Release Notes

Create and edit PowerPoint and Excel files within custom Workflow agents to standardize routine file creation for common legal tasks

Build with Harvey (Magic Builder) lets you create, refine, and update block-based workflow agents through natural conversation with Harvey, reducing the need for manual block editing and making custom workflow creation easier to learn and maintain.

Agent Builder Admins are now able to export workspace workflow agents with filtering and enhanced metadata, including last run date and embedded file count.

Create, populate, and update Word documents directly within Workflow agents to standardize and streamline document workflows.

Easily build Workflow agents that reference the right context by describing the review tables you want to embed.

Easily build Workflow agents that reference the right context by describing the Knowledge Sources you want to embed.

Now you’ll be able to share custom Workflow agents with clearer access levels—Run, View, Edit, or Full access.

Email notifications for custom workflows will keep admins, builders, and users informed about approvals and sharing, improving visibility and speeding up workflow adoption.

Create and run tailored review workflows directly within Workflow Builder, unlocking more powerful document review workflows and centralized workflow governance.

Assistant threads can now suggest recommended workflows if your task mirrors an existing Harvey workflow. This makes it faster and easier to discover and leverage workflows already available to you.

Bring Deep Analysis into custom workflows to scale consistent, high-quality reasoning and drafting across your organization.

Let Harvey analyze your workflow design and recommend improvements that enhance performance, clarity, and efficiency.

Get a faster, clearer view of your Workflows with a redesigned table that highlights activity, access, and approvals at a glance.

Harvey is now better at reading and understand tables in documents.

Create and run custom workflows grounded in your organization’s data and regional knowledge sources—embedding vaults and jurisdiction-specific materials to deliver accurate, locally relevant results.

Learn how to make file upload or text input steps optional in custom workflows, giving users flexibility to skip inputs and use embedded content automatically.

Use web search within the Workflow Builder to incorporate up-to-date, real-world information directly into your workflows.

Run workflows that combine local uploads, DMS files, and Vault files in a single run.

Quickly add, delete, and replace all of the embedded files in a custom workflow with a new file management UI.

Builders can now create workflows and request publication approval, while admins get centralized oversight and control in a new dashboard.

We're replacing this workflow with improved alternatives.

Updates designed to improve usability and speed up workflow creation.

Instantly generate playbooks from real contracts—Harvey identifies rules, standard positions, and fallbacks with or without a baseline document.

Jumpstart workflow creation by describing what you want to build in natural language—Harvey will build the first draft for you.

Edit Harvey-generated drafts directly on the platform—no need to export for revisions.

Create and share custom workflows to automate legal processes—turning firm expertise into repeatable, high-quality outputs.

Translate and Transcribe workflows now support batch uploads; three new workflows introduced for legal review and drafting.

Harvey’s first agentic workflows are now available, offering a more intuitive, guided way to complete legal tasks.

Users with Vault access can now run workflows directly from the centralized Workflows page.

Harvey now supports Arabic, Indonesian, and Japanese in its translation workflows.