Running Harvey as a service, AI Agents

Harvey Agency Implementation, Scaling Legal Services with AI Agents

Learn how to build a legal services agency on Harvey by structuring agent-driven workflows for contract analysis, due diligence, and document review. This course covers client onboarding, Vault organization, agent configuration, delivery automation, and pricing productized services to maximize margins on high-volume legal work.

Open the decision record for Harvey

What does running Harvey for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Not published
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours

Is Harvey worth running as a client service?

Harvey offers powerful legal automation but requires significant technical and domain expertise to implement. Evidence supports its ability to handle complex legal tasks, but the lack of published pricing and ROI data means agencies must independently assess cost and value.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • API access to Harvey (via SDK or Fireworks integration)
  • Secure document storage infrastructure compatible with Harvey Vault
  • Analytics dashboard for command center insights
  • Collaboration tools for shared spaces (e.g., Slack integration)
  • Custom integration with client matter management systems

People and inputs

  • Legal domain expertise to configure and validate workflows
  • Technical team familiar with enterprise-grade AI platform setup
  • Project management for client onboarding and communication
  • Access to Harvey support or ecosystem partners for troubleshooting

Included with the course

7 working documents for delivering this service.

  • Harvey Client Onboarding Checklistchecklist
  • Vault Organization and Metadata SOPsop
  • Agent Workflow Configuration Templatetemplate
  • Legal Services Pricing Model Worksheetworksheet
  • Due Diligence Project Delivery Guideguide
  • Command Center Analytics Dashboard Setuptemplate
  • Secure Client Spaces Collaboration SOPsop

Listed by name. These documents are not yet published as individual downloads.