Harvey Release Notes

Welcome back to The Brief. This month's updates expand what Harvey can analyze, give you more ways to customize how it works for you, and make it easier to find the right tools and sources when you need them.

Do More Work in Harvey Without Switching Tools

Streamline legal processes and tailor Harvey to reflect how your team works with better automation, new integrations, and expanded editing capabilities.

Edit Word Files in Assistant

Edit contracts, memos, and transaction documents in Microsoft Word format directly in Assistant, preserving original formatting, structure, and document context throughout. Learn more here.

Batch Document Editing

Edit multiple documents at once with a single prompt, such as for batch-updating form agreements, template sets, or versioned documents across a deal. Learn more here.

Folder Uploads and One-Way Sync

Sync folders from your preferred document management system to Vault so your diligence materials, deal documents, and knowledge repositories stay current without manual re-uploads. Learn more here.

Knowledge Sources and Review Tables in Words to Workflows

Quickly build Workflow agents that reference the right context by simply describing the knowledge sources or review tables you want to embed. Learn more here and here.

Custom Writing Styles

Tailor Harvey's outputs to match your writing style, organizational tone, and local preferences, ensuring memos require less manual editing. Learn more here.

Box Integration

Access files and contracts stored in Box directly in Harvey across Assistant, Vault, and Workflow agents without interrupting your flow. Learn more here.

Improved Magic Prompt

Quickly improve your prompts with smarter, more targeted suggestions for improving query quality. Learn more here.

Leverage and Understand Harvey’s Deeper Reasoning Capabilities

Get more thorough answers, improved citations, and expanded document intelligence across the platform.

GPT-5.4 Now Available in Harvey

Access OpenAI's latest model across Assistant, Vault, and Agent Builder to power complex legal analysis. Learn more here.

Review Table Cell Improvements

Validate Harvey's reasoning with confidence with transparent reasoning, sentence-level citations, stronger formatting adherence (e.g. bold text, bulleted lists), and improved response quality in review tables. Learn more here.

Ask Over Review Improvements

Receive more accurate, granular results when asking Harvey questions about cell-level details, like flags, in a review table. Learn more here.

Improved Spreadsheet Rendering

Analyze CSV and Excel files more efficiently with native file viewing so you can easily work with financial data, contract details, and other structured spreadsheets. Learn more here.

Multi-Color Flagging for Review Tables

Capture risk nuances and escalate critical issues more effectively by applying multiple flag colors within a single review table. Learn more here.

Find What You Need and Get Started Faster in Harvey

Easily navigate Harvey’s interface and access the guidance you need to get immediate value out of the platform.

Library Refresh

Find the right starting point faster with a redesigned Library experience that consolidates key prompts and Workflow agents in one place. Learn more here.

Vault Page Redesign

Navigate across multiple projects or matters without losing track on a redesigned Vault page that allows you to add descriptions for your vaults, star and filter your queries, and more. Learn more here.

New in Harvey Academy

Onboard and get up to speed with organized, product-focused learning paths and videos designed to build deeper Harvey expertise. Learn more here.

Support for Harvey Guide on Mobile

Get instant, cited answers from Harvey's Help Center on mobile so you can quickly navigate and troubleshoot on the go. Learn more here.

Manage Access, Retention, and Visibility with Greater Precision

Easily manage user permissions and how usage is tracked across your workspace with more flexible controls.

Usage and Query History APIs v2

Get deeper, more granular visibility into activity across Harvey with expanded Usage and Workspace History Export APIs so you can run audits and understand adoption across practice groups. Learn more here.

Simplified Sharing in Agent Builder

Share custom Workflow agents across practice groups with clearer, more granular access controls. Learn more here.

View As Collaborator

Verify access and permissions before sharing by previewing Shared Spaces from a collaborator's perspective. Learn more here.

Client Matter-Level Vault Retention

Configure how long Vaults are retained for each individual matter, giving admins more flexible control to meet specific client or regulatory requirements. Learn more here.

Expanded Knowledge Sources

Access a broader set of legal data sources, with simplified configurations for your team.

120+ New Legal Research Sources

Tap into an expanded set of global data sources when answering questions and drafting work product. Learn details on the specific sources covered here, here, here, and here.

Changes to Knowledge Sources Configuration

Public knowledge sources are enabled by default, so users can get higher quality answers and admins can reduce manual workspace setup. Learn more here.

Australia and India Knowledge Source Consolidation

Quickly research comprehensive sets of Australian and Indian legal data sources with consolidated knowledge sources. Learn more here.

That’s all for April. 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 Report a problem

Playbook managers can now create, upload, and edit playbooks directly through Harvey Assistant.

