Early Access Feature
Personalize Harvey with User-Level Memory
Carry your personal preferences forward across sessions and product surfaces, so every output reflects how you actually work.
Interested in testing this feature?
Contact your Customer Success Manager for early access.
Overview
User-level Memory is now available, allowing you to save personal preferences, such as drafting style, negotiating posture, jurisdiction, or formatting habits, simply by telling Harvey to remember them as you work. Once saved, your preferences apply automatically to every new session.
Key Features
- Save preferences via Assistant conversation: Tell Harvey to remember a preference in any Assistant thread, no separate setup step or form needed.
- Persistent memory across sessions and surfaces: Saved memories apply automatically in Assistant on the web app, add-ins (Word and Outlook) and Playbook runs.
- Manage everything in one place: View, edit, and delete every saved memory from your Settings page.
- Global on/off toggle: Turn Memory on or off anytime in Settings.
How To Enable Memory (Admins)
Important: Memory is off until an admin enables it. Users cannot save or recall memories until the required permission is granted. *For the EA program, our UserOps team will be granting the permission for the requested users to streamline the EA experience.
- In Settings, select Roles.
- Enable the User Memory permission for relevant roles.
How To Use Memory (Users)
Save a Memory
- In any Assistant thread, tell Harvey what to remember. For example: "Remember that I represent the buyer," or, "Always apply Delaware law."
- Review the in-thread nudge Harvey surfaces, which shows exactly what was saved.
- Select edit or delete on the nudge to adjust or remove it on the spot.
Tip: You can state multiple preferences in a single prompt. Harvey saves each one as a separate memory, so you can manage them individually later.
Apply Memories
Start a new thread and run a relevant query. Your saved memories apply automatically across the web app and add-ins (Outlook, Word).
Manage Memories
- In Settings, select Memory to open your memory table.
- From the table, you can:
- view all memories
- edit any memory's text
- delete individual memories
- create a memory directly without going through a thread
Tip: You can also ask Assistant directly to update or forget existing memories, including multiple memories at once. For example, "Forget everything you know about my NDA preferences."
Turn Memory On or Off
In Settings, use the Use Memory in responses toggle to turn Memory off. When toggled off, nothing is saved or recalled.
Notes and Limitations
- Review Tables and Workflow agents do not currently save or recall memories.
- Duplicating a shared thread does not carry over the original user's memories, apart from those already captured in the thread.
FAQs
Q: Can I ask Harvey to remember specific information about projects, clients, or matters?
Yes. You can ask Harvey to remember specific pieces of information about your work, and there are no restrictions on what you can save. All memories are stored at the user level and are not associated with a space or client matter. You are responsible for what you store as memories and when to use them.
Q: How do security, data, and privacy work for Memory?
Memories are text snippets stored within your existing Harvey environment, under the same security posture as the rest of Harvey, and are not used to train models.
Each user's memories are private to that user, not shared with other users or pooled across your organization. Memories persist until you delete them and are not subject to your workspace's standard retention policy. You can view the full privacy policy on User Memory in the Harvey Trust Center.