Harvey Release Notes

Release Notes

Library Refresh

The new Library experience brings prompts, workflows, and examples into one centralized place with powerful filters and clearer organization to help you get started faster.

Release Date

Mar 11, 2026

Categories

Assistant
Library

Release Type

All users

Regional Availability

US, EU, AU

What’s New

We’re introducing a new Library experience that centralizes prompts, workflows, and examples in one place. The updated Library makes it easier to find the right starting point, reuse proven approaches, and move into work without unnecessary friction.

Coming soon:
Playbooks will be added to the new Library experience in Q2.

Key Updates

• One place to start any task:
  Access prompts, workflows, and examples from a single, unified Library.
• Clear separation between finding and creating:
  Browse and filter existing resources without distraction, then create when you’re ready.
• Powerful, consistent filtering:
  Narrow results by content type, practice area, creator, geography, and more.
• Organized by ownership and visibility:
  Easily distinguish between starred, private, firm-wide, and Harvey-provided materials.
• Build tab:
  The
  Build
  tab is a central hub where Agent Builders and Playbook Builders can create and distribute resources across the workspace.
  • Note:
    The Build tab is only visible to
    Agent Builders, Playbook Builders, and Admins

Why It Matters

This new experience is designed to help you quickly discover relevant resources while keeping creation and exploration clearly separated, so you can stay organized and focused.

How to Use

You can continue to use workflows, prompts, and examples as usual. These updates are organizational and visual, simply making resources easier to find and create in Library.

FAQs

Q: What types of content will be available in the new Library?
The Library will include prompts, workflows, and examples, all accessible from one central location.

Q: How will this make it easier to find what I need?
Consistent filters and clear categories will help you quickly narrow results and identify the most relevant resources for your work.

Q: When will playbooks be added to the Library?
Playbooks will be available in Q2 to centralize all of your key resources in one location.

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Release Notes

Simplified Sharing in Agent Builder

Now you’ll be able to share custom Workflow agents with clearer access levels—Run, View, Edit, or Full access.

Release Date

Mar 11, 2026

Categories

Workflows

Release Type

All users

Regional Availability

US, EU, AU

What's New

Reminder: Workflows have been renamed to better reflect future agentic capabilities to come:

• Workflows > Workflow agents
• Workflow Builder > Agent Builder

We’ve made improvements to sharing options for custom Workflow agents so that assigning access levels is more clear and consistent.

Rather than assigning Build or Run access, Builders can now select from a single set of access levels aligned with sharing elsewhere in Harvey: Run, View, Edit, or Full access.

Important: Existing sharing permissions will remain as they are today. No access will be removed, and you won’t lose any functionality.

Key Updates

• Assign Workflow agent access using clear levels: Run, View, Edit, or Full access
  • Instead of Build access use Edit or Full access
  • Instead of Run access use Run or View access
• Designate which users should have access to the Workflow agent before publishing. They’ll still only be able to view and run the agent once it is approved and published, but this allows you to queue up sharing.

Why It Matters

The goal of these changes is to align sharing options across Harvey’s product areas, making sharing easier and more intuitive, while preserving the granular controls teams rely on.

How to Use

This update does not change the function of sharing Workflow agents, it should simply surface more clear options when sharing them. Refer to the chart below for an overview of the changes.

Before After • “Manage run access” was managed separately. • Select “Can run” to allow users to run the Workflow agent. • Select “Can view” to allow users to run the Workflow agent and view its structure. • “Manage build access” was managed separately. • Select “Can edit” to allow users to edit the Workflow agent. • Select “Full access” to allow users to edit the Workflow agent and share access with other users. • Builders could only share Workflow agents with other users after they were published. • Builders can choose who to share a Workflow agent with before publishing. However, those users will not have access until the agent is approved and published. • A pop-up warning will remind Builders that selected users cannot use or edit the Workflow agent until it is published.

