Automate client questionnaires and document requests with Parley Intake

This week client questionnaires and document requests can be automated through a shareable branded client portal, the Agent can read your past chat threads to pick up work where you left off, and you can start automations straight from Slack.

Automate questionnaires and doc requests with Parley Intake

Parley's client portal is now in Beta. Send clients your firm's branded portal to fill out questionnaires and upload documents.

Paired with Automations, Intake syncs with your Projects and can automatically generate work products like assessments, forms, and briefs.

Search across past chat threads to pick up work right where you left off

The Agent can now read your other chat sessions and kick off new ones. Ask the Agent for context on your previous work or even kick off drafts in a Project straight from the Parley home page.

Start automations from Slack

Run an automation whenever someone posts in a channel or reacts to a message. Use Slack to create Tasks, set Reminders, update Projects, or create new records in Parley.

Filter emails and meetings from the contact sync with natural language

You can now exclude categories of email and meetings from syncing to Parley with a short prompt.

Matching emails and events are filtered out before they reach your threads, calendars, contacts, or accounts.

Additional improvements

• Box and Clio folders now sync in near real time as files change

• The chat side pane opens narrower on small laptop screens, and wider tables scroll horizontally

• Contact, account, and project sidebars show the first 10 fields with a "See more" toggle