Master Harvey with our step-by-step tutorial, detailed feature walkthrough, and expert tips.
Explore the key features that make Harvey powerful for legal workflows.
Harvey's Workflow Agents allow firms to run pre-built automation workflows or create custom agents tailored to specific practice needs. These agents can execute multi-step legal tasks end-to-end, moving beyond simple question-and-answer interactions to handle complex processes like document review pipelines, compliance checks, and research synthesis. Firms can standardize best practices into repeatable workflows, ensuring consistency across matters and attorneys while significantly reducing time spent on routine procedural work.
Vault serves as a secure document repository with built-in AI analysis capabilities. Unlike basic document storage, Vault enables bulk analysis of large document sets, making it particularly valuable for due diligence, litigation document review, and regulatory compliance projects. Users can organize documents by matter, apply AI-powered analysis across entire collections, and extract insights that would take human reviewers significantly longer to identify manually. Security is baked into the architecture to protect privileged materials.
The Knowledge product goes beyond simple legal search by enabling complex research across legal, regulatory, and tax domains. Rather than returning a list of results, it synthesizes information from multiple authoritative sources to provide comprehensive answers to nuanced legal questions. This is especially valuable for cross-jurisdictional research, regulatory analysis, and tax planning where lawyers need to understand how multiple overlapping rules and precedents interact.
Harvey enables legal teams from different organizations to work together in secure shared spaces, supporting new collaborative service models between law firms, corporate clients, and professional service networks. This feature addresses the reality that legal work frequently involves multiple parties who need controlled access to shared documents and analysis. The secure collaboration framework maintains confidentiality boundaries while enabling the efficiency gains of shared AI-powered workspaces.
Harvey covers a broad range of legal work including transactional tasks (due diligence, contract analysis, document review), litigation support (case research, brief drafting, strategy prioritization), regulatory and tax research, document drafting and analysis, and general legal research across multiple domains. The platform's Workflow Agents can also be customized to handle firm-specific processes.
Harvey operates on an enterprise pricing model and requires a demo request to get started, which typically indicates it is geared toward mid-sized to large firms and in-house legal departments. While Harvey does specifically mention solutions for mid-sized firms, there is no publicly available self-service tier for solo practitioners or very small practices.
Harvey has a dedicated security section on its platform and emphasizes secure document storage through its Vault product. The platform supports secure cross-organizational collaboration spaces. Specific security certifications and compliance details would need to be confirmed directly with Harvey during the sales process, but security is positioned as a core platform pillar given the sensitivity of legal work.
Yes, Harvey offers an Ecosystem integration layer designed to connect with existing legal tools and workflows. The platform aims to be accessible where lawyers already work and grounds its AI answers in sources the firm already trusts. Specific integration partners and supported platforms should be confirmed during the demo process.
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Tutorial updated March 2026