Ideals × Harvey: Legal AI grounded in your data room, under your permissions

Ask a transaction lawyer where the hours go during diligence, and the answer rarely begins with legal analysis. It begins with logistics: locating the latest version of a supply agreement, checking whether a disclosure schedule changed overnight, exporting a folder of employment contracts so it can be reviewed in another tool. 

Many law firms and advisory teams now run that due diligence in Harvey. The source material, however, sits in the data room.  

Every export is a copy living outside the room’s permissions, watermarks, and activity log. It goes out of date the moment the sell side posts a revised file. And for the deal administrator, it’s another location holding confidential material with no oversight. 

Starting today, joint customers can start using the Ideals connector in Harvey’s Connector Library. 

The Ideals × Harvey integration

Ideals now connects directly with Harvey, the leading operating system for legal and professional services teams to streamline workflows in areas including contract analysis, due diligence, compliance, and litigation to drive efficiency and value. 

Authorized users can bring deal context from an Ideals project into Harvey and continue work without saving local copies or switching between systems.

Once you enable the integration for your workspace, the Harvey agent will dynamically nudge you to connect with the Ideals connector. Your team can start reviewing, comparing, and drafting against the data room the same day the deal kicks off.

Expanding the dealmaking ecosystem

Our integration with Harvey further expands the Ideals dealmaking ecosystem, enabling M&A teams to securely connect a range of specialist legal, financial, and AI tools to their data room.

This includes the Ideals MCP, which lets Claude, ChatGPT, or Microsoft Copilot work directly inside the data room, within existing permissions and with a full audit trail. 

The aim is the same each time: less switching between tools, and more time for the work that moves a deal forward.

How Ideals maintains the highest standards of security

We work closely with our integration partners to ensure they meet our security standards, and the controls that protect your data room stay at its center. 

Those controls run across every layer of the platform:

• Independently rated. Ideals scores 99/100 on SecurityScorecard and 948/950 on UpGuard.
• Certified and audited. Ideals holds ISO/IEC 27001, 27017, 27018, and 27701 certifications, is SOC 2 and SOC 3 certified, and is GDPR and HIPAA compliant.
• Encrypted. Files are transferred over TLS and encrypted at rest with 256-bit AES keys, stored separately from the data.
• Controlled. Eight levels of access rights let administrators set granular, role-based permissions, while immutable audit trails record every action to the second.
• Resilient. Choose where your data is stored across Europe, Asia, Oceania, and the Americas, with real-time backup across geographically remote data centers and 99.95% uptime.

Find out more at the Ideals security hub.