Release Notes
Query Across Multiple Knowledge Sources
Harvey now supports querying across two sources at once — giving you broader access to the context you need without switching tools or re-uploading files.
Important: This feature is only available in workspaces with GPT-5 and Unified Assistant enabled.
What's New
Now you can combine two sources (for example, Vault + Web or Docs + EDGAR) in a single Assistant query. This allows Harvey to pull information from different contexts — such as precedent documents, tax databases, or public filings — to produce richer, more accurate answers. You can now:
- Ask more complex questions that span two different sources.
- Generate more comprehensive, accurate responses by combining all relevant context.
- Save time by avoiding the need to manually consolidate documents or move between sources.
- Switch between sources within a thread to keep context and continuity.
Switch Sources Mid-Thread
With this release, you are no longer limited to one source per thread. You can now switch between them as you query.
For example, you might start a thread using a document + Web Search, then switch to EDGAR in a follow-up query, and later use Vault for deeper reference. At any point, you can select up to two sources that best fit your query to keep your workflow flexible and efficient.
Deep Research vs Multiple Sources
Think of Multi-Source and Deep Research as complementary features:
Feature | What it Affects | Primary Benefit | Output Style |
|---|---|---|---|
Multi-source query | Breadth — how many sources Harvey consults | Broader, multi-context reasoning | Flexible outputs (tables, lists, drafts) |
Deep Research | Depth — how deeply Harvey explores each source | Exhaustive research & synthesis | Detailed, report-style summaries |
Why it Matters
Previously, queries were limited to a single source—requiring you to jump between contexts or repeat searches. Now, you can bring multiple information streams together in one place, improving efficiency and accuracy across use cases like research, diligence, and drafting.
How to Use
Querying across two sources follows the same process as a standard Assistant query:
- Enter your prompt in the text field.
- Click Files + sources.
- Select two sources (for example, Vault + Web, Docs + EDGAR, or UK Tax + Web).
- Run your query as usual.
Harvey will automatically determine how to retrieve and combine results from both sources.
Prompt Techniques
We strongly recommend including specific language in your prompt instructing Harvey how to use each source instead of issuing general instructions.
Example Prompts
Sources | Poor Prompt | Better Prompt |
|---|---|---|
Docs + Web | “Are there any blog posts about this?” | “Search the web for blog posts about the attached case.” |
Web + EDGAR | “See if there’s any ongoing litigation for Plug Power Inc. and then find any negative press.” | “Act as a corporate attorney conducting due diligence for a potential acquisition of Plug Power Inc. (NASDAQ: PLUG). Identify any ongoing litigation in 10-Ks or 8-Ks on EDGAR, then search the web for related public litigation or negative press.” |
UK Tax + Web | “What taxes apply to the purchase of land by an individual and how can I minimize those taxes?” | “Find which UK taxes apply to the purchase of land by an individual, then search the web for guidance on how to minimize those taxes.” |
Sweden Case Law + Docs | “Does this accurately describe the laws on pollution into navigable waters?” | “Review the attached document’s treatment of Swedish law on pollution into navigable waters, then check Swedish case law to determine if it is accurate.” |
Notes on Using a Jurisdiction-specific Source
When using a jurisdiction-specific source, include the jurisdiction in your prompt for best results. For cross-jurisdictional queries (e.g. Colombian and Mexican case law), specify how Harvey should research each jurisdiction.
Example:
- Instead of, "Compare and contrast the laws related to passenger vehicle safety standards," try, "Compare and contrast the laws in both Colombia and Mexico related to passenger vehicle safety standards."
Notes and Limitations
Multi-source queries are not yet available with:
- LexisNexis®
- Review Tables
FAQs
Q: Which sources can be combined?
You can combine any two supported sources, including internal document repositories, connected data sources, and web search.
Q: Will this affect existing workflows?
No changes are required. Your existing queries will continue to function as before; Multi-source Querying simply adds new flexibility for more complex research needs.