Introducing Workflow Builder

Workflow Builder is a self-serve tool that lets Innovation and Knowledge teams design and deploy custom AI workflows that reflect their firm’s tone, structure, and best practices. Whether you're automating routine reviews or building full end-to-end solutions, Workflow Builder helps you scale your expertise through repeatable, guided experiences.

Use it to:

• Codify internal review standards
• Automate multi-step legal analysis
• Draft documents based on firm precedent
• Streamline client intake and triage processes

Key features include:

• Modular design: Add user inputs, AI steps, logic conditions, and structured outputs
• Conditional logic: Tailor experiences with branching paths
• Prompt chaining: Carry context and responses between steps
• Permission controls: Share workflows securely with view, edit, or run access

Availability: Workflow Builder is available by request—contact your Harvey Success team to enable it in your workspace.

Learn more: https://help.harvey.ai/articles/workflow-builder