Legal Tech Release Notes
Release notes for legal practice management, case management and legal AI tools
Products (8)
Latest Legal Tech Updates
- Mar 6, 2026
- Date parsed from source:Mar 6, 2026
- First seen by Releasebot:Mar 6, 2026
Clio Accelerates Ecosystem Growth with 40+ New Integrations
Clio expands its connected App Ecosystem with 40 new integrations, strengthening the Intelligent Legal Work Platform. The move deepens workflows across intake, compliance, AI, documents, medical records, and marketing through a growing partner network, delivering a more integrated legal tech experience.
The expansion reflects Clio’s commitment to building connected platform solutions through high-quality partner innovation
Clio has added 40 new integrations to its App Ecosystem over the past year, reflecting continued momentum in the platform and the strength of its growing partner network. As law firms adopt technology across every part of their practice, the ecosystem helps bring critical workflows into a more connected experience. These integrations extend the Clio platform, enabling customers to connect trusted tools that support how they practice and serve clients.
“Great platforms compound through strong ecosystems,” said Jonathan Watson, Chief Technology Officer at Clio. “For more than a decade we’ve invested in APIs and partnerships that bring real value into the workflows our shared customers rely on. Our focus is on facilitating high-quality integrations that support a growing practice. Together with our partners, we’re expanding what firms can do through a more connected legal technology experience.”
Technology Adoption Continues to Predict Long-Term Success
Clio’s latest
Legal Trends Report
reinforces that firm growth is closely tied to the depth of technology adoption across every part of a practice. Smaller firms often drive growth by improving individual productivity, while larger firms scale through systems and teams. In both cases, technology remains a key factor that enables firms to compete effectively and capture new opportunities.Technology adoption continues to deliver the greatest value when it is intentional and connected. These advantages are realized in bringing the right workflows together.
A Connected Ecosystem Built Around Real Firm Needs
Clio’s App Ecosystem is an extension of the Intelligent Legal Work Platform, combining the core solutions firms rely on with a broader network of specialized partner technologies. Clio continues to lead innovation across its platform while enabling customers to connect trusted solutions that support their unique practice needs.
The newest integrations span categories that are increasingly essential to legal work today, supporting firms across practice areas and regions. These include:
Client Intake and Communication: Tools like OurFamilyWizard, the world’s most widely used co-parenting platform, help firms support clients through more connected and structured engagement.
Trust, Compliance, and Identity: Partners such as Legl, a leading KYC, KYB, and AML provider in the UK, bring critical compliance workflows into the legal technology experience.
AI and Legal Intelligence: Integrations like Precedent and pareIT apply AI directly to legal workflows, supporting everything from demand drafting and policy verification to innovative medical record summarization.
Document and Transaction Services: Solutions such as NotaryPro, a leading Canadian Remote Online Notarization platform, and Lawyer Conveyance System, a trusted Ontario real estate conveyancing technology, help firms manage important legal transactions through connected tools.
Medical Records and Case Support: Platforms like ChartSquad strengthen litigation workflows by supporting more efficient medical record retrieval and case preparation.
Practice Growth and Marketing: Scorpion, Clio’s Preferred Marketing Services Partner, helps firms connect practice management with strategic client acquisition and growth support.
Platform Innovation, Expanded Through Partnership
By combining Clio’s own platform innovation with a growing network of trusted partners, firms can adopt technology in a way that is unified, flexible, and aligned with how they practice. This ecosystem model ensures customers have access to both the core capabilities they expect from Clio and the specialized solutions that help them meet evolving needs.
“Our partners bring important innovation into the ecosystem,” continued Watson. “We’re proud to have built a network of more than 300 app partners around the Clio platform. Our role is to make sure it connects cleanly, meets high standards, and delivers real value for the firms who rely on Clio every day.”
To explore Clio’s full App Directory and the latest integrations, visit
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clio.com/app-directory. - Mar 5, 2026
- Date parsed from source:Mar 5, 2026
- First seen by Releasebot:Mar 6, 2026
CaseForm and 8am MyCase: Faster, more accurate court forms
MyCase introduces CaseForm and 8am integration that auto-fills California court forms from MyCase data, lets firms review and save forms back to matters, reducing manual entry and errors while speeding filings as Texas and Florida forms are coming.
CaseForm and 8am MyCase: Faster, more accurate court forms
Court forms are part of the job. But for most legal teams, they’re also one of the most time-consuming and error-prone parts of the job. With repetitive data entry, strict formatting requirements, county-specific variations, and deadlines, there isn’t much room for error.