What’s New

Playbook managers can now create, upload, and edit playbooks directly through Harvey Assistant. This update introduces a more flexible, conversational approach to building and maintaining playbooks, reducing the need for manual, form-based workflows. You can now:

• Create and edit playbooks conversationally, with guidance in Assistant
• View a live side-by-side panel during creation to track rules and structure in real time
• Use playbooks as a knowledge source in Assistant for context-aware guidance
• Switch seamlessly between Assistant and the standard editor for manual adjustments and governance

Why It Matters

This release enables your teams to generate high-quality, precise first drafts more quickly and iterate on positions with less effort.

How to Use

Creating and Editing Playbooks with Assistant

Begin in Assistant by describing in natural language the new playbook or updates you’d like to make, or, engage Assistant while editing Playbooks in Settings.

For full how-to steps, refer to Create a Playbook.

Using a Playbook as a Source

When selecting a source in Assistant, you can now add a Playbook.

This can be useful for checking positions (e.g., “What’s our fallback on liability caps?”), or receiving AI guidance on how to understand positions and adjust rules, based on the Playbook.

FAQ

Q: How is this different from the existing Playbook editor?
Q: Can I still edit playbooks manually?
Q: What inputs can I use to create a playbook?

Original source Report a problem

Batch document editing lets you make edits across multiple documents at once. Instead of updating each file individually, you can ask Assistant to apply edits to a suite of documents with a single prompt.

Whether you're running batch updates or working across multiple documents, all your related files stay in one shared context — making it easier to navigate versions, stay organized, and keep your workflow moving without losing track of where you left off.

Learn how to get started, use cases, and more in our new article, Editing Multiple Word Documents in Assistant.

Note: Batch Document Editing Word is available for Word (.docx) files only and requires Claude-enabled features to be turned on for your workspace.

FAQs

Q: What types of edits can I run?

You can apply edits such as rewriting, summarizing, clause updates, formatting changes, and issue identification.

Q: How many documents can be edited at once?

You can edit up to 50 documents at once (based on Vault capacity and thread attachment limits), though smaller batches will give you faster, more reliable results.

Original source Report a problem

Admins can configure how long Vaults are retained for each client matter.

What’s New

Per-client matter (C/M) vault retention lets admins set how long vaults are retained for each client matter — overriding the workspace default to match the governance needs of every engagement.

• For example, if your workspace Vault retention is 7 days from the last update, but the associated Client Matter is set to 30 days, the vault is retained for 30 days after no activity.

Why It Matters

Retention needs vary by matter. A litigation hold may demand indefinite preservation to pause deletion, or a time-sensitive matter may have comparably short retention. Admins can now configure these policies in Settings, ensuring each matter is handled appropriately.

How to Use

For step-by-step guidance and expanded FAQs, refer to Manage Vault Data Retention Settings.

FAQs

Q: What are the prerequisites for using this feature?

• Your workspace must be using Client Matter Numbers in Harvey
• In Client Matter settings, “Associate vault projects with a Client Matter” must be set to Optional or Required (learn more here)

Q: Who can set custom retention policies for client matters?

Admins only.

Original source Report a problem

Harvey Guide is now available on mobile, providing instant, cited answers from the Help Center directly within your workflow.

What’s New

Harvey Guide is now accessible on mobile, bringing in-product Help Center support directly into the mobile experience.

Key updates:

• Mobile access to Harvey Guide: Use Harvey Guide directly within the mobile app
• Instant, cited answers: Responses are generated from the official Support Hub and include citations
• Natural language questions: Ask questions conversationally (e.g., “How do I create a workflow?”)
• Workflow guidance on the go: Get step-by-step help without leaving your current task

Why It Matters

This update makes it easier to get reliable product guidance without interrupting your work—especially when working on mobile.

• Stay in context: No need to leave the app to search for help
• Trusted answers: Responses are sourced from official documentation
• Faster onboarding: New users can learn features directly within their workflow
• Consistency across devices: The same guidance experience is now available on desktop and mobile

How to Use

• Open the Harvey mobile app
• Navigate to Harvey Guide
• Enter your question in natural language
  • Example: “How do I set up a workflow?”
• Review the response and cited sources

Tip: Ask both specific questions (feature-level) and task-based questions (workflow-level), and use follow-up questions to refine answers.

FAQ

Q: What is Harvey Guide?

Harvey Guide is a built-in knowledge source that provides answers about how to use Harvey. Responses are generated from the official Support Hub and include citations for transparency.

Q: What kinds of questions can I ask?

You can ask quick questions (e.g., “How do I create a workflow?”), comparisons (e.g., differences between features), and task-based questions (e.g., step-by-step guidance for a use case).

Q: How is this different from other sources in Harvey?

