:Harvey:Support

Early Access Feature

Docusign IAM

Find and retrieve agreement records from your Docusign IAM account directly from a thread 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 Docusign IAM (Intelligent Agreement Management) integration connects Harvey to Docusign's MCP server, so you can query your firm's Docusign IAM account in plain language from a Harvey thread.

From the thread, you can ask follow-up questions about your agreements, compare your findings, or use the results as the starting point for a larger piece of analysis.

Key Features

  • Counterparty and issue discovery: Ask for the agreements tied to a specific counterparty, business relationship, or issue rather than searching filters in Docusign.
  • Portfolio narrowing: Reduce a large agreement portfolio to a focused set of records, for example the active agreements with one counterparty that relate to a specific jurisdiction.
  • Single-agreement detail: Pull the details Docusign IAM holds for one agreement into your thread.

Enable the Docusign IAM Integration (Admins)

An administrator must enable the Docusign IAM integration in your Harvey workspace before anyone can use it.

To enable the integration as an admin:

  1. Navigate to Command Center → Configurations → Connectors.
  2. In the Connectors list, find the Docusign card and select Add.
  3. Select Connect and complete the Docusign authorization flow.
  4. Re-open the Docusign card to add users and enable the MCP tools that you want users to have access to:
Docusign MCP configuration

Once connected, Docusign appears as a knowledge source in Harvey for any user in the workspace who has been granted access.

How To Use

  1. Open a new thread in Harvey.
  2. Select the Sources button and choose Docusign IAM.
  3. Proceed with your query. If Harvey determines it needs the full agreement in order to answer your query, it prompts you for permission to download it. Approve to let Harvey read the agreement and respond. If you decline, Harvey answers from the agreement details alone.
  4. Continue the analysis in the same thread, or save the downloaded agreement to Vault to review it alongside other documents in a project.

Note: If you haven’t already signed in to your Docusign account, Harvey will prompt you to authenticate before the source is enabled.

Common Use Cases

  • Counterparty and issue discovery: “Find our active NDAs with Acme Corp and show me the available agreement details.”
  • Portfolio narrowing: “Find the active agreements associated with Acme Corp that are relevant to our UK operations.”
  • Single-agreement detail: “Pull the details for the [agreement name or ID] with [counterparty]. Show the agreement title, parties, status, agreement type, effective date, expiration date, renewal terms, and any other relevant information. Include the DocuSign link if available.”

Notes & Limitations

  • Queries are targeted and account-specific. The Docusign IAM integration does not sync, export, or bulk-extract your Docusign repository.

FAQs

Which agreements will I be able to see?
The same ones you can already see in Docusign. You sign in with your own Docusign login, so your existing Docusign permissions carry over to Harvey.

Can I send a finalized contract for signature from Harvey?
No. While you can trigger Docusign workflows, this release does not include the ability to send a finalized contract for signature from Harvey.