That’s why we’re excited to introduce the CaseForm and 8am™ MyCase integration, a quicker and easier way to complete court forms using the case data you already have in MyCase.
With CaseForm by Caseway, firms can automatically fill real court forms using approved matter details from MyCase, review the completed form, and save it directly back to the matter. No retyping, no copy-and-paste. Just court-ready forms prepared faster and with fewer errors.
*Note that CaseForm currently only supports California court forms—4,500 court forms across 58 California counties. Texas and Florida forms are coming next.
A better way to handle court forms
Court forms may look straightforward at first glance, but they require careful attention to detail. Even small oversights can slow things down, which is why having a reliable, consistent process in place makes all the difference.
Eliminate repetitive data entry
With the integration, approved client and matter details flow directly from MyCase into court forms. Instead of re-entering the same information multiple times, your team can generate completed forms using data that already exists in the matter.
Reduce errors and filing delays
By pulling information directly from your system of record, the integration minimizes manual entry and the risk of typos or missing fields. That means fewer rejected filings and less time spent making last-minute corrections.
Stay on track with deadlines
Court timelines don’t change—but your workflow can improve. Automating form preparation helps your team complete filings more efficiently, freeing up time for substantive legal work while approaching deadlines with greater confidence.
How it works
The integration is designed to fit into your existing MyCase workflow.
Connect CaseForm to MyCase: Users grant permission-based access, ensuring control over what information is shared.
Select the matter and form: CaseForm pulls only the selected matter data and relevant documents needed to generate the specific court form.
Review the court-ready form: CaseForm produces a filled form using MyCase data. You review and make any final adjustments.
Save back to MyCase: Once finalized, the form is saved directly into the corresponding MyCase matter—keeping your case file complete and organized.
There’s no need to rebuild templates or overhaul your internal systems. It works alongside the processes your team already knows.
Why this matters for your firm
For growing firms, hiring additional staff to manage administrative workload isn’t always practical. But the volume of court forms doesn’t slow down.
The CaseForm integration helps firms:
Save valuable time by reducing repetitive form preparation
Reduce clerical errors by relying on existing matter data
Maintain current workflows without retraining staff or adopting complex systems
Less administrative work, more confidence at filing time.
MyCase houses all matters, documents, and client information in one central place. CaseForm builds on that foundation by handling one of the most time-intensive administrative tasks: Preparing official court forms using the data already stored in your matters.
Because CaseForm is designed specifically for real court forms and legal workflows, there’s no complex setup, template rebuilding, or process overhaul required. The integration fits with your existing workflow, helping your team prepare forms faster, reduce errors, and approach filing deadlines with greater confidence—all while keeping everything organized in MyCase.
Get started today for faster, easier form filings.
New to MyCase?
Get a demo of MyCase.
Already a MyCase customer?
Learn more about the CaseForm integration.
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- Mar 5, 2026
- Date parsed from source:Mar 5, 2026
- First seen by Releasebot:Mar 6, 2026
GPT-5.4, Now Live in :Harvey:
Harvey announces GPT-5.4 rollout in Harvey, delivering OpenAI’s latest frontier model with improved accuracy, drafting format, and organizational clarity for legal work. Early benchmarks show higher BigLaw Bench scores and faster, more direct responses. Rolling out to US and EU clients now, AU availability forthcoming.
Announcing GPT-5.4 in Harvey
Today, we are making GPT-5.4 available in Harvey. GPT-5.4 is OpenAI's latest frontier model, building on the strengths of GPT-5.2 in structured reasoning and document-grounded analysis while delivering meaningful improvements in substantive accuracy, drafting format, and organizational clarity.
Early access evaluations point to gains in transactional accuracy, drafting precision, and the ability to handle multi-step legal tasks that require careful attention to contractual detail. On our BigLaw Bench evaluation suite, GPT-5.4 scored 91.0% — a step up from GPT-5.2’s score of 89.8%. The model received perfect scores for BLB’s risk assessment and compliance tasks; with deal management, drafting, and analysis of litigation filings as additional standout areas. We expect GPT-5.4 to excel in drafting-intensive work where getting the details right is essential.
During early access testing, our Applied Legal Research team highlighted several strengths. The model is impressively fast and comprehensive, with strong underlying substance and straightforward readability. Notably, GPT-5.4 gets straight to the task at hand — it avoids preamble writing and throat-clearing behavior that we’ve observed in prior models, instead diving directly into the legal question posed. On organizational tasks, evaluators highlighted GPT-5.4's intuitive structure and appropriate level of detail as clear strengths.
