Clause Library

Overview

Clause Library lets firms build and maintain a structured library of pre-approved clause language. Clauses are organized by name and negotiating position, such as Company-Favorable, Balanced, Market-Standard, and Fallback. They can be tagged by agreement type, jurisdiction, and other metadata. Each clause can include a guidance note to help users and Harvey understand when to apply it.

Clause Library is accessible in three places:

• Harvey web app - a dedicated dashboard where you can browse, search, filter, and manage your firm's clauses.
• Harvey for Word - a new Clause Library tab for searching and inserting clauses directly into documents.
• Docx editor - access the library and insert clauses while editing in the Harvey web app.

Harvey also references your Clause Library automatically during Playbook reviews and drafting in Assistant. You can use it as a knowledge source in Assistant for natural language queries - for example, "What's our standard indemnification position for an MSA?"

Role-based permissions control access:

• Admins can create, edit, approve, and publish clauses.
• Builders can draft and submit clauses for admin approval.
• Users have read-only access to published clauses.

How to Use

Creating a New Clause (Web App)

1. In Harvey, go to Settings → Clauses.
2. Select Create.
3. Choose Create manually or Extract from contracts.

   1. When creating a clause manually, you can add a clause title and enter the clause language in the rich text editor.
   2. When extracting from contracts, you can upload contract(s) and select clauses to add to their library from the assistant window.
4. Add optional metadata: select a position, add a tag, choose a document type and provide guidance notes.
5. Select Save.

Browsing and Searching the Library (Web App)

1. In Harvey, select Settings → Clauses.
2. View clauses organized by clause name.
3. Use the filters to narrow results by position, document type, tags and creator.
4. Select any clause to view the full text and version history.

Inserting a Clause in Harvey for Word

1. In Microsoft Word, open Harvey for Word and select the Clauses tab.
2. Search and filter to find the clause you want.
3. Select the clause to view its detail and available positions.
4. Select Insert. Harvey creates a redline in your document, adapting the language to fit the document's existing defined terms and style.

Using Clause Library During Playbook Reviews

Run a Playbook review as usual in Harvey for Word. Where relevant, Harvey automatically references your Clause Library when generating suggestions and redlines, reflecting the latest published clause version.

Asking Harvey About Your Clauses

In Harvey Assistant, choose Clause Library as a knowledge source, or ask a question in natural language - for example:

• "Show me all confidentiality clauses that work for California-governed agreements."
• "Is this clause appropriate for a SOW or only an MSA?"
• "This force majeure language includes pandemics. Do we have a version that excludes that?"

FAQs

Q: How do I insert a clause into a contract I'm reviewing?

In Harvey for Word, go to the Clause Library tab, find the clause you want, and click Insert clause. Harvey will create a redline in your document, adapting the language to fit your document's existing defined terms and style. In Harvey’s web app, you can reference the library through an Assistant query, browse it directly, or insert clauses in the docx editor.

Q: How is Clause Library different from a Playbook?

A Playbook is a negotiation guide - it defines your positions and how to review a contract. Clause Library is a repository of the actual approved language to use. They work together: Playbooks tell you what to flag and what position to take; Clause Library gives you the text to insert.

Q: Can I upload existing contracts to populate the library?

Yes. On the web platform, you can upload executed agreements and Harvey will extract clauses from them.