Datasite & Harvey link deal documents to AI workflows
Tue, 16th Jun 2026 (Today)
Datasite has partnered with Harvey to integrate live deal documents into Harvey's AI workflows, giving legal and professional services teams access to approved transaction data within Harvey.
Users can pull documents from Datasite into Harvey's Assistant, Vault, Workflow Builder and Word Add-In. Datasite's existing permission settings will apply inside Harvey, limiting access to files users are already authorised to see.
The move targets a cumbersome part of mergers and acquisitions work, where lawyers and advisers often switch between separate systems to review documents, answer diligence questions and prepare drafts. By connecting a virtual data room platform with legal AI software, the companies aim to reduce that friction in live transactions.
Datasite is known for software used in private market deals, including virtual data rooms for mergers and acquisitions. Harvey develops software for legal and professional services firms and has been expanding ways for users to bring documents and internal knowledge from other systems into its workflows.
Workflow link
Under the arrangement, transaction teams can use approved Datasite materials directly inside Harvey rather than moving between platforms. The integration is designed to support tasks including diligence, drafting and analysis.
That matters in dealmaking because transaction work often involves large volumes of material shared across buyers, sellers, legal advisers and other stakeholders. Lawyers are expected to identify risks and respond quickly as conditions and document sets continue to change.
The integration also carries over access controls automatically, allowing firms to use AI tools on deal documents without loosening restrictions around sensitive information.
"AI belongs where deal work lives," said Rusty Wiley, president and CEO of Datasite.
"By giving teams secure, direct access to Datasite content within Harvey, we're helping them uncover insights faster and make better-informed decisions throughout the deal lifecycle," Wiley said.
Harvey has recently been expanding its Connector Library, which is designed to let legal professionals work with documents, data and institutional knowledge from the systems they already use. The Datasite link adds transaction data from private market deals to that broader effort.
The partnership is aimed at lawyers and advisers who need to turn large volumes of information into work product quickly. In practice, that includes reviewing deal materials, drafting documents and preparing responses based on records held in a data room.
"The most successful deal teams are the ones that can quickly turn information into action," said Winston Weinberg, CEO and co-founder of Harvey.
"By connecting documents in Datasite's data rooms with Harvey's AI-powered workflows, we're helping lawyers and advisers move faster through diligence, drafting and execution while staying grounded in the trusted information that drives every deal," Weinberg said.
Datasite says it has spent 26 years building tools for the flow of information in private market transactions. Harvey says its software is used by more than 1,500 customers in more than 60 countries.