With Parley you can:

• Find any Project, Account, or Contact. Your records in context, so you can check their status or query their information.
• Read the files on a Project, including scanned documents, and pull them into your work.
• Manage your firm's fields, Skills, and Automations, so you can use your firm's knowledge.
• See what deadlines are due, update a Task, or assign a new one within your team.
• Write notes or update existing ones on any of your records, so you can maintain your activity log.

Parley only sees the materials you can see in Parley. To connect, you need a Parley account. Ask an Owner or Admin at your firm to invite you, or learn more at www.parley.so.

Adding new files from a conversation works in Codex, but not yet in ChatGPT.