Harvey Guide is specifically designed to help you use Harvey. Unlike other sources, it pulls only from official Help Center content to ensure accurate, product-specific guidance.

Q: Is this available to all users?

Yes. Harvey Guide on mobile is available to all users.

Q: Where is this available?

Available in United States, European Union, and Australia

Original source Report a problem

We've increased the number of data sources available to provide the latest relevant jurisdictional information.

We’ve expanded our global legal knowledge network with over 45 new sources across several jurisdictions.

Note: If you already have access to a listed Knowledge Source (for example, Algeria), any additional data sources included in this release will be available to you automatically.

Why It Matters

Answers will be grounded in authoritative, jurisdiction-specific materials and returned with precise citations.

How to Use

Follow our steps for applying sources in Regional Knowledge Sources Overview.

List of New Data Sources

This list reflects source names as they appear in Harvey.

Tip: Quickly search for a source by pressing Ctrl + F (or Command + F on Mac) to pull up a search bar on the page.

Algeria

• Banque d’Algérie

Argentina

• InfoLEG
• Boletín Oficial de la Provincia de Buenos Aires

Australia

• Caselaw NSW

Bahrain

• https://www.cbb.gov.bh - مصرف البحرين المركزي (CBB)
• https://www.pdp.gov.bh - هيئة حماية البيانات الشخصية

Bangladesh

• Bangladesh Bank
• Bangladesh Securities and Exchange Commission (BSEC)

Brazil

• Tribunal de Justiça do Estado da Bahia (TJBA) - Jurisprudência

Chile

• Fiscalía Nacional Económica (FNE)

Denmark

• Finanstilsynet

Estonia

• Õiguskantsler
• Andmekaitse Inspektsioon
• Patendiamet

European Union

• European Systemic Risk Board (ESRB)

Iceland

• Landsréttur

India

• Securities and Exchange Board of India (SEBI)

Italy

• Agenzia delle Entrate
• Camera dei Deputati - Progetti di Legge

Latvia

• Latvijas Vēstnesis
• Latvijas Republikas tiesību akti
• VID

Lithuania

• Vieša sprendimų paieška (LITEKO)
• Nacionalinis kibernetinio saugumo centras (NKSC) - Rekomendacijos
• Valstybės įmonė Registrų centras

Macau

• 個人資料保護局(個資局)
• 澳門金融管理局（AMCM）

Mexico

• Comisión Federal de Competencia Económica (COFECE)
• Cámara de Diputados - LeyesBiblio
• Semanario Judicial de la Federación - Búsqueda de tesis

Netherlands

• Rechtspraak

Norway

• Finansklagenemnda (FinKN)

Poland

• Sąd Najwyższy - Orzeczenia
• Dziennik Urzędowy Ministra Zdrowia
• Ministerstwo Zdrowia - Komunikaty

Portugal

• XXV Governo Constitucional

Spain

• Boletín Oficial de la Comunidad de Madrid (BOCM)
• Boletín Oficial de Bizkaia (BOB)
• Tribunal Català de Contractes del Sector Públic - Cercador de Resolucions

Sweden

• Energimarknadsinspektionen
• Valmyndigheten
• Jordbruksverket

Switzerland

• Fedlex

Turkey

• Rekabet Kurulu Kararları

United Kingdom (UK)

• Register of Charities (Charity Commission for England and Wales)

United States (US)

• Dynamic Regulatory System (DRS)
• The Delaware Code Online
• Investment Adviser Public Disclosure (IAPD)
• U.S. Department of Commerce
• Ius Laboris

Original source Report a problem

Preview Spaces from a collaborator’s perspective to verify access, visibility, and permissions before and after sharing.

What's New

View As Collaborator introduces a preview mode within Spaces that lets you simulate how collaborators experience your Space.

You can now:

• Preview as different collaborator types
  • External Harvey user
  • Guest account
• See per-resource access summaries
  • Vaults
  • Workflows
  • Playbooks
  • Threads
• Verify access levels and visibility
  • View, run, edit permissions
  • Visibility of prompts and query history
• Adjust permissions directly in preview mode
  • Update access without leaving the preview
  • Validate changes in real time
• Audit access before or after sharing
  • Confirm configurations before inviting collaborators
  • Review access after collaborators are added

Why It Matters

Managing access through settings alone can be difficult to interpret. View As Collaborator removes that ambiguity.

• Reduce access errors — Confirm exactly what collaborators can and cannot see
• Protect sensitive information — Validate visibility of prompts and history before sharing
• Move faster — Adjust and verify permissions in one place
• Improve collaboration setup — Ensure external users have the right level of access from the start

This feature shifts permission management from configuration → guesswork to configuration → verification.

