Early Access Feature

Template Library

Upload your firm's template files to Library and Harvey can automatically apply them whenever it generates a document or presentation.

Timeline

September 9 (General Availability)

Overview

Harvey’s Library has a new category for templates. Admins can upload document and presentation templates for your workspace, and Harvey's file creation agent automatically identifies and applies an appropriate template whenever you ask it to generate a file. You can also select a template manually when you want to control which format is used.

Important: Generating files with templates requires file creation access in Harvey, which also requires Claude-enabled features.

How to Use

Create and Manage Templates

By default, only workspace admins have permission to create, edit, and delete templates. They can grant this permission to additional users or roles.

Create a New Template

Go to Library, located in Harvey’s sidebar.
Select Create → Template.
Upload the template file.
Add a name, description, and practice area for the template. The description can be generated automatically, if desired.
Select Upload.

The "Upload template" prompt in Harvey's Library

Tip: Harvey uses the description to identify the best template to use for a request. The more specific the description, the more reliably Harvey selects it.

Within Harvey’s Library, select Templates.
Choose a template from the list to open the template’s details.

The template details page has a number of management options available at the bottom right of the window.

The template details window in Harvey, with the buttons at the bottom-right highlighted.

Select the Share button to share the template with specific users, roles, or the entire workspace.
Select the pencil icon to edit the template. You can update the title, description, or replace the template file. The template’s version number increments each time the file is replaced, and prior versions remain viewable and revertible using the Version history drop-down menu.
Select the trash icon to delete the template from the Library.

Generate a File Using a Template

When you ask Harvey to generate a new document or presentation, Harvey checks with the available templates and attaches one that matches the use case. If more than one template could apply, Harvey asks a clarifying question with candidate templates to choose from.

You can also manually specify a template to use when asking for a new document or presentation.

When drafting a new query, select Files → Add template.
Select your template from the list.
Select Done. The attached template appears at the top of the prompt text box.
Send your query with your document or presentation request. Harvey uses the template file to format your document or presentation, matching the templates format, branding, and standards.

Harvey's prompt text box with the "Files" menu open, showing a list that contains the "Add templates" button.

Example Use Cases

Transactional: Deal Summary Presentation

A transactional lawyer walks the deal team or client through the key terms and structure of a transaction in slide form, generated in the firm's pptx template.

Setup: The firm's deal summary presentation template (.pptx or .potx) is shared with the transactional group in their Harvey Library.
Prompt: The lawyer asks Harvey to build a deck summarizing the deal terms and structure, pointing to the deal documents or Vault.
Result: Harvey applies the template and builds slides covering parties, consideration, structure, and key terms, ready to review and export.

Litigation: Generate Pleadings

A litigator drafts a pleading that conforms to court and firm formatting, including caption block, line numbering, and signature block.

Setup: The jurisdiction or firm pleading template (.docx or .dotx) lives in the Templates tab.
Prompt: The lawyer asks Harvey to draft the pleading, providing the facts, claims, or supporting documents.
Result: Harvey applies the pleading template, or the lawyer tags it manually to enforce a specific court format, producing a filing-ready draft.

Notes & Limitations

Harvey applies a single template file per generated document. If your firm's template materials are split across multiple files (for example, one .pptx with content and another with icons), Harvey cannot combine them.