Legal Work Orchestration
From a Static Checklist to Work That Runs Itself
Assign, execute, and review legal work in a place built for humans and agents to work together.

Get more off your plate. Agents follow your processes, so you review finished work instead of prompting.
Built once, ready every time.
Your best process becomes how the work gets done every time.


Space Templates
Save time by creating a reusable template of tasks for repeat matters or projects.
Tasks
Assign tasks to a Harvey agent, a colleague, or a client to keep work moving.
Visibility
Always have a clear understanding of where the matter or project stands, what’s been done, and what’s left without searching for it.
Review and update as work moves, not after the fact.
Reviews happen when the work is ready, so the record catches up in real time.


Comments
Tag a teammate, a client, or Harvey to review and execute on tasks.
Notifications
See relevant activity across your work then follow a notification to open the task or resource directly.
Manage tasks from email
Ask Harvey directly in your email inbox to keep tasks updated without switching tools.

“The future is not sending documents back and forth. It’s working in the same space, on the same material, with shared understanding.”
Dr. Claudia Junker
General Counsel, Deutsche Telekom AG
How teams orchestrate work
M&A Transactions
Track diligence follow-ups and closing deliverables. Harvey takes a first pass for counsel to review.


Litigation and Disputes
Assign research and drafting tasks to Harvey or a colleague. A lawyer reviews each deliverable.


Finance conditions precedent
Run every closing the same way, with conditions precedent and deliverables tracked from signing to funding.


Working with outside counsel
Assign tasks to your firm, keep the ones that stay in-house, and review the work as it comes back in one place.


Quarterly filings and earnings
Coordinate the legal checklist with finance inputs, due dates and reviewer handoffs for each filing cycle.


Regulatory programs and policy refreshes
Assign assessment, drafting and remediation tasks for a legal-owned program, with clear reviewers.







