Introducing Workflow Builder
Design and deploy customizable workflows designed to capture your firm’s differentiators and deliver high-quality legal work.
Jun 24, 2025
Harvey Team
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The future of legal transformation isn't one-size-fits-all. It’s custom, expert-led, and built by you. That’s why we’re excited to announce our Workflow Builder is available to all Harvey customers today.
Workflow Builder lets legal teams leverage Harvey’s domain-specific AI to transform their proprietary knowledge into structured, reusable systems. Instead of adapting generic tools to fit your practice, you can now build workflows that distill what makes your organization unique.
We are proud to be launching Workflow Builder in collaboration with some of the most forward-thinking legal teams globally. Built in partnership with Ropes & Gray, dentsu, King & Wood Mallesons, Setterwalls Advokatbyrå, and Ashurst, Workflow Builder is already powering high-impact workflows customized to each organization’s specialties.
“When Harvey introduced custom workflows, our first thought was: 'When can we start building these?' Harvey included us in early development conversations and the result is what we envisioned — a platform that lets us create workflows tailored to our client needs. This will help us scale our expertise and improve client outcomes, showing just how valuable strategic technology partnerships can be in transforming global legal service delivery.”
Marsha Stein
Chief Information Officer, Ropes & Gray
Workflow Builder Overview
At Harvey, we have invested deeply in building the best AI for legal work. In building legal agents, we realized the most important part was the unique experience of lawyers and firms and the particular ways that they drive value for their clients every day. Harnessing this requires not just exceptional agents, but a platform to customize those agents to a firm’s problems and deploy them at scale.
Workflow Builder is a self-serve tool that empowers Innovation teams to build these from scratch. With it, Innovation and Knowledge leaders can design and deploy custom agents that reflect their firm’s expertise, tone, and processes.
That could mean agents that analyze and triage documents the same ways that a firm’s lawyers do, or rely on its precedent to draft new documents. It could also mean combining many of these functionalities to generate end-to-end solutions to multi-part problems.
From simple tasks to complex processes, Workflow Builder turns best practices into one-click, guided experiences that deliver high-quality work output.
“At dentsu, we’re using AI to augment our human expertise by designing smarter systems. Workflow Builder gives us a new way to orchestrate how AI supports legal and operational workflows, helping our teams scale impact while reducing complexity. It’s another step in our broader strategy to embed data and technology in every part of our network.”
Robert Clark
General Counsel, dentsu Technology, Privacy, & IP
How It Works
Workflow Builder makes it easy to turn your knowledge into scalable systems. Here’s a walkthrough of an example workflow:
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To summarize, the basic steps are:
- Describe or design your workflow
Start by telling Harvey what you want to build in plain language, or use the no-code interface to lay out steps manually by connecting different blocks. - Customize with your firm’s know-how
Add the inputs, precedent examples, and branching logic that reflect how your firm works. Choose the best model for each step, or let Harvey optimize automatically. - Deploy, share, and refine
Test the workflow, set permissions, and share it across your team. You can iterate, version, and adapt workflows as your needs evolve.
“Our adoption of Harvey’s Workflows Builder reflects KWM’s commitment to staying at the forefront of digital innovation in legal practice. Being among the first firms globally to access this capability gives us a unique opportunity to shape how generative AI can be applied to real legal workflows—and to do it in a way that aligns with our standards, our people, and our clients.”
Michelle Mahoney
Chief Innovation Officer at King & Wood Mallesons
Built with the Best
Workflow Builder was developed hand-in-hand with the people shaping the future of legal work — Innovation leaders, Knowledge teams, partners, and in-house counsel who know exactly what it takes to operationalize legal expertise at scale.
The attorneys and legal technology teams at Ropes & Gray, dentsu, King & Wood Mallesons, Setterwalls Advokatbyrå, and Ashurst provided critical input that helped us shape and pressure-test what we built. These partners helped ensure Workflow Builder works just as well for firmwide clause standards as it does for branded, client-facing outputs.
“We at Setterwalls Advokatbyrå are committed to leveraging generative AI to enhance our legal services. With Workflow Builder, we see a clear step forward in how business technology can support the legal function—not by replacing expertise, but by enabling it. It reflects how we think about digital transformation at Setterwalls: empowering our teams with tools that are intuitive, flexible, and built for real-world complexity.”
Henrik Kjellander
Executive Partner, Setterwalls
From day one, Harvey has been built as a system designed in close collaboration with law firms and legal departments around the world. That legal-first focus is what makes Workflow Builder unique: it can reflect how legal teams actually work, the systems they rely on, and the precision they demand.
The result: scalable, customizable infrastructure built for and with legal experts.
“At Ashurst, we’re committed to integrating emerging technologies that enhance the way we deliver legal services to our clients. Assistant Workflows Builder reflects the kind of strategic innovation we value - enabling our teams to design AI-powered workflows that are adaptable and aligned with the high standards our clients expect. As we continue to evolve our use of generative AI, this is a meaningful step forward in building scalable, responsible solutions that support both legal excellence and operational efficiency.””
Hilary Goodier
Partner and Global Head of Ashurst Advance
What’s Next
The launch of Workflow Builder represents a fundamental turning point. Our vision for AI agents has always been to create systems that collaborate with professionals on their most complex work, and with Workflow Builder, we’re bringing lawyer-agent collaboration to the next level of scale.
This marks the transition from an era where legal teams simply consume AI to one where they architect it. It’s the foundation for a new wave of legal work: one built on your expertise, your standards, and your systems. As these custom agents become more sophisticated, they'll form the bedrock of deeply AI-enabled legal organizations.
Workflow Builder is available now to all Harvey customers. Contact your account team to get started. Not a Harvey customer yet? Reach out for a demo.