Harvey Integrates with Datasite for AI-Driven Deal Management and Insights

Transforming Deal Workflows: Harvey and Datasite's New Partnership

On June 9, 2026, Harvey, a leading platform in legal and professional services, unveiled a groundbreaking integration with Datasite, a prominent provider of AI-enhanced solutions for private market investments. This collaboration aims to significantly improve the efficiency of deal workflows, particularly in the realm of mergers and acquisitions (M&A).

The merger of these two industry leaders allows legal and professional services teams to securely access live deal data directly within Harvey's AI-driven workflows. This integration addresses a fundamental challenge that legal practitioners face: the overwhelming amount of data generated during M&A activities, which involves multiple stakeholders, advisors, and teams.

The Complexity of M&A Work

Mergers and acquisitions are not only crucial business maneuvers but also complex processes that demand meticulous attention to detail. Legal professionals often find themselves inundated with vast amounts of information that require swift review and analysis. They must tackle document examinations, respond to diligence inquiries, assess potential risks, and draft necessary paperwork—all while operating under tight deadlines. Unfortunately, traditional workflows often suffer from fragmentation, forcing teams to navigate multiple systems to glean relevant information before making actionable decisions.

The integration of Datasite's capabilities with Harvey's workflows promises a more seamless experience. Deal teams can now access and pull in approved transaction materials directly into Harvey’s Assistant, Vault, Workflow Builder, and Word Add-In without the usual hassle of switching between different systems. Importantly, Datasite’s built-in permission protocols ensure that only authorized users can access specific documents within Harvey, further enhancing the security and fluidity of the workflow.

Accelerating Success through Collaboration

Winston Weinberg, CEO and Co-Founder of Harvey, emphasized the strategic advantage this integration offers. “The most successful deal teams are the ones that can quickly turn information into action,” he stated. By allowing lawyers and advisors to utilize the trusted data contained in Datasite’s virtual data rooms alongside Harvey’s AI-driven processes, teams can expedite their approach to diligence, document drafting, and execution. This is a vital development for maintaining momentum in fast-paced deal environments.

Similarly, Rusty Wiley, President and CEO of Datasite, remarked on the significance of this partnership: “AI belongs where deal work lives.” The collaboration enhances the decision-making capabilities of teams by providing swift access to insights derived from Datasite's extensive content, thus improving outcomes throughout the entire deal lifecycle.

Building on Existing Innovations

This partnership is part of Harvey's recently introduced Connector Library, designed to facilitate easier access to essential documents and institutional knowledge from various systems directly within Harvey's workflow. This advancement underscores Harvey's commitment to providing comprehensive solutions that streamline legal processes, ensuring that practitioners can focus on what matters most: providing superior service to their clients.

In summary, the integration of Salesforce’s innovative AI-powered deal management capabilities with Harvey's robust suite of tools marks a new chapter in enhancing M&A workflows. As companies like Harvey and Datasite collaborate to refine the deal-making process, legal professionals can look forward to a future where technology empowers them to navigate complexities with greater efficiency and confidence.

About Harvey

Harvey has established itself as the operating system for legal and professional services, transforming workflows across a range of functions including contract analysis, due diligence, compliance, and litigation. With a global clientele comprising leading law firms and Fortune 500 companies, Harvey fosters rapid and intelligent decision-making. Supported by esteemed investors, Harvey currently serves over 1,500 customers in more than 60 countries.

For further information, please visit harvey.ai.

About Datasite

Datasite specializes in providing the vital infrastructure that enables seamless information sharing during private market transactions. With a diverse product portfolio that encompasses sell-side virtual data rooms and advanced AI applications, Datasite empowers investors and deal professionals to achieve optimal outcomes across the investment lifecycle. Known for its strict security protocols and a rich history of reliability, Datasite continues to be the trusted partner for top investment firms and consultancies.

To learn more, visit datasite.com.