Iterative Workflow: Whether you’re refining answers or drafting new content, Harvey’s Assist and Draft modes empower you to fine-tune your outputs. Assist allows for follow-up questions to sharpen your insights, while Draft enables quick revisions to perfect your message.

Natural Prompting: Make your queries intuitive. Refer to documents by file name or order, and ask direct questions like, “What are the key terms in lease agreement 2?”

Document Processing & Citations: Upload documents to generate detailed outputs such as tables or memos, complete with citations. Harvey includes direct links to the source material, so you always have a clear reference point.

Export Capability: Export Harvey’s responses directly into Word, with or without citations. You can export individual responses or entire sets of response iterations and follow-ups for comprehensive reporting.

Multilingual Support: Summarize documents in multiple languages effortlessly. For precise, word-by-word translations, please use Harvey’s Translation tool.

Contextual Q&A: Ask up to 50 follow-up questions in a single thread. Each follow-up builds on the full context of the conversation, ensuring every response is precise and relevant to your query.

Speed and Interactivity: Built for rapid, chat-like exchanges, Assist delivers quick answers, allowing for a fluid back-and-forth experience that keeps you moving forward without delay.

Customizable Follow-Ups: Harvey suggests AI-generated follow-up questions to guide the discussion, but you have full control to craft your own questions, tailoring the conversation to your exact needs.

Knowledge Cutoff: Assist mode uses knowledge up to October 2023, ensuring responses reflect the latest information available at that time.

Document Uploads: Upload new documents with the option to ask follow-up questions or add additional documents mid-thread. This allows you to provide more context or reuse files and queries across different conversations, streamlining your workflow and saving time.

Seamless Sharing: If enabled, you can share Assistant threads with colleagues in your workspace. For more details on how to share threads, please visit to our 'Sharing Assistant Threads' article.

Targeted Knowledge Sources: Access specialized knowledge bases, including SEC filings (forms 10-K, 10-Q, 8-K, DEF14A), to refine your results and dive deeper into regulatory content.

Copy the Output: Copy the generated response to your clipboard for easy use.

Save the Prompt: Add the prompt to your Library for future use.

Edit the Query and Title: Refine the original query or update the title to adjust and improve the output.

Share the Query: If enabled, share Assistant threads with colleagues in your workspace to collaborate more efficiently.

Export the Results: Download or export the generated output for offline use or further analysis.

Star the Query: Highlight the query to easily locate it in your History tab.

Ask a Follow-Up: Continue the conversation by asking additional questions directly on the output page to iterate on the response.

Upload a Document: Add a document in your follow-up to shape the conversation with additional content.

Natural Language Editing: Easily revise your content by inputting natural language commands. You can either type a revision request or highlight specific areas of text that need attention.

Prompt Management: Save, load, and copy queries, enabling you to reuse effective prompts for future projects.

Flexible Revisions: Make up to 50 revisions on a single document, ensuring you can fine-tune the content until it meets your exact requirements.

Clear Markups: Easily see the changes Harvey made between revisions with the “Show Edits” toggle. Deletions will show with a red strikethrough, while additions will show in blue.

Knowledge Cutoff: Draft mode uses knowledge up to October 2021, ensuring responses reflect the latest information available at that time.

Consider specifying the format you need—such as a table, email, memo, outline, or bullet points.

Indicate the desired tone, whether informal, professional, firm, or otherwise.

Clearly identify the intended audience (e.g., ‘a client with little acquisition experience’ or ‘a senior in-house attorney’).

Make your queries explicit, descriptive, and specific. Providing clear direction can greatly improve accuracy (e.g., use ‘holders of Company Common Stock’ instead of ‘common holders,’ or ‘written legal opinion’ instead of just ‘legal opinion’).

Simplify complex queries by breaking them into smaller components, especially when analytical or subjective tasks are involved.

Include background information and context (e.g., legal jurisdiction) to ensure a more accurate response.

Save or load prompts from your library to streamline access to relevant information, enhance team collaboration, and tailor your workspace to your needs.

When using the EDGAR knowledge source in an Assist query, provide company names, stock tickers (including post-2021 changes), industries, and specify filing years or let Harvey infer them; multiple years can be reviewed simultaneously.

Double-check outputs for accuracy and completeness, as responses may contain inaccuracies. Be especially cautious when referencing specific cases, statutes, company filings, or other detailed sources, as these may highlight gaps in Harvey’s training data.

When documents are uploaded, text is processed left to right across the page making multi-column layouts, vertical text or images hard to process.

References and citations are generated automatically when you upload documents, there’s no need to request them separately.

Assistant is not designed to function as a proofreading tool at this time.

“What are the elements of [claim x] and how would they apply to [fact pattern y]?”

“What does [witness x] say about [fact pattern y] in the attached transcript?”

"What are the top [x] arguments discussed in the attached [document type y]?"

"Write a summary of how [claim x] and [claim z] relate to one another, and an argument for how they are different"

“Write a detailed summary of all claims in the attached brief and how the appeals court might rule on each.”

“How do the three attached opinions intersect on the issues of [element x], [element y], and [element z]?”