Legal Tech Release Notes
Release notes for legal practice management, case management and legal AI tools
Products (9)
Latest Legal Tech Updates
- Jul 17, 2026
- Date parsed from source:Jul 17, 2026
- First seen by Releasebot:Jul 18, 2026
The Brief: July 2026
Harvey adds major July updates for faster legal drafting, review, and research, with new agentic workflows, inline review tools, audio transcription, mobile and Microsoft 365 support, stronger admin controls, and fresh model and source upgrades across the platform.
Accelerate Complex Drafting, Reviews, and Contracting
Handle more complex workflows without increasing manual work with new agentic features that handle more of the drafting, review, and reporting, so you can focus on the analysis and judgment.
Thread Experience Update for Agents
Hand off complex, multi-step work to Harvey and step away with confidence: request and validate the agent’s plan upfront, run multiple tasks at once, and get pulled back in when results are ready for your review.
Edit Any Review Table Cell In-Line
Save time when reviewing transactional documents or evidence files by correcting any review table cell directly in place, without opening a separate modal.
Attach a File as Column Context
Evaluate every row against a fixed reference, like a template or regulatory standard, by attaching a file to a review table column instead of restating it in each prompt.
Review Table Email Notifications
Step away from a long-running review table and quickly jump back into work with new email notifications that alert you when results are completed, shared with you, or exported.
Organization Context for In-House Teams
Cut down on manual correction by letting in-house admins set organization-wide context once, so Harvey's redlines and suggestions in the Word Add-In automatically reflect internal priorities and negotiation positions.
Support for Audio File Transcription
Review, correct, and query recorded conversations without a separate transcription tool by uploading audio directly into Assistant or Vault for a speaker-labeled, editable transcript.
Create and Edit PowerPoint and Excel Files in Custom Workflows
Turn recurring deliverables like pitch decks and diligence trackers into a consistent, repeatable process by creating custom workflows that can generate and edit PowerPoint and Excel files.
Playbook Creation Agent
Update playbook guidance by building and refining Playbooks conversationally with a new agent in Assistant, instead of manually rebuilding content.
Leverage Harvey’s Insights Wherever You Already Work
Access Harvey’s legal reasoning inside the tools you already use and on the go, so switching devices or apps isn’t a bottleneck.
Harvey for Microsoft 365 Copilot & Cowork
Ask legal questions, analyze documents, surface Vault content in Microsoft 365 Copilot, and run multi-step workflows in Cowork to deliver complex legal work at scale.
Dictate Prompts in Harvey Word Add-In or Outlook Add-In
Dictate prompts directly in Harvey Word Add-In or Outlook Add-In, matching the transcription quality of Assistant. Move through drafting and redlining sessions faster, without breaking focus to type.
Expanded Features on Android
Get more work accomplished right from your Android device, so you can keep work moving between meetings, with a model selector, Deep Analysis, a dedicated Library tab, and Magic Prompt now accessible on the app.
Take and Upload Photos on iOS
Analyze handwritten notes, exhibits, or diagrams without waiting for a desktop, so full context on a project or client meeting is saved for further analysis.
Vault Sharing on iOS
Loop in colleagues on a matter without switching to desktop by sharing Vaults directly from the iOS app.
Language Localization in the Web App
Work more seamlessly with Harvey now speaking your language — users can now configure their interface and preferred responses to French, with more languages coming soon.
Get Sharper Answers with New Models and Authoritative Sources
Produce higher-quality results by tapping into the latest reasoning models and an expanded bank of jurisdiction-specific legal data sources.
Claude Sonnet 5 and GPT-5.6 Sol Now Available in Harvey
Get precise results across both transactional and litigation work with Claude Sonnet 5 or GPT-5.6 Sol now available in the model selector across the platform.
245+ New Legal Research Sources
Research and produce higher-quality analysis with more comprehensive access to data sources across local jurisdictions.
Maintain Tighter Control Over Access, Quality, and Training
Give admins clearer oversight across their workspace, and help teams find tailored resources for them with new navigation changes and training materials.
