Strengthen Firm and Client Relationships With Shared Spaces

Legal work is inherently collaborative. Lawyers coordinate with colleagues, clients, and cross-functional teams to move decisions forward. As legal work becomes more complex and fast-paced, teams need ways to collaborate that match the speed and sophistication of modern legal practice without sacrificing confidentiality or control.

Harvey makes this possible now with shared Spaces. Law firms, clients, and cross-functional teams — whether they're Harvey customers or not — can collaborate in secure, AI-powered spaces built for legal work, accelerating the time from initial request to high-quality draft while deepening relationships and driving better outcomes on both sides.

Firms can turn their expertise into collaborative client experiences with shared Spaces. Share Vaults to give clients a secure place to work alongside your teams on key documents — or to self-serve answers drawn directly from your firm’s knowledge and expertise. Harvey analyzes documents at scale, extracting terms and surfacing insights in minutes, so both sides stay aligned and move faster.

Law firms can also share purpose-built Workflows and Playbooks to deliver automation without losing human judgment or insight. Workflows enable clients to generate first drafts for your review, cutting down on back and forth. Playbooks package market intelligence and firm positions into repeatable guidance, helping drive stronger outcomes in negotiations.

All outputs — drafts, comments, review tables, redlined contracts, and more — can be shared as Artifacts, keeping everyone in sync and accelerating review cycles. The result: a modern, AI-powered client experience that deepens relationships, differentiates your firm, and delivers legal work faster and smarter.

Shared Spaces will also support guest accounts, enabling firms to collaborate with clients who aren't Harvey customers yet. This positions firms as the driver of their clients' AI journey while creating ongoing engagement. Clients can return to the firm's branded Space for quick insights and answers, strengthening relationships and creating new touchpoints.

Like the rest of the Harvey platform, shared Spaces and collaboration capabilities were built with enterprise-grade security and privacy controls. Cross-organization collaboration can be configured to require admin approval, with granular, object-level permissions (e.g., view, comment, run, edit) to protect proprietary knowledge while keeping work moving. Audit trails provide transparency and accountability.

The prompts you input, documents you upload, work product you generate, and Workflows you build remain private to the legal teams that create them. You are in full control with regard to how and what you decide to share. Harvey does not access, view, or share your artifacts or tools. They can only be shared by you and are governed by strict access controls and enterprise-grade security policies.

Corporate transactions demand speed and accuracy at every stage. Harvey enables deal teams to work side-by-side throughout the entire transaction lifecycle.

Accelerate deal execution by sharing Workflows that generate comprehensive diligence request lists and first drafts aligned to your standards. Clients can run due diligence workflows independently, reducing initial wait time. When target documents arrive, analyze them simultaneously in shared Vaults where Harvey surfaces risks and extracts terms across thousands of files, enabling both teams to identify issues and make decisions together as patterns emerge.

Embed negotiation strategy with Playbooks that clients can apply to agreements to propose redlines or generate edited drafts for your review, streamlining each negotiation cycle. Throughout closing, track progress in the same workspace, where both sides can monitor review status, capture decisions, and resolve issues in real time.

Firms deliver comprehensive analysis faster, clients make informed decisions sooner, and deals close with both sides strategically aligned.

In litigation, keen representation depends on how quickly and effectively firms can analyze evidence and align with clients on strategy. Harvey enables real-time collaboration that turns document-heavy phases into opportunities for joint decision making.

Review discovery and client documents simultaneously in shared Vaults where Harvey helps lawyers identify patterns, extract key facts, and flag potential inconsistencies across large discovery sets. Teams create shared chronologies and evidence tables together — minimizing multi-day delays for analysis. Draft pleadings collaboratively as firms develop legal arguments while clients provide business context through shared Artifacts. Share Workflows that analyze applicable case law, precedent, and other connected sources to generate case strategy and help clients make faster decisions on which motions to pursue.

Prepare for trial as a unified team using shared transcripts, case notes, and exhibits where clients identify key business facts while firms craft legal questions. Trial strategy and exhibits live in spaces where the entire team has immediate access to the latest versions.

Firms deliver comprehensive case analysis faster, clients make strategic decisions sooner, and both sides enter trial fully aligned on evidence and argument.

In-house legal and compliance teams face a persistent challenge: staying current with regulatory developments while addressing an organization’s evolving risk profile.

Create a continuous intelligence loop where clients run firm-built Workflows to benchmark compliance program elements (including policies, training, and risk assessment) against evolving regulations. Legal and compliance professionals can leverage shared Spaces to share proposed compliance program enhancements for outside counsel to review and comment — turning gap analysis into an ongoing dialogue rather than a periodic exercise. If breaches are identified, collaborate in real time to assess materiality and mitigation strategies, making precedents and response frameworks available quickly through Harvey.

Firms deliver proactive, timely value while in-house teams gain analytical depth without expanding budgets.

Corporate Governance teams face immense pressure to empower directors to provide effective oversight when information is located across board materials and thousands of corporate books and records. Independent directors, in particular, are less involved with the day-to-day operations of the entities they oversee and face challenges where information necessary for their critical oversight role sits across thousands of documents. Shared Spaces empower Corporate Governance teams to equip directors with the information and tools necessary to perform their critical oversight role.

The strongest firm–client relationships are built on trust, transparency, and shared success. Harvey helps make this possible. When firms and clients collaborate side-by-side in secure AI-powered workspaces, they can make faster decisions, produce better work product, and build a deeper mutual understanding of strategy and execution.

Firms deliver more proactive value while maintaining strong, admin-configurable control over their expertise. Clients gain visibility and analytical depth without expanding budgets. The result is legal work that moves at the speed of business, with both sides aligned, well-informed, and better positioned to win together.

Ready to collaborate with confidence? Contact our team to see how Harvey can help your organization.