“GPT-5.4 continues a clear trajectory of improvement for legal reasoning within the GPT family. The model's gains in drafting format and organizational structure are the kind of practical progress that matters for day-to-day legal work. This launch reflects targeted improvements over GPT-5.2 for legal practitioners.
”Niko Grupen
Head of Applied Research at HarveyWe'll be rolling out GPT-5.4 in the model selector to eligible clients in the US and EU in the coming days. AU availability will be announced as in-region capacity becomes available.
Original source Report a problem - Mar 5, 2026
- Date parsed from source:Mar 5, 2026
- First seen by Releasebot:Mar 6, 2026
Direct Integration with FromCounsel
Harvey introduces the FromCounsel knowledge source enabling UK corporate and employment law content to be queried directly within Harvey. The integration blends authoritative UK guidance with internal data, with access gated to subscribed users and admin setup via Customer Success.
Access FromCounsel knowledge directly in Harvey for expert UK legal content.
Research and query against FromCounsel’s expert UK legal content directly in Harvey so you can ground work in highly localized, relevant data.
With this update, you can access FromCounsel's:
- Existing Corporate law content
- Existing Employment law content
- Future areas of law published by FromCounsel
Once enabled, FromCounsel will be available as a Knowledge Source under Sources, making it easy to combine authoritative UK legal guidance with organizational materials and other data already in Harvey.
###FAQs
Q: Who can use the FromCounsel integration?
The FromCounsel Knowledge Source will be available at no additional cost to customers with a valid FromCounsel subscription. Access will be permission-gated to ensure only authorized users can use the content. Admins can contact Customer Success for assistance with configuration. As a user, if you do not see FromCounsel as a source, reach out to your workspace admin.
Original source Report a problem - Mar 5, 2026
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Harvey Mobile
Harvey launches a mobile app to work securely from anywhere. Prompt Assistant by voice, scan and upload documents, and revisit matters on the go. Early Access on iOS and Android with enterprise-grade security for legal workflows and on‑the‑go review, scanning, and sharing.
Work securely from anywhere with the new Harvey Mobile app. Prompt Assistant by voice, scan and upload documents, and revisit your matters on the go.
What's New
Harvey’s mobile app brings the power of the platform to your phone and tablet so you can work seamlessly wherever you are. With mobile access, you can:
- Prompt Assistant by voice or text.
- Scan and upload documents directly to Vault or attach them to queries.
- Review and share research or client matters on the go.
All mobile activity is secured by enterprise-grade encryption and designed for professional, legal workflows.
The app is available for iOS and Android (Early Access only) with layouts optimized for both phones and tablets.
Mobile-Only Features
Feature | Description
- Scan files | Capture and digitize documents using your device’s camera. Scans can be saved directly to Vault or attached to an Assistant query. All scans are processed securely within the app and are not stored locally on your device.
- Voice input and audio transcription (coming soon) | Record voice prompts or client discussions (up to 30 minutes). Transcriptions appear in Assistant and can be used as research input. Original audio files are deleted after processing.
- Native sharing (coming soon) | Share Assistant outputs directly to other apps on your device (e.g., email, Teams, or document editors).
Learn more: refer to How to Download and Use Harvey Mobile App for a full feature comparison between Harvey's web app and mobile.
Why It Matters
With Harvey Mobile, you can prompt Assistant by voice, scan and upload documents, and revisit your matters on the go — all with enterprise-grade security built for legal workflows. Designed for busy lawyers and professionals, it keeps you connected to your work without being tied to your desk.
- Stay fully informed on the go by reviewing past work, searching documents, and verifying research directly within Harvey Mobile.
- Capture and analyze new information in real time by scanning documents from your phone or tablet.
How to Use
Steps to download, FAQs, and more are covered in our article, How to Download and Use Harvey Mobile App.
Notes and Limitations:
- Supports iOS 18.2+ and Android 9+.
- Android will continue to be in Early Access. Reach out to your Harvey account team if interested.
- Mar 4, 2026
- Date parsed from source:Mar 4, 2026
- First seen by Releasebot:Mar 6, 2026
Review Tables in Custom Workflows
Harvey highlights a new Workflow Builder capability that lets users create and run tailored review workflows. It adds two blocks—Review table and Table selection—enabling structured data extraction and easier drafting, plus automatic migration and governance controls. A true product upgrade.
