Harvey Release Notes

What's New

Use Writing Styles and the Model Selector directly inside Harvey’s Word add-in.

Important: The Model Selector is currently unavailable for Australian users, as it includes GPT‑5.5, which is not yet available in Australia.

Note: To use these features, your Harvey admin must enable Model Selector and Writing Styles for your account. If you do not see these options, contact your Harvey administrator to request access.

Harvey for Word now supports two features previously only available in the web app: Writing Styles and the Model Selector. You can access both from the Harvey panel in Word, giving you the same control over tone and model selection that you have in the browser without leaving your document.

Feature

What It Does Writing Styles Model Selector

Why It Matters

If you use these features in Harvey's web app, you can now easily incorporate them while working in Word.

How to Use Each Feature

Writing Styles

• Open Harvey for Word in Word.
• Before generating output, locate the Writing Style selector.
• Choose your preferred style from the dropdown. The same styles available in the Harvey web app will be shown here.
• Generate your output as usual. Harvey will apply your selected style.

Model Selector

• Open the Harvey panel in Word.
• Locate the model dropdown in the panel.
• Select the model that best fits your task.
• Proceed with your Harvey workflow as normal.

FAQs

Can I access all of Harvey’s web app models in Harvey for Word?

No. Harvey for Word uses a curated set of models selected specifically for drafting and redlining tasks. Not every model available in Harvey’s web app performs these workflows well, so only those that meet the bar for Word-specific tasks are offered within Harvey for Word.

Original source

We’re building Contract Intelligence with in-house legal teams to surface insights, strengthen negotiations, and accelerate reviews.

Contracts underpin every revenue commitment, vendor dependency, employee arrangement, and liability a business takes on. Yet when we meet with in-house legal teams, we consistently hear the same challenges: requests arrive through fragmented channels, playbooks live in static documents that quickly become outdated, review is manual and time-consuming, and valuable information disappears into executed agreements. In-house teams need a more connected approach that helps them review efficiently, negotiate from informed positions, and glean insights from the agreements shaping the business.

Today we’re announcing Contract Intelligence: a system for in-house teams to manage every contract flowing through their business. Built in close collaboration with a cohort of design partners, Contract Intelligence adapts to each team’s playbooks, risk appetite, and negotiation patterns to accelerate reviews and continuously improves with every executed agreement.

Accelerate Intake and Contract Reviews

Contract Intelligence helps streamline intake, triage, and review so legal teams can focus on strategy rather than routine markups. Our design partners are shaping what gets automated, what is escalated, and how the system improves over time.

Negotiate From Your Strongest Positions

Much of a legal team’s most valuable negotiation knowledge already exists in prior work product. But updating playbooks with those insights is often a manual and inconsistent process. Contract Intelligence surfaces fallback positions, current clause language, and negotiation patterns from executed agreements. Every signed contract updates your playbooks automatically, so institutional knowledge compounds instead of getting lost.

Operate With Portfolio-Wide Visibility

Many teams can answer the question, “What’s in this contract?” Few can answer, “What’s happening across our contract portfolio?” With contract insights, teams can see trends across agreements, including evolving negotiated positions, potential outlier provisions, and upcoming obligations, to better understand risk and proactively support the business.

Designed With the Teams Who Live the Work

In-house teams handle hundreds of contracts a month across dozens of contract types, with playbooks and clauses that need to reflect how the business actually negotiates. Building for that level of specificity means building with the people doing the work.

“Contract Intelligence is a sea-change for how our commercial legal team operates. It's a real force multiplier that saves us hours on every single contract we review. Just as importantly, it's transforming my role as General Counsel by surfacing the commitments embedded in our executed agreements and keeping us ahead of them, turning our legal function from a reactive one into a truly proactive one. I can't wait for more teams to get their hands on it.”

John LaBarre
General Counsel at Harvey

Our design partners are shaping every part of Contract Intelligence: how playbooks get created, what gets routed for legal review, and how insights surface across the contract portfolio. We’ll continue to bring more customers into this process as the product evolves.

Join the waitlist for Contract Intelligence here.

Original source

Access and use SCC Online’s Indian legal content directly within Harvey to support research, drafting, and litigation preparation with jurisdiction-specific authority.

