:Harvey:Support

Early Access Feature

Import Ironclad Files into Harvey

Import executed contracts from Ironclad directly into Vault or Assistant to ask questions, extract key terms, and generate review tables across your agreements.

Timeline
August 17 (General Access)
Categories
Integrations
General Access Type
Regional Availability
US, EU, AU

Interested in testing this feature?

Contact your Customer Success Manager for early access.

Overview

You can now import executed contracts from Ironclad directly into a Vault project or an Assistant thread. If your firm uses Ironclad as its contract lifecycle management system, this feature closes the gap between contract management and legal analysis: agreements that previously lived only in your CLM can now be centralized in Harvey.

Once contracts are in Harvey, you can ask questions across uploaded contracts, generate review tables, extract key terms and provisions, and connect prior agreements to ongoing work.

Key Features

  • Direct import from Ironclad: Select signed agreements from your Ironclad records and pull them into Vault or Assistant without leaving the Harvey web app.
  • Bulk import: Upload up to 100 files at a time into Vault.
  • File Picker: Select and pull Ironclad contracts directly into Assistant, no manual download/upload required.
  • Analysis on executed agreements: Analyze contracts and build review tables to compare terms across your uploaded documents.

How To Use

How to Connect Ironclad (For Admins)

  1. In Settings, select Connectors from the user settings panel.
  2. Locate Ironclad on the Connector list and select Add.
  3. In the popover that appears, select Connect next to the API integration option.
  4. After reviewing the connector information, select Continue.
  5. Add in the Roles that you’d like to enable Ironclad for, then select Enable Integration.

Note: Once enabled, Ironclad appears as a Connector in a user’s connector list. Users will need to authenticate to Ironclad themselves.

How to Import Ironclad Contracts into Vault (For Users)

  1. In your Vault project, select Upload Files.
  2. In the popover that appears, select Ironclad. If you are not already signed in to Ironclad, a login prompt will appear.
  3. Select the Ironclad record(s) containing the agreements you want to import.
  4. Start the import. Your selected files will download in the background and populate your Vault project when the job completes.

Note: Your workspace admin will need to enable the Ironclad Connector before it is available to you. If you don't see Ironclad as an option, contact your workspace admin.

How to Import Ironclad Contracts into Assistant (For Users)

  1. In an Assistant thread, select the file upload option.
  2. In the popover that appears, select Ironclad. If you are not already signed in to Ironclad, a login prompt will appear.
  3. Select the Ironclad record(s) containing the agreements you want to import.
  4. Start the import. Your selected files will download in the background and become available to question in your thread once ready.

Notes & Limitations

  • Only the signed agreement on a record is imported. Other attachments within a record are not included.
  • Import is file-level only during EA in both Vault and Assistant. Folder import and sync are not yet supported.
  • If one record in a multi-record import fails, the remaining files still import and are fully usable.
  • A record with no signed agreement has nothing to import and will return an error message.

FAQs

Q: Do I need my own Ironclad account? Yes. After an admin connects Ironclad for your workspace, you’ll need to sign in with your own Ironclad credentials, and you can only import contracts that your Ironclad permissions allow you to see.

Q: Does importing change anything in Ironclad? No, your Ironclad records will remain unchanged when you import files into Harvey.