Move your team from Harvey to Legora.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Legora — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Harvey is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Both platforms ship a conversational AI assistant purpose-built for legal work that lives inside the web app, a Word add-in, and an Outlook add-in, so daily workflows transfer cleanly. To migrate from Harvey to Legora: export any firm-specific prompt libraries or saved queries from Harvey (download as text), then recreate them in Legora's assistant surfaces; reconnect document sources through Legora's platform settings (SharePoint and Google Drive are supported on both sides). To migrate from Legora to Harvey: connect iManage or NetDocuments via Harvey's DMS integrations if the firm uses those; Harvey also offers a browser extension and a Harvey Mobile app that Legora does not currently match. In both directions, retraining users on citation-inspection habits is low-effort because both tools return cited, traceable answers—the UI presentation differs but the mental model is the same.
- Warning: Harvey connects to LexisNexis and 500+ regional legal databases for grounded research; Legora's assistant draws on platform-connected sources but does not advertise the same breadth of third-party research integrations, so research-heavy users may notice a gap moving from Harvey.
- Warning: Harvey offers a dedicated mobile app (Harvey Mobile); Legora's mobile surface is not separately documented as a standalone app, which may affect lawyers who rely on on-the-go access.
- Warning: Harvey processes 200K+ queries daily across 65+ countries, so its latency and capacity norms may differ from Legora's—pilot testing at expected query volume is advisable before full cutover.
Harvey's Contract Intelligence module and Legora's Document Review and Drafting module both parse contract clauses, surface risk flags, and support inline drafting—covering the core contract-review workflow. Migrating from Harvey to Legora: export firm playbooks and clause libraries from Harvey as Word or PDF reference documents, then rebuild review checklists in Legora's Tabular Review feature; upload contracts via the Legora web editor or Word Add-In in place of Harvey's DMS-connected ingestion. Migrating from Legora to Harvey: connect Harvey to the firm's iManage or NetDocuments DMS so contracts are pulled automatically rather than manually uploaded; Harvey's Contract Intelligence then applies playbook-based risk flagging and negotiation suggestions that go beyond Legora's comparison and summarization focus. In both directions, run a side-by-side comparison on 5–10 representative contracts before cutover to verify that risk-flag recall meets firm standards.
- Warning: Harvey Contract Intelligence includes firm-playbook-based negotiation suggestions and bulk portfolio analysis via Vault; Legora's document review focuses on tabular cross-document comparison and summarization but does not advertise a playbook negotiation engine—teams that rely on Harvey's negotiation-guidance output will need to adapt their workflow.
- Warning: Harvey pulls contracts directly from iManage and NetDocuments; Legora's DMS integration story is not separately documented, so teams on those systems should confirm Legora's ingestion path (manual upload vs. connector) before migrating.
- Warning: Both tools operate inside a Word Add-In, but the feature set of each add-in differs—Harvey's add-in exposes Contract Intelligence inline; Legora's Word Add-In covers drafting and review. Test that the specific inline actions your team uses are available on the destination add-in before retiring the source.
Harvey Knowledge and Legora's Legal Research module both deliver cited, source-grounded legal research across jurisdictions, so the output format and citation-review habit are comparable. Migrating from Harvey to Legora: note the research queries and jurisdiction scopes your team uses most frequently; recreate them in Legora's Legal Research module (the agent plans and executes research end-to-end in a similar way). Migrating from Legora to Harvey: connect Harvey to LexisNexis and Rettsdata via the platform's knowledge-source settings to unlock 500+ regional databases; Harvey surfaces answers through both the web app and the assistant sidebar so users familiar with Legora's assistant interface will find the interaction pattern familiar. In both directions, review cited sources from initial test queries to validate coverage for your specific practice areas (M&A, Litigation, Tax, Banking, Insurance) before deprecating the prior tool.
- Warning: Harvey explicitly cites LexisNexis, Rettsdata, and 500+ regional databases; Legora's research sourcing is documented at a higher level of abstraction, so firms with jurisdiction-specific database requirements should verify coverage with Legora's sales team before switching.
- Warning: Legora's agentic research autonomously plans and executes multi-step research tasks; Harvey's research is assistant-driven and may require more explicit query structuring for complex multi-jurisdiction questions—workflow design will differ.
- Warning: Neither product exports research history in a standard format, so completed research saved in one platform will not be portable to the other; archive critical research outputs as PDFs or Word documents before decommissioning the prior tool.
