How to Draft and Review an Engagement Letter With AI

This post details how Harvey's AI is used to draft and review engagement letters. It outlines a six-step process for drafting, including gathering matter details, setting scope and fee terms, using Playbooks for standard clauses, checking against rules, and lawyer approval. It also describes how Harvey reviews incoming outside counsel letters against company guidelines, extracting and flagging deviations in fee, rate, staffing, and liability terms. The post emphasizes the AI's role in closing the 'scope-to-bill gap' by ensuring engagement letters accurately reflect agreed-upon terms and pricing models, and highlights the importance of lawyer oversight in the process.