Keep Document Reviews Up to Date With Review Table Sync

Your team is working on a buy-side deal and has created a Review Table to extract key terms from every material contract in the target’s data room. Two weeks into diligence, the target uploads another batch of files, and the table is now out of date. Someone needs to find the new files, add them manually, and rerun the review before an updated investment memo goes out.

Today, we’re introducing Review Table Sync, a new capability that helps legal teams keep their analysis up to date as documents change throughout a matter. When new files arrive in a connected Harvey Vault, the Review Table indicates that it’s out of date. With one click, teams can add the new documents and extract the relevant information without redoing their existing work.

What Review Table Sync Does

Review Tables let legal teams extract standardized information from multiple documents at once, organizing the results with one row per document and one column per question.

With Review Table Sync, teams can connect a Review Table to its source Vault, the place in Harvey where a matter's documents are stored. When new documents arrive from a connected data room, document management system like iManage, or other source, the table indicates that it's out of date. Clicking Sync adds the new documents as rows and runs the existing review questions against them, while preserving the rows the team has already reviewed.

Here are three ways legal teams can use Review Table Sync to keep their work moving as new documents arrive.

On a Deal, the Data Room Keeps Growing

During diligence, sellers continue uploading new documents, from additional leases to materials requested by the buyer. Each new batch needs to be incorporated into the team’s review to ensure its analysis reflects the latest available information. Until now, the fix was an afternoon of reconciliation, usually by a junior associate on the deal, checking the folder against the table file by file and hoping the last pass didn't miss anything.

With Review Table Sync, new materials uploaded to a data room like Ansarada arrive in a connected Harvey Vault, and the Review Table flags that it’s out of date. The team can click Sync to add the new documents, with key terms, risks, and red flags extracted and cited. Previously reviewed rows remain unchanged, so the team can build on its existing analysis as diligence progresses.

You can see this in action in the video below.

In a Group Action, the Claims Arrive in Waves

A litigation team is representing several thousand claimants in a consumer group action. Claim forms arrive through a portal in waves, with each one saved as a PDF to a folder in the matter Vault. The team needs to review each new form for missing information and identify claims approaching their limitation deadlines.

The team connects a Review Table to that folder, with one row per claim form. When new claim forms arrive, the table shows it’s out of date. A paralegal can click Sync to add new forms as rows, with each answer cited to its source document, and rows already reviewed stay as they are.

The litigation team starts each week with a triaged list: claims ready to go, claims needing a deficiency notice, and claims to act on before limitation. The same table can also support later work, including test case selection and settlement allocation.

For In-House Teams, Contract Review is Never “Done”

A new customer agreement lands, a subprocessor changes, or a negotiated term shifts, and the team’s view of its obligations can quickly become outdated. Meanwhile, the questions from the business keep coming. InfoSec asks which customers expect breach notice within 48 hours. Finance wants to know which agreements signed this quarter cap liability below 12 months of fees. Marketing asks whether it can put a new customer’s logo on the website. Each question sends someone on the legal team back through the contracts, and the answer is only as current as the last review.

Review Table Sync connects a Review Table to a Vault folder, making it easier to keep the team's analysis current as documents are added or updated. It applies the team's existing review questions to new documents and links findings back to their sources.

The result is an up-to-date view of contractual obligations across the portfolio, from breach notification requirements to liability caps and logo rights. Instead of repeatedly reviewing contracts to answer the same questions, the legal team can identify new obligations as documents arrive and work from a single, consistent source of information.

Review Table Sync is available today in Harvey. To try it, open any Review Table using Vault files, click settings, then click Sync.