Use the SCC Online integration to conduct Indian legal research directly in Harvey. This integration connects you to authoritative case law, statutes, and regulatory materials, enabling you to produce accurate, locally grounded work without switching tools.

With SCC Online in Harvey, you can:

• Access trusted Indian legal content alongside your documents
• Ground legal analysis and drafting in authoritative sources
• Improve research efficiency with integrated, jurisdiction-specific data

You’ll be able to conduct more comprehensive research, strengthen your drafting, and prepare for litigation with greater confidence, all without leaving Harvey.

Important: Before you start, you will need an active SCC Online AI subscription and access to Knowledge Sources in Harvey (permission-dependent).

Why It Matters

SCC Online expands Harvey’s India research coverage beyond publicly available sources by incorporating a more comprehensive and authoritative set of Indian legal materials, particularly for case law.

This integration helps you:

• Produce more reliable, well-supported legal analysis
• Research Indian legal issues more efficiently
• Draft with greater confidence using authoritative sources
• Keep research and drafting workflows in a single workspace

How to Use

Refer to Using the SCC Online Integration for steps, tips, and FAQs.

Original source

The intelligence layer for your Harvey deployment, giving Innovation and Legal Ops teams the knowledge and control they need to drive AI transformation forward.

The Innovation and Legal Operations leads who own Harvey deployments are some of the most accountable people in their organizations. They drive the rollout. They answer for adoption. When leadership asks whether the program is working — and they're asking — it falls to them. That pressure compounds with the pace of AI itself: new capabilities ship, the competitive bar keeps moving, and the expectation to stay ahead never lets up.

Today, we’re announcing Command Center: the intelligence layer for your Harvey deployment giving you transparency into usage, agentic insights, and intelligent recommendations to steer your AI transformation. We built it with a global cohort of design partners at Foley Lardner, Rajah & Tann, Haynes Boone, Fisher Phillips, Dentsu, Vinge, Mallesons, and we're opening the waitlist today.

Your Usage, in Broader Context

The first thing to understand about your AI program is who's using it, and how. Command Center breaks usage down by practice group, product area, and more, so you can identify power users, spot gaps, and know exactly where your rollout needs attention.

But knowing your own numbers only gets you so far. The harder question is whether you are keeping pace with other organizations like yours. Until now, there's been no way to know. We're introducing peer benchmarking: a way to see how your usage compares to organizations like yours, built on anonymized data from Harvey's 1,500+ deployments globally.

Get the Answer Before Leadership Asks the Question

Usage tells you the quantity. It doesn't tell you quality. What are people using Harvey for — simple prompts or complex ones? Why does adoption ebb or flow in certain practice groups? What are your power users doing differently? How does partner usage compare to associate usage?

These are the questions that drive better decisions, deeper adoption, and more value — and they're the ones the Command Center agent is built to answer. Ask any question over your own data in plain language and get a response in minutes. Then take it further: generate a custom report from a single prompt, ready to share with leadership. From question to answer to presentation, without a manual export or a formatting detour.

Stay Ahead of Every Harvey Release

AI moves fast. New capabilities ship regularly, and pace of adoption can have a significant impact on the value your organization gets from your deployment. Intelligent Recommendations surface which capabilities peers are already running that you haven't enabled, and tells you what to prioritize next, so your deployment is delivering maximum value.

We've also added a dedicated new releases section so nothing ships without your awareness. When something goes live, you see it, evaluate it, and deploy before leadership has to ask.

Designed With the Leaders Moving Legal AI Forward

We've worked closely with design partners across law firms and in-house teams to build Command Center to solve the problems they face. Here's what they've said:

Join Early Access

The organizations that realize the most value from AI are the ones who are continuously improving their program: finding where adoption lags, understanding what their peers are doing, and moving fast on new capabilities. Command Center gives the people running those programs everything they need to do exactly that.

Command Center is available now to a limited group of customers through Early Access.

Sign up to join the waitlist.

Questions? Reach out to your Harvey account team or contact us below for a demo.

Original source

What's New

Improve (Magic Prompt) is now available on mobile, bringing the same guided prompting experience from web to the Harvey mobile app. You can create clearer, more effective prompts directly from your phone or tablet while maintaining a consistent workflow across devices.

