Harvey AI Features

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go.

Automates some or all operation related tasks

Provides robust sharing options for communication with both internal and external stakeholders.

Provides users with a pre-built library of useable legal document templates

Connects to external systems and applications as needed, specifically legal practice or legal case management software

Allows users to edit documents offline and syncs changes when connected to wifi.

Integrates with or provides built-in e-signature functionality

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt

Condenses long documents or text into a brief summary

Extract insights from legal texts using natural language processing for better decision-making and analysis

Aid in drafting legal documents, contracts, and correspondence by providing suggested language and structure

Extract key terms, information, categorize sections and summarize the ask reducing manual effort and improving efficiency

Perform due diligence on the M&A, company formation and other legal transactions by reviewing and summarzing contracts, agreements and other documents with reference to large database and libraries

Answer complex legal questions extracting information from www, uploaded legal documents and other sources, thereby predicting potential outcomes and risks

Standardized approach to legal research, document review, and drafting, minimizing the risk of errors or oversights

Encompasses the use of AI to automate various legal processes, such as case preperation, evidence analysis, trial strategy, legal research, and contract management​

Ensuring legal standards are met with regulatory requirements and internal policies along with maintaining high standards of cybersecurity

Intuitive interface and user-friendly design which seamlessly integrate with existing workflows, adapting to various legal practices across global laws, rules and regulations

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Software program that continuously adjusts its behavior based on observed data

Utilize research services such as analysis, articles, reports and more provided by parties from outside your organizations

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Creates and executes structured legal processes composed of multiple tasks.

Manages structured review and approval processes involving multiple participants across defined stages.

Integrates with document management, CLM, matter management, or eSignature platforms.

Routes tasks or approvals based on predefined criteria or data inputs.

Automatically generates tasks and advances workflow stages without manual intervention.

Generates legal documents using structured inputs, templates, or prompts.

Analyzes legal documents to identify issues, risks, or required actions.

Extracts and structures key clauses, terms, or data points from legal documents.

Enables reuse of standardized workflows across matters or teams.

Controls access to workflows and features based on user roles and administrative policies.

Discover, analyse and compare current and/or historic legislation related to taxation for particular jurisdiction(s)

Assemble data from multiple sources

Search libraries and court databases of opinions and legal decisions related to adjudicated cases and precedents

Graphical representation of data

Discover, analyse and compare current and/or historic legislation and regulation for specific jurisdictions

Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support

See a list of all previously conducted search requests and search results

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

See options for potential search queries within the system

Search and filter data across systems to locate required information by entering keywords or certain criteria

Collect data on the quality of legal documents to make recommendations for improvement

Receive a notification when a case you are tracking is listed in court or new information about legislation is available

Highlight content and/or make notations about parts of content

Track changes in laws and regulations and compare previous legislation to current legislation

Set up connections to third-party platforms to improve business processes

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Completes tasks independently without constant human intervention

Configure existing workflows to meet your organization's needs

Process and analyze human language in text or audio form

Intuitive interface and user-friendly design which seamlessly integrate with existing workflows

Tickets are automatically assigned to specific agents based on predefined rules

Streamlining repetitive tasks and activities through automated and predefined workflows

Interact with agents using conversational language

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders

Specifically designed to address the needs of law firms and legal departments

Deliver highly accurate and legally compliant solutions that integrate with legal databases internally and externally.

Extract key terms, information, categorize sections and summarize the ask reducing manual effort and improving efficiency

Extracts information from the web and legal documents to answer complex legal questions and predict potential outcomes and risks.

Systematic evaluation of various aspects of a project or service to prevent defects or issues

Create, edit, and revise contracts/written agreements

Ability to break down and plan multi-step processes

Generate a summary of short or long form text

Ensures the security and confidentiality of sensitive legal data through encryption, access controls, and compliance with privacy laws.

Automatically generates text by applying artificial intelligence to user input

Uses AI to automate legal processes like case preparation, evidence analysis, trial strategy, legal research, and contract management.

Works across multiple software systems or databases

Review and summarize contracts and agreements for M&A and other legal transactions using large legal databases for due diligence.

Manage the process of evaluating documents or requests submitted for approval

Pauses agent execution for human review, approval, correction, or instruction at defined decision points.

Reads information from and write outputs, updates, or records back to connected legal and enterprise applications.

Routes work between agents, legal professionals, business users, and external participants based on workflow conditions.

Executes multi-step legal processes from initiation through completion without requiring users to manually trigger every step.

Determines and initiate subsequent actions based on legal context, workflow state, prior results, and changing conditions.

Coordinates specialized AI agents to divide, sequence, and complete complex legal work across multiple tasks.

Runs recurring, scheduled, or event-triggered legal processes without requiring an active user session.

Combines relevant information from connected legal, business, communication, and knowledge systems into agent context.

Grounds agent actions in organizational precedents, policies, templates, legal knowledge, and prior work.

Applies organization-specific legal standards, negotiation positions, review criteria, and decision rules during agent execution.

Retains and applies context about matters, cases, transactions, clients, documents, and prior activity across workflow stages.

Records and monitors agent actions, system activity, workflow execution, and administrative events for oversight and auditability.

Restricts access to agents, workflows, data, and execution capabilities according to user roles and permissions.

Configures custom agents and multi-step legal workflows using organizational requirements, tools, knowledge, and instructions.

Detects execution exceptions and route unresolved, high-risk, or judgment-dependent issues to appropriate human reviewers.