:Harvey: Support

Client Matters Numbers

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

Last updated: Jun 5, 2025

Note: The Client Matters feature is not included in the base Harvey application. If you’re interested in adding Client Matters to your workspace, please reach out to your Harvey Workspace admin for more details.

Overview

Client Matters numbers play a pivotal role in organizing and managing legal work. In Harvey, they help streamline task tracking, ensure accurate records, and improve overall workflow efficiency.

How Client Matters Work

Note: Workspace admins can enable or disable Client Matters numbers at the workspace level. If enabled, you may be required to associate your queries with a Client Matters number before proceeding.

Client Matters numbers (CM#s) in Harvey ensure your work stays organized and aligned with specific client projects. Here’s how they function across the platform:

  • CM# Persistence: Once you select a CM#, it remains active across all Harvey tools until you either change it or log out of Harvey.
  • Navigating Pre-Existing Threads: If you access a pre-existing thread, the CM# tied to the root of the thread will automatically apply, even if the side panel displays a different CM#.
  • Vault Projects: When creating a new Vault project, the CM# displayed in the side panel resets; however, Vault projects themselves can involve multiple CM#s.

Selecting a Client Matters

To associate a query with a Client Matters number:

    1. Navigate to the CM# dropdown menu in the upper-left corner, just below Harvey.
    Select a Client Matters number under the Harvey logo.

  2. Enter or select the relevant CM# from the dropdown.

    1. Note: If your admins have turned on ‘disallowed’ CM#, you will be presented with the below error and unable to use that CM#.

      Disallowed client matters number warning.

  3. The selected CM# will remain active across all Harvey tools (e.g., Assistant, Translation, Vault) until you update it.

Viewing Client Matters Data

Note: Depending on your workspace configuration, you may have the ability to add or edit CM# across your entire workspace. If this functionality is not available, contact your workspace admin for details.

To view or manage Client Matters data:

  1. Go to Settings → Client Matters.
  2. Review the table to sort and filter data by various fields.
Where to view client matters numbers in Settings.