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How to Use Harvey: Legal Research & Drafting (2026)

bởi | Last updated Jun 23, 2026

Hướng dẫn nhanh

This guide covers every Harvey feature and shows you how to use Harvey from your first sign in to advanced legal workflows:

Thời gian cần thiết: 5 phút cho mỗi phim

Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế

Tại sao nên tin tưởng hướng dẫn này?

I have used Harvey directly for over a year across real client matters in legal and professional services. This Harvey guide comes from hands-on practice, not vendor screenshots or marketing notes.

Along the way I tested every feature on live work, made plenty of mistakes, and learned what actually saves time. Those lessons shape every step in this guide.

How to use Harvey

Harvey is one of the most capable Công cụ AI built for legal teams and professional services firms today.

But most legal professionals only scratch the surface of what the platform can do.

This guide shows you how to use every major feature at your own pace.

Step by step, with screenshots, videos, and pro tips for law firms of any size.

Harvey Tutorial

This complete Harvey tutorial walks you through every feature step by step, from your first setup to advanced practices that turn you into a power user across legal documents and legal research.

You do not need to read it in order. Jump to the feature you need, or work through each section at your own pace.

Every step uses plain language, so a new associate and a senior partner can both follow along with ease.

Harvey

Put trusted legal AI to work across research, drafting, and review. Harvey gives legal teams cited answers, custom workflows, and enterprise bảo vệ. Request access and test it on your own matters.

Getting Started with Harvey

Trước khi sử dụng bất kỳ tính năng nào, hãy hoàn tất thiết lập một lần này.

Quá trình này mất khoảng 3 phút.

Hãy xem đoạn video tổng quan ngắn này trước nhé:

Now let’s walk through each step so you learn the basics fast.

Step 1: Request Access and Sign In

Go to Harvey’s website and request access for your firm or team.

Harvey is sold to legal teams, so you sign in through a verified workspace rather than a public free trial.

A member of the Harvey team usually confirms your firm before granting access, which keeps the platform secure.

Điểm kiểm tra: Kiểm tra của bạn hộp thư đến for a confirmation email and your workspace invite.

Step 2: Open Your Workspace

Log in with your new account and open the main workspace.

This is the home page where you upload documents, run research, and start any workflow.

Take a minute to explore the layout, since knowing where each tool lives saves time on your first real matter.

Điểm kiểm tra: Bạn nên xem Trợ lý search bar and your document library.

Step 3: Connect Your Sources and Tools

Connect Microsoft Word, Outlook, and your document management system so Harvey can pull context from real files.

Harvey connects with iManage and Vault, which keeps your knowledge and history in one place.

Connecting these sources sớm means your first queries draw on real documents instead of a blank workspace.

✅ Hoàn thành: You’re ready to use any feature below at your own pace.

How to Use Harvey AI Assistant

Trợ lý AI lets you ask legal questions and get cited answers pulled from your own documents and trusted sources.

The Assistant is the heart of Harvey for most legal teams. It reads the documents you upload, pulls context from connected sources, and returns answers with citations you can check. Because it is trained on legal language, it understands contracts, complaints, and case law better than a general chatbot. That expertise is what makes it safe to use on real client matters.

Picture a junior associate facing a 90-page agreement at 6 p.m. With the Assistant, they upload the file, ask for the key obligations, and get a cited summary in minutes. That same task once took hours, and the time saved goes straight back into higher-value analysis.

Dưới đây là hướng dẫn sử dụng từng bước.

Hãy cùng xem Trợ lý AI hoạt động như thế nào:

Đánh giá Harvey AI năm 2025 - Những điều quan trọng cần biết!

Bây giờ chúng ta hãy cùng phân tích từng bước.

Bước 1: Mở Trợ lý

Open the Assistant from your workspace home page and start a new chat.

Type a clear prompt that describes the matter, the client, and the câu hỏi you need answered.

Step 2: Add Context and Documents

Upload contracts, complaints, or notes so the Assistant can analyze the real chữ.

Đây là hình ảnh minh họa:

Trí tuệ nhân tạo Harvey

Điểm kiểm tra: The Assistant pulls context from connected sources, then drafts answers with citations you can verify.

Step 3: Review and Export the Response

Read the cited responses, check the sources, and refine your prompts as needed.

Export the answer to Microsoft Word or paste it directly into your draft.

✅ Kết quả: You have a cited, ready-to-use answer drafted from your own legal documents.

