Drafting in Assistant

Overview

Assistant can generate and edit documents directly in your conversation. Depending on what you ask for, Harvey opens one of two drafting experiences:

• Notepad — our markdown editor. Best for fast, lightweight drafting, such as emails, notes, summaries, and quick iterations.
• Editor — our .docx file editor. Best for polished, formatting-sensitive documents, such as contracts, briefs, memoranda, reports, and filings.

Depending on your request, Harvey routes you to the editor that best fits your needs. You can also specify a format directly in your prompt (for example, "as a markdown draft" or "in a .docx file").

Generate a New Draft in Assistant

1. Navigate to Assistant from the homepage.
2. Upload any reference documents you want Harvey to consider.
3. Enter your prompt and request a draft — for example, "Draft an engagement letter template" or "Draft a follow-up email to opposing counsel."
4. Send your query. Harvey generates a draft and opens it in Notepad or Editor automatically, based on your request.

Opening a Draft

When Assistant generates a Notepad draft, you can edit the draft by selecting the Edit button at the top-right of the preview.

If Assistant generates a Word document, you can open it in the Editor by selecting the file name in either the thread or the Outputs tab of the Context Panel.

Once open, you'll find the Assistant panel on the left and the editing space on the right. You can write direct revisions, ask Assistant to make changes for you, or highlight text and describe the edit you want.

Notepad Features and Functions

Draft Multiple Documents at Once

You can create and edit multiple Notepad drafts in a single thread, or even with a single request. Ask for more than one document at a time (for example, "Draft a summary memo and a follow-up email based on this deposition") and Harvey generates both as separate drafts you can review and edit independently.

Response Modes

When working with a draft in Notepad, you can choose whether Assistant edits your draft directly or responds to your request in the thread instead.

Select the Customize icon to find Response mode (Draft), then choose between:

• Auto — Harvey decides whether to edit the draft or answer your query, based on what you ask.
• Edit — Harvey edits the draft directly based on your query.
• Answer — Harvey answers your query without changing the draft.

Drafting Emails

When you ask Assistant to draft an email, Notepad opens a dedicated email UI with fields for To, Cc, Bcc, and Subject. When you're happy with the draft, select Open in Email to open the draft directly in your local email client.

Convert to Word

If a Notepad draft needs richer formatting (precise fonts, page layout, a table of contents, etc.) select the Convert to Word button to move it into Editor.

Save to Vault

Select the Save to vault button to save a Notepad draft to a vault for later reference, without leaving your thread.

Version History

Once you revise a draft, Harvey creates a version history for you. To access it:

1. Select the Version button in the top right corner of your draft.
2. Choose the version number you'd like to review.
3. Restore a previous version if you'd prefer to use it as your working draft for further edits.

Export Your Draft

You can export your document from Notepad or Editor as a .docx file. Select the Export button at the top-right of the document editor, then choose your export location. Harvey can export the file to your computer, a vault, or to a connected document management system.

When you export a draft, redlined changes are included as tracked changes. You can also export changes from the first version to the most recent version.