Use Parley from Claude and ChatGPT, promote firm-wide skills

This week you can connect Parley to Claude and ChatGPT, track due dates and deadlines with tasks, and admins can share a personal skill with the whole firm.

Use Parley from Claude and ChatGPT

Search and update your Projects, Accounts, Contacts, notes, automations, and tasks directly within Claude or ChatGPT. See the setup guide.

Connect Parley to Claude

Connect Parley to ChatGPT

Track due dates and deadlines with Tasks

Choose whether to be notified when a task is assigned to you, get alerts on the due date or a week in advance, and set manual reminders as well. All of it follows your email and in-app notification preferences.

Give your whole firm your best skills

Admins can now promote a personal skill to a firm-wide skill with "Share with everyone." The original author stays credited, and admins or the skill's author can keep editing it.

Additional improvements

• Stopping the Agent now keeps everything it produced, so you can redirect it with a follow-up instead of starting over

• USCIS case statuses can now be retrieved directly by the Agent. Set up an automation to receive a daily digest of your clients' updates straight to your inbox

• Choose meeting by meeting whether the Parley Notetaker joins, directly from the Calendar page in Parley

• Uploading files and folders is faster and clearer, with zip file support and a cleaner upload progress view