Improve (Magic Prompt) is now available in the Harvey mobile app, allowing you to refine and structure prompts directly from your mobile device before sending them to Assistant.

With Improve on mobile, you can:

• Transform rough ideas into structured, high-quality prompts
• Improve prompt clarity with guided prompt refinement
• Use the same Improve (Magic Prompt) workflow across web and mobile
• Create stronger prompts while working away from your desktop
• Maintain a more consistent Assistant experience across devices

The mobile experience mirrors the existing web functionality, making it easier to move between devices without changing how you work.

Why It Matters

Strong prompts lead to stronger outputs. Improve (Magic Prompt) on mobile helps you create clearer, more detailed requests without needing extensive manual editing.

This is especially useful when you are:

• Drafting research requests on the go
• Refining ideas between meetings
• Preparing client-facing work away from your desktop
• Working across both desktop and mobile devices throughout the day

By bringing the same guided prompting experience to mobile, Harvey helps you maintain productivity and consistency regardless of where you are working.

How to Use

• Open the Harvey mobile app.
• Start a new Assistant conversation.
• Enter a rough idea, request, or draft prompt.
• Use Improve to refine and structure your request before sending it to Assistant.
• Review the generated prompt and submit it when ready.

The workflow is designed to match the existing web experience, making it easy to transition between devices.

FAQs

Q: What is Improve (Magic Prompt)?
Improve (Magic Prompt) helps you improve and structure prompts before sending them to Assistant. It transforms brief or unstructured requests into clearer, more detailed prompts designed to produce stronger outputs.

Q: Will the mobile experience work the same way as web?
Yes. Improve (Magic Prompt) on mobile provides the same core functionality and workflow available in the web experience, optimized for mobile devices.

Q: When should I use Improve (Magic Prompt) on mobile?
Improve (Magic Prompt) on mobile is especially useful when drafting requests on the go, refining ideas between meetings, or working away from your desktop while still creating high-quality prompts.

Q: Can I use Improve (Magic Prompt) across both desktop and mobile?
Yes. The experience is designed to remain consistent across devices so you can move between desktop and mobile workflows more easily.

Original source

Agentic Word now supports advanced formatting controls that preserve the structure and styling of complex documents. You can create and edit formatted content, maintain indentation, and insert or edit footnotes directly within your document.

What’s New

Agentic Word now supports advanced formatting controls that align with the structure and styling of your existing documents.

New capabilities include:

• Creating and editing bulleted or numbered lists that match surrounding formatting
• Automatically preserving indentation levels within structured documents
• Applying inline text styling, including bold, italics, underline, and strikethrough
• Inserting and editing footnotes directly within the document
• Prompting Harvey to insert & edit comments

These improvements help generated and edited content integrate more cleanly into complex legal and professional documents.

Why It Matters

Legal documents often rely on precise formatting, structured lists, and citations to maintain readability and consistency.

With advanced formatting support, Agentic Word can now preserve more of your document’s existing structure automatically. This reduces the need for manual cleanup after generating or editing content and helps maintain consistency across highly formatted documents.

How to Use

Open Harvey for Word in a Microsoft Word document, and prompt Harvey as you normally would.

You can ask Harvey to rewrite content while keeping numbered list formatting, draft sections using the document’s existing heading styles, edit the text of existing footnotes, or add and reply to comments directly in the document.

Where supported, Harvey will preserve surrounding structure and styling automatically—including list hierarchy, indentation, paragraph styles, inline formatting, and line spacing—so updated content fits more cleanly into the rest of the document.

FAQs

Q: Can Agentic Word edit existing footnotes?

Yes. You can both edit existing footnotes and insert new footnotes directly within the document.

Q: Do I still need to manually format generated content?

In many cases, no. Agentic Word now preserves much more of your document’s existing structure and formatting automatically, though you can still make manual adjustments if needed.

Original source

Analyze, Review, and Deliver Quality Results With Greater Flexibility

Get from question to polished deliverable faster with more powerful models, smarter document review, and new output formats.

Create and Edit PowerPoint and Excel Files

Go from analysis to deliverable without leaving Assistant. Harvey can now generate and edit polished PowerPoint presentations and Excel files directly from your research and insights.

