Tagging a Space to Client Matter

What’s Coming

Spaces will be able to carry a client matter, the same way Vault projects, Assistant threads, and review tables already do. A matter on a space acts as a label that supports governance and analytics, and the space’s admins can tag, change, or clear it freely. It is also the foundation for a closer link between spaces and matters over time, so that a space can become the natural home for the work on a given matter.

In workspaces that utilize an ethical walls integration with Harvey, tagging a space to a matter will extend those walls to the space itself: only users cleared for the matter can open it, only resources on the same matter can be added, and anything that does not utilize the same client matter is hidden.

Feature Highlights

• If a space has a client matter, then all queries within that space will inherit the same client matter automatically. If the space does not have a client matter, users may still choose a client matter to run with their queries within the space.
• Tag any space to a client matter, one matter per space, from the space create or customize dialog
• Use tagging on its own as a governance and analytics label
• For workspaces that enable an ethical walls integration with Harvey, a space’s client matter will determine all of the resources within the space that may be viewed.
• Change or clear a space’s matter under enforcement, with a confirmation step that previews who loses access and what gets hidden

FAQs

Q: Can the matter on a space be changed after it is set?

Yes. Space’s Admins can change or clear it, just like with Vault projects, Assistant threads, and review tables.

Q: Do I have to enable ethical walls to tag a space to a client matter?

No. Tagging works on its own as a label that supports governance and analytics, and a space’s admins can tag, change, or clear it freely. Wall enforcement only applies in workspaces that have ethical walls turned on.

Q: What happens to content that does not match the space’s matter?

If an ethical walls integration is not enabled, nothing. If an integration is enabled, nothing is deleted. While enforcement is on, content whose matter does not match the space, or that has no matter, is hidden. If the resource later acquires the space’s client matter, it will be visible.

Q: What if my firm requires client matters for all queries?

If that requirement is on, the user must enter a client matter to run a query within the space. The space itself does not require a client matter.

Q: Will an external space have a client matter?

Yes, but only users internal to the firm will see the client matter in the space. External users will not see the client matter.