Harvey
Legal & Compliance
An AI legal and compliance agent that helps agencies keep commercial delivery cleaner, safer, and better documented.
Harvey is the Platfio legal and compliance agent. It supports agencies with the commercial and operational discipline around proposals, approvals, compliance-sensitive delivery, and customer-facing clarity where risk needs to be managed carefully.
Inside Platfio
This is the kind of workflow context the agent operates against inside the platform.
Common tasks
What Harvey typically helps with
- Support clearer commercial documentation and expectation-setting around software projects.
- Help agencies identify where risk, approvals, or compliance-sensitive details need extra care.
- Keep deal and delivery records more consistent when contractual or financial clarity matters.
Harvey is built for agencies that want an AI legal and compliance layer supporting the operational side of delivery. It is not there to replace legal counsel. It is there to improve rigor in the places where ambiguity creates avoidable risk.
What Harvey actually does
Harvey helps teams organize commercial records, maintain cleaner proposal and approval context, and flag areas where compliance or contractual sensitivity should be handled carefully. That makes client delivery feel more deliberate and professional.
Why agencies care
The bigger the projects, the more risk hides in unclear agreements and undocumented changes. Harvey helps agencies maintain better structure around those moments.
Best-fit use cases
- Keeping proposal and approval details easier to trace.
- Supporting higher-trust enterprise or regulated projects.
- Improving change-request discipline.
- Reducing commercial confusion after scope shifts.
This is our vision — we are not there yet. Agentic workflows inside Platfio are still being built, and we would love your feedback along the way. If you would like to be involved in the beta, get in touch.
Featured workflow
Imagine this with Harvey
Imagine your agency is about to send a proposal to a large enterprise client with specific compliance requirements — data residency, audit trails, and liability caps. Instead of reviewing the contract alone, you share the draft with Harvey.
Share the proposal draft
Paste the proposal or contract draft into your chat with Harvey. He reads the full document and maps it against common compliance frameworks.
Compliance risks flagged
Harvey identifies clauses that expose the agency to risk — missing limitation of liability, unclear data processing terms, or non-standard indemnification.
Payment terms reviewed
Harvey checks the payment structure for red flags — net terms that hurt cash flow, milestone triggers that are too vague, or penalty clauses that are one-sided.
Amendments suggested
Harvey drafts specific contract amendments with alternative language that protects the agency while staying reasonable for the client.
Compliance checklist produced
Harvey delivers a compliance checklist covering data handling, privacy obligations, and regulatory requirements so nothing is missed before you sign.
Our vision
This is our vision for how it should feel to interact with Harvey — share the proposal, and the compliance review is done before legal becomes a bottleneck on the deal.
Platfio features
Where this agent connects into the platform
Turn your project plan into a professional proposal that clients can review, approve, and sign off on.
Collect one-off and subscription payments from clients in one integrated system.
Give clients a branded portal to view project progress, communicate with the team, and manage their account.
A complete CRM for tracking businesses, contacts, pipeline stages, relationship notes, and files — all in one place.
Work with Harvey on your terms
Interface with Harvey the way you want
Full-screen focus, multi-agent orchestration, or voice — choose how you interact with Harvey inside Platfio.
Immersive mode
Full-screen agents
Expand Harvey into a distraction-free, full-screen workspace for deep work.
Orchestration
Multi-agent management
Run Harvey alongside other agents, switch between conversations, and coordinate work from one view.
Voice built in
Voice dictation built in
Speak to Harvey directly — dictate briefs, ask questions, or steer work hands-free.
Not a chatbot — a deeply integrated agentic employee
Put your agency on autopilot
Existing agencies can apply for agent access from within Platfio. New here? Sign up first or talk to sales about the beta.