Create and Edit PDF Files in Assistant

Create, edit, and work with PDF files entirely within Harvey, eliminating the need to switch between tools when drafting agreements and memos.

Opus 4.7 and GPT-5.5 Now Available in Harvey

Opus 4.7 and GPT-5.5 are now available in Harvey's model selector across Assistant, Vault, and Agent Builder, giving you access to the latest models for complex reasoning tasks.

Playbooks Revamp: Agentic Review

Review contracts faster and more thoroughly with concept-driven analysis, lighter redlining, template-based playbook creation, and improved NDA extraction.

Improved Redline Detection on PDFs

Automatically detect and extract redlines from uploaded PDFs, reducing manual effort and improving accuracy during contract reviews.

Enhanced Image Understanding

Quickly analyze charts, diagrams, tables, and other visuals embedded in documents or images in Assistant, without needing to add manual descriptions.

Conditional Columns in Review Tables

Build smarter review workflows by referencing responses from existing columns as context for new ones — enabling conditional follow-up logic, targeted entity summaries, and more precise transactional extraction.

Comments in Review Tables

Keep feedback structured and in context by adding, viewing, and managing comments directly on individual review table cells.

Extract File Context for Column Generation

Generate more targeted review table columns by using uploaded files as context. Harvey draws on your actual documents to produce relevant analysis across your entire review set.

Add Manual Input Columns to Review Tables

Enrich document review with custom context by manually creating columns that Harvey can analyze alongside automated review results.

Exportable Vault File Log

Export a complete, structured log of all files in a Vault, including metadata, to support compliance reviews, audits, and due diligence workflows.

Export to Vault as Destination

Export outputs directly to a Vault without manual file management, keeping your work organized and accessible in one place.

Edit and In-Document Citations in Harvey for Word

Verify every suggestion at a glance with direct citations to answers and edits across source material and the active document within Harvey for Word.

Harvey Law Schools: Preparing for Legal Work Course

Students in Harvey’s Law School Program can now access a new Harvey Academy course designed to help them practice how to use Harvey responsibly and effectively across transactional, litigation, in-house, and public interest work.

Create More Customized Resources With Ease

Build, manage, and monitor usage for your team’s custom agents and prompts that are better tailored to your practice with tools to make creation, discovery, and performance more intuitive.

Edit Word Files in Custom Agents

Create, populate, and update Word documents directly within Workflow agents to standardize and streamline document production.

Magic Builder in Workflow Builder

Build and refine block-based workflow agents through a back-and-forth conversation with Harvey, making it faster to iterate on custom Workflow agents.

Workspace Agents Export

Improve governance and oversight over custom Workflow agents with new export tools, filtering, and enhanced metadata.

Library: All Tab

Find the right resource faster with a new "All" tab in the Library that brings prompts, agents, playbooks, and examples into a single unified view.

Collaborate and Monitor Usage with Greater Control

Share work more securely, manage your team more efficiently, and keep clients and external partners appropriately connected.

Guest Accounts

Securely bring external partners — clients, outside counsel, or advisors — into your Harvey workspace through a Shared Space, without requiring them to become full Harvey customers.

New Share Modal

Unify sharing and understand access more easily across Harvey with a redesigned Sharing modal that includes clearer permissions and improved recipient search.

Space Analytics

Understand and monitor usage analytics to understand collaboration in a Space, with aggregated metrics across activity, resources, and engagement over time.

External Collaboration Management

Gain better visibility into Shared Spaces with a new governance and audit layer for Shared Spaces, so that you can better view and manage access across all Spaces.

SCIM (System for Cross-Domain Identity Management)

Reduce manual admin work and keep access controls up-to-date by automatically syncing users, roles, and groups from your identity provider into Harvey.

Admin Analytics Dashboard Improvements

Track adoption more easily with a redesigned analytics dashboard that surfaces richer engagement data, trend views, and executive-ready reporting.

Tap Into More Comprehensive Data Coverage

Research with confidence across more jurisdictions and sources, with expanded coverage and tighter integration between research and drafting.

Shaped Web Search

Ensure quality web results with configurable controls for selecting preferred sources, so you can get more relevant insights immediately.

70+ New Legal Research Sources

Access over 70 newly added data sources in Harvey, providing broader global coverage for your practice.

