Release Notes
Organization Context for In-House Teams
In-house legal team admins can now give Harvey context about their organization, so its redlines and suggestions in the Harvey Word add-in are better aligned with internal priorities and negotiation approaches.
What’s New
In-house legal team admins can now set Organization Context to capture how their organization operates and have Harvey apply it when reviewing contracts or documents in the Harvey Word add-in. With Organization Context, you can:
- Provide your legal priorities, contract negotiation approach, and other context that shapes how your team works
- Set this context once at the organization level, rather than restating it for each query
- Have Harvey draw on that context automatically to tailor redlines and suggestions
Why It Matters
Organization context gives Harvey a clearer understanding of your organization’s priorities and and negotiation approach, so suggestions and redlines in the Word Add-in better align with your positions and require less manual correction.
How to Use
- In Settings, navigate to the Workspace tab.
- Locate the Organization context section.
- Select the magic wand icon to auto-generate a draft.
- Refine the draft as needed to reflect your organization’s priorities and negotiation approach.
- Select Publish.
Once published, Harvey begins applying the context to redlines and suggestions in the Word Add-in for all users. You can return to Settings to update Organization Context at any time.
FAQs
Q: How specific should Organization Context be?
Enter context that holds true across your organization as a whole, rather than the specifics of any one team or business unit. Tailoring guidance to the differing needs of individual business units will be supported through user-level memory in a future release.
Q: Does Organization Context apply in the web app as well as the Word Add-in?
For now, Organization Context applies only in the Word Add-in, where it shapes Harvey's suggestions and redlines. Support for additional surfaces may follow.