Intake
Intake routes and resolves legal requests using approved agents.
What it does
- Workflow automation
Features 7
- Connected channelsCaptures requests from Email, Jira, Slack, ServiceNow, iManage, Google Drive, SharePoint and more, with context and attachments.
- Guest experienceBusiness users can open a request, add details, ask questions and check status without a Harvey seat.
- Intelligent routingMatches each request to an approved agent, a solution like Contract Intelligence, or a lawyer based on rules your team defines.
- Agent executionGathers missing context, runs the approved agent and brings in the right lawyer when review is needed.
- Contract Intelligence handoffSends incoming contracts to Contract Intelligence for setup and first-pass review, then tracks them through renewal.
- Full audit trailRecords every request, including Harvey's work, the team's review and the final response to the business.
- Team queuesAssigns and rebalances incoming work from a shared triage queue, with My Tasks for each lawyer.
Sources
- Pricing
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Official documentation · 14 Oct 2026
"Book a demo to see Harvey in action."
- Description
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Official documentation · 14 Oct 2026
"gets routed and resolved"
- What it does
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Official documentation · 14 Oct 2026
"runs the approved agent"
- Sold within
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Official documentation · 14 Oct 2026
"how Harvey's products work together"
- Name
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Official documentation · 14 Oct 2026
"Meet Intake: Moving Every Request"
- URL
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Official documentation · 14 Oct 2026
"Meet Intake: Moving Every Request"
- Deployment
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Official documentation · 14 Oct 2026
"Harvey hosts its cloud environment in Microsoft Azure."
- Intended for
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Official documentation · 18 Oct 2026
Page: 'Business teams ask Legal in the tools they already use, and get answers back in the same place'.
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