Wolters Kluwer APAC

Conduct Australian and New Zealand legal research using authoritative Wolters Kluwer content, without leaving the platform.

Lovdata Knowledge Source

Research across Norwegian legal and get results grounded in Lovdata insights.

Additional Knowledge Sources in Harvey for Word

Bring firm-specific and jurisdictional research directly into your document workflow, so you never have to leave your document to find what you need.

Work With More Flexibility on Mobile

Do more from your phone with additional features that improve the Harvey experience while you’re on the go.

Model Selector on Mobile

Choose the right AI model for each task directly in Mobile, giving you full flexibility wherever you work.

Library on Mobile

Discover your team's shared prompts on the go to keep work moving with the Library tab now accessible on Mobile.

Custom Writing Styles on Mobile

Apply your saved custom writing styles, so outputs stay consistent and tailored wherever you're working.

Deep Analysis on Mobile

Run complex, multi-step research queries and receive structured, report-style insights directly from your phone.

That’s all for May. 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

Introducing a free Harvey Academy course to help law students build practical AI fluency.

Harvey Academy has launched its first course built specifically for law students: Harvey Law Schools: Preparing for Legal Work. The course is free for students at Harvey's partner schools and covers AI-powered legal workflows — from contract drafting and M&A due diligence to case research and deposition preparation. Students who complete it earn a shareable certificate of completion.

Learn more about the course here on our blog.

Why It Matters

Across the legal industry, organizations are increasingly seeking graduates with hands-on AI fluency. This course helps students build that practical experience before entering internships, clerkships, and first-year associate roles, turning familiarity with AI workflows into a differentiator during recruiting. The curriculum also emphasizes responsible AI use and judgment in ways that align with the ethical standards of legal practice.

How to Use

If you’re a student at a Harvey partner school, you can access the course now here.

For law students or faculty interested in participating in the program, reach out to us at [email protected].

Important: This course is only available to students and faculty with a Harvey workspace login. If your school is in the Harvey Law Schools program but hasn’t fully rolled out workspace access, you won't be able to take the course until you've been added. If you're unsure about your access status, please check with your school's library team.

Original source

Admins can get visibility into who has access and to what across externally shared Spaces and resources, and an activity log of what’s happened inside them.

What's New

Workspace admins can now track access and activity across externally shared Spaces directly within Harvey. This update includes:

• A centralized view of who has access to Spaces and shared resources, including roles and permissions
• An Activity log with time-stamped records of actions within each Space, such as when a user accesses a resource or when members are added or updated

Why It Matters

Now Admins can quickly answer common audit questions, such as who has access to specific resources and what actions have been taken, without needing to manually compile information from multiple users or systems.

How to Use

Note: Access to this feature requires the Manage external connections permission or Connection Admin status to see your respective Connections.

In Harvey’s web app, open Settings > External Connections.

Select either:

• External collaborators to view users, organizations, roles, and access permissions across externally shared Spaces
• Spaces to review externally shared Spaces and associated activity

Open a Space to view its Activity log.

Review time-stamped events, including:

• Resource access activity
• Member additions or updates
• Permission changes
• Shared resource activity

Original source

The redesigned Share Modal creates a consistent sharing experience across Harvey with clearer permissions, improved recipient search, and greater visibility into who has access to shared resources.

Harvey now includes a redesigned Share Modal across vaults, threads, workflows, playbooks, and review tables.

The updated experience introduces:

• A single, standardized sharing experience across Harvey resources
• Improved recipient search for individuals, groups, and Spaces
• Prioritized Spaces results to support team and client-based collaboration
• Clearer, more descriptive access level labels
• A unified view of internal and external collaborators

The redesigned Share Modal makes it easier to share resources, understand permissions, and review who has access at any time.

Why It Matters

The redesigned Share Modal improves collaboration by making sharing workflows more intuitive and transparent.

With a consistent experience across Harvey resources, you can:

• Share content more efficiently
• Find the right recipients faster
• Better understand access permissions
• Review collaborator access in one place
• Maintain clearer visibility into internal and external sharing

FAQs

Q: Can I see who has access, including external users?
Yes. The Share Modal provides a complete view of all users with access, including both internal and external collaborators, so you can review and manage permissions in one place.

