Vault: Analyze Large Document Sets at Scale

Overview

Vault is a powerful tool that enables you to upload hundreds of documents to a project and conduct advanced analysis using Harvey’s AI models. It’s especially valuable for workflows that involve reviewing large document sets.

In Harvey's sidebar you can click into Vault as well as current Vault projects.

Create a Project

1. Click New Project in the top right corner of Vault.
2. Enter a Project Name.
3. Select documents you wish to upload.
4. Click Create Project in the bottom right corner.

Use a Project

First, select the desired project from your Vault tab. Here, you can run a new query, view recent queries, upload new files, delete existing files, and organize files into folders. Vault can also recognize documents with redlines/tracked changes.

When creating a new query in Vault, you have two options:

• Create from blank:
  • Review Query: Get individual answers from each document in a table format.
  • Assistant Thread: Get a single, aggregated answer across all documents.
• Workflows: Instantly execute predefined queries tailored to specific use cases, such as M&A Deal Points or Litigation Court Opinion workflows.

Assistant Threads (Ask Query)

You can perform Ask queries on Vault projects from either Vault or Assistant, with the same result: an Assistant thread generated from a Vault project.

1. In Assistant, select Choose from Vault. For detailed instructions on running a query with Vault files, please read Getting Started with Assist and Draft Modes.
2. In Vault, select Create blank and then Create thread.

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Queries from either method will show up in the Vault project as well as in your History, indicating that Vault is the source.

Review Table

You can create and manage columns individually. Each column has a type, which is the kind of data expected in the cell. Review queries extract an answer that matches the column type.

• Column Types: date, duration, currency, number, verbatim, classify, and free response.
• Custom Sorting: columns can be sorted and formatted based on the data type.
• Export: you can export the whole table or sub-selected rows into an Excel sheet.
• Document View: if you click a document, you can view each answer and relevant sources.

Vault Workflows

Vault streamlines transactional and litigation workflows, enabling you to complete key processes effortlessly—no typing required.

1. Click View all workflows.
2. Select the workflow that best matches your document type and click Continue.
3. Choose the files you want to review and click Create table.
   1. Once created, you can edit columns in the table. If you're not satisfied with the output after editing a column, we recommend creating a new custom prompt to format the data in a way that better meets your needs.

Recent Queries

Users can view their recent queries in each Vault project.

• Duplicate Table: To reuse a recent Review query, click the three dot menu on the far right and select Duplicate Table, then select the project in which to reuse those columns.

Sharing Projects

Users can share projects in Vault with other users within your workspace. Sharing is restricted to members of the same organization, ensuring that only colleagues in your workspace can access shared items.

Delete or Rename a Project

From the Vault tab:

1. Hover over the project you wish to change.
2. Click on the ellipsis menu in the top right corner of the project.
3. You will have the option to either Rename project or Delete the project.
   1. If you choose to delete your project, you will be prompted again to confirm this decision as this action will permanently delete the project and all associated sub-folders and files. Once a project is deleted, it cannot be recovered.

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Data Security & Privacy

Storage Buckets

Vault projects and data adhere to the specific workspace and territory-level data storage buckets assigned by Admins. For example, if data is saved in an EU storage bucket, Vault files will also be stored there.

Data Retention Period

There are two types of data retention periods related to Vault: Query Retention and Projects & Data Retention.

• Query Retention: Queries are persisted as long as the project, unless you have configured a custom query-level retention policy.
• Projects & Data Retention: Vault projects and data remain stored until the user deletes them, independent of workspace or territory-level retention policies, unless you have configured a custom project-level retention policy.

All data will be deleted if your organization ceases to be a Harvey customer.