:Harvey:Support

Navigating the New Simplified Homepage

All the same functionalities with a cleaner, more personalized user experience.

Last updated: Aug 14, 2025

What’s Changed

We’ve updated Harvey’s homepage to make it easier to get started with more personalized suggestions. Watch the video below for a guided overview of these key changes:

  • Assist and Draft mode merged into one seamless experience, eliminating the need to switch between modes
  • It’s easier to find important features like knowledge sources and client matter
  • Sources and workflows are surfaced based on what’s relevant and you always have the option to view the full list

How to Navigate the New Homepage

Access Knowledge Sources, Upload Files, or Choose a Vault Project

  1. These three functions are now conveniently grouped under “Files and sources” in the prompt window
    1. Image of selecting files and sources on the homepage

Apply Workflows

  1. At the bottom of the Harvey homepage, you’ll find a section for “Recommended workflows”
  2. A few relevant workflows will surface here, but you can choose to “View all” or, use the search feature to find a specific workflow by name
    1. Image of recommended workflows on the homepage

Add a Client Matter

  1. Quickly associate or create a client matter from the new button just above the prompt window
    1. Image of adding client matter from homepage

Customize Responses with the 'Customize' Option

  1. Within the prompt window, click the "Customize" option.
    Image of selecting customize from the homepage
    1. Model Selector: If available in your workspace, select a different Large Language Model (LLM) from the options provided. This allows you to choose a model that is best suited for your task.
    2. Writing Styles: Use this option to select a specific writing style for Harvey's output, such as formal, concise, or analytical. Note: this feature is currently in beta. To learn more about it, visit Beta Feature: Custom Writing Styles

FAQ

Tip: For more detail on the merge of Assist and Draft modes, follow our guide: Draft Mode in Assist - One Place for Prompting and Drafting