Overview
Assistant Workflows are designed to streamline interactions with Harvey by guiding users through structured, predefined processes.
Rather than requiring users to input detailed prompts, these workflows proactively gather the necessary context and generate high-quality, task-specific outputs. Along the way, they provide incremental progress updates, offering transparency into Harvey’s process and ensuring users stay informed.
Accessing Workflows
Navigate to the Assistant tab in Harvey and scroll past the composer to the “Workflows” section.
Alternatively, navigate to the Workflows tab, then choose any workflow that specifies a number of steps to completion.
Using Workflows
Select a category and a workflow that best fits your use case.
There are four categories of workflows: General, Transactional, Litigation, and Financial Services.
Follow the instructions on the screen to provide the required inputs, such as files, text, or choices.
Users with access to Vault or DMS integrations (e.g., SharePoint) will be able to import files from these sources in any workflow step that calls for a file upload.
Click 'Send' in the bottom right corner.
Once the workflow has generated a response, you can:
Check Steps: At the top of the output, click the carrot next to “Finished in n steps” to view Harvey’s work.
Review Citations: Click into the numbered citations in-line or in the sources side panel on the right.
Perform Follow-Ups: Depending on the type of workflow output, you may have the option to ask additional questions or revise the response.
Share and Export: Share the workflow’s output with colleagues in your workspace, or export it as a Word or Excel document.
See Sharing Assistant Threads for more details on sharing.
Technical Guidelines
Each workflow will have specific file types supported and file size limits, optimized for the highest quality output and most common use cases. Over time, we will expand the supported file types and file limits for each workflow. Current limits are displayed within each workflow in Harvey.
Available Workflows
For General Work
Translate into Another Language: Upload a document and Harvey will translate it into the language of your selection.
Proofread for Spelling and Grammar: Upload a document and Harvey will return an updated version without spelling or grammar errors.
Draft a Client Alert: Upload an opinion, regulation, or other source, and Harvey will draft a client alert.
Extract Timeline of Key Events: Harvey will generate a timeline of key dates, events, or other milestones found in documents that you upload.
For Transactional Work
Summarize Material Changes from Redlines: Upload a redlined document, and Harvey will generate a summary of the material changes made.
Note: Assistant also recognizes a document’s redlines when a redlined document is uploaded. It will recognize track changes and comment bubbles from Word documents and red and blue modifications from PDF files. This functionality is equivalent to the querying that the Redlines Q&A workflow supports, and works in both Assist and Draft mode. File size limits remain the same!
Draft an Item 1.01 Disclosure: Upload a material agreement, and Harvey will draft a disclosure for Item 1.01 of Form 8-K.
Draft an Interim Operating Covenants Memo: Upload a transaction agreement, and Harvey will draft a memo covering the agreement's interim operating covenants.
Generate a Post-Closing Timeline: Upload an agreement and Harvey will generate a timeline of post-closing obligations.
For Litigation Work
Analyze a Deposition Transcript for Key Topics: Upload a deposition transcript and Harvey will produce a summary of the key topics discussed in the witness’s testimony.
Analyze a Court Transcript for Key Topics: Upload a court transcript and Harvey will produce a summary of the key topics discussed in each witness’s testimony, with the ability to specify witnesses to focus on.
Draft Legal Research Memo: Provide a legal research question and upload any sources, and Harvey will draft a detailed memorandum.
Summarize Discovery Responses and Objections: Upload discovery responses, and Harvey will generate a summary table.
For Financial Services
Generate Diligence Insights: Provide a data room and report topic, and Harvey will generate a customizable report
Summarize Interview Calls: Upload a text or audio call transcript, and Harvey will summarize key points.
Transcribe Audio to Text: Upload an audio file, and Harvey will generate a text transcription.
Frequently Asked Questions
Q: How do Assistant Workflows differ from using Assistant with a prompt?
Assistant Workflows simplify and streamline the process of getting valuable results from Harvey. They eliminate the need for users to formulate effective prompts, which can be challenging and time-consuming. They also provide more context, guidance, and transparency to the user, as well as more customized and relevant outputs.
For further assistance, please contact support@harvey.ai