Upcoming Feature
DMS Search
Search SharePoint, OneDrive, and Google Drive directly within Harvey to find relevant documents, pull in context, and complete drafting and review workflows without manual uploads. Harvey uses connected repository content to support faster, more informed legal work while respecting existing user permissions.
What’s Coming
Harvey DMS Search for SharePoint and Google Drive lets users search connected document repositories directly inside Harvey. Users can find relevant files, pull in supporting context, and use those materials within workflows without switching tools or manually uploading documents.
The feature helps legal and professional teams work faster with the documents they already rely on every day. Instead of searching across multiple systems and copying files into Harvey, users can retrieve relevant agreements, templates, and prior work product directly from connected repositories while drafting, reviewing, or researching.
Harvey securely connects to SharePoint, OneDrive, and Google Drive through admin-enabled integrations and user authentication. Once connected, Harvey can search across authorized documents, surface the most relevant results, and use those materials to support drafting, analysis, summarization, and comparison workflows.
Feature Highlights
- Search SharePoint, OneDrive, and Google Drive directly within Harvey
- Retrieve relevant documents without manually uploading files
- Use repository content as context for drafting, review, and analysis workflows
- Search across agreements, templates, board materials, and other firm or company documents
- Find prior documents based on specific clauses, terms, or legal concepts
- Surface relevant files based on the user’s existing repository permissions
- Move from document search to drafting or comparison workflows in a single experience
FAQ
Q: How does DMS Search work?
Harvey connects to supported document management systems through admin-enabled integrations and user authentication. Once connected, users can search authorized SharePoint, OneDrive, and Google Drive content directly inside Harvey workflows.
Q: What types of documents can users search?
Users can search documents stored in connected SharePoint, OneDrive, and Google Drive repositories, including agreements, templates, board materials, policies, and other work product available through their existing permissions.
Q: Does Harvey respect existing document permissions?
Yes. Users only see and access documents they are already authorized to view within their connected systems.
Q: Can Harvey use retrieved documents in workflows?
Yes. Retrieved documents can be used as context for summarization, drafting, comparison, and other Harvey workflows to help users generate more accurate and relevant outputs.
Q: Do admins need to enable the integration?
Yes. An administrator must enable and configure the SharePoint, OneDrive, or Google Drive integration before users can connect and search repository content.