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Making Harvey the Orchestration Layer for Legal Work

By Steven Van ·

Tasks, comments and notifications are rolling out to Harvey workspaces now, while templates are in early access through your Harvey team.

Harvey has added Legal Work Orchestration, which puts the phases, tasks, people and review points of a matter in the same place as the documents and agents. The announcement says it is meant to let agents run defined tasks, lawyers review the results at set gates, and everyone see what comes next.

Reusable templates

Templates record how an organisation runs a recurring type of work, such as an M&A transaction or a quarterly compliance review. When an associate opens a new buy-side acquisition, the Space can already hold the relevant phases, tasks, playbooks, agents, collaborators and review gates. Innovation and knowledge teams define that structure once.

Context built into each task

Each task carries its scope, inputs and reviewer. In Harvey's example, an agent assigned a change-of-control review analyses the relevant contracts and produces a consent matrix, without the lawyer writing a new prompt and briefing for that step. Tasks can also be assigned to another lawyer or shared with the client, keeping the matter context.

Reviews and next steps

When the agent finishes, Harvey notifies the designated partner. Once the partner approves the output, the task is completed and the next step can begin. Lawyers can also update tasks from email, for example by replying to ask Harvey to close a task or start the next one. The Space keeps a current view of progress, so partners can check status without asking an associate to piece it together from email and checklists.

Availability

Tasks, task comments and notifications are rolling out across Harvey workspaces now. Templates are in an early access program, and customers can ask their Harvey team to join. Harvey also expects agents to take on an additional 20% of workflow steps over the next six months, and for that share to triple within a year.

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Original source

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