Getting Started

Learn the basics and set up your Harvey account

Getting Started with Harvey

A high level overview of Harvey features and how to navigate our platform.

Regional Knowledge Sources Overview

A comprehensive overview of Harvey's integrated public data sources for legislation, case law, and regulatory materials, including current availability and planned rollout timelines.

How to Set Up Your User Profile

Discover how to customize Harvey to fit your needs.

Harvey Guide: Learn How to Use Harvey Directly in Harvey

Learn how to use Harvey directly in the product with instant, cited answers sourced from the Help Center.

Upload Password Protected Files

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

Harvey Introductory Training

Learn Harvey’s platform, key features, and prompt engineering basics to help you confidently integrate Harvey into your daily workflow.

Understanding Retention Policies

Learn how data retention works in Harvey, including how the Workspace Retention Period applies and which features follow their own retention timelines.

Prompt Writing Techniques

Tips and best practices for achieving the most accurate results with Harvey.

What AI Models Does Harvey Use?

In this article, we’ll cover the main models Harvey uses and how they compare.

Navigating the New Simplified Homepage

All the same functionalities with a cleaner, more personalized user experience.

Client Matters Numbers

Client Matters Numbers help organize and track legal work in Harvey by linking queries to specific client projects across tools.

Harvey Product Walkthrough

A quick tour of Harvey's core features.

Create and Manage Public and Private Groups

Learn how to create workspace-wide groups to easily share resources and collaborate at scale.

Using Deep Research

Learn how to run Deep Research queries to analyze complex topics, connect insights across sources, and produce structured, cited reports.

Understanding Context Windows and Token Limits

This article explains how tokens and context windows work across Harvey’s three key features: Assistant, Vault, and Workflows.

Harvey's Models and the Model Selector

Learn how Harvey intelligently leverages multiple AI models to deliver optimal results for every task.

User Login Guide

Learn how to log in to your Harvey account securely and without issues.