How to Use

• Open a Space
• Navigate to sharing or permissions settings
• Select View As Collaborator
• Choose a persona:
  • External Collaborator
  • Guest Account
• Review:
  • Visible resources
  • Access levels (view, run, edit)
• (Optional) Adjust permissions directly within preview mode
• Exit preview when finished

FAQ

Can I view the Space as a specific person?

Will collaborators know I’m using View As?

Can I change permissions while in View As mode?

How is this different from confidentiality controls?

Original source Report a problem

Review tables now provide transparent reasoning, sentence-level citations, and improved response quality to help you validate outputs more efficiently.

Overview

For more comprehensive and transparent outputs, review tables now display model reasoning and per-sentence citations, along with improved latency and extraction quality.

What’s New

Review tables now include deeper, more transparent cell-level insights:

• Model reasoning in cell details: See how the system arrives at each answer directly within the review panel
• Sentence-level citations: Each sentence links to its supporting source, making verification faster and more precise
• Cell-level responses (replacing summary sections): Detailed outputs now appear directly within each cell, removing the need for separate “Summary” and “Additional Context” sections
• Improved extraction quality: More accurate and structured outputs across review tables
• Reduced latency: Faster response times when generating and reviewing table outputs

Why It Matters

These updates improve how you validate and trust outputs:

• Verify faster: Sentence-level citations reduce time spent tracing sources
• Understand outputs: Built-in reasoning shows how conclusions are formed
• Reduce back-and-forth: Cell-level detail removes the need to expand separate sections
• Work more efficiently: Faster responses and improved extraction reduce manual review effort

How to Use

For Users

• Open a review table
• Select a cell
• Open the cell review details panel
• Review:
  • Model reasoning
  • Sentence-level citations
  • Expanded cell-level output

No workflow changes are required — the enhancements are available by default.

For Admins

No action is required. The feature is enabled automatically for all workspaces.

Original source Report a problem

Harvey now supports native CSV and Excel file viewing to deliver a faster, more reliable performance with cell-level citations.

Overview

Harvey now includes a native viewer for CSV and Excel files in Assistant. This improves spreadsheet reliability, preserves formatting, and enables cell-level citations in responses.

The native CSV and Excel viewer provides several improvements:

• Faster processing — spreadsheet processing time is reduced by up to 60%
• More reliable uploads — near-100% success rates across file sizes
• Cell-level citations — references point directly to the specific spreadsheet cells used in responses
• Higher-fidelity previews — formatting, layout, and multi-sheet structure remain intact

Supported File Types

The following file types are supported:

• .csv
• .xlsx

How to Use Spreadsheet Files in Assistant

• Open Assistant.
• Upload a CSV or Excel file (.csv, .xlsx) using the file upload button.
• Enter your prompt asking Harvey to analyze or summarize the spreadsheet.
• Review the response, which may include cell-level citations referencing specific rows or columns.

Sample Use Cases

Identify Inconsistencies

Upload a spreadsheet alongside supporting documents and ask, “Identify any inconsistencies between this spreadsheet and the uploaded contract.”

Summarize Spreadsheet Data

Upload a spreadsheet and ask, “Summarize the key trends in this spreadsheet.”

Tip: before submitting your prompt, select Improve to enhance it and receive a higher quality output.

Notes and Limitations

During Early Access the following limitations apply:

• Native spreadsheet viewing is available only in Assistant
• Support for spreadsheets in other areas of the platform will be added by General Access release

Original source Report a problem

Easily build Workflow agents that reference the right context by describing the Knowledge Sources you want to embed.

What’s New

You can now add Knowledge Sources directly within the Words to Workflows prompt, allowing Harvey to automatically attach them when generating a workflow.

Key updates:

• Attach Knowledge Sources during workflow creation: Select and include sources directly in your prompt
• Automatic context embedding: Harvey attaches selected Knowledge Sources as part of the generated workflow
• Single-step workflow setup: Create Workflow agents with embedded context without additional configuration

Why It Matters

This update simplifies how you build Workflow agents:

• Reduce manual setup: No need to create a workflow and then add sources separately
• Move faster: Go from idea to usable workflow in one step
• Improve consistency: Ensure the right context is included from the start
• Streamline team workflows: Standardize how teams build and deploy Workflow agents

How to Use

• Open Words to Workflows
• Enter your prompt describing the workflow you want to create
• Select the Knowledge Sources you want to include
• Generate the workflow

Harvey will:

• Build the workflow
• Automatically attach the selected Knowledge Sources as embedded context

FAQ

• Do I still need to add Knowledge Sources after creating a workflow?
• Where do I select Knowledge Sources?
• Can I modify Knowledge Sources after the workflow is created?
• Does this change how workflows behave?
• How will this help teams build workflows faster?

Original source Report a problem