Stay in Flow From Document Intake to Final Deliverable

Whether reviewing an M&A data room or discovery materials in litigation, legal teams routinely face the challenge of turning large, unstructured document sets into defensible, client-ready outputs under tight deadlines. Traditionally, this process requires stitching together multiple disconnected tools: document management systems for intake, spreadsheets for analysis, and Word for drafting with extensive copy-pasting and reformatting along the way.

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Harvey changes this by bringing bulk-analysis, review, and drafting into a single, continuous flow. For associates, this means more time for engaging, strategic work. For clients, this means faster turnaround on your requests.

Making Sense of Hundreds of Documents With Legal Agents

Let’s say you are an M&A associate and you just received a data room from a client. To make sense of the vast set of documents in the data room, you must first understand the document context and the optimal analysis tool to process it. This is where Harvey’s agentic analysis comes in, evaluating each query and its attached sources intelligently.

You upload the data room into Vault, and when you open Assistant to query over the files it immediately recognizes the scope and complexity of your documents and recommends creating a review table to extract key provisions and diligence findings across contracts. The result is a faster, more thorough analysis without manual prompt engineering.

The Connected Workflow Every Team Needs

Once your diligence review table has completed generating, you can now select it as a knowledge source alongside an attached memo template for further analysis.

Assistant uses the extracted findings to surface risks, identify patterns, and draft a polished diligence memo, grounded in the review analysis data, and the tone and structure of the attached memo template. This helps to maintain your momentum while translating your bulk-analyses findings into a more digestible format.

Turn Findings Into Client-Ready Deliverables

Finally, you polish the memo directly in Harvey with new in-platform Word editing capabilities. You review tracked changes and redlines without leaving the platform, preserve original formatting, and pull in any additional context from your vaults and knowledge sources alongside the memo you’re already working on. When your memo is complete, you download a client-ready deliverable in your preferred docx format without any manual reformatting.

In addition to the due-diligence memo example, teams can use in-platform Word editing to:

• Update a template agreement based on a term sheet
• Revise a contract to conform with precedent examples
• Incorporate new research into a draft memorandum

The result is faster drafting experience without copy-pasting, manual reformatting, or losing context from constant tool-switching. Customers like Cole-Frieman & Mallon save up to 10 hours per week using Harvey to move seamlessly from document intake to analysis to polished outputs without breaking context, losing formatting, or switching tools.

This is just the beginning. Soon, we'll extend this ability beyond Word to transform your research and insights in Harvey into PowerPoint presentations and Excel files — all without leaving Assistant.

From document intake to polished outputs, Harvey helps legal teams work more efficiently and with less friction. 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.