Add Harvey to your AI agent
Harvey is a legal AI platform for agents, Assistant, Vault documents, client matters, Intake, audit logs, and usage history.
- Things your agent can do in Harvey
- 35
Things your AI can do in Harvey
Your FormWise AI can handle any of these in Harvey — on its own, without you needing to click a button.
Add Review Table Row
Add one processed file or a group of processed files to a Harvey review table and schedule asynchronous review processing. A successful response confirms scheduling, not completion. This contract is documentation-derived and has not been live-verified.
Create Agent Thread
Start an asynchronous Harvey agent run from a prompt and optional documents. The documented contract and permissions have not been live-verified; use Get Agent Thread with the returned id to retrieve the final result.
Create Assistant Completion
Generate one non-streaming Harvey Assistant response from a prompt with optional documents or knowledge sources, matter attribution, model selection, and citations. This API requires an additional paid workspace purchase. Its documented contract and permissions have not been live-verified.
Create History File Download URLs
Create time-limited pre-signed download URLs for file IDs returned by Harvey query-history exports. The URLs grant temporary file access and must be treated as secrets: use them promptly and do not log, publish, or share them. This operation's API-token permission is not specified by Harvey, and the contract has not been live-verified.
Create Intake Request
Submit an idempotent request and optional documents to the Harvey Intake queue. A new request returns HTTP 201 and a replay of the caller-provided idempotency key returns the original request with HTTP 200. This documented contract and its permissions have not been live-verified.
Create Vault Project
Create a Harvey Vault project or knowledge base, optionally attributed to a client matter. This documented contract and its permissions have not been live-verified.
Delete Matters
Idempotently soft-delete 1 to 10,000 Harvey matters by firm client and matter identifiers. Inspect deleted, already_absent, and errors even on HTTP 200 because a batch can partially succeed. The parent clients and historical queries remain. This contract is documentation-derived and has not been live-verified.
Delete Vault File
Permanently delete one file from a Harvey Vault project. WARNING: this is a destructive operation and the file cannot be recovered through this action. Harvey may complete deletion asynchronously, so a successful response can confirm acceptance rather than immediate removal. The response preserves any operation or status identifier for follow-up. This contract is documentation-derived and has not been live-verified.
Delete Vault Project
Move an entire Harvey Vault project and all its contents to the workspace recycle bin. This is destructive and processing continues asynchronously after Harvey accepts the request, so the response does not prove completion. Confirm the project ID and intended contents before calling. This contract and its permissions are documentation-derived and have not been live-verified.
Export Query History
Export enriched query history for a UTC epoch window of at most 30 days, optionally including related file IDs. Warning: results contain sensitive workspace-wide resource names, prompts, and AI outputs and are not restricted by client-matter or ethical-wall boundaries. Share results and API tokens carefully. Harvey limits History Export endpoints to two requests per minute. This documented contract has not been live-verified.
Export Usage History
Export enriched Harvey workspace usage events for a UTC epoch range of at most 30 days, optionally including related file IDs. The data may contain sensitive resource names across the entire workspace and is not bounded by client-matter or ethical-wall access. Harvey limits History Export endpoints to 2 requests per minute. This contract is documentation-derived and has not been live-verified.
Get Agent
Return metadata for one reachable published Harvey agent. Use this before starting a run to confirm the agent remains available and identify its current published version. This contract is documentation-derived and not live-verified.
Show 23 more things it can do
Get Agent Thread
Read one Harvey agent thread status and any available answer, citations, generated files, or error. This contract is documentation-derived and has not been live-verified.
Get Current User
Return the Harvey service-user identity associated with the connected API token. Harvey documents this as its authentication-test endpoint but does not document whether it needs a configurable token permission. No no-permission claim is made, and this has not been live-verified.
Get Earliest Audit Log
Return the earliest available Harvey audit log, optionally filtered by log type. Use its ID to begin forward audit-log traversal. This contract is documentation-derived and has not been live-verified.
Get Intake Request
Read one Harvey Intake request's lifecycle state, assignment, timestamps, and attachments. This contract is documentation-derived and has not been live-verified.
Get Latest Audit Log
Return the latest available Harvey audit log, optionally for one log type. This contract is documentation-derived and has not been live-verified.
Get Review Table
Return a Harvey review table's title, creation time, and associated file IDs. This contract is documentation-derived and has not been live-verified.
Get Review Table Row
Return a Harvey review-table row and its cell results for one file. Files in a group resolve to the shared row. This contract is documentation-derived and has not been live-verified.