Release Date
Mar 4, 2026Categories
WorkflowsRelease Type
All usersRegional Availability
US, EU, AUWhat's New
You can now create and manage review workflows directly in Workflow Builder using two new blocks:
- Review table — Generate a new review table inside a workflow
- Table selection — Use an existing review table as a source
This makes it easier to:
- Extract structured data from documents via review tables
- Move from review into drafting (for example, review → memo)
- Reuse verified review tables
Why It Matters
It's now easier to connect review workflows to drafting. Both Review table and Table selection blocks can feed into Prompt blocks. This enables more complex review to draft workflows such as:
- Diligence extraction → risk memo
- Discovery response review → motion to compel draft
- Policy audit → remediation plan
- Covenant tracking → board summary
When to Use
- Use the Review table block when you want the workflow to create a fresh table each time it runs.
◦ Example: Upload NDAs → extract key terms → generate a risk summary memo. - Use the Table selection block when you already have a verified or curated review table and want to build on it.
◦ Example: Select a verified diligence table → draft an issues list or executive summary. You can optionally require users to select fully verified tables only at runtime.
Common Use Cases
Review tables unlock new ways to connect document review and drafting. Here are a few example workflows you can build.
Transactional
- M&A diligence → issues list or risk memo
- Credit agreement review → board summary
- Reuse verified NDA or MSA tables → outreach drafts
Litigation
- Case survey extraction → research memo
- Discovery review → motion to complete
In-house
- Policy audit → remediation plan
- Contract renewal tracker → executive summary and outreach emails
How to Use
Option A: Generate a Net-New Review Table
Best for repeatable extraction workflows.
Build
- Open Workflow Builder.
- Add a File upload block.
- Add a Review table block.
- Connect the File upload block as context.
- Define your table columns (labels, prompts, types).
- Add a Response block. Attach the Review table block to output it.
Run
- Upload files.
- The review table generates automatically.
- Downstream Prompt blocks use the table to produce drafts or summaries.
Video Tutorial: Creating a Review Table in Workflow Builder
Option B: Use an Existing Review Table
Best for reusing verified or curated tables.
Build
- Open Workflow Builder.
- Add a Table selection block.
- (Optional) Toggle Require fully verified tables.
- Add a Prompt block that references the selected table.
- Add a Response block. Attach the Prompt block to output it.
Run
- Select an existing review table.
- The workflow uses that table as structured context.
- The Prompt block generates the output.
Video Tutorial: Selecting a Review Table in Workflow Builder
Migration of Existing Review Workflows
All existing review workflows that users previously created from Vault are now accessible in Workflow Builder as well.
- Names, descriptions, and column configurations stay the same
- Sharing settings are preserved
- No action is required
Notes and Limitations
- You can add only one Review table or Table selection block per workflow.
- Cell verification status does not yet carry over when you select a review table
- You can continue to attach up to two knowledge sources per Prompt block that uses a review table, as well as embedded files.
- Users with the create review workflow perm that do not have the Workflow Builder perm will no longer be able to publish review workflows to the entire workspace. This capability is reserved for Workflow Builder Admins, as per the Workflow Builder governance system.
Future updates will expand support for table metadata and multi-table workflows.
FAQs
Q: Do I need to migrate my existing review workflows?
No. Migration is automatic.Q: Does the run experience change?
No. The interface and side-by-side review experience stay the same.Q: We deliberately restricted who could create review workflows. Does this open it up to everyone?
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No. Only users with the existing review workflow permission, or Workflow Builder permission, can create workflows with review tables.
Users with the create review workflow permission can create private review workflows from vaults. Workflow Builder access is required to use Review table and Table selection blocks in Workflow Builder.
This gives you granular control while still allowing users who were creating private review workflows to do so. - Mar 4, 2026
- Date parsed from source:Mar 4, 2026
- First seen by Releasebot:Mar 6, 2026
Workflow Email Notifications
Harvey announces email notifications for custom workflows to keep admins, builders, and users informed about submissions, approvals, rejections, and sharing. Admins opt-in; notifications improve visibility and speed workflow adoption across US, EU, and AU.
Email notifications for custom workflows will keep admins, builders, and users informed about approvals and sharing, improving visibility and speeding up workflow adoption.
