Deliver on Quality With Knowledge and Workflow Enhancements

Legal work requires precision, and teams require tools that not only deliver on efficiency, but also deliver on quality. With Harvey’s latest enhancements across Knowledge and Workflows, teams can quickly create high-quality work with richer context and more flexible automation.

Teams like Barros & Errázuriz leverage local data sources to ensure insights are rooted in local context. To better help these teams, we’re continuously expanding the number of knowledge sources available. Harvey now has 200 data sources directly accessible in the platform so that lawyers can derive trusted, region-specific insights more easily. This quarter, we added legal data sources across 25+ jurisdictions, including new content in Australia, Egypt, Ukraine, and more.

We’ve also introduced Norwegian primary law content from Gyldendal Rettsdata to help teams research and cite relevant content directly in Harvey. With these additions, legal teams can more easily achieve high accuracy and quality across their work.

To help teams derive more nuanced insights, we’ve also introduced new features that improve querying across data and documents.

Users can now query the Ask LexisNexis® AI service directly alongside document uploads in Harvey, allowing for deeper context with prompts. For example, users can leverage Ask LexisNexis® for AI-assisted research on primary law based on specific filings like briefs or motions. This helps users save time and effectively synthesize information, all with authoritative citations to relevant LexisNexis® primary law content, including trusted Shepard’s® Citations information to validate cited authorities.

Additionally, we’ve introduced multi-source querying to help users glean insights across multiple files, vaults, and regional knowledge sources at once. Lawyers can gather broader insights in a single step, improving the quality of results.

Teams like GSK Stockmann already use their own custom workflows to speed up routine tasks. To make similar workflows more context-aware and extend Harvey’s knowledge sources further, we’ve added support for additional embedded sources in Workflow Builder. This update ensures users can better address high-value use cases with custom workflows. Builders can attach regional knowledge sources, web search, and Vault files directly into prompt blocks, so that each workflow run is grounded in the right information.

Alongside these knowledge updates, we’ve added new Workflow Builder features that give teams more flexibility and control. For example, we’ve introduced support for optional steps, so that users can create more consistent workflow outputs. Teams can configure certain user actions, like a file upload or text input, as optional. When a user skips the step, Harvey defaults to a predesignated template, allowing them to save time and utilize a team-approved backup when running a workflow. This helps give users more flexibility as they design and run workflows, and ultimately helps standardize outputs across teams.

Additionally, we’ve introduced Improve Workflows to automatically optimize for performance, so users can save time on editing — and ultimately create more useful workflows. After making a draft workflow, users can ask Harvey to improve it based on best practices. Harvey will analyze the workflow structure, infer the intended result, and edit the workflow to optimize for performance and latency. This makes it easier for any user to get started with building custom workflows, without needing to spend significant time on troubleshooting.

These updates help bring greater control and functionality into custom workflow creation, so that lawyers can easily tailor workflows to fit their needs, share workflows across organizations, and standardize outputs effectively.

With expanded data coverage, teams can quickly research and cite reputable sources. Workflow enhancements enable lawyers to automate work that’s rooted in relevant knowledge, as well as their own processes and expertise. Together, these improvements across the Harvey platform help legal teams produce higher quality work with ease.

If you’re interested in learning more about how Harvey can augment your legal team’s work, reach out to us.