Workflows Overview

Overview

Workflows are designed to streamline interactions with Harvey by guiding users through structured, predefined processes.

Rather than requiring users to input detailed prompts, these workflows proactively gather the necessary context and generate high-quality, task-specific outputs. Along the way, they provide incremental progress updates, offering transparency into Harvey’s process and ensuring users stay informed.

Accessing Workflows

Go to Library and select the Workflows tab to browse available workflows.

Use the filter options to find workflows that match your desired output type and practice area.

Use a Workflow

Once the workflow has generated a response, you can:

• Check Steps: At the top of the output, select the caret next to “Finished in n steps” to view Harvey’s work.
• Review Citations: Select the numbered citations in-line or in the sources side panel on the right.
• Perform Follow-Ups: Depending on the type of output, you may have the option to ask additional questions or revise the response.
• Share and Export: Share the output with colleagues in your workspace, or export it as a Word, Excel or PowerPoint file.

  • See Sharing Assistant Threads for more details on sharing.

Draft Editor in Workflows

Harvey’s draft editor lets you edit documents directly within the platform alongside AI assistance. Instead of exporting AI-generated drafts to make changes elsewhere, you can refine your content with built-in editing tools. To open the full editor, select Edit on the workflow’s draft output. This feature is available for any workflow with a draft output:

• Draft a Client Alert
• Draft from Template
• Proofread for Spelling and Grammar
• Draft an Interim Operating Covenants Memo
• Draft an Item 1.01 Disclosure
• Draft Legal Research Memo

Technical Guidelines

Each workflow will have specific file types supported and file size limits, optimized for the highest quality output and most common use cases. Over time, we will expand the supported file types and file limits for each workflow. Current limits are displayed within each workflow in Harvey.

Available Workflows

General

• Translate into Another Language: Upload up to 10 documents and Harvey will translate them into the language of your selection. You can click into or download file versions of the translated content.

  • Note: Translations in this workflow are powered by DeepL for US and EU workspaces. For AU workspaces, Harvey uses machine translation via Azure.
• Proofread for Spelling and Grammar: Upload a document and Harvey will return an updated version without spelling or grammar errors.
• Draft a Client Alert: Upload an opinion, regulation, or other source, and Harvey will draft a client alert.
• Extract Timeline of Key Events: Harvey will generate a timeline of key dates, events, or other milestones found in documents that you upload.
• Draft from Template: Upload a template and relevant documents, and Harvey will generate a redlined draft with suggested edits.

Transactional

• Summarize Material Changes from Redlines: Upload a redlined document, and Harvey will generate a summary of the material changes made.
• Draft an Item 1.01 Disclosure: Upload a material agreement, and Harvey will draft a disclosure for Item 1.01 of Form 8-K.
• Draft an Interim Operating Covenants Memo: Upload a transaction agreement, and Harvey will draft a memo covering the agreement's interim operating covenants.
• Generate a Post-Closing Timeline: Upload an agreement and Harvey will generate a timeline of post-closing obligations.

Litigation

• Analyze a Deposition Transcript for Key Topics: Upload a deposition transcript and Harvey will produce a summary of the key topics discussed in the witness’s testimony.
• Analyze a Court Transcript for Key Topics: Upload a court transcript and Harvey will produce a summary of the key topics discussed in each witness’s testimony, with the ability to specify witnesses to focus on.
• Draft Legal Research Memo: Provide a legal research question and upload any sources, and Harvey will draft a detailed memorandum.
• Summarize Discovery Responses and Objections: Upload discovery responses, and Harvey will generate a summary table.
• Motion to Dismiss: Upload a complaint, and Harvey will propose grounds for dismissal, research each approved ground with LexisNexis®, and draft the motion. Available in the US to customers with Ask LexisNexis® or Lexis+® with Protégé™.

Financial Services

• Generate Diligence Insights: Provide a data room and report topic, and Harvey will generate a customizable report.
• Summarize Interview Calls: Upload a text or audio call transcript, and Harvey will summarize key points.
• Transcribe Audio to Text: Upload up to 10 audio files, and Harvey will generate a text transcription with clickable and downloadable file versions.
• Check a Diligence Request List: Upload data room documents and a diligence request list, and Harvey will determine whether the data room requests are satisfied.