FAQs

• Q: What’s changing from the current sharing model?
  Workflow agent sharing will move away from managing Build and Run permissions separately. Instead, you’ll use a single set of access levels that match sharing patterns used across Harvey.

• Q: Will existing Workflow agent permissions change when this launches?
  No. Existing sharing permissions will not be changed or updated as part of this release. Users will not lose any functionality or see Workflow agents they should not have access to.

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Release Notes

Vault Page Redesign

The Vault page has been redesigned to simplify Vault creation, highlight key details and activity, and make it easier to get started.

Release Date

Mar 10, 2026

Categories

Vault

Release Type

All users

Regional Availability

US, EU, AU

What's New

The Vault page has been redesigned to simplify Vault creation, highlight key details and activity, and make it easier to get started.

Key Changes

• Simplified creation:

  • Create a new vault by entering only a name — no additional setup required.

• Descriptions: add a description for team members to understand the contents of the vault when opening vault details

• Recent queries:

  • New location: recent queries are organized under the new Queries button within a vault
  • Filtering and sorting queries: quickly find queries using filters and sorting
  • Star queries: star important queries to easily return to them later

• Cleaner file uploads: Upload files immediately by selecting Upload or dragging and dropping files into the vault.

• Redesigned prompt box: bolder button fonts and a tighter text box

Why It Matters

We simplified the Vault experience and reduced clicks to help you move through your workflow faster.

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Welcome back to The Brief. This month's updates give you more control over how you work by making it easier to collaborate across teams and organizations, surfacing the right tools at the right time, and expanding what Harvey can analyze.

Secure Collaboration

Work more effectively with colleagues, clients, and counterparties — all within Harvey's secure environment.

Shared Spaces

Collaborate directly with internal teams and external partners in secure, branded workspaces that give both organizations access to shared agentic workflows, playbooks, vaults, drafts, and review tables, without compromising confidentiality or control.

Work Securely from Anywhere

Access Harvey’s reasoning capabilities on the go, so you can keep work moving forward.

Harvey Mobile

Keep work moving on the go with the Harvey Mobile app — prompt Assistant by voice, scan and upload documents, and pick up where you left off on any matter.

More Intuitive User Flows

Harvey now anticipates what you need next to reduce friction, so you can spend less time navigating and more time on substantive work.

Suggestions in Assistant Threads

Get to the right tool faster with Workflow agent suggestions, file upload prompts, and deep analysis options surfaced directly in your Assistant thread when they're relevant to your request.

Vault Email Notifications

Get better visibility into required actions by receiving automatic alerts for vault retention deadlines, sharing, and review table assignments.

Workflow Email Notifications

Quickly see the status for admin approvals for custom agentic workflows with email alerts.

Automatically Convert Folders into Groups in Review Tables

Organize large document sets for review in seconds — Harvey auto-converts your existing folder structure into file groups in a review table with a single click.

Improve Prompts Over a Review Table

Quickly refine your prompt when using Assistant over a review table for column creation, searches over review tables, and tasks done alongside review tables and knowledge sources.

More Powerful Analysis

Handle larger, more complex workloads with new model support and expanded capabilities for document review and custom agentic workflows.

Opus 4.6 and Sonnet 4.6 Now Available in Harvey

Get stronger reasoning and higher-quality outputs with Anthropic's latest models, now available in the Model Selector across Assistant, Vault, and Agent Builder.

Increased File Upload Size Limits

Handle larger files more easily with upload size limits now up to 500 MB for most major file types in Vault and Assistant.

Review Tables in Custom Workflow Agents

Leverage and create review tables in custom Workflow agents for end-to-end diligence or extensive document reviews, and manage prior review workflows with better governance.

Deep Analysis in Custom Workflow Agents

Scale consistent, in-depth reasoning over documents and data sources by embedding Deep Analysis directly into custom agentic workflows.

Create Review Tables from View-Only Vaults

Run structured analysis in vaults where you have view-only permissions, not just ones you own or edit.

