Harvey’s Legal AI Is Now Inside Microsoft 365 — Transcript

Harvey integrates AI into Microsoft 365 to streamline legal workflows, enabling faster, smarter contract drafting and communication within familiar tools.

Key Takeaways

  • Harvey AI seamlessly integrates with Microsoft 365 to improve legal workflow efficiency.
  • It enhances document management, communication, and contract drafting with AI-powered features.
  • Legal teams gain instant access to knowledge and reduce bottlenecks in communication.
  • Interactive playbooks ensure consistent risk management and contract standards.
  • The solution keeps all work within familiar Microsoft apps, minimizing disruption.

Summary

  • Harvey embeds AI directly into Microsoft 365 apps like SharePoint, Outlook, and Word to enhance legal team productivity.
  • In SharePoint, it transforms static files into dynamic knowledge by syncing libraries to Vault for easy access and query grounding.
  • In Outlook, Harvey summarizes email threads and attachments quickly, generates context-aware replies, and archives important exchanges to Vault.
  • In Word, it accelerates contract drafting by using natural language prompts, analyzing documents, and editing clauses with user control over changes.
  • Harvey enables one-click workflows to complete complex tasks like filling tables, editing templates, and redacting sensitive information.
  • Users can create interactive playbooks from existing guidance or scratch to flag risky language and suggest red lines for consistent agreements.
  • The integration eliminates app switching, file copying, and loss of context by keeping documents, drafts, and communications in sync.
  • Harvey helps legal teams deliver quality work faster, access institutional knowledge instantly, and work without interruption within familiar Microsoft tools.

Full Transcript — Download SRT & Markdown

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Speaker A
Harvey ensures better legal outcomes in less time by embedding directly into the Microsoft tools you already use every day, with connected integrations across SharePoint, Outlook, and Word. Harvey helps legal teams deliver quality at speed. Work without interruption and access institutional knowledge instantly. In SharePoint, Harvey turns static files into living knowledge. By syncing libraries to Vault, you always have access to your key files to ground queries and guide drafting.
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In Outlook, Harvey keeps you on top of client communication without losing context or time. Summarize whole email threads and their attachments in seconds and understand key issues immediately.
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Generate professional, context-aware replies with ease and send important exchanges directly to Vault for reference later. No more bottlenecks in the inbox, just faster, clearer communication. In Word, Harvey moves contracts from draft to deal with speed and confidence.
00:47
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Use natural language prompts that leverage your files from Vault and SharePoint to ask questions and analyze and summarize documents.
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You can also use precedents to edit full documents or specific clauses. Harvey makes suggestions, but you always have full control to accept or reject changes. Complex tasks that used to take hours now take seconds with one-click workflows. You can fill and edit tables
01:15
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and templates based on reference documents. And even redact sensitive information across an entire document with ease.
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With Harvey, you can build playbooks from scratch or turn your existing guidance into an interactive resource.
01:43
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Once created, it can be run against any draft, flagging risky language, surfacing reasoning, and suggesting red lines you can apply with a single click.
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What used to live in static PDFs becomes an actionable review process that saves time while keeping every agreement consistent with your standards. No switching apps, no copying files, no lost context. Just one connected workflow that keeps your documents,
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drafts, and communication in sync. With Harvey and Microsoft together, legal teams deliver quality at speed, access knowledge instantly, and work without interruption, all within the tools they already use every day.
02:17
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drafts, and communication in sync. With Harvey and Microsoft together, legal teams deliver quality at speed, access knowledge instantly, and work without interruption, all within the tools they already use every day.
Topics:Harvey AIMicrosoft 365legal technologycontract draftinglegal AISharePoint integrationOutlook AIWord AIlegal workflow automationdocument management

Frequently Asked Questions

How does Harvey improve email management in Outlook?

Harvey summarizes entire email threads and attachments quickly, helps generate professional, context-aware replies, and allows sending important exchanges directly to Vault for future reference, reducing inbox bottlenecks.

Can Harvey help with contract drafting in Word?

Yes, Harvey uses natural language prompts to analyze and summarize documents, suggests edits to clauses or full documents, and enables one-click workflows to complete complex tasks like filling templates and redacting sensitive info.

What benefits does integrating Harvey with SharePoint provide?

Harvey turns static files in SharePoint into living knowledge by syncing libraries to Vault, ensuring constant access to key files that ground queries and guide drafting, making legal knowledge instantly accessible.

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