Release Notes

Client Matter Feature for Tracking and Compliance

This feature allows users to associate a Client Matter # with their queries. This will enable users and admins to tie Harvey usage to a specific client.

Release Date
May 1, 2024
Categories
Client Matters

Users can now associate a Client Matter # with their queries, enabling:

  • Client-specific tracking of Harvey usage.
  • Policy enforcement: Admins can require all queries to include a Client Matter # to comply with firm-specific AI governance.
    Contact your Harvey Customer Success representative to enable this feature
Client Matter Feature for Tracking and Compliance