💡 Mẹo hay: Save your best prompts so you can reuse them across similar matters and keep answers consistent.

For legal teams, this turns a blank page into a cited first draft in minutes, which is why the Assistant is where most users start.

Nghiên cứu pháp lý được tăng cường lets you run legal research across case law, statutes, and articles without leaving the platform.

Legal research used to mean hours in a paid library checking one query at a time. Harvey changes that pace. You describe the matter in plain language, pick your trusted sources, and the platform returns grounded analysis with citations. This boosts efficiency for legal professionals who bill by the hour and need answers they can defend.

Trusted sources are what separate a real legal research tool from a generic chatbot. Harvey lets you steer each query toward the case law, statutes, and articles that matter, so the answers you build on are grounded rather than invented.

Dưới đây là hướng dẫn sử dụng từng bước.

Step 1: Start a Research Query

Open legal research and type a plain-language query about your matter.

Describe the jurisdiction, the governing law, and the practices you want Harvey to check.

Step 2: Choose Trusted Sources

Pick the sources Harvey should search, including case law, statutes, and articles.

Đây là hình ảnh minh họa:

Trí tuệ nhân tạo Harvey

Điểm kiểm tra: Harvey researches legal queries against trusted sources so your answers stay grounded in real law.

Step 3: Save Citations to Your Library

Save the citations and answers into your library for the matter.

Keep the research history so your team can reuse the analysis later.

✅ Kết quả: You have grounded legal research with citations saved to your library.

💡 Mẹo hay: Narrow research by jurisdiction first, then widen the search if you need more articles and sources.

Used well, legal research in Harvey gives smaller firms the same depth of analysis that once belonged only to large law firms with big libraries.

How to Use Harvey Workflow Automation

Quy trình làm việc Tự động hoá lets you automate repeat legal processes so your team saves hours on routine matters.

Every firm repeats the same legal processes again and again. Diligence, intake, and clause review all follow a pattern. Harvey lets you build custom workflows that capture that pattern once, then run it on demand. The result is real efficiency gains, since your team stops rebuilding the same analysis for every new matter.

Cái thợ xây is visual, so you do not need to write code to build custom workflows. You arrange prompts, inputs, and review tables like building blocks, then test the flow on sample files before your team relies on it for live matters.

Dưới đây là hướng dẫn sử dụng từng bước.

Step 1: Pick a Process to Automate

Choose a repeat legal process, such as a diligence review or a contract check.

Map the steps your team takes today so Harvey can mirror your real practices.

Step 2: Build Custom Workflows

Use the builder to build custom workflows tailored to your firm’s matters.

Đây là hình ảnh minh họa:

Trí tuệ nhân tạo Harvey

Điểm kiểm tra: Add prompts, document inputs, and review tables so the workflow generates consistent output every run.

Step 3: Test Before You Deploy

Run end-to-end testing on sanitized agreements before you deploy to the whole team.

Human oversight stays essential, so verify each output before it reaches a client.

✅ Kết quả: You have a tested custom workflow your team can run on demand.

💡 Mẹo hay: Start small with one workflow, learn what works, then build custom workflows for bigger matters.

Over time, a library of tested workflows becomes one of your firm’s most valuable assets, capturing expertise so it survives staff changes.

How to Use Harvey Governance Controls

Governance Controls lets you manage security, privacy, and compliance settings across your whole workspace.

Governance is where many AI tools fall short, but Harvey treats it as essential. You control who can access which matters, how data is handled, and what the kiểm toán history records. For law firms and in-house teams, this is the difference between a fun experiment and a tool you can actually trust with client data.

Audit logs may sound dull, but they are gold during a security review. When leadership or a client asks who accessed what, you have a clear record of every request, which keeps your firm transparent and compliant.

Dưới đây là hướng dẫn sử dụng từng bước.

Step 1: Open the Admin Settings

Open admin settings to manage access, data, and compliance for your workspace.

Assign roles so legal professionals only see the matters they should.

Step 2: Set Access and Privacy Rules

Turn on SAML SSO, audit logs, and IP allow-listing for tighter security.

Đây là hình ảnh minh họa:

Trí tuệ nhân tạo Harvey

Điểm kiểm tra: Harvey does not use client data for model training, which protects privacy across your firm.

Step 3: Review the Audit History

Check audit logs to see who used Harvey, what they asked, and when.

This history gives in-house and công ty luật teams a clear compliance record.

