Workspace · Setup in 10 min· Setup Pass

Set up Harvey to review a health coaching contract in 10 minutes

Configure the legal AI to analyze and redline a standard health and wellness coaching agreement.

Reviewing a new client or partnership contract is a non-billable, high-stakes task. Harvey can accelerate this process by identifying key clauses, risks, and missing terms before you sign.

Before you start

• A Harvey account
• The contract as a text file (.txt) or PDF
• 10 quiet minutes

The steps

1. 01

   Create a new Matter

   Start a new project for your contract. In Harvey, create a new "Matter" and name it descriptively—for example, "Client Coaching Agreement Review Q3". This isolates your document and the AI's analysis from other work.

2. 02

   Upload your contract

   Upload the coaching agreement you need to review. Click "Add Files" within your new Matter and select the contract document from your local drive. Harvey will ingest and parse the full text.

3. 03

   Ask for a summary of key terms

   Prompt the AI to identify the most important clauses. In the chat interface, use a directive like: "Summarize the key terms of the attached document, including term length, payment schedule, liability limitations, and termination conditions." This gives you a high-level view before diving into details.

4. 04

   Analyze the scope of services

   Check for ambiguity in the scope of work. Use a prompt to have Harvey analyze the service description: "Does the 'Scope of Services' section clearly define what is included and excluded? List any ambiguous phrases." This helps avoid scope creep with clients.

5. 05

   Identify potential risks and missing clauses

   Use Harvey to stress-test the agreement. This is a core part of the Ledger layer of analysis. Ask: "What are the primary risks for me as the practitioner in this agreement? What standard clauses are missing, such as confidentiality or intellectual property rights?"

6. 06

   Draft redline suggestions

   Generate specific edits for any problem areas. If Harvey identified a vague payment clause, prompt it: "Draft a clearer payment clause specifying net-30 payment terms and a late fee of 1.5% per month." You can then copy this into your contract draft.