Convert Vaults to Knowledge Bases

Turn existing vaults into knowledge bases without manually downloading and re-uploading files — saving significant time when working with large document sets.

Upload Password-Protected Files in Vault

Work with sensitive documents more seamlessly by uploading and unlocking password-protected files directly in Vault.

Broader Legal Research

Access more of the legal sources you rely on, right inside Harvey.

Direct Integration with FromCounsel

Ground your work in trusted UK legal content by querying FromCounsel's resources directly in Harvey.

110+ New Regional Data Sources

Conduct more precise legal research with over 110 new legal data sources added across multiple jurisdictions worldwide. Learn more and here.

That's all for March. We'll see you next month.

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Release Notes

Ask Over Review Improvements

Experience higher quality response outputs when asking Harvey questions about a review table.

Release Date

Mar 9, 2026

Categories

Vault

Release Type

All users

Regional Availability

US, EU, AU

Overview

You can now ask Harvey about the cell-level details of a review table, such as their verified, flagged, and assigned status.
Watch Video
This allows you to ask queries like:

• From verified cells, identify agreements that reference anti-bribery or anti-corruption representations.
• From flagged information, which target entities have pending litigation disclosed in their documents?
• How many change of control cells are verified?
• What percentage of flagged cells are in service agreements?

Why It Matters

This update improves overall response quality and unlocks new ways of working. For instance, you can create a review table, ask about the flagged status, and then create a draft incorporating the summary of flagged cells to share with teammates.

How to Use

Simply ask Harvey questions about the flagged, assigned, or verified cells in your review table. You can also ask questions about the specific color of flagged cells in a table. For example,
summarize all content with a blue flag.

Learn more:

• Refer to Using Review Tables for more reading on asking Harvey questions on review tables.
• Refer to Multi-Color Flagging for Review Tables for information on leveraging different colored flags.

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Create custom agents that handle more complex tasks in Harvey, without sacrificing quality or control.

by
Harvey Team
•
Mar 9, 2026

Harvey is agentic by design. Our platform is built to handle multi-step tasks, pull from different tools, and adapt findings along the way. Across Harvey, there are numerous agents that help fulfill different tasks across workstreams, such as detailed analysis, drafting, and term extraction.

Agents are critical to how lawyers use Harvey today:

• Our platform receives 400K+ agentic queries daily to complete legal tasks like contracting reviews and document editing.
• Teams use agents in Harvey to extract 20M+ terms in review tables, helping them streamline document reviews across litigation and transactional use cases.
• Users have created 445K+ reports with agentic Deep Analysis.
• Additionally, legal teams have already built over
  25,000 agentic custom workflows
  with Workflow Builder to structure and automate recurring tasks. With this model, teams could define their inputs, set their steps, and let Harvey produce consistent, reliable outputs. Teams like
  GSK Stockmann
  have built their own agentic workflows to speed up due diligence reviews.
  Ashurst
  has also built agentic workflows for specific practice groups; in their experience, their team saves hours on producing lease summaries.

As the model frontier continues to evolve, improvements in the underlying models open up new opportunities to scale their expertise. That's why we're evolving Workflow Builder into Agent Builder.

Build Agents That Reflect Your Organization's Processes

Agent Builder helps users easily create their own Workflow agents tailored to specific teams, practice areas, or internal processes and then share them with others. Teams can embed templates to provide additional context on how the Workflow agent should produce work, ensuring that each output is useful. Once built, those Workflow agents are reusable, which can help teams get through new tasks faster.

Lawyers can already see suggestions for specific Workflow agents when they’re working in Harvey’s Assistant today. In the future, users will also see relevant custom Workflow agents when they align with an ad-hoc prompt, making it easier for them to utilize tools their teams have already set up.

Looking ahead, teams will also be able to schedule Workflow agents to run in the background. This ensures that Workflow agents can finish tasks more autonomously, and that they can parallelize execution without the user needing to step in. Scheduling can be useful for tasks like monitoring contract expiration dates or running regular compliance checks, so that the Workflow agent can summarize initial findings without waiting for someone to manually identify what actions need to take place each time.

