Assistant

Explore how to use Harvey’s AI assistant effectively

Getting Started

Getting Started with Assistant

Learn how to use Harvey's Assistant to ask questions, upload files, and instantly receive answers or editable drafts — complete with citations, revisions, and export options.

Drafting in Assistant

Learn how to generate and edit documents directly in Assistant.

Nudges

Learn how Harvey uses smart nudges to guide you toward the best context and sources for accurate, grounded answers.

Sharing Assistant Threads

Learn how to share Assistant threads with colleagues in your workspace and manage view-only access via email or shared links.

Working on Complex Tasks in Assistant

Learn how to delegate and monitor complex, multi-step work in Assistant using Plan Mode, the Context Panel, and the Active Threads Panel.

Personalization & Formatting

Personalize Harvey with User-Level Memory

Learn how to save, apply, and manage personal preferences in Harvey using Memory.

Custom Writing Styles

Learn how to create and apply a custom writing style to tailor Harvey’s output to a clearly defined writing format or tone for firm-wide use.

Import Memory from Another AI Platform

Bring your saved preferences, professional context, and instructions into Harvey.

Using Export Formats

Learn how to export your work in a firm-approved Word format—no manual styling needed.

Working With Files

Create and Edit PowerPoint, Excel, Word, and PDF Files in Assistant

Transform your research and insights into PowerPoint presentations, Excel spreadsheets, Word, and PDF files - all without leaving Assistant.

Create Interactive Charts, Timelines, and Visuals with Harvey

Turn unstructured legal data into interactive visuals directly in Harvey.

Upload Password Protected Files

Learn how to upload and unlock password-protected files in Harvey so you can work securely with encrypted documents in Assistant, Vault, and Workflows.

Editing Multiple Word Documents in Assistant

Learn how to edit multiple documents simultaneously within a single Harvey workflow.

Editing Word Files in Assistant

Edit Microsoft Word (.docx) files directly in Assistant while preserving formatting, structure, and context.