Advanced Vault Controls
Share work broadly while keeping sensitive material protected by limiting what view-only users can do in Vaults, Knowledge Bases, and Review Tables, including blocking downloads, duplication, and visibility into review prompts.
Internal Space Admin Management
See activity and membership across every internal Space from one centralized admin tab, without needing to join each Space individually.
Workspace Admin Management for Playbooks
Maintain quality and consistency workspace-wide by viewing and managing every Playbook, including unpublished ones, from a single page.
Taxonomy Updates in Library
Find the most relevant content faster with broadened practice area categories in Library, making it easier to browse, filter, and discover team-specific resources.
Harvey Academy Certification: AI Analysis for Legal Workflows
Build confidence running large-scale AI document analysis with a new certification covering everything from designing reliable prompts to verifying results before they reach a client or filing.
That's all for July. Try one of these features today or reach out to your Harvey team to learn more. If you’re not a Harvey customer, get in touch for a demo.
Original source - Jul 16, 2026
- Date parsed from source:Jul 16, 2026
- First seen by Releasebot:Jul 17, 2026
June product update
Smokeball adds tighter matter controls and smarter workflow tools, including view-only access for accounts and expenses, a broader Archie AI model lineup, email drafting and bulk saving in Outlook, plus improved intake publishing and FamilyProperty ownership tracking.
Let your team view accounts and expenses without changing them
Tier: Boost, Grow, Prosper+
Region: US, AU and UK
Protect your trust account integrity without limiting visibility
Keep control over who can move trust funds (client funds in the UK) while opening account visibility to the staff who need it. We've added new levels to the accounts permission and expanded where they apply, now across the global Accounts page and the Transactions tab on matters and contacts. The read-only level lets staff verify balances, review transaction history, and print receipts, while users with full access retain the ability to deposit, transfer, and protect funds. The no-access level hides account data entirely from those who don't need it.
Control who can edit your firm’s expenses
Keep expenses (disbursements in AU, cost recovery in the UK) visible to everyone on the matter, while limiting who can change them. With the new expenses permission, you can assign read-only access, while users with full access retain their ability to create and edit expenses.
See how:
US | AU | UKMatch Archie AI's model to the task, now with a bigger line-up
Tier: Boost, Grow, Prosper+ with the Archie AI add-on
Region: US, AU and UK
Model selection is back in Archie, now with a more capable line-up to pick from: GPT-5.5, plus Claude Opus 4.6 and 4.7. Choose yours from Archie's settings — pick a fast model for a quick client email or an extended-reasoning model for complex work such as multi-document review. As newer models are released, they'll be added to Archie's line-up, so the latest AI is there whenever you need it.
See how:
US | AU | UKDraft with Archie AI right where you email from a matter
Tier: Grow, Prosper+ with the Archie AI add-on
Region: US, AU and UK
You can now draft emails with Archie without switching to the Archie tab. Describe what the email should say, and Archie generates a draft grounded in your matter's details, the recipients, and any attached documents. Adjust the tone or length until it reads right, then continue to Outlook with the draft and recipients already filled in.
See how:
US | AU | UKBulk save emails to a matter in the new Outlook add-in
Tier: Boost, Grow, Prosper+
Region: US, AU and UK
Spend less time filing emails in new Outlook by saving multiple emails to a matter in one step, instead of one at a time. Select the emails, choose the matter in the Smokeball add-in, and they're all assigned at once. This matches the bulk filing already in our classic Outlook add-in, so you keep the fast filing you rely on.
See how:
US | AU | UKIntake: Control when form updates reach your clients
Tier: Included on Prosper+, or as part of the Intake add-on for Boost and Grow.
Region: US, AU and UK
Make edits to your forms without affecting the ones clients have already started. Decide when changes reach clients by publishing them, choosing whether they apply to newly sent forms only, or also to those already in progress. In Version History, you can now see which versions were published, when, and by whom, so you always know exactly what's gone out to clients.