Get Vault Files
Return details and processing status for up to 1,000 Harvey Vault file IDs. Files that are missing or inaccessible are returned as records with an error instead of file details. This contract is documentation-derived and has not been live-verified.
Get Vault Project
Return a Harvey Vault project's metadata, file identifiers and names, review tables, and storage limits. This contract, including the provider's unusual HTTP 201 success response for a GET request, is documentation-derived and has not been live-verified.
List Agents
List published Harvey agents available to the connected service user, one cursor page at a time. This contract is documentation-derived and has not been live-verified.
List Audit Logs
Page forward through Harvey audit logs from a starting log ID, optionally filtered by log type. Continuation advances from the last returned log ID. This pagination contract is documentation-derived and has not been live-verified; the inclusive or exclusive boundary behavior must be confirmed to rule out duplicate rows.
List Client Matters
Return all Harvey client matters, including deleted records and usage statistics. This unpaginated contract is documentation-derived and has not been live-verified.
List Recycled Vault Projects
List Vault projects currently in the workspace recycle bin, optionally filtered by project-name text or client matter. Results retain Harvey's newest-deletion-first order. This contract is documentation-derived and has not been live-verified.
List Vault Project Files
List, filter, and sort files in a Harvey Vault project, one cursor page at a time. The response and pagination contract is documentation-derived and has not been live-verified.
List Vault Project Users
List workspace users with direct or inherited effective access to a Harvey Vault project. The project owner is included with MANAGE access, and provider-returned access-origin, inherited-access, and owner indicators are preserved when present. Requires Vault API plus either Vault sharing (view only) or Vault sharing permission. This response contract and permission behavior are documentation-derived and have not been live-verified.
List Vault Projects
List and filter workspace Vault projects and knowledge bases, one page at a time. The response and pagination contract is documentation-derived and has not been live-verified.
Remove Vault Project Users
Remove direct WORKSPACE_USER shares from a Harvey Vault project by email. Inherited access through workspace, group, or space shares remains effective. Inspect both removed and failed because individual emails can fail without rejecting the entire request. This contract is documentation-derived and has not been live-verified.
Search Audit Logs by Time
Return the first Harvey audit log at or after a UTC epoch timestamp, optionally filtered by log type. This contract is documentation-derived and has not been live-verified.
Search Vault
Return semantically relevant document chunks from one Harvey Vault project. The response is ordered by relevance and can optionally include source file names. This contract has not been live-verified.
Update Vault Project Users
Add workspace users or update their direct access level on a Harvey Vault project. This is an additive partial update: users omitted from the request remain unchanged, and the project owner must not be included. Inspect failed even on HTTP 200 because individual user updates can fail. This contract and its permissions are documentation-derived and have not been live-verified.
Upload Vault Files
Upload up to 50 new or replacement files to a Harvey Vault project. Optional Vault paths correspond positionally to the uploaded files, and duplicate_mode controls filename collisions. The provider returns HTTP 201. This documented contract and its permissions have not been live-verified.
Upsert Clients
Create, update, or restore up to 10,000 Harvey clients by firm client identifier. Always inspect the returned errors array because Harvey can report row-level failures alongside successful rows in HTTP 200 responses. This contract is documentation-derived and has not been live-verified.
Upsert Matters
Create, update, or restore up to 10,000 Harvey matters under existing clients. Inspect errors even on HTTP 200 because valid rows can succeed while other rows fail. The connected API token needs Harvey's Client matters admin (write:client_matters) permission; sending allowed on any row additionally needs use:disallowed_client_matters. These are Harvey API-token permissions, not OAuth scopes. This contract and its permissions are documentation-derived and have not been live-verified.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Harvey is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Harvey, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Harvey for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Harvey work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Harvey to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Harvey in your connected apps
Inside FormWise, open Connectors and look for Harvey.
- 3
Hit "Connect"
Click "Connect Harvey" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Harvey
Build a quick AI Agent (it's like writing instructions, not code), and pick the Harvey actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Harvey for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Harvey workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Harvey users had before signing up
Do I need to know how to code?
Not even a little. If you can use Harvey today, you can set this up. You'll connect Harvey, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Harvey login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Harvey or delete everything any time.
What happens when Harvey updates their app?
We handle it. When Harvey adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Harvey takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Harvey — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Harvey on FormWise
Harvey is a legal AI platform for agents, Assistant, Vault documents, client matters, Intake, audit logs, and usage history.
Connect Harvey once and your FormWise AI gets 35 things it can do inside it. That means your AI can handle the Harvey work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Harvey? Take a look at www.harvey.ai.
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Stop doing the Harvey work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.