Turn Legal Analysis Into Deliverables Without Leaving :Harvey:

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Legal professionals report that AI has made them faster at research, drafting, and review. What it hasn’t done is close the last mile to create export-ready deliverables. According to one survey, legal professionals spend an average of 37 minutes per day just searching for and transferring information across tools to complete workflows. For high-volume teams, that overhead compounds quickly.

Harvey now turns your research and insights into client-ready Powerpoints, Excel spreadsheets, and Word Documents, all without leaving the platform. This means teams can get to final deliverables faster, without rebuilding context, fixing formatting, or manually re-entering data.

Create Polished Deliverables in Minutes

Harvey’s new file creation capabilities are built around how legal teams actually work, enabling you to pull relevant context into your firm’s or company’s templates to produce review-ready outputs.

Previously, getting to a final deliverable meant exporting findings from Harvey, opening PowerPoint or Excel in a separate tool, and entering or copy-pasting data from scratch. Now, teams can use Harvey’s file creation capabilities to complete the entire workflow in one place:

• Investment Committee Memos: Populate a deck template directly from Harvey's financial analysis of a target company, all in a single thread.
• Due Diligence Questionnaires: Turn questionnaire findings into a formatted Excel spreadsheet ready to share with business stakeholders, without copying and pasting.
• Client Update Presentations: Generate a structured presentation from deposition summaries and expert analysis, using the firm's existing template.

Combined with Harvey’s existing in-platform Word editing, teams can produce polished deliverables across the file types that matter most in practice.

Batch Edit Document Suites in a Single Thread

Updating a suite of related documents used to mean opening each file separately, making parallel edits, and tracking versions across multiple threads without a reliable way to know if every document reflected the latest terms.

Harvey now edits multiple documents in a single thread, so you can revise a batch, generate multiple versions of a template, or work through related documents sequentially. For high-volume tasks such as conforming a Limited Partnership Agreement, subscription booklet, and management agreement to the same fund terms, you can populate and revise each document simultaneously, without managing edits across multiple threads or losing track of prior versions.

Review, Refine, and Deliver With Confidence

When using source material to generate a Word, PowerPoint, or Excel file, Harvey provides a citation-backed explanation for its work. Before exporting, you can trace outputs to their source documents, request changes, and validate content within the same threads so you can deliver with confidence.

With Harvey, the path from legal analysis to finished deliverable is no longer fragmented; it’s faster, more connected, and built for how legal teams actually work.

If you’re a current Harvey customer, reach out to your account team for more information. If you’re interested in learning more about how Harvey can help your team, reach out to us below.