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Company focus

Harvey
Product Improvement Easy Member-only

How would you improve Harvey Shared Spaces so law firms' clients keep using them?

Prepared by NextSprints

13 mins
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Two-Sided User Analysis Prioritization Engagement Metrics Legal Tech Professional Services Collaboration Product-Improvement Legal-Tech B2b-Engagement
Product Management Product Improvement Question: Harvey Shared Spaces for law firm and client collaboration

Introduction

Shared Spaces are Harvey's secure collaboration areas where law firms and their clients work together. A firm can share documents, Harvey Workflows and AI-assisted answers with a client's in-house legal team in one controlled space, instead of trading emails and attachments. Harvey has been adding analytics so firms can see how clients use those spaces.

For law firms, Shared Spaces promise closer client relationships and a way to package their expertise ("our employment law playbook as a workflow your team can run"). For in-house teams, they promise faster answers. The prompt asks how we would improve Shared Spaces. I'll clarify, segment users, map the journey, identify pain points, generate and prioritise solutions, and define metrics.

Tip

Shared Spaces involve two customers: the firm and its client. Show that you can balance both, and that you understand confidentiality and privilege.

Step 1

Clarifying Questions (5 mins)

  • Looking at adoption, how many firms have created Shared Spaces, and how active are their clients?

Why it matters: Separates a creation problem from an engagement problem. Expected answer: Many large firms have created spaces, but fewer than half of invited client users return after their first visit. Impact on approach: Focus on the client's experience after the invitation.

  • What do firms typically put in a space?

Why it matters: Shapes the value clients see. Expected answer: Matter documents, a few workflows (for example a contract review workflow based on the firm's playbook) and occasional updates. Impact on approach: Content tends to be static; we should make spaces useful week to week.

  • Who pays?

Why it matters: Affects incentives. Expected answer: The firm pays for Harvey; client access is part of the firm's deployment. Impact on approach: Success must show the firm a return, such as stronger relationships or new work.

  • Are there constraints from firms' risk and ethics teams?

Why it matters: Law firms must protect privilege and avoid giving unreviewed advice. Expected answer: Yes. Most firms require a lawyer to review anything that looks like advice before a client sees it. Impact on approach: Any AI-generated content in a space needs a clear review step and labelling.

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Updated Oct 31, 2026