:Harvey:Support

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Last updated: May 11, 2026

Overview

Review tables allow you to analyze many documents at once and output that analysis into a consistent, structured table view.

This guide walks you through creating and organizing a review table, assigning reviews, and and asking follow-up questions using Assistant.

Draft Editor in Workflow agents

Testing anchor links: technical guidelines

Draft Editor allows you to edit documents directly within the platform alongside AI assistance. Instead of needing to export your AI-generated drafts to make changes elsewhere, you can now use built-in editing tools to refine your content without leaving the platform. This feature is available for any Workflow agents with a draft output:

  • Draft a Client Alert
  • Draft from Template
  • Proofread for Spelling and Grammar
  • Draft an Interim Operating Covenants Memo
  • Draft an Item 1.01 Disclosure
  • Draft Memo from Legal Research

Technical Guidelines

Each Workflow agent will have specific file types supported and file size limits, optimized for the highest quality output and most common use cases. Over time, we will expand the supported file types and file limits for each workflow. Current limits are displayed within each Workflow agent in Harvey.

Manage Vault Data Retention Settings

Learn how to configure and manage vault data retention settings in Vault, including triggers and deletion timelines.

Overview of Admin Settings

Learn how to access Admin Settings in Harvey to update workspace details, sharing, and more.

Managing Playbooks

Learn the components of a playbook, how Harvey applies them during review, and best practices for creating effective playbooks.

What Usage Data Does Harvey Collect?

Learn about usage data, from what it is to why and how we use it.

View Analytics and Reporting

Understand how to access, interpret, and export usage analytics in Harvey, and when to use the dashboard versus APIs for reporting.