Harvey: Legal Industry Processing Contract Analysis and Research Cases

General Introduction

Harvey is an AI platform built for the legal industry to help lawyers and professional services organizations improve their productivity. Based on powerful generative AI technology, it is capable of handling complex legal tasks such as contract analysis, due diligence, legal research, and document drafting, etc. Developed by a U.S.-based startup, Harvey is backed by investments from leading organizations such as OpenAI and Sequoia, and has already established partnerships with the world's top firms, such as Allen & Overy and PwC. Harvey provides not only general legal data support, but also personalized training based on private documents uploaded by users to ensure that the output is precisely tailored to the needs, with an emphasis on data security and compliance with standards such as SOC2 II and ISO 27001, and is widely used in more than 50 countries and a wide range of legal systems.

Function List

• Contract analysis and drafting: Generate contract terms through natural language instructions or analyze existing contracts to identify key terms and potential risks.
• Legal research: Quickly answer cross-cutting legal questions, provide research with citations, and cover multiple dimensions of law, regulation, and tax.
• due diligence: Batch review documents to find hidden issues, support transaction management and risk assessment.
• Document Management & Insight: Upload and analyze private document collections to extract key themes and insights.
• Multi-language support: Support for more than 50 languages and multiple legal systems for users worldwide.
• Workflow customization: Provide customizable workflows to meet the needs of specific legal tasks.
• Efficiency Tracking: Monitor team productivity in real time, with work product statistics by attorney, client matter or practice area.

Using Help

How to get started with Harvey

Harvey is a cloud-based platform that eliminates the need for a complicated local installation process. Users simply contact the team via the official website (https://www.harvey.ai/) to request access. As it is still partially in the early access stage, it is recommended to keep an eye on its latest updates to get the full commercial version. Below are the steps to use it:

1. Register & Contact::
   • Visit the official website and click on the "Get a Quote" or "Contact Us" button.
   • Fill out your company or law firm information and submit your application, and the Harvey team will schedule a call to understand your needs and provide a personalized pricing plan.
   • Once you've gained access, log into the platform (app.harvey.ai) and you're ready to go.
2. Upload a document::
   • After logging in, go to the "Document Library" module and click the "Upload" button.
   • Supports uploading multiple formats (e.g. PDF, Word, text files) and importing up to thousands of documents at once.
   • Once the upload is complete, the system automatically indexes the document content in preparation for subsequent analysis.
3. Functional operation flow

Contract analysis and drafting

• procedure::
  1. In the "Assistant" module, select the "Drafting" option.
  2. Input natural language commands, such as "draft a confidentiality agreement with an indemnification clause".
  3. The system generates a first draft in seconds, with source citations (such as generic legal templates or uploaded documents) alongside the clauses.
  4. Click on the "Analyze" button, upload an existing contract, enter "Identify Potential Risks" and the system will highlight the issue and provide recommendations.
• Featured Functions::
  • Supports multi-language drafting, e.g. generating contracts in English and then switching to Chinese.
  • Formatting can be adapted to law firm templates to ensure consistency with internal standards.

Legal research

• procedure::
  1. Enter the "Research" module and type in a complex question, such as "Analyze the latest provisions of U.S. patent law on software protection".
  2. The system returns detailed answers with links to cited legal texts and cases.
  3. You can upload relevant case documents and ask the question "What are the precedents similar to this case?" to get precise matching results.
• Featured Functions::
  • Provides cross-jurisdictional comparisons, e.g., comparing regulatory differences between the U.S. and the EU.
  • Results are automatically summarized for quick viewing.

due diligence

• procedure::
  1. Select "Due Diligence" in "Transaction Support".
  2. Upload a collection of transaction-related documents and enter "List Key Risk Points".
  3. The system generates a list of issues and detailed reports that support export to Word or PDF.
• Featured Functions::
  • Checklists can be customized for specific transaction types, such as mergers and acquisitions.
  • Supports batch processing of hundreds of documents, saving time on manual review.

Document Management & Insight

• procedure::
  1. Go to the "Vault" module and upload a private document.
  2. Enter a query such as "Summarize the common themes of these 50 documents".
  3. The system returns structured insights, such as key points by topic.
• Featured Functions::
  • Turn documents into structured data and support visual analysis.
  • Detailed company profiles based on 10-K, 10-Q, etc. can be generated.

4. Efficiency tracking and management::
   • View team usage statistics in "Snapshot of Usage".
   • Filter data by attorney, client matter, or practice area to understand the platform's effect on productivity gains.
   • Example: See how many contract analysis tasks an attorney has completed with Harvey this week.
5. Security and Compliance::
   • Harvey provides SAML single sign-on, IP whitelisting and other features to ensure data security.
   • User-selectable data storage areas to meet compliance requirements.

Tips for use

• natural language input: No need for complex commands, just ask questions in everyday language, such as "Write me an email to the client explaining the terms of the contract".
• Combined with the Word plug-in: With Harvey's Microsoft Word plug-in installed, AI functions can be invoked in a familiar interface for more efficient drafting.
• Regular feedback: You can contact the support team if you encounter problems during use, and the platform will optimize the model based on user suggestions.

By doing so, users can get up to speed quickly with Harvey and dramatically improve their productivity, whether they're a single attorney or a large team of law firms. For example, Allen & Overy's 3,500 attorneys handled 40,000 issues with Harvey, proving its power in real-world scenarios.