Understanding Retention Policies

Learn how data retention works in Harvey, including how the Workspace Retention Period applies to your active workspace, which features follow their own retention timelines, and what happens to your data if your agreement with Harvey ends.

Last updated: Sep 3, 2026


Overview

At Harvey, we prioritize giving customers control over their own data. That's why organizations can set a Workspace Retention Period for their workspace data.

This article explains what a Workspace Retention Period is, how it applies to your active workspace, which features follow their own retention timelines, and what happens to your data if your agreement with Harvey ends.


What is a Workspace Retention Period?

Your organization’s Workspace Retention Period is the amount of time your users’ queries and related data is retained in Harvey before it's automatically deleted. Your Workspace Retention Period can be set anywhere from 3 hours after a query is first processed by Harvey to indefinite.

Retention is measured from each query's creation date and does not reset when a query is updated. Once your workspace reaches its configured retention limit, content is securely and permanently removed from Harvey's systems, unless the feature has an independent data retention timeline as described in the table below.


Features with Independent Data Retention Timelines

Some Harvey features have data retention periods that differ from your organization’s workspace retention period.

With the exception of Vault, the features in the table below retain data for continued use until manually deleted by the applicable user(s) (i.e., admins, creators, editors) or until full workspace deletion has been requested.

Feature

Retention

Why It's Different

Vaults

  • Admins can configure Vault Retention separately from Workspace Retention, from a minimum of 3 hours to indefinite, measured from the vault's creation date or last activity date.
  • Vaults auto-delete at the end of the period unless deleted sooner.
  • Vault is the only feature whose retention can be configured separately from workspace retention.
  • Flexible Vault retention lets you keep important work on its own timeline, preventing accidental loss.
  • Learn more about Vault-specific retention in Vault Project Retention.

Custom Workflows (including Words to Workflow)

  • Retained indefinitely while your workspace is active, unless an admin deletes them.
  • No separate retention period configurable by admins.
  • Retained independently so teams don't lose their automations.
  • Note: inputs and outputs produced by workflows continue to adhere to your organization's Workspace Retention settings.

Library Items

  • Retained indefinitely while your workspace is active, unless an admin or authorized user deletes library items.
  • No separate retention period configurable by admins
  • Kept independently to avoid automatic deletion of valuable references or examples.

Playbook Reference Guide and Rules

  • Retained indefinitely while your workspace is active, unless an admin or authorized user deletes them.
  • No separate retention period configurable by admins
  • Ensures guidance and compliance materials stay accessible.

Matter Numbers

  • Retained indefinitely while your workspace is active, unless an admin or authorized user deletes them.
  • No separate retention period configurable by admins
  • Supports consistent reporting and historical tracking for your records.

User Profiles

  • Retained indefinitely while your workspace is active, unless an admin or authorized user deletes them.
  • No separate retention period configurable by admins
  • Allows personalized experiences, including during offboarding and transition periods.

Custom Export Formats

  • Retained indefinitely while your workspace is active, unless an admin or authorized user deletes them.
  • No separate retention period configurable by admins
  • Prevents admins from having to reconfigure export templates.

Extended AI Features

  • Admins can turn on Extended AI Features; retention may vary depending on the specific feature.
  • See Extended AI Features for individual feature details.

Prompt Caching

  • The key/value (KV) tensors — the numerical "memory" the model produces during the first tokens of a prompt — may be stored for up to 24 hours, depending on the model provider.
  • Key/value tensors are stored so subsequent, similar prompts can skip the costly pre-fill step.

Memory

  • Retained indefinitely while your workspace is active, unless an admin or authorized user deletes them.
  • No separate retention period configurable by admins
  • Enables personalized experiences to users on an ongoing basis.

Models and Prompt Caching

Harvey continues to enhance its offerings as its LLM partners develop and launch new AI models. To stay up to speed on the models Harvey evaluates and deploys, see What AI Models Does Harvey Use, which covers Harvey's model evaluation process and a comparison of current models.

For more on how Harvey approaches prompt caching as these models evolve, see our Prompt Caching overview.


Workspace Deletion

Regardless of the retention period you choose, all data is permanently deleted 30 days after your workspace's agreement with Harvey ends.

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