Harvey for Outlook Add-In: How to Use

Overview

The Harvey for Outlook add-in brings AI-powered legal support directly into your inbox. Harvey can reason across multiple emails and their attachments, draft and edit replies for you to approve in one click, generate Word, PowerPoint, and Excel files in a thread, and keep your context as you move between reading and composing.

With full inbox search enabled, Harvey can also search across your entire mailbox to summarize or find emails, with citations and direct links.

How to Use the Harvey for Outlook Add-In

Within an email, you can use Harvey to:

• Ask about an open email: Harvey reads the message and its attachments to answer your question.
• Reason across multiple emails and attachments: Summarize a set of messages or surface key takeaways and action items (requires either multi-selecting emails or enabling full inbox search).
• Add sources: Bring files from iManage or Vault, or select knowledge sources and Web Search, to ground Harvey's answer.
• Continue in compose: Select Reply to open a compose window; Harvey carries over your conversation and context.
• Draft and edit email replies: Harvey writes directly into your Outlook draft, and you approve Harvey’s reply in one click.
• Generate files: Ask Harvey to produce a Word, PowerPoint, or Excel file directly in the thread.
• Take bulk actions: Multi-select emails to save them to a Vault project.
• Organize emails into folders: Ask Harvey to find and move emails into a new or existing folder by sender, subject, or date.
• Apply writing styles: Match Harvey’s drafts to your preferred tone and voice.
• Revisit and continue threads: Open previous Harvey for Outlook threads from the add-in, or continue them in the Harvey web app from the History page.

Here are a few simple prompts to help you get started:

• Summarize this email thread
• Surface key action items for me in this email thread
• Write me an email updating the client on key redlines in their contract
• Do any of the attachments in this email answer the questions in my uploaded DDQ?
• Draft a reply to this thread and generate a Word summary of the key points
• Summarize my most recent emails from this sender [requires full inbox search]
• Find the email from opposing counsel about the closing date [requires full inbox search]
• Move all emails from this sender into a new folder [requires full inbox search]

You can also use Harvey’s suggested workflows for quick actions:

• Send to Vault project: Send an email to a Vault project, then leverage that project for a workflow and future analysis.
• Multi-select: Select up to 100 emails at once to send or organize them in bulk. Harvey can read up to 250 unique attachments across the emails you select. Note that multi-select is supported on Outlook on Windows (New and Classic) and Outlook on the web, but not in Outlook MacOS desktop app due to a Microsoft Office limitation.

Full Inbox Search (Optional)

If your workspace administrator enables full inbox search, Harvey can search across your entire Outlook mailbox (not just the open thread) to summarize recent emails, surface takeaways, or find a specific email by its contents or sender. Results include citations with direct links to the source emails. Full inbox search works only for native Outlook / Microsoft 365 mailboxes.

Admins can refer to Enable the Harvey for Outlook Add-In in Your Workspace for details on enabling full inbox search.

Harvey Outlook Add-In Capabilities: With and Without Full Inbox Search

To better understand which capabilities are available with or without full inbox search enabled, review the table below.

Thread History, Save to Vault, and Settings

You can use the icons at the top of the Harvey for Outlook add-in to view your thread history, save an email to a Vault, and adjust your settings.

Thread History

If you’d like to revisit or continue in-progress work, you can access your previous threads through Thread History.

1. Select the Thread History icon.
2. Choose one of your previous entries to continue working in the thread.

Save to Vault

Quickly save an email to a Harvey Vault.

1. Select the Save to Vault icon.
2. Choose an available Vault, then select Save.

Settings

Select the Settings icon to adjust your settings for the Harvey for Outlook add-in.

• Theme: Change the add-in’s theme between Light, Dark, or Auto.
• Inbox access: Manage Harvey’s access to your Outlook inbox.
• Memory: Change settings related to your personalized Memory in Harvey, including adding, editing, and deleting memories.

  • Note: Memory settings apply across all of your Harvey surfaces, including the web app and the Harvey for Word add-in.
• Sign out: Sign out of the current Harvey account.

FAQs

Security

For security and privacy information, refer to Harvey For Outlook Add-In: Security and Data Privacy.

For security and privacy information related to full inbox search in Outlook, refer to Outlook Connector in Harvey: Security and Data Privacy.

Performance