:Harvey:Support

Harvey for Outlook: How to Set Up and Use

Learn how to set up and use Harvey’s add-in for Outlook emails.

Last updated: Jan 2, 2026

Important: Before you begin

  • Harvey for Outlook is compatible with the legacy Outlook (Classic Outlook) and New Outlook.
  • If add-ins are managed by your organization’s administrator, they’ll need to enable Harvey for Outlook for you.
  • If you cannot search for add-ins or locate Harvey in add-ins, please reach out to your organization’s admin.

Overview

Harvey for Outlook brings AI-powered legal support directly into your inbox. Summarize long email threads, draft or revise responses, and send key messages to Vault for record-keeping—all without leaving Outlook. It’s a faster, more consistent way to manage legal communication, reduce context switching, and stay aligned with internal standards.

Watch the video overview below to see Harvey for Outlook in action:

IT Administrators: Enabling Harvey for Outlook

If your organization requires IT approval for all add-ins before employees can access, Admins can deploy Harvey for Outlook across the organization by:

Alternative Deployments (less common)

Sideloading Harvey for Outlook

In rare cases (such as on-premise environments), IT admins may sideload the add-in locally. Click the expander below to follow instructions on sideloading.

XML Files for Deployment:

End Users: Installation and Launch

Note: Setting up the add-in is often a two step process.

  1. Install Harvey for Outlook
  2. Launch it from an open email thread

Install on Outlook from the Web

  1. Go to Outlook’s app store, then search for “Harvey” and click the add-in.
    image of harvey for outlook add-in in add-in store
  2. Click Add to proceed.
  3. Follow the instructions below on How to Launch Harvey for Outlook to enable Harvey as you work.

Install on Outlook's Desktop App

  1. From Outlook’s desktop app, find the Apps or Add-ins icon in the top toolbar.
    1. You may need to click on the ellipses, then select “Get add-ins” or “All Apps.”
      Image of clicking the ellipses in the top toolbar of Outlook's desktop app then selecting Get add-ins
  2. Search add-ins for “Harvey” and click the add-in.
    1. If search is not an option for you, then in the left side menu click Admin-managed add-ins and check if Harvey is available there.
  3. Click Add to proceed.
  4. Follow the instructions below on How to Launch Harvey for Outlook to enable Harvey as you work.

How to Launch Harvey for Outlook

Important: You must open an email thread to enable the add-in.

Step 1 - Open the email thread you want to use Harvey with.

Step 2 - Launch Harvey for Outlook from the desktop or web.

Step 3 - Click Get Started to log into Harvey and begin using it on the opened email.

Step 4 - A pop up prompting you to complete the integration should appear. Click Connect Outlook to give Harvey for Outlook permissions to read your mail, sign you in, read your profile, and maintain access to data.

Image of pop up asking for authentication to be completed before using attachments for outlook. Options to cancel or connect outlook.

How to Use Harvey for Outlook

Within an email, you can use Harvey to:

  • Analyze and summarize the emails and file attachments in the thread
  • Draft and revise email content
  • Choose a vault to store emails and attachments for later analysis

Here are a few simple prompts to help you get started:

  • Summarize this email thread
  • Surface key action items for me in this email thread
  • Write me an email updating the client on key redlines in their contract
  • Do any of the attachments in this email answer the questions in my uploaded DDQ?

You can also use Harvey’s suggested workflows for quick actions, such as Send to vault, as demonstrated in the video below.

FAQs

Security

For security and privacy information, including what emails Harvey “reads,” review our article, Harvey for Outlook: Security and Data Privacy.

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