See how:
US | AU | UKFamilyProperty: Capture custom ownership percentages on jointly owned items
Tier: Grow, Prosper+ with the FamilyProperty add-on
Region: AU
You can now apply any percentage split to jointly owned assets, liabilities, and superannuation, add third-party owners, and set the tenancy type for real estate. These values automatically flow through to the Proposals table, Joint Balance Sheet, and the court forms and documents generated by FamilyProperty, so they match how the assets are actually held.
See how
Original source All of your release notes in one feed
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- Jul 15, 2026
- Date parsed from source:Jul 15, 2026
- First seen by Releasebot:Jul 18, 2026
Playbook Creation Agent Updates
Harvey releases enhanced Playbook creation and editing in Assistant, with guided source collection, multi-source playbook building, rule summaries with citations, one-click suggestions, conversational refinement, and richer editor controls for actions, guidance, and conditional rules.
Create, edit, and test Harvey Playbooks with agents in Assistant.
What’s New
The playbook creation agent and editor have been enhanced so Playbook managers and editors can build and refine playbooks more effectively in Assistant.
Key Playbook Creation Updates
- When users ask Harvey to create a playbook in Assistant, the Playbook Creation Agent guides them through a series of questions to identify and upload the right source documents.
- The agent can build a playbook from multiple sources, including an existing playbook, a standard form, and executed precedent contracts.
- See a summary of each rule, including an explanation and citations to the source documents used to create it.
- Use one-click prompt suggestions to identify coverage gaps, make rules more specific, and add fallback positions.
- Refine and update the playbook by chatting conversationally with the agent. Users can also select individual rules and ask the agent to improve them.
- Key algorithm improvements leading to improved extraction, reasoning, and quality
Key Playbook Editor Updates
- Add, reorder, delete, and search across rules
- Set AI guidance, a field for users to give Harvey instructions on how to review / redline the contract (can be set at the Playbook or rule level).
- Set an Action on any rule that requires a human step or escalation during review, such as getting GC approval or looping in a specialist. Each Action has an optional Scenario describing when it applies and an Instruction describing what the reviewer should do.
- Capture more nuance with expanded rule fields, including guidance, positions, and support for conditional rules
Why It Matters
The updated Creation Agent asks clarifying questions and lets you refine everything conversationally, making it faster and simpler to shape a complete playbook that captures the nuance of your rules and positions.
How to Use
For instructions, notes and tips on building playbooks, refer to Create a Playbook.
FAQs
Q: Can I still edit existing Playbooks manually?
Yes. The form editor remains available and unchanged, and you can switch between conversational editing in Assistant and manual editing at any time.
Q: Is there a new Playbook permission or admin setting?
No. This feature uses the existing Playbooks permission structure. Users with Playbook creator or Playbook manager permissions see the new capabilities, and users without them see no change.
Original source - Jul 15, 2026
- Date parsed from source:Jul 15, 2026
- First seen by Releasebot:Jul 17, 2026
Support for Audio File Transcription
Harvey adds audio transcription in Assistant and Vault, turning uploaded recordings into editable Word transcripts with speaker labels, timestamps, automatic language detection, and support for major audio formats up to 2 hours long.
What’s New
Upload an audio file directly in an Assistant conversation or to Vault, and Harvey transcribes it automatically. The transcript is returned as a Word (.docx) file you can read, query over, and edit. Key features include:
- Automatic speaker labels (”Speaker 1”, “Speaker 2”) and a timestamp at the start of each speaker's turn
- Automatic language detection, so you don't need to specify the language
- Support for M4A, MP3, WAV, WebM, FLAC, and OGG files, up to 2 hours per file
- Two ways to correct a transcript: the Word editor side panel or a request to Assistant (for example, renaming a speaker label)
Why It Matters
You no longer need a separate tool or workflow to turn your audio files from depositions, client interviews, hearings, and calls into usable text. This feature brings transcription directly into Harvey, allowing you to transform a raw recording into a searchable, editable transcript without leaving the web app.
How To Use
For instructions and tips on using audio transcription, refer to Transcribing Audio Files in Harvey.