✅ Kết quả: Your workspace now has governance controls and a clean compliance record.

💡 Mẹo hay: Turn on audit logs from day one so your firm has a full history when compliance reviews arrive.

Strong governance is what lets leadership roll Harvey out across the whole firm with confidence instead of limiting it to a small pilot group.

How to Use Harvey Integrations

Tích hợp lets you connect Harvey with Microsoft Word, Outlook, and document systems you already use.

Most legal work already lives in Microsoft Word, Outlook, and a document management system. Harvey meets your team there instead of forcing a new home for everything. You draft in Word, send email in Outlook, and pull files from iManage or Vault, all while Harvey keeps the legal context intact across each tool.

Switching tools all day breaks concentration and loses context. By living inside Word, Outlook, and your document system, Harvey keeps you in flow, so drafting an email or a contract feels like a natural part of the work, not a detour.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Mở Menu Tích hợp

Open the integrations menu to connect the tools your team already uses.

Harvey connects with Microsoft Word, Outlook, iManage, and Vault.

Step 2: Draft Inside Word and Outlook

Draft documents in Microsoft Word and draft emails in Outlook using Harvey directly.

Đây là hình ảnh minh họa:

Hệ sinh thái Harvey

Điểm kiểm tra: You get instant summaries and email drafting without switching tabs or losing context.

Step 3: Export Results for Analysis

Export review results to Excel so your team can run deeper analysis.

This keeps your data flowing between Harvey and the apps you trust.

✅ Kết quả: Harvey now works inside the tools your team uses every day.

💡 Mẹo hay: Pin the Outlook and Word add-ins so you can draft without leaving your inbox or document.

Because the integrations keep context intact, your team gains efficiency without giving up the tools and practices they already know.

How to Use Harvey Pre-Built Workflows

Pre-Built Workflows lets you apply ready-made playbooks that analyze clauses against legal standards in one click.

Pre-built workflows give newer users a head start. Instead of writing prompts from scratch, you pick a playbook that already knows how to analyze clauses against legal standards. This lowers the learning curve so even users new to legal AI can produce useful analysis on day one while they learn the platform.

Each playbook encodes the judgment of experienced lawyers into a repeatable process. When you run one, you borrow that expertise, which is why even a small team can produce review-grade analysis that once required a much larger group.

Dưới đây là hướng dẫn sử dụng từng bước.

Step 1: Browse the Workflow Library

Open the library of pre-built workflows made for common legal matters.

Each playbook automates clause analysis against legal standards so you start fast.

Step 2: Run a Playbook on Your Files

Upload your contracts and run the chosen playbook against them.

Đây là hình ảnh minh họa:

quy trình làm việc được xây dựng sẵn của Harvey

Điểm kiểm tra: Harvey flags risky clauses, missing terms, and governing law issues for review.

Step 3: Refine and Save Your Version

Edit the playbook prompts to match your firm’s practices.

Save your version so the whole team can reuse it on future matters.

✅ Kết quả: You have a working playbook that reviews contracts in minutes.

💡 Mẹo hay: Clone a pre-built workflow before editing so you always keep a clean original to fall back on.

Pre-built workflows are also a great way for new users to learn how Harvey thinks before they build custom workflows of their own.

How to Use Harvey Vault

Vault lets you store vast amounts of legal documents in a single searchable workspace.

Vault is where Harvey stores institutional knowledge. Drop in every document for a matter and the whole set becomes searchable in seconds. For litigation and diligence, where you face vast amounts of files, Vault turns a slow manual hunt into a fast, cited search across your entire library.

Search inside Vault is fast because every page is indexed as you upload. Ask a question about a clause buried on page 200 of a contract set, and Harvey points you to the exact spot, with the surrounding context attached.

Dưới đây là hướng dẫn sử dụng từng bước.

Step 1: Create a New Vault

Create a Vault to centralize documents and research into one searchable workspace.

Vault can store vast amounts of files for a single matter or client.

Step 2: Upload and Organize Files

Upload contracts, complaints, and notes, then organize them by matter.

Đây là hình ảnh minh họa:

Kho báu Harvey

Điểm kiểm tra: Search across the whole Vault to find any page or clause in seconds.

Step 3: Run Review Tables Across Documents

Use Review Tables to extract answers from many documents at once.

Export the review tables to Excel so you can sort and analyze the results.

✅ Kết quả: Your matter files now live in one searchable Vault workspace.

💡 Mẹo hay: Name each Vault by client and matter so search across your library stays fast and clear.

