Customize Resources for Your Workspace: Harvey Admin Quick Start Part 2

Overview

This guide introduces practical resources that help new users get started and support consistent, high-quality use.

You’ll learn about creating:

• Playbooks that encode organizational standards for contract review in Word
• Custom Workflow agents that turn repeatable legal tasks into guided processes
• Knowledge Bases that make approved precedents and policies easy to find and reuse

Recommended Rollout

You don’t need to build everything at once. Even one or two well-chosen resources can meaningfully improve onboarding by embedding your organization’s practices directly into Harvey.

Part 1 - Playbooks

Playbooks evaluate clauses against defined rules and guide users through applying edits directly in Harvey for Word.

When to Use Playbooks

• Your team reviews the same contract types repeatedly
• You have clear positions on key clauses (standard, fallback, unacceptable)
• You want consistent review outcomes across users

What Users Experience

In Word, users:

• Run a playbook on a contract
• See clauses classified as acceptable, needs review, or not acceptable
• Review guidance and proposed edits
• Apply selected changes as tracked changes
• Optionally export a summary or Save to vault

Create a Playbook

Checklist

☐ Open Settings > Playbooks

☐ Click Create and select a method to develop a playbook

☐ Define clear rules. For each rule:

• Set a standard position (preferred outcome)
• Add fallbacks (acceptable alternatives)
• Mark unacceptable deviations
• Add reviewer guidance where judgment is needed
• Mark a rule as required if missing language should be flagged

Once your playbook is complete, you can manage it from the Settings > Playbooks. Here, you can:

• Review and refine converted rules
• Share (grant view or edit access)

Learn more: Create a Playbook & Harvey for Word: Managing Playbooks (Help Center)

Part 2 - Create Custom Workflow Agents

Workflow agents guide users through inputs, AI steps, and outputs with progress visibility and citations—removing guesswork.

When to Use Workflow Agents

• Users repeat the same analysis or drafting task
• You want consistent structure and outputs
• You want to embed firm-approved sources or materials

Workflow Agent Ideas

For inspiration on where to get started, check out Getting Started with Workflow Builder: 5 Workflow Agents We Recommend on our blog.

Learn more: Manage Agent Builder Permissions and Sharing (Help Center)

Build a Workflow Agent

Checklist

☐ Open the Build tab from the sidebar menu in Harvey.

☐ Select Agent Builder.

☐ Select Create Workflow agent

☐ In the prompt text box, describe the workflow you’d like to create in natural language.

☐ Generate the Workflow agent.

☐ Tweak the blocks as desired and use Test to refine.

☐ Control who can run the Workflow agent using Access.

Learn more: Getting Started with Agent Builder (Help Center)

Part 3 - Create Knowledge Bases

Knowledge Bases return citation-backed answers and can be used directly in Assistant or embedded in Workflow agents.

When to Use Knowledge Bases

• You have approved precedents or policies
• You want consistent answers across users
• You want to control visibility and scope

Build and Maintain a Knowledge Base

Checklist

☐ Open Vault from the sidebar in Harvey.

☐ Click Create knowledge base.

☐ Upload documents or connect a folder.

☐ Optionally set up daily sync to your Document Management Systems to avoid manual re-uploads.

☐ Create the knowledge base and Share with users.

The knowledge base can now be selected by those who have access in Assistant as context via Files > Vault > [specific knowledge base].

Learn more: Vault Knowledge Bases (Help Center)

Need Help?

• Ask Harvey Guide questions on how to use or troubleshoot a feature directly within the product. You can also ask for tips on how to accomplish a task with Harvey. Learn more: Harvey Guide (Help Center)