Q: Can I share resources with a Space?
Yes. You can search for and share resources directly with Spaces. Spaces appear first in search results to support team-based and client-based collaboration.

Q: Have access levels changed?
The underlying permissions remain the same, but access labels are now clearer and more descriptive to provide a better understanding of what each permission level allows.

Original source

Spaces Analytics gives admins and Space owners visibility into how teams and clients use a Space, with aggregated metrics across activity, resources, and engagement over time.

What's New

Space Analytics introduces a dedicated analytics panel within each Space that gives admins and Space owners visibility into how users engage with shared resources in Harvey.

You can use Space Analytics to:

• Monitor engagement trends within a Space
• Understand how shared resources are being used
• Review activity across organizations and users
• Filter analytics data to focus on specific time periods or resources
• Support data-driven conversations about adoption and usage

The analytics panel includes visibility into key engagement metrics, including:

• Queries
• Workflow runs
• Resource usage
• Activity trends over time

Space Analytics also includes multiple reporting views, including:

• Aggregate usage
• Usage by resource
• Usage by organization
• Activity over time

To help you focus on the most relevant data, you can filter analytics by:

• Date range
• Organization
• User
• Resource

All analytics data is aggregated. Individual queries, prompts, and content are never exposed.

Why It Matters

Space Analytics helps your organization better understand how spaces are being used without relying on external reporting or manual tracking.

With visibility into engagement and adoption trends, you can:

• Identify which resources and workflows are most valuable
• Monitor usage across teams and organizations
• Understand adoption over time
• Support conversations about resource effectiveness and collaboration
• Make informed decisions about how spaces are structured and shared

Because all reporting is aggregated, teams can analyze usage patterns while maintaining user privacy.

How to Use

• Open the Space you want to review.
• Navigate to the Analytics panel within the Space.
• Review available metrics, including:
  • Queries
  • Workflow runs
  • Resource usage
  • Activity trends over time
• Use filters to refine the data by:
  • Date
  • Organization
  • User
  • Resource
• Switch between available views to analyze usage from different perspectives.

Note: Spaces Analytics only displays aggregated data. You cannot view individual queries, prompts, or user-generated content.

FAQs

Q: Who can access Space Analytics?

Space Analytics is available to admins and Space owners.

Q: Does Space Analytics expose user queries or prompt content?

No. Space Analytics only displays aggregated usage data. Individual queries, prompts, and content are never surfaced.

Q: What types of activity can I review?

You can review metrics related to queries, workflow runs, resource usage, and activity trends within a Space.

Q: Can I filter Analytics data?

Yes. You can filter analytics data by date, organization, user, and resource.

Q: Can I compare usage across organizations or resources?

Yes. Space Analytics includes views that let you analyze usage by organization, by resource, and over time.

Original source

Why It Matters

Agent Builder Admins are now able to export workspace workflow agents with filtering and enhanced metadata, including last run date and embedded file count.

Workspace Agent Builder now includes new export and table customization capabilities designed to help admins manage workflow agents more efficiently at scale.

Admins can now export workflow agent metadata directly from the Workspace Agents table into a downloadable spreadsheet for auditing, maintenance, and internal tracking.

The export includes workflow metadata such as:

• Workflow status
• Ownership information
• Workflow metadata
• Last run date
• Embedded file count

You can also apply optional filters before exporting, including:

• Date range filters
• Workflow metadata filters

These updates make it easier to identify stale, orphaned, or inactive workflows across large workspaces and maintain workflow hygiene over time.

In addition to export functionality, admins can now customize the Workspace Agents table by:

• Reordering columns
• Hiding columns
• Setting preferred default table views using the new Columns dropdown

The export is limited to workflow status, ownership, and maintenance metadata. It does not include analytics trends or per-user activity data.

Why It Matters

As organizations scale their use of workflow agents, managing outdated or inactive workflows becomes increasingly important.

These updates help admins:

• Audit workflow agents more efficiently
• Identify workflows that are no longer actively maintained
• Improve workspace organization and governance
• Support internal tracking and operational reviews
• Customize table views to match team workflows and priorities

Additional metadata, such as last run date and embedded file count, gives admins more visibility into workflow activity and maintenance needs without exposing analytics or user-level activity data.

