Harvey

Use Harvey within the organization's approved workspace and start with a clearly defined legal task such as researching an issue, comparing documents, or preparing a first draft. Provide the relevant jurisdiction, matter context, and source documents rather than relying on a broad prompt. Review cited authorities and original documents before using any conclusion. Treat generated drafts as attorney work product requiring professional judgment, not final legal advice. Follow the firm's confidentiality, privilege, client-data, and approval rules when deciding what material may be provided to the system.

For a first evaluation, keep the scope small enough that you can compare the AI-assisted result with a known baseline. Record the configuration, model or workflow choices that produced the result so successful tests can be reproduced. If the product connects to external systems or private data, grant the minimum permissions required and review the provider's current security and data-handling documentation before expanding access.