With everything in one workspace, your team spends less time searching and more time on the analysis that actually moves a matter forward.

Legal Research Module lets you search trusted legal sources like EDGAR and LexisNexis directly inside Harvey.

The legal research module connects Harvey to the sources legal professionals already trust. You can pull filings from EDGAR, cross-check answers against LexisNexis, and keep a clean research history for each matter. This grounding is what keeps Harvey’s answers tied to real law rather than guesswork.

Keeping a clean research history pays off across a long matter. Months later, you can revisit exactly which sources supported a position, which protects your analysis if a colleague or a court questions how you got there.

Dưới đây là hướng dẫn sử dụng từng bước.

Step 1: Open the Research Module

Open the legal research module to query trusted legal sources directly.

Harvey connects to sources like EDGAR and LexisNexis for grounded answers.

Type your legal question and describe the matter you are working on.

Đây là hình ảnh minh họa:

Mô-đun Nghiên cứu Pháp lý Harvey

Điểm kiểm tra: The module returns cited answers drawn from real case law and filings.

Step 3: Save Sources to Your History

Save the sources and citations into your research history.

Your team can revisit the analysis and reuse it across related matters.

✅ Kết quả: You have grounded research pulled from trusted legal sources.

💡 Mẹo hay: Cross-check EDGAR filings against LexisNexis results to confirm your legal analysis holds up.

Grounding answers in trusted sources is what gives legal professionals the confidence to rely on Harvey for client-facing work.

How to Use Harvey Enterprise-Grade Protection

Enterprise-Grade Protection lets you protect client data with enterprise-grade controls built for law firms.

Security is not a feature you bolt on later in legal work. Harvey is built so encryption, access controls, and audit logs come standard. The platform does not use client data for model training, which protects privacy and lets your firm meet strict compliance requirements without slowing your team down.

Security settings are worth a careful walk-through with your IT team before launch. Confirm encryption, SSO, and access rules match your firm’s policy, and you turn Harvey from a promising tool into one you can deploy with full confidence.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Xem lại cài đặt bảo mật của bạn

Open security settings to confirm encryption and access controls are on.

Harvey meets enterprise-grade security and compliance standards for legal teams.

Step 2: Manage Data Lifecycle

Set data lifecycle rules so files are retained or deleted on schedule.

Đây là hình ảnh minh họa:

Cách thức hoạt động của Harvey: Tương lai của Trí tuệ Nhân tạo trong lĩnh vực Pháp luật, được giải thích chi tiết.

Điểm kiểm tra: Access is managed per user, and data in Harvey stays encrypted at rest and in transit.

Step 3: Confirm Compliance Coverage

Check that SSO, audit logs, and IP allow-listing match your firm’s policy.

This protects client data and keeps your firm audit-ready.

✅ Kết quả: Your client data is protected with enterprise-grade security.

💡 Mẹo hay: Review the security checklist with your IT team before you upload any sensitive client contracts.

This is why firms with strict privacy duties can adopt Harvey, knowing client data and matters stay protected at every step.

Who Should Use Harvey?

Harvey is built for legal and professional services teams that handle real client matters at scale.

If your work touches contracts, litigation, or legal research every week, the platform earns its place fast.

Large law firms use Harvey to draft, review, and analyze documents across hundreds of matters at once.

In-house legal teams use it to answer việc kinh doanh questions quickly without sending every query to outside counsel.

Boutique firms use it to punch above their size, since one lawyer with Harvey can review vast amounts of documents in a day.

Professional services firms beyond law also use Harvey for compliance work, due diligence, and contract analysis.

The common thread is that every user needs cited answers, strong security, and real legal expertise baked into the tool.

If you only need a casual writing assistant, a general Công cụ AI may be enough.

But if accuracy, privacy, and legal context matter, Harvey is built for exactly that kind of serious work.

It also suits teams that handle vast amounts of documents and cannot afford to miss a key clause or citation.

And it fits firms that care about security, since client data stays encrypted and is never used for training.

The best way to learn Harvey is to map it onto the legal workflows your team already runs.

Start with intake, where you upload a new client’s documents into Vault for a fresh matter.

Next comes research, where the Assistant and the legal research module answer your queries with citations.

Then comes drafting, where Harvey works inside Microsoft Word to create contracts, memos, and letters.

Review is where review tables shine, pulling answers from many documents so you can analyze them side by side.