How to Use

Export Workflow Agents

• Navigate to the Workspace Agents table.
• Select Export.
• Apply any optional filters, including:
  • Date range
  • Workflow metadata filters
• Generate and download the spreadsheet export.

The export will include workflow metadata, along with the following additional fields:

• Last run date
• Embedded file count

Customize Table Columns

• Open the Workspace Agents table.
• Select the Columns dropdown.
• Reorder columns as needed.
• Hide or show columns to customize your default table view.

FAQs

Q: What information is included in the export?
The export includes workflow agent metadata from the Workspace Agents table, along with two additional fields: last run date and embedded file count.

Q: Can admins filter workflows before exporting?
Yes. Admins can apply optional filters, including time-based filters and workflow metadata filters, before generating the export.

Q: Does the export include workflow analytics or user activity data?
No. The export is limited to workflow status, ownership, and maintenance metadata. Analytics trends and per-user attribution remain available in the Analytics Dashboard.

Q: Who can export workflow agent data?
Workspace admins can export workflow agent metadata from the Workspace Agents table.

Q: Can I customize which columns appear in the workspace agents table?
Yes. You can reorder and hide columns using the Columns dropdown to create a customized default table view.

Original source

What’s New

Build with Harvey (Magic Builder) introduces a conversational workflow-building experience directly into Workflow Builder.

You can now describe the workflow you want in natural language, and Harvey generates the corresponding block-based workflow structure. After creating a workflow, you can continue refining and updating it through an ongoing conversation with Harvey instead of manually editing blocks one by one.

With Build with Harvey (Magic Builder), you can:

• Create workflow agents by describing the process you want to automate
• Refine workflows conversationally after the initial workflow is created
• Reduce manual block-by-block configuration and testing
• Make more targeted workflow updates compared to the existing Improve feature
• Continue using the existing block-based Workflow Builder experience alongside conversational editing

Why It Matters

Many users found block-based workflow creation difficult to learn and time-consuming to maintain.

Build with Harvey simplifies workflow creation and maintenance by allowing you to describe workflows and changes conversationally instead of manually updating workflow blocks.

This helps you:

• Build workflows faster
• Prototype workflow ideas more easily
• Reduce time spent maintaining workflows
• Iterate on workflows as requirements evolve
• Lower the learning curve for creating custom workflow agents

How to Use

• Click Build, and select Agent Builder.
• Click Create workflow agent, and choose between Agent Builder or Workflow Builder.
• Describe the workflow you want to create in natural language. For example, you can describe:
  • The types of documents to process
  • The sequence of workflow steps
  • Conditional logic or branching behavior
  • Desired outputs or deliverables
• Review the generated workflow structure in Workflow Builder.
• Continue refining the workflow by chatting with Harvey. You can request updates such as:
  • Adding workflow steps
  • Modifying workflow logic
  • Updating prompts or instructions
  • Adjusting outputs
  • Reorganizing workflow structure
• Test and finalize your workflow as needed.

You can continue using manual block editing at any time alongside conversational workflow creation and refinement.

FAQs

Q: How Is Build with Harvey (Magic Builder) different from Words to Workflows?

Words to Workflows helps generate an initial workflow from a prompt. Build with Harvey extends this experience by allowing you to iteratively edit and refine workflows through ongoing conversation with Harvey after the workflow has been created.

Q: Does Build with Harvey Replace workflow builder?

No. The existing Workflow Builder experience remains fully available. You can continue building workflows manually with blocks while also using conversational workflow creation and editing capabilities.

Q: What problem does this solve for users?

Many users found block-based workflow creation difficult to learn and time-consuming to maintain. Build with Harvey makes workflows easier to create, understand, and refine by allowing you to describe changes conversationally instead of manually editing workflow blocks.

Original source

Create, populate, and update Word documents directly within Workflow agents to standardize and streamline document workflows.

