Customer Story
How Cole-Frieman & Mallon
Uses Harvey to Operate Faster
“
Dave Rothschild
Partner at Cole-Frieman & Mallon LLP
About Cole-Frieman & Mallon LLP
Cole-Frieman & Mallon is a leading investment management law firm headquartered in San Francisco, that services both start-up investment managers and multibillion-dollar funds. The firm provides a full suite of legal services to the investment management community, specializing in legal services for investment managers and private investment funds, including hedge funds, crypto/digital asset funds, private equity firms, and venture capital funds. Cole-Frieman & Mallon lawyers serve clients around the world who are at the forefront of public and private capital markets.
Opportunity
Cole-Frieman & Mallon is renowned for providing top-tier, innovative, and collaborative legal solutions for complex financial services matters. Given their highly sophisticated and forward-looking client base, it was natural for the firm to seek an AI tool that could enhance their team's productivity and streamline workflows.
With generative AI, Cole-Frieman & Mallon saw an opportunity to reduce turnaround time for specific tasks and scale their operations to meet growing client demand. They wanted a secure, full-service platform that could drive attorney efficiency and effectiveness. The firm formed an AI committee to evaluate potential AI solutions and design policies to govern attorneys’ use of these platforms.
Solution
After evaluating several legal AI solutions, Cole-Frieman & Mallon chose Harvey for its security features, accuracy and ease of use in AI-powered document analysis, drafting assistance, and research capabilities. Today, the firm uses Harvey to speed up legal research, brainstorm solutions to novel problems, analyze documents and more, all in accordance with the firm’s policies that require its attorneys to adhere to their ethical obligations and exercise professional judgment in using any AI tools.
“Harvey helps recognize key legal issues in a document before I do a full read-through. It identifies the interrelationships between sections of agreements/contracts, which makes my first read through a document more efficient and thorough.”
Jon Tong
Senior Associate at Cole-Frieman & Mallon LLP
The firm estimates that Harvey is saving up to 10 hours per attorney per week. In conversations with these lawyers, they shared several key advantages:
Boosting Productivity
Harvey is helping Cole-Frieman & Mallon associates get a head start on initial issue lists and redline analysis, while also speeding up legal research.
Ensuring Quality and Consistency
Harvey enhances the quality and consistency of documents by reducing errors and maintaining compliance with the high standards to which the firm holds itself.
Knowledge Sharing
As Harvey integrates into the daily workflows of Cole-Frieman & Mallon associates, there has been an increase in knowledge sharing and collaboration within the firm. Associates proactively share best practices and use cases to leverage Harvey to its full potential.
By enhancing productivity and enabling better client service, Harvey has become a core part of Cole-Frieman & Mallon’s daily operations.