Email follows, where you draft client updates in Outlook using Harvey directly without leaving your inbox.

Finally, governance runs underneath all of it, recording history and protecting client data at every step.

Seen this way, Harvey is not one feature but a thread that runs through your whole practice.

Each step builds on the last, so your knowledge and analysis stay connected from intake to final filing.

That continuity is what drives the real efficiency gains legal teams notice after a few weeks of steady use.

Best Practices for Using Harvey Safely

Harvey is powerful, but safe legal work still depends on good habits from every user.

First, always give the platform context, since documentation and context are crucial for effective AI usage in law.

Upload the real contracts, complaints, and notes so the Assistant can analyze the actual text, not a guess.

Second, keep human oversight in the loop, because verifying AI-generated outputs is critical before anything reaches a client.

Read every citation, confirm the governing law, and check the analysis against your own legal expertise.

Third, protect client data by using sanitized agreements when you test or train new workflows.

Run end-to-end testing before you deploy any workflow to the wider team, so surprises surface early.

Fourth, build a shared prompt library so your team can learn from each other and keep answers consistent.

Fifth, use the support hub, watch the videos, and read the articles to learn Harvey at your own pace.

These practices keep efficiency high while keeping compliance, privacy, and security firmly in place.

Sixth, treat Harvey as a partner, not a replacement, since your legal expertise is what verifies its work.

The platform speeds up research and drafting, but you still own the final judgment on every client matter.

Followed together, these habits let your team move faster without giao dịch away the care good legal work demands.

Harvey for In-House Teams vs Law Firms

Harvey serves both in-house legal teams and outside law firms, but each group uses it a little differently.

In-house teams focus on speed and business context, since they answer the company’s own questions daily.

They use the Assistant to triage requests, draft routine contracts, and decide which matters need outside counsel.

For them, the value is efficiency, since a small in-house team can handle far more work with the platform’s help.

Law firms focus on depth, billing, and client-ready output across many different clients at once.

They lean on legal research, review tables, and custom workflows to handle complex litigation and diligence.

For firms, the value is expertise at scale, since associates produce better first drafts in less time.

Both groups share the same need for security, citations, and a clear audit history of every request.

Whatever your house, the core practices stay the same: give context, verify outputs, and protect client data.

Many firms run a hybrid model too, where in-house teams handle routine work in Harvey and send complex matters to outside firms that also use it. Shared tooling makes that handoff smoother, since both sides speak the same language and trust the same cited sources.

Harvey Use Cases by Practice Area

Harvey adapts to almost any practice area, since legal research and drafting cut across every field of law.

In litigation, teams upload complaints and exhibits to Vault, then use review tables to find key facts fast.

The Assistant can summarize a deposition, surface contradictions, and draft a motion outline with cited sources.

In transactional work, lawyers run diligence on stacks of contracts and flag risky clauses against legal standards.

Harvey checks governing law, indemnities, and termination terms, then drafts a clean issues list for the client.

In corporate and securities work, the legal research module pulls filings from EDGAR for quick context.

Teams cross-check those filings against LexisNexis so their analysis stays grounded in current law.

In compliance and privacy, in-house teams use Harvey to answer policy queries and draft internal guidance.

In employment law, lawyers analyze handbooks and contracts, then generate plain-language answers for managers.

TRONG bất động sản, teams review leases at speed and export the results to Excel for deeper analysis.

Whatever the practice area, the pattern repeats: upload documents, ask clear queries, verify answers, then draft.

This flexibility is why so many users across different teams find Harvey useful within their first week.

How to Get Better Answers From Harvey

The quality of Harvey’s answers depends heavily on how you write your prompts and set up your context.

Start by telling the Assistant who the client is, what the matter involves, and what answer you actually need.

Vague prompts get vague answers, so describe the jurisdiction, the governing law, and the documents in play.

Attach the real files first, since the platform draws its best analysis from the text you upload, not guesswork.

Ask for citations every time, then open each source to confirm the answer matches the underlying law.

If the first response misses, refine your prompt rather than starting over, and add the missing context.

Save the prompts that work into your library so the whole team can reuse them and learn from each other.

Break big questions into smaller steps, since a focused query usually beats one giant request.

When you need a document, ask Harvey to draft it in Microsoft Word so you can edit in your normal tool.

These small habits compound, and over time your team gets faster, sharper answers with far less back and forth.

A few prompt patterns come up again and again, so they are worth keeping in your library from the start.

