Move your team from CoCounsel to Harvey.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Harvey — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in CoCounsel is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Both products support batch analysis of large document sets, making this the most direct functional parallel between the two tools. Moving from CoCounsel to Harvey Vault: export documents from CoCounsel by downloading them from your DMS or the CoCounsel web interface; upload the corpus into Harvey Vault, where semantic search and bulk analysis become available immediately; if the firm uses iManage, NetDocuments, SharePoint, or Google Drive, connect Harvey's native DMS integrations to avoid manual re-upload of future documents. Moving from Harvey Vault to CoCounsel: pull documents from the same connected DMS into CoCounsel's web interface for batch analysis; CoCounsel returns results in sortable, filterable tables with key-information flags and compliance checks comparable to Harvey Vault's output.
- Warning: CoCounsel's document analysis can flag deviations against loaded playbooks during the same batch pass; Harvey Vault performs bulk analysis but clause-level playbook comparison is handled separately through the Contract Intelligence module.
- Warning: Harvey Vault connects to iManage, NetDocuments, SharePoint, and Google Drive for automated ingestion; CoCounsel's DMS integrations are available but require a separate DMS partner setup — verify your specific DMS is supported before migrating.
- Warning: CoCounsel reports 85% identification of more key information versus prior workflows, but neither product publishes head-to-head recall benchmarks against each other — validate coverage on a representative sample before full cutover.
Both tools generate and review contracts against firm playbooks, so a team migrating between them can preserve most of their workflow structure. Moving from CoCounsel to Harvey: export any custom playbooks from CoCounsel (download as document files) and re-upload them into Harvey's Contract Intelligence module to re-establish clause-level standards; reconnect your DMS (iManage or NetDocuments) in Harvey so contracts are pulled in without manual re-upload; use the Harvey Word add-in to run drafting and review in Microsoft Word as you did with CoCounsel. Moving from Harvey to CoCounsel: upload your firm's precedent contracts into CoCounsel to generate custom playbooks via the Playbook Builder; output from CoCounsel drafting is delivered directly into Microsoft Word, so the Word workflow is equivalent; reconnect Practical Law templates if your firm licenses them through Thomson Reuters.
- Warning: CoCounsel's drafting is grounded in Practical Law and Westlaw precedents, which require a Thomson Reuters subscription; Harvey pulls from firm-uploaded documents and LexisNexis but does not include Practical Law templates out of the box.
- Warning: CoCounsel delivers draft output end-to-end into Microsoft Word; Harvey's Word add-in provides inline assistance but the interaction model differs — Harvey is more conversational/iterative where CoCounsel is more task-completion oriented.
- Warning: Custom playbook portability is manual: neither tool exports playbooks in a format the other can directly import, so migration requires re-uploading source precedent documents and regenerating playbook rules on the destination side.
CoCounsel's litigation support and Harvey's Workflow Agents both handle complex, multi-step matter workflows that chain intake, analysis, drafting, and output packaging without manual handoffs. Moving from CoCounsel to Harvey: identify which litigation workflows you run in CoCounsel (e.g., complaint analysis, discovery review, chronology assembly) and map them to Harvey's pre-built agent templates (e.g., due diligence data room review, deal management); connect your DMS to Harvey so agents can pull documents directly; custom agent pipelines can be configured for practice-group-specific litigation workflows. Moving from Harvey to CoCounsel: CoCounsel Legal covers case assessment at intake, litigation document analysis, discovery batch review, and agentic workflows; connect Westlaw and Practical Law grounding for litigation strategy guidance; event chronology assembly is a direct CoCounsel equivalent to Harvey's document-chaining agents.
- Warning: Harvey Workflow Agents are configurable and can target transaction-side workflows (fund formation, deal management) that have no direct equivalent in CoCounsel's litigation-focused agentic offering — teams crossing from litigation to transactional AI will need to scope agent rebuild.
- Warning: CoCounsel's litigation workflows integrate Westlaw case law and Practical Law litigation guides as grounding sources within the workflow; Harvey agents pull from LexisNexis and firm-uploaded Vault documents — research authority differs across the two pipelines.
- Warning: Harvey's agent customization depth varies by firm tier and configuration; CoCounsel's agentic features are available only on the CoCounsel Legal tier (not Essentials) — confirm tier access on both sides before planning a cutover.
Both tools run AI-powered legal research and return source-cited answers, so the query workflow is structurally equivalent. Moving from CoCounsel to Harvey: Harvey Knowledge connects to LexisNexis and 500+ regional databases rather than Westlaw; issue the same research questions in the Harvey web app or assistant — answers include clickable citations that open source documents; for jurisdiction-specific matters outside the US, Harvey's 65-country coverage may be broader. Moving from Harvey to CoCounsel: CoCounsel's Deep Research feature queries 150+ years of Westlaw content using multistep AI planning; switch to the CoCounsel Legal web interface and run the same queries — KeyCite status flags on returned citations provide precedential validation not available in all Harvey research answers.
- Warning: CoCounsel's research grounding is exclusively Westlaw (Thomson Reuters); Harvey uses LexisNexis and Rettsdata. Firms with existing Westlaw subscriptions bundled via CoCounsel Legal cannot carry that research access over to Harvey — a separate LexisNexis subscription is needed.
- Warning: CoCounsel's Deep Research feature (multistep AI planning) is available only on the CoCounsel Legal tier, not Essentials; Harvey's equivalent research depth is available to all enterprise users but specific access depends on firm configuration.
- Warning: KeyCite citator flags (available in CoCounsel via Westlaw) have no direct equivalent in Harvey; teams that rely on citator status checks will need to verify citation standing through a separate Westlaw or Shepard's subscription on the Harvey side.
Both products let firms encode their preferred clause standards into the AI so that document review automatically flags deviations. Moving from CoCounsel to Harvey: gather the precedent contracts used to generate CoCounsel playbooks and upload them into Harvey's Contract Intelligence module; Harvey will parse those documents to establish clause-level comparison baselines; admin users set which document collections serve as the firm standard before enabling bulk review. Moving from Harvey to CoCounsel: upload the same precedent contracts in the CoCounsel web interface — the Playbook Builder generates a firm playbook from them; Practical Law's 650+ expert-curated playbooks are also available as a starting baseline if your firm licenses Practical Law through Thomson Reuters.
- Warning: CoCounsel surfaces Practical Law's expert-curated playbooks (650+ attorney-editor templates) as an out-of-the-box baseline; Harvey has no equivalent third-party playbook library — all standards must come from firm-uploaded precedents.
- Warning: Neither product exports playbooks as a portable, machine-readable ruleset the other can ingest; migration requires re-uploading source precedent contracts and rebuilding standards on the destination side rather than transferring a config file.
- Warning: CoCounsel applies playbook checks during the same batch document-analysis pass; Harvey separates playbook-based review (Contract Intelligence) from bulk storage and search (Vault) — teams may need to run two modules where CoCounsel needed one.