Harvey Introductory Training
Learn Harvey’s platform, key features, and prompt engineering basics to help you confidently integrate Harvey into your daily workflow.
Last updated: Jun 5, 2025
In this training series, you’ll learn the fundamentals of Harvey’s platform—who we are, what we offer and how it’s designed to support your daily workflow. We’ll guide you through a product demo that showcases Harvey’s key features and practical applications. You’ll also explore the basics of prompt engineering to optimize Harvey’s outputs. Along the way, we’ll share useful tips, insights and takeaways to help you get started using Harvey with confidence.
Part 1: What is Harvey?
In this training, we'll cover the following topics:
- What is Harvey?
- Product Overview
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Part 2: Assistant & Workflows
In this training, we'll cover the following topics:
- Assistant’s Assist Mode
- Assistant’s Draft Mode
- Workflows
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Part 3: History & Library
In this training, we'll cover the following topics:
- History
- Library
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Part 4: Prompt Engineering & Key Takeaways
In this training, we'll cover the following topics:
- Prompting
- Key Takeaways
- Tips & Tricks
Watch the below video if your focus is on Transactional law:
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Watch the below video if your focus is on Litigation:
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Supplementary Training: Vault
In this training, we'll cover the following topics:
- How to create a project
- How to create a Review Table
- How to run an Assistant Query over a Vault project
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Supplementary Training: Microsoft Word Add-In
In this training, we'll cover the following topics:
- Customized Suggestions
- Precedent Edits
- Drafting
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