Original source - Jul 15, 2026
- Date parsed from source:Jul 15, 2026
- First seen by Releasebot:Jul 16, 2026
Thread Experience Update
Harvey adds complex task planning and parallel workstreams in Assistant, with plan review, live progress tracking, clarifying check-ins, email notifications, and a context panel for finished outputs and sources.
Assistant now plans complex, multi-step requests before running them, checks in with you at key decision points, and lets you track multiple tasks in parallel.
Harvey now lets you hand off complex, multi-step legal work and move on to other priorities. In Assistant, you can now describe the full objective of your task and Harvey takes it from there — presenting a multi-step plan, finding relevant materials, checking in with you at key decision points, and delivering a finished work product.
Run multiple tasks in parallel
- Run multiple tasks in parallel. Start several workstreams at once and track each from the Active Threads Panel on the home screen.
- Review before work begins. For complex requests, ask Assistant for a structured plan (Plan Mode). You can approve, edit, or skip before it starts.
- Stay oriented while it works. A live Progress Tracker shows what the agent is doing now and what's coming up next.
- Get pulled in only when needed. If Harvey hits an ambiguous decision point, it will ask a clarifying question rather than guess.
- Get notified via email. You can select Notify Me to receive an email when the task is completed.
- Come back to finished work. Review outputs — including Word, PowerPoint, and Excel files — and the sources behind them in the Context Panel when the task is complete.
Why it Matters
Complex requests, like reviewing a full data room or building a research deck, used to require staying in the thread and directing Assistant step by step. Now you can hand off the full task, check the plan before Assistant commits to an approach, and step away while it runs. This cuts down on rework from misaligned assumptions and lets you run several workstreams in parallel instead of one at a time.
How to Use
You can find more information and step-by-step guidance in our Working on Complex Tasks in Assistant article.
Original source - Jul 15, 2026
- Date parsed from source:Jul 15, 2026
- First seen by Releasebot:Jul 16, 2026
Review Table Email notifications
Harvey adds email notifications for review tables, alerting users when a table finishes generating or is shared with them so they can keep working without staying on the page.
You can now receive email notifications when a review table finishes generating or when a review table is shared with you, so you no longer have to stay on the page to know when your work is done.
What's New
You can now receive an email notification when:
- A review table finishes generating
- A review table is shared with you
Note: Email notifications for review table exports are coming soon.
Why It Matters
Previously, review tables only sent an email notification for row assignment. Everything else required you to stay on the page and watch for it, which made it easy to lose track of a table you'd navigated away from.
With email notifications, you can start other work in parallel and get notified the moment your table is ready, and you'll know immediately when a colleague shares a table with you.
How to Use
Harvey will automatically send you review table email notifications based on your preferences.
You can manage your review table email preferences in Harvey within Settings → Notifications under the Review table section. You can find more information in our Manage Notification Settings article.
Note: Admins need to enable review table notifications for the workspace before users can adjust their own notification preferences. Additionally, your workspace’s sensitive data setting must be turned on to enable exports.
FAQs
Q: What level of access to a review table triggers a sharing notification?
You'll receive a sharing notification whenever you're granted view or edit access, whether that's through an individual share or a group share. This applies to both internal and external collaborators.
Original source - Jul 15, 2026
- Date parsed from source:Jul 15, 2026
- First seen by Releasebot:Jul 16, 2026
Edit Any Review Table Cell In-Line
Harvey improves review tables with in-line editing for every cell, including AI-generated outputs, so teams can correct results faster without extra clicks.
Review tables now support in-line editing for every cell, so teams can correct outputs directly without extra clicks.
What’s New
You can now make in-line edits to any cell in a review table, including cells with AI-generated outputs.
- Double-click any cell to edit it directly in place.
- Save changes instantly by pressing enter or clicking away.
- Correct AI outputs directly without opening an additional modal.
Why It Matters
Previously, only manually entered cells supported in-line editing. AI-generated cells required opening the cell details menu and clicking an edit icon, an extra step that slowed down review. With this change, every cell behaves the same way, so teams can quickly correct AI-extracted information when needed.
FAQs
Q: Can I add a line break while editing in-line?
