Use Harvey in Microsoft: Harvey User Quick Start Part 4

Overview

Harvey’s Microsoft Word and Outlook add-ins let you work directly in the tools you already use—so you can draft, edit, review, and communicate without switching back to the web app.

By the end of this guide, you’ll have practiced editing and drafting in Word, as well as summarizing or replying to emails in Outlook—without leaving Microsoft Office.

Before You Start

• Ensure you have Harvey’s add-ins installed in Word or Outlook.

  • Harvey for Word: How to Download and Install
  • Harvey for Outlook: How to Set Up and Use
• Ensure you’re using .docx files in Word (convert older .doc files for best results).
• Have a real task ready, such as:

  • Revising a clause in an existing draft
  • Drafting new language
  • Summarizing a long email thread

Part 1: Harvey for Word

Use Harvey for Word when you want to:

• Edit an existing document with tracked changes
• Draft new language directly into a document
• Apply firm standards through Playbooks or Workflows

Step 1 - Open Harvey in Word

Checklist

☐ Open your Word document.

☐ Launch Harvey from the Word toolbar.

☐ Stay in the default Auto mode (recommended). Harvey will choose the right action for you based on your prompt.

If you switch modes manually, here’s how they work:

• Ask → Analysis or guidance in the side panel
• Edit → Redlines applied as tracked changes
• Draft → New text inserted at your cursor

Learn more: Harvey for Word (Help Center)

Step 2 - Edit an Existing Document

Let’s start with document edits.

Checklist

☐ Highlight the clause, paragraph, or section you want to change.

☐ In the prompt text box, describe what you want revised (e.g., “Replace all instances of Party X with Party Y”).

Harvey will:

• Propose edits as tracked changes
• Let you apply suggestions one-by-one or all at once

Learn more: Harvey for Word (Help Center)

Step 3 - Draft New Text

Checklist

☐ Place your cursor where the text should appear.

☐ Describe what you want drafted (e.g., a fresh clause, section, or first‑pass language).

Learn more: Harvey for Word (Help Center)

Step 4 - Ground Suggestions With Files or Vault

For better results:

• Attach precedents or reference documents before prompting (e.g. “Mark up this document to be more in line with the terms agreed to in uploaded precedents”)
• Pull documents from Vault (recommended to avoid upload limits)

Learn more: Harvey for Word (Help Center)

Test Run a Playbook

If enabled by your organization, Playbooks can be used when you want Harvey to review a contract against your firm’s standards.

Checklist

☐ Select an applicable Playbook from Harvey in Word. Harvey classifies clauses as acceptable, needs review, or not acceptable.

☐ Review suggested revisions and apply them as tracked changes. You stay in control—nothing is applied automatically.

Learn more: Playbooks Guide (Help Center)

Test Run a Workflow

In Word, workflows help you complete routine transformations quickly.

Common workflows include:

• Redact sensitive information
• Translate a document (tracked changes preserved)
• Convert to Template (create placeholders like [Buyer])
• Fill a Template using reference documents

Results appear inline and preserve a clean tracked-changes experience where relevant.

Checklist

☐ Select a workflow to trial, ideally on a real task.

Learn more: Harvey for Word (Help Center)

Step 7 - Save Your Work to Vault

When you want to keep work tied to a matter, click the vault icon to select a vault.

This makes the document available for later analysis, review tables, or reuse.

Learn more: Harvey for Word (Help Center)

Part 2: Harvey for Outlook

Use Harvey for Outlook when you want to:

• Summarize long email threads
• Draft replies quickly and accurately
• Save emails and attachments to Vault for later analysis

Step 1 - Open Harvey in Outlook

Checklist

☐ Open an email thread.

☐ Click Harvey in the Outlook toolbar.

Step 2 - Summarize, Draft, and File Emails

In Outlook, you can:

• Summarize long threads
• Surface action items
• Draft a reply based on the thread

Checklist

☐ Select an email related to a matter or project you’re working on in Vault.

☐ Use Send to Vault to store the thread for later review.

Learn more: Harvey for Outlook (Help Center)

What’s Next

You’ve completed the Quick Start Guides and covered the fundamentals of using Harvey. As you continue your work, use Harvey Guide for tailored guidance on applying Harvey to your specific tasks.

Learn more: Harvey Guide (Help Center)