Getting Started

Learn the basics and set up your Harvey account

Harvey II Overview

Learn about Harvey II, the update that will give agents context from your matters and projects, and memory of how you work.

Getting Started with Harvey

A high level overview of Harvey features and how to navigate our platform.

User Login Guide

Learn how to log in and log out of your Harvey account.

How to Set Up Your User Profile

Discover how to customize Harvey to fit your needs.

Harvey Guide: Learn How to Use Harvey Directly in Harvey

Learn how to use Harvey directly in the product with instant, cited answers sourced from the Help Center.

Choosing Between Threads and Review Tables

Learn how review tables and threads work together to streamline your document review and analysis.

Regional Knowledge Sources Overview

A comprehensive overview of Harvey's integrated public data sources for legislation, case law, and regulatory materials, including current availability and planned rollout timelines.

Connecting MCP Servers to Harvey

Learn how your MCP server can connect to Harvey for customers to power end-to-end legal work.

Changing Your Language Settings in Harvey

Learn how to change Harvey's interface and responses to your preferred language.

Client Matters Numbers

Client Matters Numbers help organize and track legal work in Harvey by linking queries to specific client projects across tools.

Understanding Retention Policies

Learn how data retention works in Harvey, including how the Workspace Retention Period applies to your active workspace, which features follow their own retention timelines, and what happens to your data if your agreement with Harvey ends.

Record and Transcribe Audio in Harvey

Turn a recording into an editable, searchable Word transcript by uploading an audio file in Assistant or Vault, or by recording live in the Harvey mobile app.

Uploading Files to Harvey

Learn how to upload files in Assistant and Vault, understand limitations, and troubleshoot common upload issues.

How to Download and Use Harvey Mobile App

Learn the key features of our mobile app and how to get started.

What AI Models Does Harvey Use?

In this article, we’ll cover the main models Harvey uses and how they compare.

Getting Started with Harvey Academy

Learn how to access Harvey Academy, find the right courses, and start building practical legal AI skills.

Manage Personal Notification Settings

Learn how to customize your personal notification settings in Harvey so you receive the right email updates at the right time.

Create and Manage Public and Private Groups

Learn how to create workspace-wide groups to easily share resources and collaborate at scale.

Harvey Mobile Intune Setup Guide (iOS and Android)

This document walks through how to set up Microsoft Intune management for the Harvey iOS and Harvey Android applications.

How to Choose an AI Model in Harvey

Learn how to select a specific model in Assistant and Vault.

Use Fable 5 in Harvey

Learn what Fable 5 is, how admins enable it, and how to use it in the model selector.

Prompt Writing Techniques

Tips and best practices for achieving the most accurate results with Harvey.

Harvey Product Walkthrough

A quick tour of Harvey's core features.

Understanding Context Windows and Token Limits

Learn how tokens and context windows work across Harvey.

Using Deep Analysis

Learn how to run deep analysis to analyze complex topics, connect insights across sources, and produce structured, cited reports.

Harvey Introductory Training

Learn Harvey’s platform, key features, and prompt engineering basics to help you confidently integrate Harvey into your daily workflow.

General Troubleshooting

Use this guide to troubleshoot common issues.