Managing the Library For Your Workspace

Overview

Unlock a faster workflow with a purpose-built Library. As an admin, you can customize everything in the Library tab—workflows, review table templates, prompts, playbooks, examples, categories, and tags—to match the way your team works.

Use it to centralize your team’s expertise, reduce repetition, and make high-quality output repeatable at scale. You can also create new resources from the Library’s Create menu.

Workflows

What’s a Workflow?

A workflow guides your team through a structured, multi-step task with consistent inputs and outputs. In the Library, the Workflows tab lists your workspace’s workflows. Workflows that produce a review table template appear in the Review tables tab instead.

Saving Workflows

1. Go to Library.
2. Select Create → Workflow.
3. Build and save your workflow in the Workflow Builder. For details, refer to Getting Started with Agent Builder.

Review Table Templates

What’s a Review Table Template?

A review table template is a sample review table that users can use as a foundation for a new review table instead of building it from scratch. In the Library, the Review tables tab is where users can browse templates to streamline the process of creating a new review table.

Saving Review Tables as Templates

Refer to Review Table Templates for more details on creating and managing Review Table templates for your organization.

Prompts

What's a Prompt?

A prompt is the starting point of any task in Harvey. It’s the question or instruction you give the platform to generate an output.

Every saved prompt is a shortcut to repeatable, high-quality work. Admins can customize prompts to reflect company standards, categorize them by practice area, and make them discoverable for the whole team.

Saving a Prompt

Save a prompt from a thread using the steps below, or create one directly in Library by selecting Create → Prompt.

Managing Prompts

1. Go to Library and select the Prompts tab.
2. Locate your prompt. You can filter the list by Practice Area and Creator, or sort the list by usage and creation date.
3. Select a prompt from the list, then select the icon and choose an action:

   1. Convert to workflow – Open the workflow builder to convert the selected prompt into a workflow.
   2. Hide from Team – For Harvey prompts only, hide them from visibility without deleting.
   3. Edit – Update the title, text, or tags.

      1. To remove a tag from all prompts, deselect it across the Library.
   4. Delete – Permanently remove the prompt.

Bulk Uploading Prompts

Use the Bulk Upload feature to upload large numbers of prompts at once to your Library. This is useful when populating the Library for a new practice group, a firm-wide rollout, or any situation where creating prompts one at a time isn't practical.

1. Go to Library and select the Prompts tab.
2. Select Bulk Upload. Each upload supports up to 500 prompts and a maximum CSV file size of 1 MB.
3. Select Download CSV template and fill it out with your prompt data.
4. Drag and drop the completed CSV file into the upload area, or use the file picker.
5. Submit the file to upload all of your prompts at once.

Playbooks

What’s a Playbook?

Playbooks are guidelines that let your team review contracts against your organization's established positions, so everyone applies consistent legal and business standards at scale.

In the Library, the Playbooks tab is where users can browse existing Playbooks to streamline the contract review process.

Saving Playbooks

To create a playbook, go to Library and select Create → Playbook. Choose Playbook builder to build one in a thread, or Edit Harvey’s template to start from a template. For step-by-step instructions, refer to Create & Edit Playbooks.

Refer to Managing Playbooks for more details on creating and managing Playbooks for your organization.

Examples

What’s an Example?

An example is a complete use case. It includes the prompt, the source document, and Harvey’s response. It’s a reference model—showing your team what’s possible and how to get there.

Only Admins can create and edit examples, but all professionals can use them.

Saving an Example

1. After running a prompt in a thread, select the menu in the top right.
2. Select Save as example.
3. Assign a name and practice area for the example, then select Save.

Managing Examples

1. Go to Library and select the Examples tab.
2. Locate your example. You can filter the list by Practice Area and Creator, or sort the list by usage and creation date.
3. Select the icon and choose an action:

   1. Edit – Add or update tags.

      1. To remove a tag, deselect it from all examples.
   2. Delete – Remove the example permanently.
   3. Hide from Team – (Harvey examples only) Hide from view without deleting.

Custom Practice Area Tags

Practice Area tags help you organize your Library items by legal category. In addition to Harvey's built-in Practice Area tags, admins can also create and apply custom tags to Library items for even more flexible organization.

Create a Custom Tag

When saving or editing a Library item, you can create and apply multiple Practice Area tags. To create a new Practice Area tag:

Rename a Custom Tag

Custom tags cannot be directly renamed. To update a tag's name:

1. Create a new tag with the updated name by entering it into the tag field on any Library item and selecting Create New.
2. Apply the new tag to all relevant Library items.
3. Remove the old tag from all Library items it's applied to.

Until the old tag is fully removed from all Library items, it will continue to appear in the tag selection list.

Remove a Custom Tag

Custom tags are automatically removed from the Practice Area list once they have been deselected from every Library item they're applied to. To remove a custom tag:

1. Go to Library and select the Practice areas drop-down menu.
2. Select your custom tag from the list. This filters all of your Library items by your custom tag.
3. Go through your Prompts and Examples tabs. Edit each Library item and remove the custom tag from its Practice Areas.

   1. The option to edit Examples is available when viewing your Library as a grid.
4. Once the custom tag has been removed from all Prompts and Examples, it will be removed from your Practice Area list.