:Harvey:Support

Early Access Feature

Avvoka Integration

Generate a first draft from your firm's own Avvoka templates in Harvey.

Timeline
November 18 (General Availability)
Categories
Integrations
General Availability Access
Regional Availability
US, EU, AU

Interested in testing this feature?

Contact your Customer Success Manager for early access.

Overview

The Avvoka integration connects Harvey to your firm's existing Avvoka environment and uses your firm's Avvoka templates to produce drafts. Harvey reads your source material and gathers what the template needs, then Avvoka assembles the document using your firm's template logic and approved wording.

Once the integration is enabled, you can upload a term sheet and ask Harvey to draft from an Avvoka template. Harvey selects the template, completes its questionnaire from the term sheet, and asks clarifying questions before the draft is assembled. When you request an amendment, such as moving from secured to unsecured, Harvey applies your firm's pre-approved amendment rather than rewriting the clause.

Key Features

  • Gap flags: Harvey flags anything the term sheet asks for that the template doesn't cover.
  • Approved content only: Every word of the draft comes from templates and clauses your firm has already approved.
  • Export back to Harvey: The draft exports in your firm's house style, with numbering, cross-references, and schedules intact. Once the document is ready it can be exported back into Harvey where you can continue your work.

Enable the Avvoka Integration (Admins)

Important: An admin must configure the Avvoka integration before members of your workspace can draft from Avvoka templates in Harvey.

  1. Go to Settings Command Center → Configurations → Connectors.
  2. Find Avvoka in the list and select Add. You'll see Avvoka’s available integrations and documentation links, such as the terms of service and privacy policy.
  3. Select Add to begin the setup flow.
  4. Next to the MCP option, select Connect, then Authorize.
  5. Follow the authentication and configuration steps for Avvoka.

Avvoka is now available in your workspace. Each member signs in with their own Avvoka account before using it in Harvey.

Note: Avvoka is an MCP integration. To manage tool access, set each Avvoka tool to Always allow, Ask user, or Block. Review what each tool does before setting it to Always allow.

For more on enabling and managing connectors, see Connector Library.

How to Use Avvoka in Harvey

Sign In to Avvoka

  1. Go to Settings Personal Settings → Connectors.
  2. Select Avvoka.
  3. Select Sign in next to the Avvoka integration. Harvey redirects you to Avvoka to authenticate.
  4. Log in to Avvoka with your credentials and approve access.
  5. Return to Harvey. Avvoka now shows that your account is signed in.

Note: If you don't sign in from Personal Settings, Harvey will prompt you to authenticate with Avvoka the first time you add it as a source in a thread.

Use Avvoka in a Thread

  1. In a thread, select Sources and turn on Avvoka.
  2. Write and run your query. For example, ask Harvey to draft a facility agreement from your firm's Avvoka template using an uploaded term sheet.
  3. If Harvey needs to take an action that requires confirmation, review the request and approve or decline it as the response is generated.

To change the default behavior for each Avvoka tool go to Settings Personal Settings → Connectors, select Avvoka, and adjust the settings under Tools. For more details, see Using Connectors in Harvey.