Short answer
You can move your documents, your negotiation playbook, templates and clauses to Attorly; chat history and outputs produced in Harvey do not transfer. Start with the playbook, run contracts you have already reviewed side by side, then move live work. Harvey remains the better fit for firms that want a bespoke enterprise rollout.
What you can bring over
| What | How | Notes |
|---|---|---|
| Contracts and other documents | Upload PDF, DOCX, DOC, TXT, spreadsheets, slides or scans, up to 10 MB each. On Enterprise, import from Box, Dropbox, iManage, NetDocuments or Intralinks into a due diligence case. | Files are re-analysed in Attorly; earlier analyses from another tool are not imported. |
| Your negotiation playbook | Upload the playbook file (DOCX, DOC, PDF, XLSX, XLS, TXT) to Playbook Studio, or derive one from 3 to 10 contracts you signed. | Pro or Enterprise. You review every ladder before it is saved. |
| Templates | Paste each template into the template editor and mark its variables. Firm details can be stored once as standard variables. | There is no bulk template importer. |
| Clauses | Add approved clauses to the clause library one by one, with fallback wording. | There is no bulk clause importer. |
What does not come over
- Chat history, prompts and saved answers from your current tool.
- Analyses, risk scores or extracted fields produced by another product.
- User accounts and permissions. Invite your team again; on Enterprise, SSO and SCIM provisioning create accounts from your identity provider.
Steps
Start a trial on the plan you need
Pro for custom playbooks, the MCP server and up to 10 members; Enterprise for due diligence with Tabular Review, connectors, SSO and SCIM. Every plan starts with a 7-day trial.
Bring your playbook first
Import your playbook file or derive one from signed contracts, then review the position ladders. Everything that follows is graded against it.
Run real contracts side by side
Upload contracts you have already reviewed in your current tool and compare the redlines and flags before you move live work.
Move templates and clauses you use weekly
Recreate the templates and approved clauses your team uses most. Leave the long tail until you need it.
Invite the team and install the add-ins
Invite colleagues, install the Word and Outlook add-ins, and on Enterprise connect your DMS or data room.
Stay with Harvey if
- Your firm wants a bespoke enterprise rollout with custom onboarding and training as part of the contract.
- Almost all your matters are US or UK BigLaw work and your peers already share Harvey workflows.
- You depend on a Harvey capability that Attorly does not list on its pricing and integration pages.
Frequently asked questions
- Can Attorly import my Harvey history?
- No. Export what you need from Harvey using the options Harvey provides, and upload the documents themselves to Attorly.
- Can we run both during the switch?
- Yes. Nothing in Attorly depends on cancelling another tool, and the trial is enough to compare on real contracts.