Vault: Analyze Large Document Sets at Scale

Overview

A Vault is a space for storing, organizing, and analyzing large sets of documents in one place. It’s designed for large-scale review workflows, so you can upload a large document set, keep it organized, and use Harvey to analyze and find answers across the full set.

Use Vault when you need to review many files at once, ask questions across documents, create review tables, run workflows, or start a draft based on the materials in your vault.

Uploading Files: Limitations and Tips

When uploading files, it’s important to be aware of file size limits and supported formats to ensure smooth uploads, faster processing, and reliable performance.

Vault File and Storage Limits

Vault Limits in Assistant

The number of Vault files you can attach to an Assistant thread depends on whether you're using Assistant on its own or within a Shared Space. A standard Assistant thread supports up to 10,000 Vault files, while Assistant threads within a Shared Space support up to 15,000 Vault files.

Vault Review Table Limits

You can add up to 10,000 Vault files to a review table. If you're working with a high volume of files, adding them to a Vault first is the best approach, since direct uploads from your computer are limited to 50 files.

Supported File Formats

The following file types are supported in Vault:

• Standard document: .pdf, .docx, .rtf, .txt
• Email: .eml, .msg
• Spreadsheet: .xls, .xlsx, .csv
• PowerPoint: .ppt, .pptx
• Webpage: HTML
• Common code file types: PHP, Python, Python Script, Java, JavaScript, TypeScript, JSON, XML, C, CPP (C++), CSS, Ruby, TeX
• Personal Storage Table (Microsoft): .pst
• Audio: .m4a, .mp3, .wav, .webm, .flac, .ogg (automatically transcribed to a Word .docx document in Vault; the original audio is not retained)

Creating a New Vault

Each user can create unlimited vaults within their workspace. Once you’re ready to create a vault:

Working With a Vault

First, from your Vault tab, select the vault you want to work with. Here, you can run a new query, view recent queries, manage files, and organize files into folders. Vault can also recognize documents with redlines/tracked changes.

• Start a query

  • Ask a question in an Assistant thread: Get a single, aggregated answer across all documents using the current vault and additional knowledge sources (additional vaults, uploaded files, data sources, etc.)
  • Create a review table: Run hundreds of queries at once over multiple documents in a table format.
• Use a Workflow: Instantly execute predefined queries tailored to specific use cases, such as M&A Deal Points or Litigation Court Opinion workflows.
• Create a draft document: Start a draft document from your vault.

Asking Questions in Assistant

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

1. In Assistant, select files and sources, then add from vault. For detailed instructions on running a query with Vault files, please read Getting Started with Assistant.
2. In Vault, enter your query in the text box.

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

Creating Review Tables

You can create a review table in Vault to analyze up to 10,000 files at once, returning results in a structured, spreadsheet-style layout. Each review table is built from columns, where each column extracts a specific data point (such as governing law, effective date, or renewal term) from every file.

For step-by-step guidance on building and formatting a review table, see Using Review Tables.

Using Vault Workflows

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

To start a workflow:

1. Select the workflow that best matches your document type or click on View all for more options.
2. Click Continue.
3. If you select a review workflow,

   1. Confirm which columns you'd like to add to your review table,
   2. Select the files you want to review
   3. Click Choose.
   4. Once created, you can edit columns in the table.

      1. 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.

Viewing Recent Queries

Users can view their recent queries in each vault.

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

Sharing Vaults

Users can share vaults 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.

Renaming a Vault

1. In the Vault tab, hover over the vault you wish to change.
2. Click on the ellipsis menu in the top right corner of the vault.
3. Select Rename Vault and edit the name as needed.

Deleting a Vault

1. In the Vault tab, hover over the vault you wish to change.
2. Select the ellipsis menu in the top right corner of the vault.
3. Select Delete vault.
4. Select Move to recycle bin.

Once your vault has been moved to the Vault recycle bin, it will recoverable for 30 days by an admin of your workspace before being permanently deleted. See Managing Vaults for more details.

Data Security & Privacy

Storage Buckets

Vaults 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 Vaults & Data Retention.

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

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