:Harvey:Support

Upcoming Feature

Panel Management for In-house teams

Panel Management analyzes data from your existing billing systems to provide self-serve visibility into where legal spend is going, flag invoice line items that violate your billing guidelines, and provide suggestions on where work should be handled internally, with AI, or by outside counsel.

Timeline
September (Early Access)
Categories
Governance
General Availability Access
Regional Availability
US, EU, AU

What's Coming

Panel Management will give in-house teams a single entry point to upload billing data, analyze their dashboard, and query spend trends.

Feature Highlights

  • Connects to your billing data: Upload billing data in whatever form it exists (e-billing CSV exports, custom Excel extracts) with expanded large-file support.
  • Understand spend and pricing trends: Explore spend and pricing trends across outside counsel, practice areas, jurisdictions, matters, and more through a customized dashboard tailored to your defined goals and priorities.
  • Ask questions about your spend: Ask any question about your billing and get an answer in seconds, with custom charts you can pin back to your dashboard.
  • Recommendations on routing: Understand which types of work are best suited for Harvey or internal teams.
  • Red-flag billing review: Upload an invoice or batch of invoices and Harvey’s guideline review agent reviews every invoice line item against your billing guidelines, approved rate cards, and jurisdictional rules in a dedicated review queue. The agent flags violations with the cited rule and dollar value at risk, so teams can dispute non-compliant charges and track recovered dollars.

FAQs

Q: Which billing systems does this work with?

Panel Management is billing-system agnostic. It works with exports from any e-billing or ELM platform, as well as custom Excel and CSV extracts, with no required integration or fixed format.

Q. What is on the roadmap?

Our early access program focuses on billing analysis: upload, dashboards, and Q&A over spend. Planned directions include billing guideline compliance (flagging non-compliant invoices against your guidelines and panel rules), peer benchmarking, and recommendations for reducing outside counsel spend including where Harvey agents or internal resources could absorb work.