Harvey AI Launches End-to-End Legal Workflow Platform for M&A Teams

Felix Pinkston
Feb 23, 2026 13:44

Harvey AI unveils integrated document workflow system combining legal agents, review tables, and in-platform Word editing. Early users report 10 hours saved weekly.

Harvey AI has rolled out a unified workflow platform that lets legal teams handle document intake, analysis, and final deliverables without switching between disconnected tools. The system targets M&A associates drowning in data rooms and litigation teams managing discovery materials under tight deadlines.

The platform integrates three core components: agentic document analysis that automatically recommends the right processing approach, scalable review tables for extracting provisions across contract sets, and native Word editing that preserves formatting throughout the drafting process.

How the Workflow Actually Functions

Here’s the practical application: an M&A associate uploads a data room to Harvey’s Vault storage system. When they query the files through Assistant, the platform evaluates document complexity and suggests creating a review table to pull key provisions and flag diligence findings across all contracts. No manual prompt engineering required.

Once that table generates, it becomes a knowledge source. Assistant then uses those extracted findings to identify risks, spot patterns, and draft a diligence memo that matches the tone and structure of attached templates. The memo gets polished directly in Harvey’s Word editor—tracked changes, redlines, the works—before downloading as a client-ready .docx file.

Cole-Frieman & Mallon, a law firm using the platform, reports saving up to 10 hours per week by eliminating the copy-paste shuffle between document management systems, spreadsheets, and Word processors.

Beyond Due Diligence

The in-platform editing extends to other use cases: updating template agreements from term sheets, revising contracts to match precedent, incorporating research into draft memoranda. Harvey says PowerPoint and Excel integration is coming, though no specific timeline was provided.

The timing matters. The legal AI software market hit an estimated $3.11 billion valuation in 2025, with firms increasingly seeking tools that reduce routine work. Recent industry data suggests AI adoption can cut time spent on repetitive legal tasks by roughly 30%.

For law firms evaluating AI tools, the differentiator here is context preservation. Most current solutions require lawyers to export data between platforms, losing formatting and forcing manual cleanup. Harvey’s bet is that keeping everything in one environment—from raw documents to polished output—removes enough friction to justify the learning curve.

Existing Harvey customers can contact their account teams for access details. The company is accepting demo requests from firms exploring legal AI adoption.

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