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How to use Harvey AI

Learn how to use Harvey's AI platform for legal and professional services and connect this to your Ansarada Data Rooms.

Written by Madeline Saunders

What is Harvey AI?

Ansarada and Harvey have entered a strategic partnership to combine Ansarada's secure virtual data room with Harvey's AI platform for legal and professional services. The integration lets joint customers move deal documents securely from an Ansarada Room into Harvey, and analyse and draft against those materials inside Harvey's Assistant, Vault and Word Add-in — without leaving their workflow or weakening the security and governance posture of the deal.

Who can use it?

Our Harvey integration should only be used by administrators and those with access to the original documents within the Ansarada platform. Buyers on investors will not be able to make use of this integration at this time.

Why should I use the integration?

Legal and corporate deal teams are under pressure to move faster on transactions while holding an increasingly high bar on confidentiality, audit, and AI governance. Generative AI has transformed how lawyers and bankers review documents, but the value of those tools is capped by how easily — and how safely — deal materials can flow into them. Until now, joint customers had to choose between speed (downloading and re-uploading documents into AI tools, with the security and version-control risk that creates) and rigour (keeping data inside the data room and slowing AI-assisted review).

There are 2 ways to connect Harvey to Ansarada, see the scenarios below

Add Files

Step 1: Log in to the Harvey assistant

Go to app.harvey.ai and log in.

Step 2: Locate the Ansarada integration

Click Files then scroll through your list of connects and click Add from Ansarada.

Step 3: Login with your Ansarada credentials

You'll see the normal Ansarada login page - login with your existing credentials. Note you have to be an existing customer with both Harvey and Ansarada to access the integration.

Step 4: Choose the relevant Data Room

You'll see a list of all rooms to which you have access, select the relevant one.

Step 5: Locate the relevant files

You'll see a lit of all files within the room that you have access to, scroll through or search for the right files and tick the box to the left.

Step 6: Ask Harvey Assistant to complete your task

You can then ask Harvey to summarise / compare to existing precedent or complete your analytical legal tasks on files direct from Ansarada without downloading and importing.

Connect Vault:

Step 1: Log in to the Harvey assistant

Go to app.harvey.ai and log in.

Step 2: Locate your Vault

Click Vault on your left-hand toolbar then scroll through your list of connects and click Add from Ansarada.

Step 3: Login with your Ansarada credentials

You'll see the normal Ansarada login page - login with your existing credentials. Note you have to be an existing customer with both Harvey and Ansarada to access the integration.

Step 4: Choose the relevant Data Room

You'll see a list of all rooms to which you have access, select the relevant one.

Step 5: Choose which folders you'd like to add to your Vault.

Choose the relevant folders from the Ansarada Data Room in your list. In this menu you can choose a refresh time, this will be the time that your Vault is synced with the DR to reveal any new files uploaded.

Step 6: Make use of Harvey's suite of tools on your Vault

Harvey will index all the files you upload to the Vault allowing you access to even more powerful search capabilities, including use of review tables to dynamically compare and contrast.

FAQs

Why are the files greyed out and have a red cross when I'm in Harvey?

Secured files cannot be opened in Harvey AI. You may see error: "The document is rights protected (Microsoft IRM/RMS) and cannot be opened. Remove the protection in the source application and upload an unprotected copy". Unfortunately this security can only be removed by the Administrators from the Ansarada Deal Room. We advise only using un-secured files in Harvey AI.

How can I get access to Harvey?

You can only access Harvey if you are already an existing customer of theirs. If you do not have an account with them, then it is best to reach out via their website to enquire.

Why can't I see all of my rooms in Harvey?

If you're not able to see all rooms, then you'll need to reach out to the Harvey support team.

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