Spaces Overview

Overview

Spaces are secure, branded collaboration environments in Harvey that allow teams to organize and share tools, data, and work product in one place. They support multiple modes of collaboration:

• Internal Spaces — Organize resources (Workflows, Playbooks, Vaults, Assistant Threads) for teams within your own workspace. Great for practice groups, project teams, or knowledge management.
• External Spaces — Co-owned environments shared between two Harvey organizations (e.g., a law firm and its client). Both sides can contribute and access shared resources while maintaining strict data controls.
• Guest Accounts — Invite non-Harvey users into a Space via a free, limited-access account. Guests authenticate through a secure email link and can only access the Spaces they're invited to.

When to Use Spaces

Use Spaces when you need to:

• Centralize work for a matter, client, or internal initiative
• Share curated resources with external partners
• Control access at both the Space and resource level
• Validate permissions before inviting collaborators

How Spaces Work

Spaces act as containers. You add specific resources, and all users in the Space can access them based on their permissions.

Permissions and Access

Access is controlled at two levels:

• Space access — Determines who can enter the Space
• Resource access — Determines what each party and user can do within a resource

How this works in practice:

• You can set per-party access levels on an individual resource (View, Edit, Run or No Access) so that different organizations in the same Space have different access levels
• Start with limited Space access, then increase access only where needed

How to Use Spaces

Create a Space

1. Go to Spaces
2. Select Create Space
3. Select the correct processing region. This must match the region of the organization you’re collaborating with
4. Name your Space with a clear naming convention such as: Firm | Client — Matter name or Practice Group — Internal Hub
5. [Optional] Customize the Space (for example, choose a logo, background image, and color)
6. Invite collaborators by entering their email addresses

Add Resources to a Space

You can add resources from either the Space or the resource itself

Option 1: From the Space

1. Open the Space
2. Click Add
3. Select the vault, Workflow, or Playbook

Option 2: From the Resource

1. Open the resource
2. Select Share
3. Toggle to the Spaces tab in the Share options
4. Search or select your space
5. Assign an access level
6. Click Share

Set Per-Party Access on a Resource

Set a different access level for each organization on a resource shared into the Space.

1. Hover over the resource you're sharing and select the ellipsis menu in the upper-right corner.
2. Select Manage access.
3. Choose an access level for each party listed:

   • View: the party can open the resource
   • Edit: the party can open and edit the resource
   • Run (workflows and agents only): the party can run the workflow or agent but can't see its underlying prompts
   • No access: the party can't see or open the resource

To review everything in one place, open the Space, select the ellipsis menu in the upper-right corner and choose Manage access to see every party and their access levels for each resource.

Work Inside the Space

Inside the Space, collaborators can:

• Run shared Workflows and Playbooks
• View shared threads, view and edit shared review tables, and edit shared drafts and review tables
• Use Assistant to query over the entire space for summaries, analysis, and quick Q&A

Set a Custom Welcome Message

Space creators can configure a welcome message that appears when external collaborators or guests first enter a Space. Use it to set expectations, surface disclaimers (e.g., "This space does not constitute legal advice"), or provide engagement-specific instructions.

How to Set Up a Welcome Message

1. Open the Space and click Customize in the header.
2. Navigate to the Welcome Message tab.
3. Enter a title and body for your message (up to 10,000 characters). You can also add hyperlinks to a privacy statement, client terms, or a contact email.
4. Toggle the message on to activate it. The message will only display once per user.

How External Approval Works

When sharing a Space with another organization:

1. A share request will appear in Spaces → Requests
2. A Connection Admin on both sides must approve it.
3. Access is granted only after both approvals are complete. Note that Internal Spaces do not require approval.

Tracking a Share Request's Status

You can check the status of any request you've submitted in Spaces → Requests:

• The In progress tab shows outstanding requests and whose approval you're waiting on — your admin or the other organization.
• The Resolved tab shows past requests and their outcome.

Previewing

Before or after you share a resource in a Space, you can check what others will see in the Space.

What You Can Do

• See the Space as a collaborator or guest (Preview), or as a specific organization (View as party)
• View access levels for each resource
• Confirm what actions collaborators can and cannot take
• Update permissions directly from preview mode

How to Preview Your Space

1. Open a Space
2. In the ellipsis menu in the upper-right corner, select Preview to check the general collaborator or guest experience before anyone is invited:

   1. In the Preview Experience field, preview the space as a collaborator or guest before anyone is invited. Preview does not reflect specific resources.
   2. In the View as party field, select a party to view the Space exactly as that specific party experiences it, including which resources they can open and at what level.

A banner confirms you are in preview mode. You can exit at any time.

Why This Matters

Use these features to:

• Prevent accidental overexposure of sensitive content
• Validate permissions before inviting collaborators
• Ensure a clean, professional experience for clients

Resource Behavior in a Space

Access to each item is determined by a combination of Space-level, resource-level, and per-party settings.

• Visibility: Adding a resource makes it visible to all users at the Space’s access level.
• Per-party access: You can set access per organization on a specific resource, above or below the Space-level default, including view, edit, run, or no access depending on the resource type.
• Direct sharing: You may grant higher access to certain users on a specific resource than given at the Space-level.
• Sharing externally received resources: Users cannot share resources they received from an external workspace with another workspace. They may only share within their own workspace if they have Full Access.
• Removal: Deleting the host resource or removing a user from the Connection immediately removes external access.

Activity Feed

The Activity Feed shows recent activity in a Space so you can see what has changed and pick up where your collaborators left off.

As a Space member, you can open the Activity Feed to view a scrollable, chronological record of recent activity in the Space, including:

• Resource engagement, such as resource views and workflow runs
• Review table updates, such as comments, rows, and columns added
• Shared vault changes, such as files added, downloaded, or removed
• Members added or resources shared
• Exports of Space resources, such as review data and threads

How to View Activity

Privacy and Activity Visibility

Spaces are designed to preserve workspace sovereignty.

Learn more: Security, Data, and Privacy for Sharing in Harvey.

Current Capabilities

Spaces currently support:

• Collaboration between two organizations only
• Same-region sharing
• Vault-level (not document-level) permissions
• Guest accounts
• View-only Assistant Threads across organizations

Troubleshooting

Tips for Success

Using External Spaces

• Share and publish only the resources required for collaboration.
• Use the custom Welcome Message option to greet external collaborators and guests when they first enter your Space. This is useful for setting expectations or surfacing disclaimers specific to the engagement.
• Start with the minimum necessary access. Begin with conservative, Space-level access, sharing only the resources required for collaboration. Elevate select users via direct sharing only when needed.

Using Internal Spaces

• Use Spaces for internal projects too. Curate all relevant vaults, workflows, playbooks, and artifacts for a matter or vault to simplify discovery and build shared context.
• Create an onboarding or best-practices Space. Knowledge teams can develop a model Space that demonstrates how your organization recommends using Spaces and other Harvey capabilities.
• Give all users access to internal Spaces. This promotes feature discovery and exposure to power-user workflows, helping them to better understand how to leverage Harvey.

FAQ