Assistant Workflows

Overview

Assistant 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 the Assistant tab and scroll to the Workflows section, or open the Workflows tab to select a multi-step workflow.

Using Workflows

1. Select a category and a workflow that best fits your use case.
2. Follow the instructions on the screen to provide the required inputs, such as files, text, or choices.
   1. Users with access to Vault or DMS integrations (e.g., SharePoint) will be able to import files from these sources in any workflow step that calls for a file upload.
3. Click Send in the bottom right corner.

Once the workflow has generated a response, you can:

• Check Steps: At the top of the output, click the carrot next to “Finished in n steps” to view Harvey’s work.
• Review Citations: Click into the numbered citations in-line or in the sources side panel on the right.
• Perform Follow-Ups: Depending on the type of workflow output, you may have the option to ask additional questions or revise the response.
• Share and Export: Share the workflow’s output with colleagues in your workspace, or export it as a Word or Excel document.
  • See Sharing Assistant Threads for more details on sharing.

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 all into the language of your selection. You will also have the option of clicking into and/or downloading file versions of the translated output.
• 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 (beta): 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.
  • Note*: Assistant also recognizes a document’s redlines when a redlined document is uploaded. It will recognize track changes and comment bubbles from Word documents and red and blue modifications from PDF files. This functionality is equivalent to the querying that the Redlines Q&A workflow supports, and works in both Assist and Draft mode. File size limits remain the same!*
• 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.

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.