Release Date
Mar 4, 2026
Categories
Workflows
Release Type
Admin opt-in
Regional Availability
US, EU, AU
What’s New
We've introduced email notifications for custom workflow approvals and sharing. Workflow Builders and admins will receive timely updates as workflows are submitted, reviewed, approved, rejected, and shared.
Why It Matters
By sending timely updates directly to users’ inboxes, this makes it easier for admins to identify pending approvals and for builders to track the status of their workflows. This will help reduce delays, increase visibility, and improve overall workflow adoption.
How to Use
For Admins:
- You must first opt-in to email notifications for your workspace.
- Go to Settings > Notifications
- Toggle on the Workflow notifications
Once enabled, admins will receive an email notification when:
- Approval requests for workspace workflows are submitted
For Workflow Builders
- If enabled by your workspace admin, you'll receive an email notification when:
- Your workflow is approved and ready to share
- Your workflow is rejected
Notes and Limitations
- Emails do not contain any sensitive information, such as workflow names.
- Any user will receive notifications when a new custom workflow is shared with them, improving discoverability.
FAQs
Q: What information is included in email notifications?
Notification emails are sent through Harvey’s email infrastructure. They do not include workflow names, query details, or other customer content. The only user-specific information included is the recipient’s email address.Q: What types of workflow events will trigger notifications?
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Notifications will be sent when a workflow is submitted for approval, approved, or rejected. - Mar 4, 2026
- Date parsed from source:Mar 4, 2026
- First seen by Releasebot:Mar 5, 2026
External Sharing
New External Collaboration lets you share Vaults, Threads, Playbooks, and Workflows in real time with colleagues and approved partners. Real-time collaboration, permissions, flagging, verification, and audit trails aim to speed decisions and maintain cross‑org alignment with auditability.
What's New
Share vaults, threads, Playbooks, and Workflows externally to enable faster decision-making and side-by-side collaboration.
Note: External Collaboration is the feature that enables sharing externally. Admins can learn more about set up and permission controls in this admin guide.
External sharing lets you collaborate in real time with colleagues or approved external partners
- Share vaults — collaborate in real time on Vault research and reviews with permissions, flagging, and verification tools that bring structure and accountability to team work.
- Share threads — securely share Assistant threads with users outside of your organization, making cross-collaboration and process alignment seamless.
- Share Workflows — Workflow Builders can share executable workflows embedded with your expertise with other Harvey users outside of your organization
- Share Playbooks — share codified language, market standards, and tone in dynamic assets that speed up contract review and ensure better outcomes.
Why It Matters
External sharing makes it possible for multiple reviewers to collaborate in one place without exporting content or managing separate versions. With consistent permission controls and audit visibility, teams will be able to collaborate confidently across clients, partners, and co-counsel without duplicating or fragmenting work.
How to Use
Explore our help articles on Sharing and Collaboration to learn more and get started.
FAQs
- Q: How does flagging and verification work for Vault?
With built-in flagging and verification tools, teams can align on what’s complete, what needs review, and what’s been approved. The result is a more transparent, auditable, and efficient research and review process. Flagging lets team members mark items that need review or attention. Verification tools allow designated reviewers to confirm and lock verified findings, creating a clear and auditable record of vault progress.
- Mar 4, 2026
- Date parsed from source:Mar 4, 2026
- First seen by Releasebot:Mar 4, 2026
:Harvey: Accelerates Enterprise AI With Agent‑Powered Platform and Microsoft 365 Copilot
Harvey expands its integration with Microsoft 365 Copilot and Word, embedding agentic legal intelligence directly into lawyers’ workflows. From quick questions in Copilot to deep document analysis in Word, legal teams move faster with fewer context switches.
Specialized Legal Intelligence in Your Workflow
The majority of legal work is done inside Microsoft 365. While Copilot has transformed everyday productivity, the rise of AI agents has introduced fragmented, isolated systems that force lawyers to manually stitch together context across tools that weren’t designed for legal work. Complex legal work requires specialized intelligence, precedent-aware context, and deeper reasoning.
That’s why Harvey is expanding its collaboration with Microsoft, a leader in the AI space, by building an integration with Microsoft 365 Copilot. By embedding agentic legal intelligence into the tools legal teams already use, Harvey enables lawyers to move from quick questions to deep analysis and execution, without disrupting their workflow. This integration brings together the best of both worlds: Microsoft’s productivity, enhanced with Harvey’s legal-specific AI.
