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Exclusive: Jylo unveils '3.0' with agentic workflows, Microsoft add-ins and AI spend controls. * October 13, 2026 Legal AI platform Jylo has launched Jylo 3.0, introducing a major overhaul that moves the company beyond AI-assisted document analysis and towards more autonomous, agent-driven legal workflows. The latest release, which is being rolled out initially to early adopter customer innovation and IT teams, adds a suite of new capabilities including Outlook, PowerPoint and Excel add-ins, configurable AI agents, workflow "actions", version-controlled document management, and granular controls over AI model consumption. The launch comes just six months after Jylo 2.0, which centred on project-based AI collaboration and workflows. According to co-founder and CEO Shawn Curran, Jylo 3.0 represents both a significant technology refresh and a shift in how users interact with AI. "We've moved into more of an agentic assistant," Curran told Legal IT Insider. "Assistants have gone from being single-shot, text-in, text-out systems to being workflows. You're spinning up workflow engines and agents under the hood to execute an outcome and provide work product back." One of the most significant enhancements is the introduction of Actions, which enable organisations to trigger downstream tasks from structured data extracted by AI. Rather than simply identifying information within documents, users can automatically generate reports, create PowerPoint presentations, redact content, assemble disclosure bundles or trigger bespoke workflows. "That gap at the end was always the output," said Curran. "Actions is the next thing. It's a much more autonomous capability against the structured set of data that's been extracted." Jylo has also introduced a new Library capability that allows organisations to build and manage specialist AI agents. These agents can be configured with specific skills, knowledge sources, templates, toolsets and integrations, enabling firms to create role-specific or task-specific assistants for activities such as due diligence, document review and transaction support. Underlying these developments is expanded support for Model Context Protocol (MCP) integrations and a secure code interpreter, allowing agents to execute more complex tasks and interact with external systems. One firm involved in the early stages and signed up to roll out Jylo firmwide is Gateley, where Benjamin Carter, head of technology innovation at Gateley, told Legal IT Insider: "For us, version 3 is about moving away from being primarily focused on just being a playbook workflow automation platform to that bigger, broader workspace, because they're introducing agents and organizational knowledge and connected systems." In terms of why the firm selected Jylo over competitors Legora and Harvey, Carter said: "They're clearly significant players in the market, but for us it wasn't about choosing the biggest name. It was about finding the right fit and the right partner. We spent around six months road-testing Jylo before we made the decision to adopt it, and one of the things we really valued was the relationship. We've had direct access to the team, we've been able to influence the roadmap and we've been able to move quickly from identifying opportunities to developing real use cases." The 3.0 release also addresses a growing challenge facing enterprise AI deployments: cost control. A new credit management capability gives organisations visibility over AI consumption and allows administrators to allocate budgets, set limits, determine model access and manage usage at team or individual level. Administrators can also create custom-labelled AI models, abstracting away the growing complexity of underlying foundation models while controlling spend. "The customer should be in control," said Curran. "They should decide how models are allocated, how much is being spent, and who gets access to premium models." For legal sector customers, Jylo has further strengthened document governance by introducing version history, document check-in/check-out functionality and deeper integration with leading document management systems including iManage and NetDocuments. The addition of an AI-powered Excel add-in is expected to be particularly attractive to non-specialist users, enabling them to generate and analyse spreadsheets through natural language instructions rather than advanced Excel expertise. Commenting on the launch, James Grice, head of innovation and AI at Lawfront, told Legal Technology: "Lawfront has partnered with Jylo for some time now, and version 3 is the clearest example yet of what that partnership delivers. Legal Technology has been involved throughout the development, feeding in how its lawyers work day to day and what they actually need from legal AI, and the Jylo team have taken that seriously at every stage. "The result is a product that feels built for practice rather than demonstration. We're excited about the direction the tool is taking, and equally excited about the direction of the business behind it. There's a lot of noise in this market, and Jylo are one of the few building with real craft." Also commenting on the news, Steve Whitwham, director of business strategy implementation at Clarke Wilmott, said that working with Jylo has delivered "incredible" results around adoption while delivering on all "commercial, governance and technology facets." He said: "The Jylo team have been true partners supporting across all elements of how to successfully deliver this type of service. Importantly, the partnership has been two-way, and Jylo has sought Clarke Willmott's input to the latest iteration of their platform, Jylo 3.0. The new iteration of Jylo is a real step forward incorporating not just technology improvements but really reflecting the feedback from the legal 'shop-floor' that our shared experience over the past 15 months has identified. It is exciting to see the joint Jylo / Clarke Willmott experience of the past 15 months really coming to life in 3.0." You can watch the full product demo with Jylo's co-founder & CEO Shawn Curran below:

