Overview
Upon logging in, you'll see the Assistant feature. Use the navigation pane on the left-hand side to switch between different features.
Assistant
Assistant is ideal for summarizing, analyzing, and brainstorming, and can be used in two ways:
Open Ended: Ask open-ended questions without uploading a document. It is ideal for a wide range of tasks that don't require specialized knowledge bases and can be tailored to your specific practice area.
Document Upload: Input a query and upload up to 50 files for analysis, summaries, and extractions in various formats such as tables and memos.
Note: If you're using Assistant without uploading files, Harvey will generate a response based on the latest knowledge cut-off to answer your query.
Visit our 'Using the Assistant' article to learn more.
Vault
Vault is a powerful tool for uploading and analyzing large sets of documents using Harvey's AI models. Ideal for diligence data rooms, litigation discovery, and workflows requiring extensive document review, Vault allows for:
Querying sub-folders and files
Document-type AI routing (e.g., NDAs, Leases)
Enhanced performance on specific searches, such as finding a single name across 1,000 documents
Unlike Assistant's DocQA, which limits files to 50 and constrains deep analysis, Vault stores and processes documents proactively, enabling more sophisticated and efficient analysis. There are two types of queries:
Review: get individual answers from each file in a table
Ask: get a single answer on collective information across all files
Visit our 'Store and Analyze Documents with Vault' article to learn more.
Research
The Research feature is perfect for conducting queries and researching documents or data. It can also include tools for targeting specific areas of interest.
EDGAR: Searches public filings like those in the SEC database.
Visit our 'Using the Research Feature' article to learn more.
Workflows
Workflows is comprised of two main tools:
Redline Analysis: Best used for material changes as it interprets changes in the typical Litera-style PDF redline format and provides answers to questions based on that redline. Word docs with tracked changes saved as a PDF will not work with this workflow.
Translation: Best used to convert PDF's and Word documents from one language to another. Currently Harvey supports 10 different languages, with more to come.
Danish, Dutch, English, French, German, Italian, Portuguese (Brazil + Portugal), Simplified Chinese, and Spanish
Visit our 'Redlines Workflow Guide' and 'Translation Workflow Guide' articles to learn more.
Library
The Library feature contains prompts and examples saved from the Assistant and EDGAR features.
Library provides the ability to save and load prompts or examples, making it easier for you to access relevant information quickly, enhance team collaboration, and customize your workspace to fit your unique needs.
Visit our 'Using the Library' articles to learn more.
FAQ
Q: Why don't I see one of the above features in my navigation pane?
A: This is likely because that feature is not apart of your workspace configuration or plan.
For further assistance, please contact [email protected]