Overview
Harvey's Word Add-In allows users to make changes within a Word document by modifying existing text or adding new content.
Users can obtain these suggestions either by prompting Harvey (e.g., "make this more advantageous for my client") or by uploading precedents (e.g., Harvey will find relevant clauses in the precedents and suggest edits based on those clauses).
The add-in enables users to edit by highlighting text (with or without sources) and draft new — giving the user options as to how they would like to make edits to clauses within their document.
How to download and install
When downloading the Word Add-In there are two Add-Ins to choose from depending on the URL of your workspace.
If you access Harvey via app.harvey.ai, install the US version of the add-in.
If you access Harvey via eu.app.harvey.ai, install the EU version of the add-in.
Additional Information
Depending on your Microsoft Admin Center settings, you may need permission from your Microsoft Administrator to install the add-in. Additionally, all users must have a Harvey account to access and use the add-in.
On the web
To add Harvey for Word on the web, install from this link or follow these steps:
Open a document, go to the Home tab and click ’Add-ins’ in the toolbar (if not visible, click the three dots at the end of the toolbar).
In the search bar, type ‘Harvey’ (Click ‘More Add-Ins’ if it doesn’t appear).
When 'Harvey' appears in the new window, click 'Add' to install it. If you don't see 'Harvey' listed, click on the 'Admin-managed' tab at the top—you may find it there if your organization has deployed it through the admin center.
After installing the add-in, return to the Home tab in Word and click the three dots on the right side of the toolbar to find Harvey for Word.
Click ‘Get started’. A new window will appear, prompting you to log in with your Harvey account. Once logged in and authorized, the sidebar will load the Harvey for Word interface.
Desktop app
To add Harvey to your Microsoft Word desktop app:
Mac: Go to the Home tab and click ‘Add-Ins’ on the Ribbon.
Windows: Go to the File tab and click ‘Get Add-Ins’.
In the search bar, type ‘Harvey’ (Click ‘More Add-Ins’ if it doesn’t appear).
When 'Harvey' appears in the new window, click 'Add' to install it. If you don't see 'Harvey' listed, click on the 'Admin-managed' tab at the top—you may find it there if your organization has deployed it through the admin center.
After installing the add-in, click the ‘Harvey for Word’ icon in an open document.
A new window will appear on the right side of the screen. Click ’Get started’. A new window will appear, prompting you to log in with your Harvey account. Once logged in and authorized, the sidebar will load the Harvey for Word interface.
Deploying via MSI Package
For organizations that manage deployments centrally, Harvey’s Word Add-In is also available as an MSI package to streamline installation across multiple devices via systems like Microsoft Intune or System Center Configuration Manager (SCCM).
For detailed instructions on deploying MSI packages, or other installation methods, please see our Word Add-In Troubleshooting article.
Using Harvey for Word
Harvey's drafting add-in allows users to refine language in favor of their represented party by suggesting edits directly within a Word document. Users can prompt Harvey to enhance clauses by using natural language (e.g., "make this more advantageous for my client") or by uploading precedents for reference, which Harvey will analyze to suggest relevant changes. To apply drafting edits:
Highlight the text or clause to be edited.
In the Query box, prompt Harvey for suggestions or upload a precedent.
Review Harvey’s suggestions, which may draw from proven language in past precedents, and choose to apply them to the selected clause.
All edits applied are reflected as tracked changes within the document.
Highlight Editing for Customized Suggestions
Users can prompt Harvey to suggest edits tailored to the selected text. Harvey considers the specific legal context, jargon, and instructions provided by the user to generate precise suggestions. Users can apply these edits one by one, with each change tracked in the document for easy review.
Highlight Editing Using Precedents
Users may upload precedents to guide Harvey’s suggestions. By doing so, Harvey can automatically suggest changes to clauses, ensuring they align with successful language from past documents. When drafting or reviewing, leveraging proven precedents helps streamline language, ensuring efficient, consistent results. Users can review and selectively apply these precedent-based suggestions to achieve optimal outcomes with greater confidence.
Example: If a strong non-solicitation clause is needed, and previous agreements (e.g., ABC123 and DEF456) have proven effective, Harvey will suggest edits that incorporate similar language. This approach enables drafters to rely on language with a proven track record to meet client needs.
Insert New Content (Drafting)
Harvey can also generate new content by creating text from a prompt without requiring highlighted text. Users can place the cursor where the content is needed, provide instructions, and Harvey will draft accordingly. Please note that precedents are used only with highlighted text and not for new content generation.
Reviewing Suggestions
To finalize changes, users can select "Review Suggestions" and either accept or dismiss each suggested edit. Accepted changes are applied as redlined tracked changes in the document, while dismissed suggestions are not applied.
View your references
Once suggestions are generated, you can also choose to view the specific references within the precedent documents for review and confirmation
FAQ
Q: Are there additional security implications for the Harvey for Word Add-In?
The Harvey for Word Add-In follows the same security protocols as the Harvey app. It adheres to web-based add-in infrastructure standards, ensuring robust data protection. Please refer to Harvey’s security documentation for detailed information on infrastructure and data protection.
Q: Is Harvey for Word a Plug-in or Add-in?
Harvey for Word is a web-based Add-In, not a plug-in. This ensures broader platform compatibility and enhanced security using modern web technologies.
For further assistance, please contact [email protected]