Work with Large Document Sets: Harvey User Quick Start Part 3

Overview

Vault is where you work with many documents at once—such as a matter, diligence set, or collection of related files—so you can analyze, compare, and reuse information at scale.

Use Vault when you want to:

• Analyze a large set of documents together, not one at a time
• Extract the same information from every document
• Keep documents, analysis, and follow-up work organized in one place

By the end of this guide, you’ll have an organized document set in Vault and completed at least one analysis or review table across the entire collection.

Before You Start

For best results, prepare:

• A set of documents related to one matter or project (contracts, filings, emails, diligence materials)
• A clear task, such as:

  • Extracting the same clause across many documents
  • Comparing obligations or dates
  • Reviewing a document set for risks or inconsistencies

You’ll use this task throughout the guide.

Step 1 - Open a Vault

Option A: Use an existing vault

If your team has already shared a vault with you for a matter or project, open it and continue working there. This avoids duplicating work and keeps everyone aligned.

Option B: Create a new vault

Create a vault when no existing one fits your task.

Checklist

☐ Open Vault from the sidebar menu.

☐ Open a vault, or click Create vault to create a new one.

☐ Upload your files as needed (documents, PDFs, spreadsheets, or supported email files with attachments).

☐ If enabled by your organization, add files directly from SharePoint, iManage, or Google Drive.

Learn more: Vault: Analyze Large Document Sets at Scale (Help Center)

Step 2 - Create Your First Review Table

Once files are in a vault, you can:

• Ask a question to start a thread and get fast, citation-linked answers across the entire document set.
• Create a review table when you need consistent extraction of information across many files.

For this guide, we’ll focus on creating your first review table.

Checklist

☐ From within the vault, click Create review table.

☐ Choose files for analysis.

☐ Click the Column builder.

☐ In the text box, describe the information you want to extract from each file.

☐ Click Generate columns.

Learn more: Using Review Tables (Help Center)

Step 3 - Verify and Share Results

Now that your table is ready, you can audit Harvey’s answers.

Checklist

☐ Open a document in your review table to open its status panel. The panel displays Harvey’s answers to each column’s question for that document. Review the answers and any cited sources.

☐ For review, you can verify, edit, or flag answers.

☐ If you’re reviewing with a team, click to Share the vault with teammates (grant view/edit/full access) to collaborate securely.

☐ You can select rows then assign them to team members to review.

Learn more: Choosing Between Threads and Review Tables (Help Center)

What’s Next

Now that you know how to:

• Organize documents into a vault
• Use review tables for structured extraction
• Run analysis across an entire document set

You’re ready to advance to: Use Harvey in Microsoft: Harvey User Quick Start Part 4

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)
• If something looks missing, confirm the feature or source is enabled for your role