Handle Multi-Step Tasks More Efficiently

Workflow agents take fuller advantage of the latest model reasoning improvements. They can now accomplish more with less detailed instructions, infer what's needed, and navigate tasks more efficiently. Rather than rigidly moving through a fixed set of steps, a Workflow agent grasps the goal, asks for the right context, and finds the most direct path to a useful outcome while still ensuring humans are in the loop.

In practice, this might look like a transactional team using Workflow agents as they run through a due diligence review. Other teams can use a Workflow agent to search over a wide set of documents, build detailed review tables that surface core terms and material risks, and then immediately create a diligence risk summary or post-closing checklist. The Workflow agent can iterate based on feedback to ensure that results align with expectations.

For a litigation team, it could mean starting out with a detailed review of a set of documents, and then using that review to automatically generate a high-quality first draft memo. The Workflow agent connects those steps in a single, coherent process without needing to break up work into multiple steps.

For legal teams, this makes a lot of the manual work that goes into routine tasks more effortless. Instead of writing exhaustive instructions to cover every possible scenario, lawyers can shift their time towards setting the objective and letting the agent work toward it — while staying involved where it counts.

Stay in Control as Agents Complete Work

More autonomous work requires more deliberate oversight. Workflow agents are designed with human-in-the-loop checkpoints as a core feature, so that lawyers stay in control of the decisions that matter. As an agent moves through a task, it surfaces decisions and flags moments where pre-defined critical user inputs would improve the results.

For example, an in-house legal team that’s responsible for reviewing regulatory updates may use a Workflow agent to search through a set of existing company policies and flag language that no longer aligns with recent regulatory updates. The Workflow agent can then ask the user to confirm whether the right approach was made and whether the Workflow agent should proceed with editing the documents directly. This ensures work keeps moving and that lawyers can guide the work in real time, with the visibility to course-correct where needed to align with their judgment.

Focus on Driving Better Outcomes

Agent Builder helps give legal teams a foundation for scaling consistent, high-quality work — one that adapts to their processes, rather than the other way around. This can help legal teams stay focused on the tasks that lead to better results and client relationships.

Looking ahead, we’re continuously investing in improving agent functionality across the Harvey platform. This includes incorporating
long-horizon agents
in Harvey to help teams execute complex tasks like fund formation, as well as developing tailored agents in
Shared Spaces
to improve collaboration across teams.

If you're already using Workflow Builder, your existing workflows remain fully supported with no changes to existing functionality.

If you’re interested in learning more about how Agent Builder works in Harvey, reach out to your account team or contact us:

Request a Demo

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Release Notes

GPT-5.4 is now available in Harvey’s Model Selector across Assistant, Vault, and Workflow Builder.

Release Details

• Release Date: Mar 5, 2026
• Categories: Model Updates
• Release Type: All users
• Regional Availability: US, EU

What’s New

We’ve added GPT-5.4 to the model selector in Harvey to offer greater flexibility in how you approach complex work in Harvey.

An early evaluation of strengths include:

• Getting straight to the task at hand
• Intuitive structure
• Appropriate level of detail

Learn more: Review our evaluation of the model in our blog post for GPT-5.4.

[Open GPT-5.4 in Harvey in full screen]

Why It Matters

Adding GPT-5.4 expands the range of models available in Harvey, giving advanced users more flexibility.

For most workflows, Auto mode continues to select the right model for you, but model selection is available if you want more direct control.

This update ensures Harvey adapts to different types of legal work without changing how you normally use it.

How to Use

Open Model Selector in Assistant, Vault, or Workflow Builder to select GPT-5.4 from the list of models. Admins can manage access to the model selector through Settings > Models.

Important: GPT-5.4 is only available for selection through the Model Selector, with GPT models enabled. If you don’t see the Model Selector with GPT models, contact your workspace admin.

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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 Harvey

We'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.

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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.

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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.

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