Ask Harvey to summarize a contract and list every obligation, deadline, and governing law clause it finds.

Ask it to compare two agreements and flag where the terms differ, then draft a short note for the client.

Ask it to research a narrow legal question, cite the sources, and explain how each one applies to your matter.

Save the versions that work, and your team builds a shared playbook of prompts that keep getting better.

Harvey Pro Tips and Shortcuts

After testing Harvey for over a year, here are my best tips for legal teams.

Most of these came from small frustrations that turned into habits once I found the faster way to work.

Workspace Shortcuts

Hoạt độngHow To
New Assistant chatOpen Assistant, then start a fresh query
Tải lên tài liệuDrag files straight into the chat or Vault
Export to WordUse the export button on any response
Reuse a promptSave it to your prompt library for next time

Những tính năng ẩn mà hầu hết mọi người bỏ lỡ

  • Prompt library: Save prompts you use often so your team can reuse them and learn faster.
  • Review Tables export: Send review results to Excel for sorting, charts, and deeper analysis.
  • Support hub: The support hub holds guides, videos, and articles so you learn Harvey at your own pace.
  • Matter-based history: Every request is tied to its matter, so you can reopen past answers and sources months later.

Harvey Common Mistakes to Avoid

Mistake: Skipping Document Context

❌ Sai: Asking Harvey broad legal questions with no documents or context attached.

✅ Bên phải: Upload the relevant contracts and notes first so the Assistant can analyze real text and cite real sources.

Mistake: Trusting Output Without Review

❌ Sai: Copying AI-generated answers straight into a client draft with no human review.

✅ Bên phải: Human oversight stays essential, so verify every citation and analysis before it reaches a client or court.

Mistake: Testing on Live Client Data

❌ Sai: Building and testing new workflows on sensitive, live client matters.

✅ Bên phải: Use sanitized agreements for testing or training, then run end-to-end testing before you deploy to the team.

Mistake: Ignoring the Support Hub

❌ Sai: Trying to learn every Harvey feature alone without using the help resources.

✅ Bên phải: Use the support hub, watch the videos, and read the articles so your whole team can learn Harvey at its own pace.

Harvey Troubleshooting

Problem: Harvey Cannot Find My Documents

Gây ra: Your files are not connected, or the upload did not finish.

Sửa chữa: Re-upload the documents to your Vault or matter, then refresh the page and run the search again.

Problem: Answers Are Missing Citations

Gây ra: The query was too broad, or no trusted sources were selected.

Sửa chữa: Add context, pick legal research sources like EDGAR or LexisNexis, and ask a narrower question.

Problem: A Workflow Gives Inconsistent Output

Gây ra: The workflow prompts are vague, or the input documents vary too much.

Sửa chữa: Tighten the prompts, add review tables, and run end-to-end testing on sanitized agreements before deploy.

Problem: My Word or Outlook Add-In Will Not Load

Gây ra: The integration was never enabled, or your firm blocks the add-in.

Sửa chữa: Open the integrations menu, confirm Microsoft Word and Outlook are connected, then ask your IT team to allow the add-in.

Problem: My Export to Excel Is Empty

Gây ra: The review tables had no saved results, or the matter was switched mid-run.

Sửa chữa: Re-run the review tables on the correct matter, wait for results to finish, then export to Excel again.

📌 Ghi chú: If none of these fix your issue, contact Harvey support or check the support hub for guides and videos.

What is Harvey?

Harvey is an AI platform built for legal professionals and professional services firms.

Think of it like a trained legal assistant that reads vast amounts of documents and answers in seconds.

Hãy xem đoạn video tổng quan ngắn này:

Over 142,000 legal teams use Harvey worldwide, from in-house counsel to large law firms.

It was built specifically for legal and professional services, so it understands legal language out of the box.

That focus is the reason it can analyze contracts, complaints, and case law with real legal expertise.

Nó bao gồm các tính năng chính sau:

  • Trợ lý AI: Ask legal questions and get cited answers from your own documents
  • Supercharged Legal Research: Run legal research across case law, statutes, and articles
  • Tự động hóa quy trình làm việc: Automate repeat legal processes with custom workflows
  • Governance Controls: Manage security, privacy, and compliance from one workspace
  • Tích hợp: Connect Microsoft Word, Outlook, iManage, and Vault
  • Pre-Built Workflows: Run ready-made playbooks that review contracts fast
  • Vault: Store and search vast amounts of files inside Vault
  • Legal Research Module: Query trusted sources like EDGAR and LexisNexis
  • Enterprise-Grade Protection: Protect client data with enterprise-grade security

Để xem đánh giá đầy đủ, hãy xem bài viết của chúng tôi. Harvey review.

trang chủ của Harvey

What Makes Harvey Different

Plenty of AI tools claim to help lawyers, so it is fair to ask what sets Harvey apart.

