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Shared Spaces Overview

Learn how Shared Spaces help your organization collaborate securely inside and across workspaces.

Last updated: Mar 4, 2026

Overview

Shared Spaces are secure, branded collaboration environments in Harvey that allow teams to organize and share tools, data, and work product in one place. They support multiple modes of collaboration:

  • Internal Spaces — Organize resources (Workflows, Playbooks, Vaults, Assistant Threads) for teams within your own workspace. Great for practice groups, project teams, or knowledge management.
  • External Spaces — Co-owned environments shared between two Harvey organizations (e.g., a law firm and its client). Both sides can contribute and access shared resources while maintaining strict data controls.
  • Guest Accounts — Invite non-Harvey users into a Shared Space via a free, limited-access account. Guests authenticate through a secure email link and can only access the Spaces they're invited to.

Key Concepts

Key Concept

Definition

Shared Space

A Space can be created and used within a single workspace or jointly used across two workspaces.

External Collaboration

  • External users can be added to a Space if admins from both organizations approve the connection.
  • A Space can include external users from only one external workspace.

Guest Accounts (in Early Access)

External users without a Harvey workspace of their own who authenticate through login and can access only the Shared Space they were invited into.

Shared Resources

  • Data: Vaults or Knowledge Bases
  • Tools: Workflows or Playbooks that have been published into the Shared Space.
  • Artifacts: Output including review tables, drafts, and threads.

Access

Access is controlled at two levels: Space access and resource access.

  • Space access applies to all users in the Space.
  • Resource access is set individually for each item (Can View, Can Edit, Full Access).

Tip: You can keep Space access more limited, then grant higher access on specific resources as needed.

How Shared Spaces Work

Shared Spaces function as containers that hold select resources and make them available to specific collaborators. All users with access to a Space see the same resources.

Before using Shared Spaces:

  • Your organization must have Shared Spaces permissions enabled
  • For external collaboration, both organizations must be in the same data processing region and have admins approve the connection
  • Resources are private by default. They must be explicitly published into the Shared Space.

Resource Behavior in a Space

Access to each item is determined by a combination of Space-level and resource-level settings.

  • Visibility: Adding a resource makes it visible to all users at the Space’s access level.
  • Direct sharing: You may grant higher access to certain users on a specific resource than given at the Space-level.
  • Sharing externally received resources: Users cannot share resources they received from an external workspace with another workspace. They may only share within their own workspace if they have Full Access.
  • Removal: Deleting the host resource or removing a user from the Connection immediately removes external access.

How to Use Shared Spaces

Create a Shared Space

In-app screenshot of the Shared Spaces dashboard.
  1. Go to Spaces from the left-side tab.
  2. Select Create Space.
  3. Select the correct processing region — this must match the region of the organization you’re collaborating with.
  4. Name your Space with a clear naming convention such as: Firm | Client — Matter name or Practice Group — Internal Hub
  5. [Optional] Customize the Space. Choose a logo, background image, and color. You can always come back and add this later and update at any time.
  6. Invite collaborators by entering their email addresses.

Add Resources to a Space

You can add resources from either the Space or the resource itself

Option 1: From Inside the Space

  1. Open the Space
  2. Click Add
  3. Select the vault, Workflow, or Playbook

Option 2: From the Resource

  1. Open the resource
  2. Select Share
  3. Toggle to the Spaces tab in the Share options
  4. Search or select your space
  5. Assign an access level
  6. Click Share

How External Approval Works

When sharing with another organization:

  1. A share request appears in Spaces > Requests
  2. Connection Admins must approve on both sides.
  3. Access is granted only after both approvals. Note: Internal Spaces do not require approval.

Work Inside the Shared Space

In-app screenshot of the Shared Space dashboard, highlighting shared work between Harvey and Acme M&A.

Inside the Space, collaborators can:

  • Run shared Workflows and Playbooks
  • View shared threads, view and edit shared review tables.and edit shared drafts and review tables
  • Use Assistant to query over the entire space for summaries, analysis, and quick Q&A

Privacy and Activity Visibility

Shared Spaces are designed to preserve workspace sovereignty.

Learn more: Security, Data, and Privacy for Sharing in Harvey.

Current Capabilities and Limitations

Shared Spaces currently support:

  • Collaboration between exactly two workspaces
  • Same-region sharing only
  • Vault-level permissions (not per-document permissions)
  • Guest accounts (Early Access)
  • View-only Assistant Threads across workspaces

Troubleshooting

Tips for Success

Using External Spaces

  • Share and publish only the resources required for collaboration.
  • Start with the minimum necessary access. Begin with conservative, Space-level access, sharing only the resources required for collaboration. Elevate select users via direct sharing only when needed.

Using Internal Spaces

  • Use Spaces for internal projects too. Curate all relevant vaults, workflows, playbooks, and artifacts for a matter or vault to simplify discovery and build shared context.
  • Create an onboarding or best-practices Space. Knowledge teams can develop a model Space that demonstrates how your organization recommends using Shared Spaces and other Harvey capabilities.
  • Give all users access to internal Spaces. This promotes feature discovery and exposure to power-user workflows, helping them to better understand how to leverage Harvey.

FAQs

Set Up and Manage Shared Spaces (For Admins)

Learn how to enable and configure Shared Spaces, external sharing, and guest accounts for your organization.

How Sharing Works in Harvey

This article explains how sharing works in Harvey, including how to share resources with external teams, what stays private, and what admins can manage.

Security, Data, and Privacy for Sharing in Harvey

Learn how Harvey protects your organization’s data when you share Spaces and resources with collaborators and what controls you have.