Upcoming Feature

Intake

Intake will give business teams a single front door for legal asks, routing each one to the right agent, solution, or lawyer based on your team's rules.

Timeline
November (Early Access)
Categories
Agents
Collaboration & Sharing
Integrations
General Availability Access
Regional Availability
US, EU, AU

What's Coming

Intake is Harvey's front door for the business. Capture legal asks from the tools teams already use, route each one to the right agent, solution, or lawyer, and deliver the answer back to the requester - all under the rules Legal sets.

Example Use Cases

  • Policy and guidelines Q&A - Answer "what's our rule for this?" questions grounded in your approved policy corpus. Harvey returns a short, source-cited answer with applicable conditions and the recommended next action.
  • Marketing reviews - Campaign assets are checked against approved guidance, returning marked-up copy. Routine checks resolve in the tool, while judgment calls are routed to the right lawyer with the review already done.
  • Product reviews - Agents gather the full context up front (designs, data flows, prior decisions) and route a review to counsel with everything in one place. Product teams get one consolidated answer with scoped conditions, open issues, and key decisions.

Example Integrations for Intake:

  • Email intake
  • Jira
  • GoogleDrive
  • Gmail
  • iManage
  • Sharepoint
  • Box
  • Service Now
  • Slack

Feature Highlights

  • Route each request to an approved agent, playbook, or lawyer based on your team's routing rules
  • Each request automatically carries context and attachments from your integrations to streamline resolution
  • Pulls the right requester or lawyer back in when information or a review is needed, and returns the outcome to the original channel where supported
  • Business users: will be able to submit work, add missing details, and track progress
  • Legal teams: manage assigned requests and tasks from a shared queue with comments, follow-up questions and approvals

FAQs

Q: Do business users need a Harvey seat to submit a request?

No. Business users will be able to submit requests, add context, track status, and receive results through a guest experience. More information to come closer to EA.

Q: How does Intake work with Contract Intelligence?

Intake is the front door for all legal work. When a contract request comes in, it routes into Contract Intelligence for review, execution, insights, and management.