Product design question

A global law firm wants Harvey for M&A diligence, but each partner runs diligence differently. How would you identify one pilot workflow to target, decide which parts Harvey should handle versus leave manual, and define the criteria for expanding from pilot to broader rollout?

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What this question tests

Tests product design judgment for scoping an AI assisted legal workflow pilot amid inconsistent human processes, with criteria for expanding rollout.

How to approach it

  1. Interview a sample of partners to find common steps across their varied diligence processes, since a pilot needs to generalize beyond one style.
  2. Pick the pilot workflow around the step with the most consistent process across partners, for example document review and issue flagging over final judgment.
  3. Decide the human versus Harvey split explicitly, for example Harvey surfaces and categorizes issues while the partner rules on materiality.
  4. Design the pilot to collect evidence on accuracy and time saved against that specific split, not the full diligence process end to end.
  5. Define expansion criteria up front, such as a minimum accuracy rate on flagged issues, before broadening to other diligence steps or teams.

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