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
With Assistant, you can effortlessly revise or generate text, break down complex opinions and arguments, summarize lengthy documents in seconds or share threads with your peers. It offers two modes, Assist and Draft, which provide different ways to interact with the tool and generate output.
Assist Mode: best for answering quick questions or writing high-level summaries regarding complex legal documents. With Assist, you can query across Harvey's integrated knowledge databases, making it an essential tool for targeted research on specific topics or datasets. Supported databases include:
EDGAR: effortlessly search public filings, including SEC documents, to find the information you need with speed and accuracy.
Draft Mode: best for generating draft content such as emails, contract clauses, or sections of briefs.
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 'Assistant' article to learn more.
Vault
Vault is a powerful tool designed to help you upload, manage, and analyze large document sets effortlessly. Built for high-demand tasks like diligence data rooms, litigation discovery, and extensive document reviews, Vault streamlines the entire process and enhances your workflow. With Vault, you can:
Query Sub-Folders and Files: Easily navigate and search through your documents.
Automated Document Categorization: Sort files by type, such as NDAs or Leases, for streamlined analysis.
Enhanced Search Performance: Quickly find specific information, such as a name across 1,000 documents.
Seamless Collaboration: Share projects effortlessly with peers.
One-Click Workflows: Run pre-selected sets of queries instantly using pre-built workflows, allowing for faster data extraction in areas like M&A and litigation.
Review Files in a Table Format: Analyze individual files with clarity and precision.
Visit our 'Vault' 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. Harvey supports the below list of languages, with more to come.
Arabic, Danish, Dutch, English, French, German, Italian, Japanese, Korean, Malay, Portuguese (Brazilian), Portuguese (Portugal), Simplified Chinese, Spanish
Visit our 'Workflow: Redlines' and 'Workflow: Translation' 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 'Library' and 'Library for Admins' articles to learn more.
FAQ
Q: Why don't I see one of the above features in my navigation pane?
This is likely because that feature is not apart of your workspace configuration or plan.
For further assistance, please contact [email protected]