:Harvey:Support

Early Access Feature

Review Table Homepage

A dedicated home page where you can find, filter, and manage all of your review tables in one place.

Timeline
September 9 (General Availability)
Categories
Harvey II
Review Tables
General Availability Access
Regional Availability
US, EU, AU

Interested in testing this feature?

Contact your Customer Success Manager for early access.

Important: To ensure a smooth transition to General Availability, the Review Table Homepage will begin rolling out to workspaces starting on September 9th. All customers can expect to be updated to the new Review Table Homepage by late September, alongside the Harvey II - UI Refresh.

If you have questions regarding rollout timing, please contact your CSM.

Overview

Harvey's sidebar navigation, with the entry for Review Tables highlighted.

Review tables now have their own home page in Harvey. The new Review Tables entry in the sidebar takes you straight to a list of every table you've created or that's been shared with you.

How to Use

A screenshot of the Review Tables home page in Harvey
  1. In the Harvey sidebar, select Review Tables.
  2. If you haven't created a review table yet, Harvey shows you an introductory video and a use case example from your practice area. Select Create Review Table or Start from a template to get started.
  3. If you already have review tables, you'll land on your list view, showing tables you created and tables shared with you.
    1. Create a new review table by selecting Create Review Table or Use a template at the top-right.
    2. Filter tables that have been Created by you or that are Shared.
    3. Sort your list of review tables by latest activity, recently viewed, created date, or alphabetical.
    4. Search for a table by name.

FAQs

Q: Will I see the client matter associated with a review table?

Yes. If a client matter is assigned to the Vault a table was generated from, that client matter's name shows on the Review Table Homepage.