Harvey is a legal-focused AI platform designed to transform how law firms and in-house legal teams manage complex work. By integrating advanced artificial intelligence into the legal workflow, Harvey provides a suite of tools that assist with research, drafting, contract analysis, and due diligence, all while adhering to the highest standards of data security and confidentiality. Harvey was created to serve as an intelligent coworker that helps professionals navigate intricate regulatory, tax, and litigation challenges by surfacing insights from institutional and external data sources.

Functionality: The platform operates as an integrated ecosystem where users can interact with domain-specific AI to answer complex legal questions, perform deep document analysis, and generate high-quality work product. It combines a secure vault for document management, an AI-powered assistant for drafting and reasoning, and specialized agents capable of executing complex, multi-step legal workflows from start to finish.

Some of the key features are:

• Harvey Assistant: An AI coworker that provides cited, reasoned answers to research questions and accelerates document drafting.
• Vault: A secure, centralized document management and storage system that enables bulk analysis of large document sets.
• Agentic Workflows: Purpose-built agents that can autonomously execute complex tasks, ranging from contract markups to regulatory permit extraction.
• Customizable Agents: An agent builder that allows organizations to embed their proprietary templates, standards, and expertise into custom workflows.
• Ecosystem Integrations: Native support for existing legal software such as iManage, NetDocuments, Outlook, and Microsoft Word, grounding AI answers in the tools and data you already use.
• Mobile Application: Fully featured iOS and Android apps that allow lawyers to capture information, transcribe meetings, and access their full vault on the go.
• Enterprise Security: Comprehensive protection including SOC 2 Type II, ISO 27001, ISO 27701, and ISO 42001 certifications, with strict data isolation and no model training on customer data.

Operation: Harvey operates through a secure, cloud-based platform accessible via web and mobile interfaces. Users interact with the system using natural language queries, directing the AI to execute specific tasks. The platform uses a combination of proprietary AI models and integrations with internal document management systems to ground responses in credible, user-specific sources. It is designed to allow legal teams to maintain final oversight while offloading manual document processing, research, and analysis to agentic workflows.

Some common use cases include:

• Transactional Due Diligence: Using Vault to bulk-analyze hundreds of contracts to identify specific risk provisions like change-of-control or termination clauses.
• Regulatory Compliance: Employing AI agents to draft codes of conduct or remediation plans that adhere to the latest international and state-specific regulatory updates.
• Litigation Strategy: Leveraging the Assistant to analyze case transcripts and discovery documents to build deposition outlines and pressure-test legal narratives.
• Contract Lifecycle Management: Automating the drafting and markup of agreements using organizational precedent and pre-approved playbooks.
• Regulatory Research: Querying global legal databases and local sources to obtain cited briefs on complex tax, regulatory, or employment law questions.