Harvey

AI platform for legal and professional services, specializing in complex tax research and planning.

by Harvey · Tax Research & Planning

Harvey screenshot

Executive Summary

Harvey is an advanced AI platform specifically designed for the rigorous demands of leading legal and professional service firms. It leverages custom Large Language Models (LLMs) to tackle the most complex legal challenges across various practice areas, jurisdictions, and legal systems, including intricate tax issues. The platform aims to enhance strategic advice and planning by providing sophisticated AI-powered research and analysis capabilities. The platform integrates seamlessly into existing legal workflows, allowing users to securely import documents from systems like iManage, Word, Outlook, and SharePoint. It offers an AI Assistant for complex legal questions and document analysis, enabling faster drafting, smarter email management, and instant access to firm knowledge. Harvey is built with enterprise-grade security, undergoing annual SOC 2 Type II and ISO 27001 audits to ensure the highest standards of compliance and data protection.

Use Cases

  • Conducting advanced legal research on complex tax issues for strategic advice.
  • Drafting legal documents and communications faster with AI assistance.
  • Analyzing large volumes of legal documents for insights and planning.
  • Integrating proprietary firm knowledge for enhanced AI responses and accuracy.
  • Managing and responding to complex legal questions across various practice areas.

Features

Visibility

  • Embedded Legal Intelligence: Embeds AI capabilities directly into familiar tools like Word, Outlook, and SharePoint for faster drafting, smarter email management, and instant knowledge access.

Intelligence

  • Proprietary Model Performance: Harvey's custom models outperform leading foundation models on domain-specific legal tasks, producing high-quality, expert-level work.
  • AI Assistant for Legal Tasks: Provides AI-powered responses to complex legal questions, document analysis, and specialized tasks across various practice areas.

Support

  • Service Level Agreement (SLA): Commits to commercially reasonable steps to ensure service availability of at least 99.5% each calendar month.

Technical Specifications

Architecture
Collaborative legal AI platform
Deployment
SaaS
Authentication
SAML 2.0
API Available
Yes

AI/ML Stack

  • Custom LLMs
  • OpenAI API (Deep Research)

Integrations

  • iManage
  • Microsoft Word
  • Microsoft Outlook
  • Microsoft SharePoint

Security & Compliance

Certifications: SOC 2 Type II, ISO 27001

Pricing

Starting Price
Contact sales
Target Customer
Enterprise

About Harvey

Harvey is a generative AI platform tailored for legal and professional services, offering customized large language models to streamline workflows in areas like research, drafting, contract analysis, due diligence, compliance, and litigation. It enables law firms and in-house legal teams to accelerate legal work while maintaining enterprise controls and governance.

Founded: 2022 · Headquarters: San Francisco, California, United States · Employees: 1,001-5,000 · Private

Alternatives to Harvey

  • Hive Tax by HiveTax — AI-powered tax planning for high-income earners, optimizing strategies and deductions.
  • Hive Tax AI by HiveTax — Maximize tax savings and simplify complex scenarios with AI-driven insights for tax professionals.
  • HiveTax by HiveTax — AI-powered tax research, planning, and compliance for professionals.
  • Holistiplan by Holistiplan — Simplify and scale tax planning to save time and deliver more client value.
  • Instead by Corvee — Streamline R&D tax credit management and strategic tax planning for accounting firms.
  • Instead Pro by Corvee — Advanced R&D tax credit management for tax and accounting firms.
  • Jump by Jump — AI assistant for financial advisors: automate tasks, enhance planning, and uncover tax opportunities & risks.
  • Relaw.ai by Relaw.ai — AI-powered legal tech for estate planning, trust administration, and tax planning.

Keep researching