Search That Works With Firm Knowledge
Teams can easily find what matters with Firm Knowledge, which securely connects the relevant information they need.
Innovation and Legal Ops teams need to make institutional knowledge — including past matters, internal guidance, and hard-won expertise — discoverable and usable at scale. In practice, that knowledge is often fragmented across systems or stuck in documents that are difficult to find and reuse. Better search across company data is essential not just for saving time, but also for driving consistent, high-quality legal outcomes across the business.
We’re building Firm Knowledge in Harvey to help Innovation and Legal teams do just that. Admins and users can easily connect company resources, embed content from specific practice areas, and integrate proprietary workflows all within the platform itself. Users can then quickly search that knowledge to critically inform their work within Harvey, without any sacrifices in security or oversight.
Find What Matters
Finding the right information can be time-consuming for legal teams that are constantly working under tight deadlines. Remembering the specific details, hunting down files, and iterating on keywords until you find what you’re looking for can be painful, and generic search often returns unstructured results that require manual filtering.
Firm Knowledge helps solve this by understanding terms, matter relationships, and permissions so that you can easily see what’s truly relevant. Whether you’re looking for how a forum-selection clause was negotiated in similar deals or reading past case law research tied to a current matter, searches are permission-aware and connected to the right artifacts. This means that legal teams can interpret and work faster with useful, accurate, and the most relevant search results.
Firm Knowledge can help teams work smarter and scale their output over time. For example, teams can use Firm Knowledge as they:
Streamline Due Diligence
In large due diligence projects, data is often scattered across email, DMS folders, CLM tools, and other systems. Firm Knowledge pulls in information from all of these sources without users needing to comb through each document. That means a user can ask high-level questions like, “show all indemnity provisions from relevant deals in the last 24 months and any related communications.” In response, Harvey will surface structured, relevant results with an intelligent summary. Teams can then validate findings, drill into details, and ask Harvey to draft new documents or clarify any aspects of the content, from emails to draft clauses to finalized contracts.
Accelerate Onboarding and Internal Knowledge Transfer
When a new associate joins a team, they need to quickly get up to speed by searching shared drives and inboxes for relevant documents and context. With Firm Knowledge, they can ask simple, targeted questions to expedite the process. Harvey will then pull in the right permissions and sift through the matter’s history to surface key communications, agreements, and related artifacts. This helps prevent leakage, while still making it easy for associates to learn the matter’s timeline and start providing value immediately.
Unlock New Revenue Streams
By centralizing and structuring their proprietary knowledge, legal teams can speed up development and launch new client-facing solutions. For example, teams can address higher-volume, lower-margin customers at scale by embedding Harvey’s capabilities directly into a chatbot-style product that surfaces curated content for a specific practice area. Teams can ensure that differentiated client memos, expert analysis, and best practices provide tailored context for customers, with built-in guardrails to ensure proper legal oversight. This makes it easier for firms to extend their impact over new business without cumbersome data management.
Work From a Single Source of Truth
Harvey helps connect the systems where legal knowledge lives today through multiple methods:
- Teams can set up direct connections to wherever firm or company files are stored with our native integrations.
- Teams can also bring in customized resources programmatically and securely by using Harvey’s APIs.
- External tools will also be accessible through MCP later this year.
These give teams optionality, so they can curate and enable access to resources they want accessible in Harvey.
Secure Access That Mirrors Your Firm’s Standards
Strict controls are table-stakes for any firm to centralize their resources. We’re building Firm Knowledge with enterprise-grade governance at the forefront, so that sensitive knowledge is handled appropriately. This includes built-in authentication, audit logs, role-based access, and permission-aware architecture to ensure data is safely handled. Ethical walls align with your firm’s compliance framework to help prevent client information from leaking across matters
Firm Knowledge will help teams move faster, surface tailored insights, and unlock the full value of their expertise.
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.