What’s New

Workflow agents can now create and edit Word documents directly using a new Document editing block in Agent Builder. This update introduces:

• Document creation and editing within workflows
  • Generate new Word documents
  • Modify existing documents as part of a workflow
  • Edit multiple source documents using a single Document editing block
• New Document editing block
  • Define how documents are structured and updated
  • Control document outputs within the workflow
  • Upload source documents directly from your computer or vault
  • Upload supporting context files to reference while editing source documents
• Template-driven document generation
  • Embed standardized templates
  • Ensure consistent formatting and structure
• Instruction and knowledge integration
  • Guide document content with embedded instructions
  • Use knowledge sources and uploaded context files to improve accuracy and completeness
• Reusable workflow agents
  • Share agents across teams
  • Standardize repeatable document processes

Why It Matters

Document workflows often require manual exporting, formatting, and rework. This update moves those steps into the workflow itself.

• Reduce manual work: Eliminate repetitive formatting and document setup
• Improve consistency: Ensure outputs follow the same structure and standards
• Increase speed: Generate complete, ready-to-use documents in one flow
• Scale team workflows: Reuse agents to apply the same process across matters and teams

This allows your organization to move from manual document preparation to structured, repeatable document workflows.

Important: Users must still export edited documents to review and accept or reject redlines in Word.

How to Use

• Open Agent Builder
• Create or edit a Workflow agent
• Add a Document editing block
• Configure the block:
  • Upload or reference one or more source documents
  • Upload supporting context files from your computer or vault (optional)
  • Upload or reference a template (optional but recommended)
  • Add instructions for document structure and content
  • Connect relevant knowledge sources (optional)
  • Define when the document is created or updated within the workflow
• Run the workflow to generate or modify the document

Tip: Duplicate existing workflow agents that use the older version of the Document editing block before updating to the new experience.

To update an existing workflow agent:

• Duplicate the workflow agent containing the older Document editing block
• Add a new Document editing block with the updated UI
• Move over the documents and instructions from the old block
• Delete the older Document editing block
• Test the updated workflow before publishing changes

Known Limitations

• This document drafting block only supports editing .docx files.
• Users will experience higher latency if they chain together multiple Document drafting blocks in a single workflow agent. For this reason, we recommend scoping down the number of documents to edit in a single workflow agent. We are making continuous updates to improve latency here.

FAQs

Q: What types of documents can Workflow agents create or edit?

Workflow agents will be able to generate and modify a wide range of Word documents, including standardized templates such as compliance forms, term sheets, and other structured legal or professional documents.

Q: How do teams control the structure and content of generated documents?

Teams will be able to configure agents using the Document editing block, embedding templates, instructions, and knowledge sources that guide how documents are created and updated.

Q: How does this relate to existing Assistant and Word Add-In capabilities?

This functionality will build on existing document generation and editing capabilities, allowing teams to incorporate them into custom Workflow agents and tailor how they are applied across different use cases.

Original source

Harvey can now create, edit, and operate on PDF files directly in Assistant.

What's New

Harvey can now create, edit, and operate on PDF files directly in Assistant. You can split large PDFs into smaller files, merge multiple PDFs into one, request redactions, make targeted edits, and generate new PDFs from scratch — all within your existing thread.

Why It Matters

Now Harvey can take action on uploaded PDF files, automating tasks that once required separate tools or manual effort. Here are some of the ways Harvey can help:

• Split PDF files: Upload a large PDF and ask Harvey to divide it into separate files — for example, splitting a brief and its exhibits into individual documents, or separating bundled invoices for review.
• Merge PDF files: Combine multiple PDFs into a single file in a specified order — for example, assembling a brief and exhibits into one document.
• Redact PDF files: Ask Harvey to identify and flag sensitive or confidential content for redaction. Redactions are returned as proposed changes for you to apply and finalize in your own PDF editor.
• Edit PDF files: Make targeted changes to an existing PDF — such as adding Bates labels, updating text, or applying light edits to a precedent agreement.
• Create new PDF files: Generate a new PDF from scratch based on your instructions and existing thread context.

How to Use

• To create a PDF: Specify in your prompt that you want Harvey to produce a PDF file.
• To edit a PDF: Upload the PDF(s) you want to modify and include clear instructions — for example: "Split each exhibit in this PDF into a separate file" or "Add a Bates label to the bottom right corner of each page, starting with BATES-1."

Refer to Create and Edit PowerPoint, Excel, and PDF Files in Assistant for detailed steps, tips, and FAQs.

Original source