A marketing platform built for Harvey's hypergrowth.
Connect Snowflake at the database level, give every marketer self-serve access without routing through ops, and run agentic ABM triggered by live legal signals. All without replacing Marketo on day one.
1 day to minutes
Campaign request SLA from Slack queue to live
DB-level
Snowflake connection replacing the Workato user-by-user stitch
MAP + CDP
One platform, no separate data layer or iPaaS
Per-tenant
Model isolation so Harvey's data never trains a shared model
The Workato stitch is not a data layer.
Right now Snowflake reaches Marketo through Workato on a user-by-user basis, only for email content. There is no DB-level connection, no account-level data, and no ABM signals flowing through. Conversion connects directly at the database level, so your entire Cortex context layer becomes the foundation for segmentation, scoring, and ABM.
The build-it-yourself path (Workato plus Claude plus Snowflake Cortex) requires ongoing manual oversight, personal API key management, and months of engineering time for capabilities Conversion ships on day one.
Workato: user-by-user email stitching
Snowflake data flows into Marketo through Workato, one user at a time, only for email content. No account-level data, no ABM signals, no DB connection.
Native DB-level Snowflake connection
Conversion connects directly to Snowflake through a service account your team controls. Your entire Cortex context layer becomes the data model, available for segmentation, scoring, and ABM.
Conversion All data, unified Workato stays in place for other workflows. Conversion replaces only its Snowflake to Marketo stitch.
End the Slack queue. Every marketer self-serves.
Today every campaign request routes through one ops person in Slack with a 1-day turnaround. That bottleneck gets worse as the team scales. Conversion gives campaign managers, lifecycle leads, and content marketers direct access to audiences, workflows, and personalization, within guardrails ops controls.
Campaign briefs in plain language
A marketer describes the campaign, audience, and goal. Conversion builds the segments, the email sequence, and the workflow. The Slack queue and the 1-day turnaround disappear.
Geo-localized landing pages per office
Dallas, Chicago, Paris, Madrid. Each new office gets a tailored landing page and form, generated from a template, without waiting on the mops team to build each one by hand.
Legal-event ABM, automated
A regulatory change in the Netherlands, a court ruling in IP law. Conversion monitors external signals and triggers a targeted sequence to the right practice-area lawyers in the right jurisdiction, with persona-tuned messaging, no manual list build required.
Self-tuning AI lead scoring
Lead scoring trained on Harvey's actual closed-won and closed-lost data, with time decay built in so stale webinar attendance stops inflating scores. No static point system, no manual maintenance cycle.
Prompt
|
Output values
MCP command center
Query
What's our MQL quality this week vs last month?
Query
Which leads haven't been contacted within SLA?
Response
17 leads are outside the 24-hour SLA window. Pipeline influence this week is up 12% over last month.
New leaders query the full marketing picture in Claude.
Conversion wires into MCP so your CMO and demand-gen lead can query the state of every campaign, MQL quality trends, and SDR follow-up SLA compliance directly in the AI interface your team already uses. No Marketo dashboards to navigate, no manual report builds.
This matters most in the first 90 days of a new leadership onboarding, when the ability to ask a question and get a grounded answer is the difference between informed decisions and guesswork.
Conversion vs Marketo
The real competition is building it yourself with Workato, Snowflake Cortex, and Claude. Marketo is not designed for agentic, DB-connected, signal-driven ABM. Here is the honest comparison on what Harvey's marketing needs to do.
| Capability | Conversion | Marketo |
|---|---|---|
| Build vs. buy | ||
| Native Snowflake DB-level connection | iPaaS required (Workato) | |
| MAP and CDP in one platform | Separate products | |
| Non-deterministic agentic comms across email, SMS, ads, forms | ||
| Off-the-shelf, no personal API key management | DIY required | |
| AI and agents | ||
| Agent-native, blank-canvas AI | AI add-on (separate SKU) | |
| Self-tuning AI lead scoring with time decay | Static point rules | |
| MCP command center for leadership reporting | ||
| Agentic ABM triggered by external legal signals | ||
| Closed-loop re-engagement from Gong transcripts | ||
| Marketer self-serve | ||
| Campaigns built from a plain-language brief | ||
| Geo-localized landing pages per office | Manual build | |
| Persona x jurisdiction x practice-area segmentation | Manual setup | |
| SDR follow-up SLA compliance surfaced automatically | ||
| Foundations | ||
| Drag-and-drop email and forms | ||
| RBAC, permanent unsubscribes, comms limits | ||
| Deliverability tooling and inbox placement | ||
| Custom unsubscribe pages | ||
| Pricing model | Marketable contacts | Database + send volume |
| Partnership | ||
| Forward-deployed engineer in your Slack | Standard support tiers | |
| Parallel pilot alongside Marketo | ||
Per-tenant model isolation. Your data stays yours.
This question comes up in every enterprise procurement cycle at a legal-AI company. Harvey's data never trains a shared model. Conversion uses per-tenant isolation by default, BYO Claude API key is supported, and a self-hosted model deployment is available if your security team requires it.
RBAC is enforced to the object and field level. Every agent action is a draft that requires human approval before it reaches a contact. A full audit log is available for review at any time.
Built-in controls
No training on your data
Per-tenant model isolation
RBAC to object and field
Full audit trail on every agent action
Human-in-the-loop by default
BYO Claude API key supported
Agent drafts
Builds campaign as artifact
Human reviews
Team checks before send
Approved and live
Nothing ships without a yes
Hypergrowth AI companies are already running on Conversion.
Companies with complex data stacks, enterprise security requirements, and a team growing faster than their ops capacity can handle. The bar for data governance and model isolation is the same as Harvey's.
Consolidating Plaid's GTM stack onto Conversion under high-stakes security and compliance requirements.
Migrated off Salesforce Marketing Cloud with our forward-deployed team. Enterprise bar, full migration, no disruption.
Frequently asked questions
Conversion connects to Snowflake at the database level through a service account your team controls. This replaces the user-by-user stitch Workato currently runs for email content. Once the DB-level connection is established, your full Snowflake context layer is available for segmentation, scoring, and ABM, not just as email merge fields. Workato stays in place for any other workflows it handles.
Yes, and this is the recommended path. The typical entry point is a focused pilot on ABM, lifecycle, or campaign operations. Run both platforms in parallel with concrete milestones. Nothing your team built in Marketo needs to break on day one. Our forward-deployed engineers handle the migration with you.
Your data never trains a shared model. Conversion uses per-tenant model isolation by default, and you can bring your own Claude API key or opt for a self-hosted model deployment entirely. RBAC is enforced to the object and field level, with a full audit trail on every agent action. These questions come up in every enterprise procurement cycle at companies like Harvey, and we have documented answers ready for your security team.
Conversion covers RBAC, permanent unsubscribes, communication limits, custom unsubscribe pages, and the high-level config control your operations team relies on. The goal is that nothing your team built breaks, and that the operations team retains full configuration control over who reports into which campaigns and how HockeyStack feeds work.
Pricing is based on marketable contacts, meaning contacts actively marketed to. Contacts stored for data unification or scoring but never sent a campaign do not count. AI usage is unlimited and included, so the number is predictable in advance.
Salesforce, Snowflake, Clay, Qualified, and Gong all have native connectors. Conversion ingests Gong transcripts as unstructured context so closed-lost reason and competitive signals can inform re-engagement and routing agents. A full connector list is available on request.
Start on Harvey's actual data, not a demo.
Run a focused pilot on ABM or lifecycle alongside Marketo. Give the team a platform that keeps pace with hypergrowth. Our forward-deployed engineers handle the heavy lifting.