Early Access Feature
Horizon Scanning
Monitor regulatory and legislative developments and act on them directly in Harvey, without tracking sources by hand.
Interested in testing this feature?
Contact your Customer Success Manager for early access.
Important: Horizon Scanning is rolling out in phases to customers on the Early Access list and may not appear in your workspace immediately after you request it.
Overview
Horizon Scanning is now available in Harvey, helping legal teams to stay informed about regulatory and legislative developments by continuously monitoring topics that matter to their work. Instead of manually tracking updates across multiple sources, you can now configure ongoing scans that surface relevant changes in one place and refresh hourly.
Key Features
- Configurable scans: Set up ongoing scans scoped to specific topics, industries, and regions, and describe what you want to track in plain language or select coverage manually.
- Centralized dashboard and weekly digest: View key updates across all your scans in one place, with a weekly digest that summarizes the most pressing alerts.
- Ask Harvey about scans: Ask questions conversationally across a scan to summarize findings, identify patterns, and draft work product without switching tabs.
- Sharing: Share scans with teammates for collaborative monitoring, with full editing or view-only access.
By bringing monitoring, analysis, and collaboration together in Harvey, Horizon Scanning will help teams respond to regulatory changes more efficiently.
Key Use Cases
Horizon Scanning can be utilized for a number of use cases, including:
- Drafting client alerts and communications as new regulatory and legislative updates arise
- Updating internal corporate policies based on updated guidelines
- Assessing risk and compliance frameworks and ensuring adherence to regulatory requirements
How to Use
Create a scan
Anyone with access to Horizon Scanning can create a scan. There are two ways to build one:
- Build with Harvey
- Create manually
Build Scans with Harvey
- Navigate to the Horizon Scanning tab.
- In the upper right corner, select Create scan.
- In the Describe scan window, describe what you want to track in plain language. You can also select Improve to give Harvey more context.
- Select Continue. Harvey will build out the scan coverage by identifying and selecting jurisdictions, industries, topics and key source entities that fit your needs.
- Select Create.
Create Scans Manually
- Navigate to the Horizon Scanning tab.
- In the upper right corner, select Create scan.
- Select Create manually.
- Choose the jurisdictions (optional), industries, sources, and topics to scope into the scan.
- Select Create.
After you create your scan, Harvey will start to search and populate findings, then notify you when an alert is ready for your review.
Tip: Scope your scan thoughtfully. Adding too many jurisdictions, sources, or topics may cause your scan results to be noisy, while adding too few may leave out relevant coverage.
Review the scan dashboard
- Open a scan to view its dashboard of alerts.
- Review the Weekly Digest at the top of the dashboard.
- Filter alerts by the most recent developments or by the most relevant ones identified by Harvey.
- Select a pinpoint citation within any summary to jump to the source alert.
Tip: Star the scans that are most relevant to you for easier access.
Act on an alert
- Open an alert, then select Save to Vault to store the finding for reuse and further analysis.
- Select Ask Harvey at the bottom right to ask questions across the entire scan. For example, generate a timeline view, analyze how several related developments relate to each other, or analyze findings against a Vault or folder of internal policy documents to draft changes.
- To act on several alerts at once, select the checkbox on each one to perform bulk actions such as saving to a Vault or archiving.
- Select Share at the top right of a scan.
- Add the users or groups you want to give access to.
- Set their access level to either full editing or view-only.
Notes & Limitations
- A manual, on-demand refresh is not available in this phase, though it is noted for the roadmap.
- Email notifications are currently a daily digest for your starred scans. More granular email controls are coming soon.
- Scan data cannot yet be referenced from the main composer or elsewhere in Harvey. This is a current limitation being worked on.
- Topics come from Harvey's taxonomy. Bespoke, custom topics are not yet available.
FAQs
What is the source coverage?
Horizon Scanning pulls from over 12,000 sources across 100+ jurisdictions, and this corpus is separate from Harvey's existing Knowledge Sources. Coverage will continue to expand over time.
How does Horizon Scanning differ from web search?
Horizon Scanning surfaces information that goes deeper than web search crawling, reaching nested content such as sub-links and nested tables through its specialized data vendor.
When should I set up a scan versus a scheduled agent?
Use a scan when your team wants granular, recurring updates on a routine topic that is not tied to a specific deliverable. Use a custom agent for specific, repeatable work product that does not need hourly information scoped in.
Are there security or data-processing implications?
There are no new subprocessors or changes to data processing. Only metadata such as jurisdictions and topics is sent externally; client documents, free-form queries and intent text, and project context remain within Harvey and its existing subprocessors.