Using Review Tables

Overview

Review tables allow you to analyze many documents at once and output that analysis into a consistent, structured table view.

This guide walks you through creating and organizing a review table, assigning reviews, and and asking follow-up questions using Assistant.

Creating a Review Table

You can create a review table from the Create button, from Assistant, or directly within a vault.

Create From the Main Menu

1. Click Create in the sidebar menu.
2. Select Review table.

Create From Assistant

1. From Assistant, click the Create Review Table above the text box.

Create From a Vault

1. Open a vault or create a new one.
2. Click Create Review Table above the query text box.
3. Select the files you want to include.
4. Click Create table.

Building Your Review Table

Add columns to begin analyzing your files. Each column contains a prompt that will run across all files, and you can create these yourself or use the Column Builder to generate suggestions.

Generate Columns with the Column Builder

1. Click Column builder.
2. In the text box, describe each piece of information you want Harvey to extract, and from which types of documents.
3. Click Generate columns.
4. Review the suggested columns and edit or remove any you don’t need.

   1. Type — how the output displays in the table.
   2. Label — the column name.
   3. Query — the prompt each column runs across your files.
5. Click Add columns to apply them to the table.
6. After results populate, open Manage Columns to make further adjustments.

Organize Your Table

Group Related Files For Easier Review

When information is spread across documents that need simultaneous review, such as multiple amendments, you can group them into a single row. Each column query will run across the grouped files, then display a single output for the row.

1. Select files from your table that you want to group together, up to 25 files per group.
2. Click Group from the black toolbar options.

You will now see each file group in its own row on your review table.

Watch the video below to see how files are grouped, analyzed, and reviewed.

Adjust Table Views

Use Display options to control how information appears in the table, assign rows efficiently, and navigate large file sets.

• Wrap text to make long outputs easier to read.
• Adjust row assignment visibility when collaborating.

Folder Views

Switch between two display modes in your review table:

• Grouped by folders — Quickly scan files within their folder structure.
• Flat list — View all files at once without navigating through folders.

Move files into new or existing folders directly from the table, allowing you to reorganize content without switching views.

Review and Verify Outputs

Vault's review features help teams ensure data accuracy and streamline collaboration when working with extracted table data.

Learn more: How to Edit, Verify, and Track Activity in Vault Cells

Ask Questions Over a Review Table

Create an Assistant thread directly inside any review table to run targeted questions over extracted data.* Harvey will respond and cite cells from the table in its answer. You can export the results or continue the thread with follow-up questions—just like any Assistant query.

You can ask Harvey to:

• Identify key dates, parties, or terms across contracts.
• Surface patterns in negotiation histories.
• Summarize insights across agreements (for example, “Summarize the most recent agreements involving cloud service companies.”)

Steps to Start a Thread

1. Open a review table.
2. Enter your question in the Assistant text box. Harvey cites relevant table cells so you can verify the underlying data. You can export results or continue the conversation.

Tips for Success

• Start with a small sample set to refine columns before scaling to a full document set.
• Use consistent column labels so collaborators can navigate the table easily.
• Group related files into folders before creating the table to simplify review workflows.
• Use the Column Builder when you’re unsure how to phrase extraction queries.

FAQs