PipelinePlus vs Harvey

This app requires a paid PipelinePlus account. If you don’t have a corporate PipelinePlus account, ask your administrator about implementing PipelinePlus at your firm or visit https://www.pipelineplus.com/pricing/ to view pricing options. PipelinePlus is a user-friendly relationship management system that focuses on the relationships that matter most to you and your business. The all-in-one tool tracks existing contacts, converts new customers, and provides guidance throughout the business development life cycle. It has five key features that help you grow your pipeline. 1. TARGETS. Our clean interface helps you prioritize and stay connected to the people in your network with the highest business potential. Because business development is about people, not just tasks. 2. SHARING. Collaborate with your colleagues to close more business. Cross-sell more easily, expand client relationships, and gain better visibility into your business opportunities. 3. ASSETS. If you’re in a management role, we provide access to industry news, PipelinePlus toolkits, and much more. 4. TRAINER. Our e-learning curriculum of videos, worksheets, and action steps delivers tried-and-true techniques that every business developer needs to be successful. 5. REPORTS. If you’re in a management role, we provide a performance oversight dashboard, so you can direct a more productive team. PipelinePlus integrates with your Outlook calendar as well as most CRM platforms, eliminating the need for double-entry.

Harvey’s mobile app brings the power of the platform to your phone or tablet, so you can work securely wherever you are. Designed for professionals on the go, it combines speed, security, and seamless access to your matters—helping you stay productive without being tied to your desk. Keep work moving forward – Transform unproductive moments into meaningful work. Use dictation to query Harvey hands-free, scan and upload contracts, or generate transcripts of recorded conversations—all while traveling or between meetings. Complete context in your pocket – Stay connected to your matters and colleagues wherever you are. Access Vault, review shared queries, and pick up past threads with full history synced across devices. Adopt without friction – Harvey’s mobile app is built for seamless, compliant adoption. With enterprise-grade security, single sign-on, and admin controls, it meets lawyers where they already do much of their work. Key features - Assistant: Run secure, context-aware queries using your firm’s sources (web, Vault, and more) - Dictation: Speak prompts directly into Assistant for quick, hands-free querying - Vault Search: Access and search agreements, filings, and client documents - Scan & Upload: Photograph contracts or exhibits and save them to Vault or attach them to a query - Audio-to-Transcript: Record and generate transcripts with the appropriate disclaimers (Coming Soon) - History & Sync: View past queries and threads, synced in real time with your web account - Sharing: Share queries and Vault projects seamlessly with colleagues - Secure Login: Meet firm compliance standards through enterprise-grade authentication Example use cases - Prepare for client meetings with quick summaries from Vault or EDGAR filings - Review matter history on your commute - Search precedents during negotiations - Capture and analyze documents on the spot - Record and save transcripts for later reference - Dictate queries hands-free while in transit