Legatics joins Harvey's Connector Library, connecting Harvey's AI to the live deal. Legatics chosen for the library, selected on the strength of feedback from law firms already using both platforms. London and San Francisco, October 13 2026 Legatics, the transaction management platform used by leading law firms globally, today announced a partnership with Harvey, the leading operating system for legal and professional services to bring live deal context within Harvey. Legatics holds what a transactional AI needs and cannot otherwise get at, which is the live state of the deal: what is outstanding, who owes it, what has been signed and what changed this morning. This is the context law firms need to conduct more informed drafting, research and analysis in Harvey. Harvey is the place where many lawyers start their work, reviewing, drafting and analysing documents at a level firms have not had before. That work is greatly enhanced by the context of the deal around the document. The Legatics connector, built on the Legatics MCP server, delivers it directly from the deal record, whether the question is about a single matter or the firm's transactions as a whole. "Harvey is where a lot of the thinking on a deal now happens. Legatics is where the deal itself lives: the parties, the documents, what's been signed and the status of everything running on it. For me, Harvey is the brain of the deal and Legatics is the body. The brain does the thinking, the body is where the deal gets done, and a lawyer needs the two connected. This connector joins them. It gives Harvey the context of the deal, live, whenever a lawyer asks a question," said Anthony Seale, Founder and CEO of Legatics. "This partnership came from our mutual customers. They were asking Harvey for a Legatics connection before we had started talking to each other, because they could see the value of the two systems working together on a live deal," said Rob MacAdam, Chief Product & Strategy Officer at Legatics. "Legatics is transaction infrastructure. It is where deals get done, whether a human or an AI is doing the work. This partnership opens that up to Harvey, and it is the first step in a much closer relationship between our two platforms." Live deal context inside Harvey Harvey users can query real matter data held in Legatics: parties and deal facts, the status of the checklists and trackers running on the matter, binders and the contents of data rooms. That works for a single deal or across many at once, so a lawyer can ask where one deal stands as easily as which of their matters need escalation this week. Answers come from Legatics as the source of truth, not from a static export. Firms stay in control throughout. Access follows the user: Harvey sees only what that person is already permitted to see in Legatics. As agents take on more of the work on a deal, the controls firms already use to govern who can see and do what on a matter apply to an agent working in Harvey exactly as they apply to a person. Every access is logged in the matter's audit trail and administrators can switch the connection off at any time. The connector is available to all Legatics customers at no additional cost. What comes next The Legatics connector is now available in Harvey's Connector Library. This integration enables closer handoffs between the two platforms as Harvey workflows are enriched with real-time deal data from Legatics. "Legal teams rely on Harvey for transactional work. Connecting the Legatics MCP server with Harvey now means a lawyer gets an answer grounded in the current state of a deal, with the firm's own permissions intact," said Nate Schlein, Head of Product Business Development at Harvey. Legatics and Harvey are working towards bringing write actions to the connector, which will make this a genuine two-way connection where work done in Harvey feeds straight back into the live deal record. A lawyer will be able to set up a new matter or build a closing checklist with a single prompt, or ask Harvey to take the change of control provisions it has found across a set of contracts and add them to a Legatics list with owners and next steps. Curious what this looks like on a live matter? Book a demo and see the Legatics-Harvey connector in action. About Legatics Legatics is a transaction management platform that streamlines the way lawyers collaborate and close deals. Designed by lawyers, it replaces the checklists, emails and spreadsheets used to run complex transactions with a single collaborative platform covering conditions precedent, closing checklists, signing, data rooms and closing binders. Legatics is used by leading law firms around the world. About Harvey Harvey is the operating system for legal and professional services. The products streamline workflows in areas including contract analysis, due diligence, compliance, and litigation to drive efficiency and value. Global law firms and Fortune 500 enterprises around the world use Harvey to enable faster, smarter decision-making. Backed by world-class investors including Sequoia,Kleiner Perkins, GV, OpenAI Startup Fund, Coatue, Andreessen Horowitz, GIC and EQT, Harvey is used by 2400+ customers in 70+ countries. See more use cases below. Try Legatics today. If you use Word to manage your transactions, you can use Legatics. Using Legatics is that simple.