Both Harvey and Legora ship a Microsoft Word add-in and an Outlook add-in, so lawyers who work primarily in Office can switch platforms without changing their surface-level application. Migrating from Harvey to Legora: uninstall the Harvey Word and Outlook add-ins from the Microsoft 365 admin center, then deploy the Legora add-ins via the same admin center or via direct install from the Microsoft AppSource; reconnect SSO authentication so users sign in with existing credentials. Migrating from Legora to Harvey: install Harvey's Word add-in and Outlook add-in from the Harvey platform's integration settings or AppSource; Harvey also offers a browser extension and Harvey Mobile for non-Office touchpoints that have no Legora equivalent. In both directions, pilot the add-in with a small group of heavy Word users before firm-wide rollout, because the exact in-document UI panels differ and training on navigation will be needed.
- Warning: Harvey's ecosystem also covers iManage, NetDocuments, SharePoint, Google Drive, LexisNexis, and Rettsdata connectors; Legora's integration surface is primarily Microsoft Office—teams that depend on Harvey's DMS or legal-database connectors will lose those integrations when switching to Legora and should plan manual workarounds or verify equivalent connectors with Legora.
- Warning: Both add-ins require users to authenticate separately from the web app; if SSO is not fully configured on the destination platform, users will face dual login prompts—coordinate with IT to set up SSO before go-live.
- Warning: Harvey offers a dedicated mobile app (Harvey Mobile) for on-the-go access; Legora does not document an equivalent standalone mobile app, which is a gap for lawyers who use mobile as a primary surface.
Both Harvey and Legora hold SOC 2 Type II, ISO 27001, ISO 42001, and GDPR certifications and contractually guarantee that customer data is never used to train AI models, so the compliance posture of either platform is auditable against the same standard frameworks. When switching platforms, your information security team should: (1) request the current SOC 2 Type II report and ISO certificates from the destination vendor and compare the audit period to your internal review cycle; (2) configure SSO (SAML is supported on both sides) and verify that role-based access controls map to your firm's existing permission structure; (3) set the data retention policy—Legora allows custom retention periods and BYOK encryption, Harvey offers regional data hosting (US, EU/Switzerland, Australia) and IP allow-listing. Both platforms delete customer data at contract end; request a formal deletion confirmation letter from the departing vendor as part of offboarding.
- Warning: Legora offers Bring Your Own Key (BYOK) encryption for customers who require it; Harvey does not advertise BYOK as of last verification—firms with customer-managed encryption requirements should confirm Harvey's position with their account team before migrating to Harvey.
- Warning: Harvey holds ISO 27701 (privacy information management) in addition to ISO 27001; Legora holds HIPAA. The specific certification mix differs, so regulated industries (healthcare adjacent, etc.) should verify the destination's compliance portfolio against their own obligations.
- Warning: Harvey hosts on Microsoft Azure with regional options; Legora's hosting infrastructure is not specified in available docs—confirm data residency region before migrating if EU data-localization rules apply.
Harvey Agents and Legora's agentic research both automate multi-step legal tasks end-to-end without requiring manual handoffs between steps. Migrating from Harvey Agents to Legora: map each Harvey agent template (e.g., due diligence data room review, fund formation document preparation) to an equivalent research or review workflow in Legora's aOS platform; Legora's research agent plans and executes across jurisdictions, and the Lists/Monitors modules can be wired to create lightweight task pipelines. Migrating from Legora to Harvey Agents: identify the research and review chains your team currently runs in Legora, then configure a Harvey Agent template (or a custom agent) to chain the same document retrieval, analysis, drafting, and packaging steps; Harvey Agents are accessible to enterprise customers and custom configuration requires working with Harvey's customer success team. In both directions, document the current step sequence and output format before building the new workflow so acceptance testing has a clear baseline.
- Warning: Harvey Agents are enterprise-tier only and require Harvey's customer success team for custom agent creation; teams on smaller tiers will not have access to the same automation depth.
- Warning: Legora's agentic automation is most mature for research tasks; Harvey Agents cover a broader range including document drafting and packaging steps—teams running full deal-lifecycle agents in Harvey may find Legora's current scope narrower.
- Warning: Neither platform exposes a public API for programmatic agent triggering (as of last verification), so integrations with external ticketing or deal-management systems will need to be validated separately with each vendor.