How to Use Harvey: A Comprehensive Guide for Legal Pros

Introduction to Harvey

Harvey AI is an innovative generative AI platform tailored specifically for the legal profession. Designed to enhance efficiency and streamline workflows, Harvey leverages advanced machine learning and natural language processing to automate a variety of legal tasks, such as contract analysis, legal research, and regulatory compliance. By integrating domain-specific datasets, Harvey provides legal professionals with accurate, relevant insights and assists in managing complex documentation.

Co-founded by Winston Weinberg and Gabe Pereyra, Harvey has gained significant traction, supported by substantial funding rounds, including an impressive $80 million Series B in 2023, bringing its valuation to $715 million. Law firms such as Allen & Overy and Macfarlanes have already adopted Harvey to improve their operations, showcasing its potential to revolutionize the legal industry. With a strong focus on maintaining enterprise-grade security and offering customizable features, Harvey is poised to redefine how legal professionals engage with technology.

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Harvey is a professional-class AI platform built specifically for legal professionals and law firms that combines deep industry knowledge with cutting-edge AI technology to help lawyers work more efficiently across all practice areas and workflows.

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Use Cases of Harvey AI

Harvey AI has emerged as a transformative tool for legal professionals, streamlining various workflows across law firms and enterprises. Here are some prominent use cases:

1. Drafting Legal Documents: Harvey assists lawyers in generating high-quality drafts for a range of legal documents, including contracts, NDAs, and internal policies. By utilizing natural language prompts, lawyers can save significant time on repetitive drafting tasks, allowing them to focus on more strategic aspects of their work.
2. Due Diligence and Document Review: In transactional settings, Harvey is employed to conduct thorough document reviews, identifying potential risks and ensuring compliance. This capability is especially valuable during mergers and acquisitions, where vast quantities of documents require meticulous examination.
3. Case Law Research: Harvey's custom-trained AI model excels in legal research, providing accurate citations and comprehensive answers to complex legal queries. This feature significantly enhances the efficiency of lawyers conducting case law analysis, as it reduces the time spent on research while increasing accuracy.
4. Case Management: Litigators leverage Harvey for effective case management, utilizing the AI to organize and track case-related documents and deadlines. This integration helps streamline workflows and ensures that critical information is readily accessible.
5. Regulatory Advising: Harvey aids legal teams in navigating regulatory landscapes by analyzing and interpreting complex regulations. This functionality allows firms to provide informed strategic advice to clients, ensuring compliance with evolving legal standards.

These use cases illustrate how Harvey AI optimizes legal processes, allowing professionals to enhance productivity and focus on high-value tasks.

How to Access Harvey

Accessing Harvey, the professional class AI designed for legal professionals and organizations, is a straightforward process. Follow these steps to get started:

1. Visit the Official Website: Go to www.harvey.ai. This is the central hub for all information regarding Harvey AI's products and services.
2. Click on "Login": On the homepage, locate the "Login" button, usually found at the top right corner. Clicking this will direct you to the login page.
3. Enter Your Credentials: Input your email address and password associated with your Harvey account. If you are a new user, you might need to create an account first by clicking on "Sign Up" or "Try For Free."
4. Explore the Platform: Once logged in, you will have access to Harvey's suite of AI-powered tools, including the Assistant, Research, Vault, and Workflows. Take time to familiarize yourself with the interface and features available.
5. Utilize Resources and Support: If you need assistance or want to learn more about using Harvey effectively, explore the resources section on the website or contact customer support for guidance.

By following these steps, you can easily access and leverage Harvey's capabilities to enhance your legal workflows.

How to Use Harvey AI: A Step-by-Step Guide

1. Sign Up for an Account: Visit the Harvey AI website and click on the "Sign Up" button. Enter your professional details and create an account. This will give you access to all the key features of the platform.
2. Explore the Assistant Feature: Navigate to the "Assistant" section. Here, you can input complex legal queries or tasks using natural language. The Assistant will process your instructions and provide responses tailored to your needs.
3. Conduct Research: Go to the "Research" tab. Input your research questions related to legal, regulatory, or tax domains. The platform will return detailed answers, including accurate citations to support your findings.
4. Utilize the Vault: Access the "Vault" to upload and analyze large volumes of documents. You can bulk upload files and utilize generative AI to extract insights, such as key terms or contractual obligations.
5. Create Workflows: Visit the "Workflows" section to orchestrate multiple AI models for complex tasks. You can customize workflows by combining different models to streamline processes that exceed the capabilities of a single model.
6. Leverage Security and Prompt Libraries: Always ensure you take advantage of Harvey's enterprise-grade security features. Additionally, explore the "Prompt Libraries" to find pre-built prompts and examples that can help enhance your usage of the platform.

By following these steps, you can effectively utilize Harvey AI to enhance your legal practice and streamline workflows.

How to Create an Account on Harvey

Creating an account on Harvey is a straightforward process. Follow these steps to get started:

1. Visit the Harvey Website: Go to Harvey.ai. This is the official site where you can access all services offered by Harvey.
2. Click on the "Login" Button: Locate the "Login" button at the top right corner of the homepage. Clicking this will take you to the login page, where you can find the option to create a new account.
3. Select "Sign Up": On the login page, look for the "Sign Up" option. This is typically found below the login fields. Click on it to begin the account registration process.
4. Fill Out the Registration Form: You will be prompted to enter your information, such as your name, email address, and password. Ensure that your password is strong and secure.
5. Accept Terms and Conditions: Before finalizing your registration, read and accept Harvey's terms of service and privacy policy. This is essential to comply with legal requirements and understand how your data will be used.
6. Verify Your Email: After submitting your registration form, check your email for a verification message from Harvey. Click the verification link to confirm your email address.
7. Log In to Your New Account: Once your email is verified, return to the login page and enter your credentials to access your new Harvey account. You are now ready to explore the platform's AI-powered features!

By following these steps, you can easily create an account on Harvey and start leveraging its professional-class AI solutions for your legal and professional needs.

Tips for Using Harvey AI Effectively in Legal Practice

1. Familiarize Yourself with Features: Take the time to explore Harvey AI's core functionalities—Assistant, Research, Vault, and Workflows. Understanding each feature's capabilities will help you leverage them to streamline your tasks.
2. Utilize Prompt Libraries: Make use of the expertly curated prompt libraries available within Harvey. Crafting effective prompts can significantly enhance the quality of responses and outputs you receive from the AI.
3. Integrate with Existing Processes: Assess how Harvey can be integrated into your current workflows. Whether it's for drafting documents or conducting legal research, ensure that Harvey complements your established practices for maximum efficiency.
4. Prioritize Security: Always upload sensitive documents to the Vault feature. This ensures that all data is stored securely, adhering to enterprise-grade security standards.
5. Continuous Learning: Stay updated with Harvey's new features and enhancements. As the platform evolves, ongoing education will allow you to utilize its full potential, keeping you at the forefront of legal technology.

By following these tips, you can maximize the benefits of Harvey AI, enhancing both your productivity and the quality of your legal services.