How to Use Harvey with PointOne: Time, Matters, and Billing Rules in Harvey
How to use Harvey AI with PointOne: connect the PointOne connector, then review time, check billing rules, and see matter data without leaving Harvey. Here's how.
Julia Bodet
Growth
AI Summary
PointOne connects to Harvey through Harvey's Connector Library, so lawyers can work with their PointOne time, matters, and billing rules inside Harvey.
In Harvey, lawyers can read and summarize their time, look up clients and matters, check billing guidelines and compliance findings, and log or edit their own entries.
PointOne's connection allows lawyers to release time and create new clients or matters aren't available from Harvey today.
Owners and Admins with firm-wide access can ask Harvey about released time across clients, matters, and timekeepers.
Harvey is where many firms now research, draft, and review. With the PointOne connector added, the same Harvey workspace can answer questions about the work itself: what a lawyer has logged, which client rules apply, and how a matter's time is adding up. Answers come from PointOne's records, with links to open matters and entries in PointOne.
Imagine a senior associate finishing a contract review in Harvey. Before closing the tab, they ask Harvey what time is still unlogged for that matter, fix a narrative that's too vague for the client's guidelines, and can immediately move on.
Three reasons firms add PointOne to Harvey:
The legal work and the time record sit side by side. Lawyers check and fix their time where the work happened.
Client rules are already parsed. Harvey can hold the client's guidelines document while PointOne has the rules pulled out of it and checked against each entry.
Firm controls carry over. Roles, ethical walls, and permissions come from PointOne, not from Harvey.
What Is the PointOne Connector for Harvey AI?
The PointOne connector is a plug that lets Harvey work with your firm's PointOne data. It isn't a separate product. It's the same connector PointOne offers for Claude and ChatGPT, built on MCP (Model Context Protocol), an open standard that lets AI assistants use data from other apps.
How it works. A lawyer asks Harvey something like "What did I bill on the Acme matter last week?" Harvey sees that PointOne has the answer, requests the matching entries, and writes its reply from what PointOne sends back.
What Harvey can request. A fixed set of actions: searching clients and matters, listing and totaling time entries, and checking billing rules and compliance results. Write actions, like creating an entry or starting a timer, are permissioned separately, so a firm can start with read-only access.
Who can use it. Both the firm and the individual lawyer have to be enabled. If either isn't, Harvey shows a message to contact PointOne.
Sources you can click. Each answer links back to where it came from, such as the time entry, matter, or billing rule. Clicking a link opens that record in PointOne, and lawyers only get links to records they're allowed to open.
What Can You Do in Harvey with PointOne?
Here's what changes when your firm adds the PointOne connector to Harvey.
Task | Harvey without PointOne | Harvey with PointOne |
|---|---|---|
Your time entries | Can't see them. Lawyers have to switch to their timekeeping system. | Shows and summarizes your own entries and hours |
Logging time | Not possible. Time is rebuilt manually | Log, edit, or move your own entries |
Clients and matters | Only what appears in the documents you upload | Looks up clients and matters directly, pulled from PointOne |
Client billing guidelines | Can read the guidelines document, but can't check your entries against it | Checks your entries against the client's billing rules and shows compliance findings |
Firm-wide view | Needs a report from the billing or finance team | Owners and Admins can ask about released time by client, matter, or timekeeper |
How to Set Up PointOne in Harvey
Setup is a firm step, then a quick sign-in for each lawyer.
PointOne turns the connector on for your firm. It's off by default, so check in with your PointOne account manager.
Your firm adds PointOne from Harvey's Connector Library.
Each lawyer signs in with their PointOne account.
Begin prompting. Try "What time is still unlogged on this matter from today?"
Can Harvey Check Your Time Against Client Billing Rules?
Yes. PointOne's integration with Harvey AI helps firms improve their economics, such as achieving higher realization rates, by connecting its tool to create an open communication system. Harvey often already has the outside counsel guidelines a client sent, so PointOne can now access the documents directly and convert those guidelines into rules that are applied to every time entry.
A useful request after a long drafting session:
Show my entries on [Matter] from this week that have compliance findings, explain which billing rule each one breaks, and suggest a better narrative for each.
Then ask Harvey to fix what it found. When an entry is clean, release it in PointOne.
Ask Harvey to | Example request |
|---|---|
Explain a finding | "Which guideline is this finding based on? Show me the citation." |
Split a block-billed entry | "Split my 3.2-hour entry on [Matter] into separate tasks, each with its own narrative." |
Write the narrative from the work | "Rewrite yesterday's narrative on [Matter] based on the memo I drafted here in Harvey." |
Fit a character limit | "Shorten this narrative to fit the client's e-billing limit without losing the task." |
How Can Firm Leaders Use Harvey with PointOne Data?
Partners and firm leaders already use Harvey for the legal side of a matter. With firm-wide access, they can ask about the business side in the same place.
Supervising partner: "Which of my team's matters had the most released hours last month, and who worked on them?"
Practice group leader: "How did [Name] and [Name] split their released time across clients over the last 30 days?"
Finance or COO: "How does released time on [Matter] this month compare with a $[X] budget?"
Is PointOne in Harvey Secure?
Two sets of controls stand behind the connector: PointOne's rules about who can see which data, and Harvey's own review of what Harvey is allowed to do with it.
Each lawyer uses their own PointOne login. There are no shared accounts or API keys, so Harvey's view of the data matches that lawyer's view in PointOne, and nothing more.
Walled-off matters never reach Harvey. If a lawyer is screened from a matter in PointOne, Harvey can't find it, summarize it, or link to it.
Harvey reviewed the connector too. Its security team approved the read and edit actions and held back releasing time and creating clients or matters, so billing decisions stay in PointOne.
There's a record of every request. PointOne logs each call Harvey makes, so the firm can see what was asked for and when.
Firms can start small. Read access and write access are approved separately, so a firm can begin with read-only access and add editing later.
