The setting
is an AI platform for legal work, used by law firms and the legal teams of companies. is its software that uses AI agents to draft, negotiate, review, and manage contracts.
The discovery record needs to move faster without becoming the seller’s promise.
Source-linked call evidence protects deal accuracy, while fast follow-up protects evaluation momentum.
Who you’d be doing this for
“I’ve had three people ask what we’re committing to, and nobody has the same answer.”
Chibueze Baffoe · Deputy General Counsel · a character in this brief
Leads contract operations at an enterprise legal department considering an AI-assisted review evaluation.
What is at stake
Discovery details from Gong and Salesforce conflict on active enterprise opportunities. You have to decide where the system's drafted fields and next steps hand over to the seller, so the record that reaches a proposal matches what legal, procurement and finance discussed.
Why it isn’t already fixed
Every obvious fix costs something else. That’s the part you’d have to decide.
- next-step detail vs. seller call-prep time
- structured records vs. source context
- pipeline visibility vs. qualification uncertainty
- pilot scope vs. wider enterprise coverage
Why Harvey
Contracts evaluations depend on sellers translating legal workflow, commercial constraints, and lawyer oversight into a credible next step.
Written with these in mind
Not your kind of problem? 52 more at Harvey, or browse every organization.
Where the organization context comes fromThe postings this brief was written from, and the reporting read before it.
The organization context comes from public information. The situation and characters are written for the brief.
Job postings it was written from
Public descriptions of the work at Harvey. They are listed as sources, not as openings. The lines under a posting are its own words, where it meets this brief.
- Account Executive, Enterprise, Asset Management (opens in a new tab)
- Work closely with product and engineering to stay current on Harvey's capabilities and shape solutions around how asset managers actually work — contract review, due diligence, portfolio company support, regulatory workflows.
- Build and manage senior relationships across each firm's legal, compliance, and investment teams — typically anchored by a GC, CLO, or CCO — expanding into portfolio-company counsel over time.
- SMB Account Executive (opens in a new tab)
- Sales Manager, Mid Market (opens in a new tab)
- Partner Manager (opens in a new tab)
This is the setup. The work is inside.
Running it puts you in the room: the full situation and its constraints, stakeholders who push back in their own words, and the decisions that are yours to make. What you produce becomes a Day One Plan — work you can show someone instead of describing.
Where similar work appears
Other live briefs connected to this one, and what connects them.
Similar problems at other organizations
Like this one, each of these turns on committing to a deal before it checks out.
Sellers are rebuilding discovery context in Salesforce after Gong calls, delaying buyer follow-up.
You decide where the system's draft of a next step from a call stops and the seller's own reading of what the buyer meant begins.
Pilot sellers are rebuilding discovery details after calls, and importers are being asked questions twice.
You have to decide where the AI's draft of a Salesforce next step stops and the seller's own edit begins, including who answers an open qualification question before a buyer hears it.
Pilot opportunities are carrying conflicting account context across Salesforce and your project tool after discovery calls.
You have to decide whether the system or the seller on the call settles which version of the buyer's workflow and agreed next step becomes the Salesforce record.
The same setting, from another role
Each is set around Harvey’s Contracts, written for a different role. They’re separate briefs, not the same scenario.
Fewer lawyers keep coming back to contract review in Word each week, even as more of them try it for the first time.
You decide whether the AI may rank a release as the leading explanation when release exposure and user tenure point in different directions.
Business owners needed another explanation for 11 of 18 contract decisions in discovery.
You must choose what a new decision experience preserves, what it simplifies, and whether customers will return to it.
Lawyers could lose usable histories for 1,200 active contract reviews in 48 hours.
You must weigh continuity in live negotiations against carrying uncertain verification claims past an irreversible cutover.
Other problems with a similar purpose
In each of these, as in this one, the aim is to make complicated, high-stakes systems feel simple to navigate without quietly removing the protections people depend on.
Cross-surface tasks take a median of 7.4 navigation actions, and support data ties the confusion to delayed production changes.
You have to decide how developers move between workflows, evaluations, connections and deployed agents before deep links and permissions migrate and set that path.
Admins stall at permission validation and destination selection, and many misread what happens when a connection is committed.
You have to settle the interaction model now, because changing it after rollout is costly.
In audit samples, interviewers saw context that some customers do not permit, and the migration runs one way.
You have to keep scorecards structured and auditable while narrowing what interviewers see.
