:Harvey:Support

Ask Harvey to Edit and Manage Review Tables

Learn how to make changes to your review tables with a query to Harvey.

Last updated: Sep 1, 2026

Overview

You can ask Harvey to manage and make changes to review tables for you. The Harvey agent can take action on nearly all aspects of a review table, and on any subset of the table (single cells, full columns, etc.)

Ask Harvey to Edit Your Review Table

In a New Thread

  1. Go to Assistant.
  2. Attach your review table by selecting Files → Add review table.
  3. Describe the changes you’d like to make to the review table.
  4. Send your query. Harvey identifies the matching cells, rows, or columns and applies the changes.

While Viewing a Review Table

  1. Use the thread on the left-hand side of the review table to describe your changes.
    1. If the thread is not visible, select the >> (Show Thread) button at the top-left.
  2. Send your query. Harvey identifies the matching cells, rows, or columns and applies the changes.

Supported Actions and Example Prompts

The Harvey agent can make the following changes to your review tables:

Action

Notes and Example Prompts

Edit or Lock/Unlock Cells

• "Update every 'Counterparty' cell that says 'Acme Corp' to 'Acme Corporation, Inc.'" • "Lock every cell in the 'Counterparty' column."

Import Metadata

• "Add the metadata from this Relativity export [CSV]" • "Create an 'Internal Risk Rating' column and populate it per this definition."

Edit a Single Column

• "Make Governing Law a classification with US / UK / Other and re-run."

Reorder or Delete Columns

• "Put all the date columns next to each other" • "Delete File Name, Parties, and Effective Date."

Group or Ungroup

• "Group original credit agreements with their respective amendments."

Note: Harvey groups using content already on the table — to group by attributes it hasn't extracted yet, attach the underlying files as a source and ask Harvey to group using those attributes.

Add or Delete Rows

• "Add any files in my vault that aren't yet in this review table" • "Remove any rows that aren't commercial contracts."

Note: New rows must come from the same source as your review table — you can't add local files to a Vault-backed table. For Vault-based tables, attach the Vault as a source first. Deleting a row removes it from the table only; the underlying file isn't deleted.

Assign

• "Assign all finance-related rows to a specific user; split the rest equally to other users with access to this vault."

Note: You can assign rows to any user with edit access to the table.

Flag

• "Flag every row where Termination for Convenience is 'Yes' in red."

Verify

• "Mark complaint_44.pdf as verified across all its columns."

Comment

• "Comment 'Escalate to senior reviewer' on every red-flagged row."

Notes & Limitations

  • You must have edit access to a review table in order to modify it with the Harvey agent.
  • You can work on one review table per Assistant thread. Start a new thread to work on a different table.
  • A bulk action cannot be undone after it’s applied.

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