Open Harvey in Copilot in full screen
Start With Answers You Can Trust
Legal teams can access Harvey’s legal intelligence in Copilot. Simply @Harvey in Copilot or select the Harvey agent from the sidebar to ask general legal questions, research issues, analyze documents, or pull in content from the user’s vaults.
Go Deeper When the Work Demands it
When a question turns into a larger task, click "View in Harvey" to move the thread to Harvey for deeper analysis, advanced reasoning, and refining work product — whether you're preparing a memo, building an argument, or developing a negotiation strategy.
Stay in Flow Across Legal Work
From quick research to full document analysis and back to business communication, Harvey and Copilot work together to support legal teams at every stage, within a single workflow.
Continue Your Work in Word
The same workflow that starts in Copilot can continue seamlessly in Word. When quick questions evolve into deeper document work, Agentic on Word, a powerful agent in the Harvey for Word Add-In, brings more intelligent planning, reasoning, and faster execution to complex legal documents.
The iteration overhead is real: legal teams spend hours refining redlines before they're client-ready. Agentic Word solves this fundamental problem and enables teams to:
- Handle complex legal work: Analyze lengthy, high-stakes agreements with improved reliability and fewer errors.
- Produce higher-quality edits: Generate trusted redlines with deeper reasoning that better reflect legal intent and negotiation strategy.
- Work without mode switching: Complete multi-step legal tasks without managing modes. Harvey plans the right action based on the task at hand, eliminating the need to toggle between Ask, Edit, and Draft modes.
An End-to-End Legal Workflow in Practice
Together, Harvey in Microsoft 365 Copilot and Agentic Word support legal work from first question to final execution — all within a unified workspace that thinks, reasons, and works where you do.
Consider a common scenario. You're in-house counsel negotiating a $50M senior secured credit facility with
a bank
. You receive a 247-page credit agreement and need to align it with company standards, get it approved by your CFO, and respond within 48 hours.Traditionally, this kind of review would take 15–20 hours and involve jumping between systems, reassembling context, and managing risk under tight deadlines.
With Harvey in Copilot and Agentic Word combined, the workflow stays connected. Here’s what this looks like in practice:
- Use Harvey's intelligence within Copilot
- Upload the agreement in Copilot, and click on the Harvey agent in the sidebar to analyze current market terms for tech-sector credit facilities. For deeper analysis, click on “View in Harvey” to continue your work there.
- Access your work product while in Copilot
- As the negotiation progresses, Copilot helps you pull precedent deals and negotiation positions from Vault, analyze counterparty responses to identify leverage points, and identify key terms from prior successful negotiations.
- Once you’re done with your analysis, you can then move to Microsoft Word to draft, edit, and review documents.
- Analyze and execute in Word with agentic depth
- Harvey’s Agentic Word reviews the full agreement against precedents in one pass, flags critical issues, executes strategic redlines with deep reasoning, and generates side-by-side comparisons.
- The result:
a redlined agreement in minutes, plus clear stakeholder communication and complete transaction documentation, all within Microsoft 365.
Legal Intelligence That Works Where You Work
Legal work doesn’t need more tools. It needs intelligence that operates inside existing workflows, with the depth and judgment legal work requires.
Harvey’s integration with Microsoft 365 Copilot, paired with advanced agentic capabilities in Word, represents a fundamental shift: AI that adapts to how lawyers work, not the other way around. From quick questions in Copilot to sophisticated document analysis in Word, Harvey delivers legal expertise at every level of the workflow.
Ready to bring legal intelligence into Microsoft 365? Contact our team below to learn more.
Original source Report a problem - Mar 4, 2026
- Date parsed from source:Mar 4, 2026
- First seen by Releasebot:Mar 4, 2026
External Sharing: Threads
Harvey adds External Collaboration to securely share Assistant threads with people outside your organization, enabling seamless cross‑team collaboration and consistent permissions. Admin guides and help articles cover setup, controls, and getting started. A clear release of external sharing for trusted partners.
Securely share Assistant threads with users outside of your organization — making cross-collaboration and process alignment seamless in Harvey.
Note: External Collaboration is the feature that enables sharing externally. Admins can learn more about set up and permission controls in this admin guide.
What's New
External sharing allows you to securely share threads with people outside of your organization — enabling seamless cross-collaboration and process alignment directly in Harvey.
Why It Matters
With consistent permission controls and audit visibility, teams will be able to collaborate confidently across clients, partners, and co-counsel without duplicating or fragmenting work.
How to Use
Explore our help articles on Sharing and Collaboration to learn more and get started.
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