The first difference is focus, since Harvey was built only for legal and professional services work.

That narrow focus means the platform speaks the language of contracts, complaints, and case law fluently.

The second difference is grounding, since every answer can carry citations to trusted legal sources.

You are not asked to trust a black box, because you can open each source and check the law yourself.

The third difference is security, since the platform meets enterprise-grade standards from the start.

Harvey does not use client data for model training, which protects privacy across every matter you handle.

The fourth difference is depth, since custom workflows and review tables handle real volume, not just demos.

A team can run a playbook across hundreds of contracts and export the analysis to Excel in one pass.

The fifth difference is reach, since the platform connects to the Microsoft Word and Outlook tools you already use.

Taken together, these traits explain why so many legal teams trust Harvey for client-facing work.

It is less a clever toy and more a working tool that fits the practices serious legal professionals already follow.

Harvey Pricing

Here’s what Harvey costs in 2026:

Harvey uses custom pricing built around each firm’s size, matters, and security needs.

There is no single public monthly price, since a solo practice and a global firm need very different setups.

Instead, you talk to the sales team, describe your team and your matters, and receive a quote scoped to you.

Kế hoạchGiáTốt nhất cho
Liên hệ để biết giáBáo giá tùy chỉnhLaw firms and legal teams of any size
Doanh nghiệpBáo giá tùy chỉnhLarge firms needing SSO, audit logs, and IP allow-listing
In-house teamsBáo giá tùy chỉnhCorporate legal departments and professional services

Dùng thử miễn phí: Harvey is sold to verified legal teams, so you request access rather than start a public free trial.

Đảm bảo hoàn tiền: Terms are set per contract, so confirm the details with the Harvey sales team.

💰 Giá trị tốt nhất: Request a custom quote and ask for a scoped pilot so your team can test Harvey on real matters before you commit.

Harvey vs Alternatives

How does Harvey compare? Here’s the competitive landscape for legal AI tools.

The legal AI market has grown fast, and several strong tools now compete for the same legal teams.

Each one leans toward a different strength, so the right pick depends on your firm’s size and matters.

Hãy xem sự so sánh này:

Google's SECRET 7 AI Tools Just DESTROYED ChatGPT (100% FREE Stack)
Dụng cụTốt nhất choGiáXếp hạng
HarveyTrí tuệ nhân tạo pháp lý doanh nghiệpPhong tục⭐ 4.6
Luật sư cộng sựDocument reviewPhong tục⭐ 4.5
Lexis+ AINghiên cứu pháp lýPhong tục⭐ 4.4
Sách phép thuậtContract drafting99 đô la/tháng⭐ 4.5
Vincent AI của ClioSmall firmsPhong tục⭐ 4.3
Luật vĩnh cửuLitigation and ediscoveryPhong tục⭐ 4.6
LegalFlyPrivacy-first AIPhong tục⭐ 4.2

Lựa chọn nhanh:

  • Tốt nhất tổng thể: Harvey — trusted by legal teams for research, drafting, and review at scale.
  • Ngân sách tốt nhất: Spellbook — affordable contract drafting inside Microsoft Word for smaller firms.
  • Phù hợp nhất cho người mới bắt đầu: Vincent AI by Clio — friendly setup for solo and small law firms.
  • Best for litigation: Everlaw — strong ediscovery and analysis for complaints and disputes.

🎯 Harvey Alternatives

Looking for Harvey alternatives? Here are the top options for legal teams.

  • 🚀 Luật sư cộng sự: A trained legal assistant from Thomson Reuters that handles document review, research, and drafting for law firms.
  • 💰 Lexis+ AI: LexisNexis research AI that answers legal queries with citations drawn from trusted case law and statutes.
  • 🎨 Sách phép thuật: Contract drafting AI that works directly inside Microsoft Word to redline and generate clauses fast.
  • Vincent AI của Clio: Clio’s legal AI that analyzes documents and runs research, built for solo and small firm practices.
  • 🔒 Everlaw: Litigation and ediscovery platform with AI analysis for large document sets, complaints, and disputes.
  • 🧠 LegalFly: Privacy-first legal AI that keeps client data secure while drafting and reviewing contracts and matters.

Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Harvey alternatives hướng dẫn.

No single tool wins for everyone, so the best choice depends on your budget, your matters, and your security needs.

Harvey tends to win when a firm needs depth, scale, and enterprise-grade security across many practice areas at once.

⚔️ Harvey Compared

Here’s how Harvey stacks up against each competitor for legal work.

  • Harvey vs CoCounsel: Harvey wins on custom workflows and enterprise reach, while CoCounsel leans on Thomson Reuters research content.
  • Harvey vs Lexis+ AI: Lexis+ AI wins on raw research depth, while Harvey wins on drafting, workflows, and document review tables.
  • Harvey vs Spellbook: Spellbook wins on price for solo drafting, while Harvey wins on scale, research, and enterprise security.
  • Harvey vs Vincent AI by Clio: Vincent wins for small firms on Clio, while Harvey wins for large legal teams and complex matters.
  • Harvey vs Everlaw: Everlaw wins on ediscovery and litigation, while Harvey wins on drafting, research, and broad legal workflows.
  • Harvey vs LegalFly: LegalFly wins on a privacy-first sân bóng đá, while Harvey wins on features, integrations, and proven enterprise use.

How to Roll Out Harvey Across Your Team

Getting one lawyer comfortable with Harvey is easy, but a firm-wide rollout needs a little planning.

Start with a small pilot group of curious users who already feel comfortable with new tools.

Give them a few real but sanitized matters so they can test the platform without risking client data.

Ask each user to build one workflow and run it end to end, then share what worked at a short team meeting.

Collect the best prompts into a shared library so new users start with proven examples, not a blank page.

Point everyone to the support hub, the videos, and the articles so they can learn at their own pace.

Set clear rules early: always add context, always verify outputs, and never paste an answer in without review.

Turn on audit logs and access controls from day one so security and compliance are built in, not bolted on.

As confidence grows, widen access to more legal teams and more practice areas across the firm.

Measure the efficiency gains in real terms, like hours saved on research and faster turnaround on contracts.

Share those wins, since nothing drives adoption like a colleague showing how Harvey saved them an afternoon.

Done this way, the platform spreads through your firm steadily, and the expertise behind it compounds over time.

Start Using Harvey Now

You learned how to use every major Harvey feature:

  • ✅ Trợ lý AI
  • ✅ Supercharged Legal Research
  • ✅ Tự động hóa quy trình làm việc
  • ✅ Governance Controls
  • ✅ Tích hợp
  • ✅ Pre-Built Workflows
  • ✅ Vault
  • ✅ Legal Research Module
  • ✅ Enterprise-Grade Protection

Bước tiếp theo: Hãy chọn một tính năng và thử ngay bây giờ.

Most legal teams start with the AI Assistant.

It takes less than 5 minutes to ask your first query and get cited answers.

From there, work through the features at your own pace, one matter at a time.

Upload a real but sanitized document, ask a clear question, and check the citations the platform returns.

Once that feels natural, build your first workflow and save the prompts that work into your library.

Within a few weeks, most users find Harvey woven into their daily practice, from research to drafting to review.

The sooner you start, the sooner your team turns hours of manual legal work into minutes of cited analysis.

Câu hỏi thường gặp

Can anyone get Harvey AI?

Not exactly. Harvey is sold to verified legal teams and law firms, so you request access through your firm rather than sign up as a single public user.

How much does Harvey cost per month?

Harvey uses custom pricing instead of a fixed monthly rate. Cost depends on your firm size, matters, and security needs, so you contact the sales team for a quote.

What is Harvey and how does it work?

Harvey is an AI platform for legal professionals. It reads your documents, runs legal research, drafts text, and answers queries with citations across a secure workspace.

What law firms are using Harvey?

Over 142,000 legal teams use Harvey worldwide, including large law firms, in-house departments, and professional services firms that need secure legal AI.

How to use Harvey in litigation?

Upload complaints and case files to Vault, then use the Assistant and review tables to analyze documents, find key facts, and draft filings with cited sources.

Fahim Joharder, Người sáng lập

Fahim Joharder, Người sáng lập

Đã thử nghiệm hơn 900 công cụ AI. Hơn 250.000 độc giả mỗi tháng.

🤝 Về hợp tác:

📩 fahim@fahimai.com hoặc Đặt lịch gọi

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