No. Open the cell's details and use the edit option there to add multiple lines.
Q: What happens if I edit a cell that Ask over Review already cited?
The older citation shows a "previous version" banner, so you can tell the cited content has since changed.
Original source - Jul 15, 2026
- Date parsed from source:Jul 15, 2026
- First seen by Releasebot:Jul 16, 2026
Dictate Prompts in the Harvey Word & Outlook Add-Ins
Harvey adds prompt dictation to its Word and Outlook add-ins, letting users speak prompts hands-free instead of typing. The feature brings the same voice-powered Assistant experience from Harvey’s web app to document review and drafting, with transcribed text ready to review before running a query.
Prompt dictation is now available in the Harvey Word and Outlook add-ins, letting you prompt Assistant by voice instead of typing — the same hands-free experience already available in Harvey's web Assistant.
Note: This feature has been available in Harvey for Word and Harvey for Outlook since July 1, 2026.
What's New
Prompt dictation is now available in the Harvey Word add-in and Outlook add-in, allowing you to prompt by voice and skip typing during long drafting or redlining sessions.
This feature matches the dictation feature available in Harvey’s web Assistant, keeping your experience consistent wherever you work in Harvey.Why It Matters
Dictation lets you compose prompts hands-free, so you can move through review and revisions more naturally and keep your attention on the work rather than the keyboard.
How to Use
- Open the Harvey panel in Word or Outlook.
- Select the microphone icon in the Assistant prompt window and speak your query. You may be prompted to allow microphone access on your device before you can begin.
- Select the stop icon to stop dictation. Harvey will transcribe your voice into text.
- Review the transcribed text before running your query.
FAQs
Q: Do I need admin permission to use prompt dictation in the Word or Outlook add-ins?
A: Dictation is controlled by a single permission that applies to all Assistant composers in Harvey. If your workspace Admin has already enabled dictation for your role on the web app, dictation will automatically be available in the add-ins. If dictation isn't enabled yet for your role, reach out to your admin.Q: Is my voice data stored?
Original source
No. Audio is processed to generate a transcript and then deleted immediately. Only the resulting text is retained. - Jul 13, 2026
- Date parsed from source:Jul 13, 2026
- First seen by Releasebot:Jul 17, 2026
July 13, 2026 – July 17, 2026
Filevine adds saved LOIS data queries and a resizable billing timer widget for easier multitasking.
LOIS
- The LOIS Console can now save data queries and rerun them on demand. After querying LOIS for the desired data, users can simply ask to save the query. They can then ask LOIS to either run a saved query or show a list of all saved queries.
Time & Billing
- Users can now resize the billing timer widget, allowing them to view and manage multiple active timers in a condensed or expanded view.
- Jul 13, 2026
- Date parsed from source:Jul 13, 2026
- First seen by Releasebot:Jul 16, 2026
Add Files to Review Table Columns from Anywhere
Harvey adds reference file support for review table columns at creation time, letting users attach or edit a column’s file in Assistant, the Column Builder, and Workflow Builder. The update streamlines review table setup and keeps context attached from the start.
You can now attach or edit a column's reference file the moment you create it, whether Assistant is suggesting a review table, you're generating columns with the Column Builder, or you're building a review table step in a workflow.
What's New
Attaching a file as column context for a review table now works wherever you create or edit a column, beyond just the review table itself. You can attach a file:
- When Assistant suggests a review table in a thread: Add or edit a column's attached file before the table is created.
- In the Column Builder: Once you submit a prompt and generate columns, you can attach a file to any generated columns before they're added to the table.
- In the review table step of Workflow Builder: Add or edit a column's attached file while building out a reusable version of a review table.
Why It Matters
Previously, attaching a reference file meant explicitly adding a column first in your review table, then editing it separately to attach the file. Now you can set the reference file at the point you're already creating the column, no matter where that column is being created. This cuts out a step and keeps the file attached to the right column from the start.
Notes & Limitations
- Files must come from the same source as your review table.
- This feature is limited to vault-created review tables only and is restricted to one file per column.