:Harvey:Support

Client Matters for Admins

Learn how admins can manage client matter numbers in Harvey, including viewing, editing, uploading in bulk, and setting user permissions.

Last updated: Jun 12, 2025

Overview

Client matters numbers are used to organize and track work related to specific clients and matters. They help in billing, managing case files, and ensuring that all activities and expenses are accurately recorded for each client and case.

While using Harvey, you may need to view, edit, delete, or upload your client matter numbers in bulk. This can be done from the Client Matters section in Settings.

To understand the typical user experience, please read Client Matters Numbers.

Viewing and Modifying Client Matters Numbers

As an admin, you can see all client matters numbers in your workspace, along with the number of queries and users for each one. You can edit the name and description, as well as delete any client matters number.

How to view and edit Client Matters

Adding Client Matters

Note: The 'disallowed client matter' feature mentioned below is an additional feature. To enable, please contact your Harvey Success team.

Admins can add client matters numbers by clicking Add in the top right corner of the Client Matters page. Non-admin users, if permitted by their admin (see below), can create single client matters numbers but cannot perform bulk uploads.

  1. Single
    1. Client Matters #
    2. Description
    3. Allowed → This toggle lets admins mark specific client matters as ‘disallowed’. When users try to select a disallowed client matters number, they'll see a warning message and won't be able to proceed.
      How to add a single client matter number.
  2. Bulk
    1. Upload a CSV following the format requirements stated.
      1. The 'allowed (true/false)' column lets admins mark specific client matters as ‘disallowed’. When users try to select a disallowed client matters number, they'll see a warning message and won't be able to proceed.
        Adding bulk client matter numbers.

Additional Settings

At the bottom of the Client Matters page, admins have control over additional features. Toggling these on (black) or off (grey) will affect all users in your workspace.

  • Do not allow users to submit a query without a client matters selected
  • Do not allow users to add, edit or delete client matters: this will not affect admins
  • Require CM# for Vault Projects: Enforce that all Vault projects (new or reused) must be associated with a valid Client Matter number ensuring traceability across project work streams.
Additional client matters settings for admins.

Optional Enforcement Features

If your firm requires stricter controls for client matter usage and compliance, Harvey Support can enable the following features upon request. Submit a ticket in the top right corner of the Help Center or email support@harvey.ai to activate any of these options:

  • CM# Format Validation: Prevent users from entering CM#s that don’t follow a predefined format (e.g., #####-ABC) reducing user error and enforcing consistency across entries.
    • Harvey Support will configure the validation logic using RegEx based on your firm's requirements.
  • Custom Sharing Warning: Display a configurable in-product warning when users share Vault projects or Assistant threads, reinforcing ethical wall or compliance reminders.
    • Admins may define the message, up to 200 characters.