The Brief: September

What's new from Harvey, September 2025

Sep 4, 2025

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Harvey Team

Welcome back to The Brief, where we round up what’s new in Harvey each month. This month’s updates focus on smarter prompting, expanded customization, and workflow upgrades that make it easier to operationalize internal knowledge.

Richer Querying

Enhancements to how you can ask questions, and how Harvey answers them.

Deep Research (over web)

Perform in-depth analysis and synthesize information across the web to deliver comprehensive reports.

Magic prompt knowledge source recommendations

Harvey now highlights recommended knowledge sources when users click “Improve Prompt,” helping ground queries in the right materials for more accurate responses.

Magic prompt KS suggestions

GPT-5

OpenAI’s latest flagship model GPT-5 is now available in Harvey, delivering stronger legal reasoning, long-form drafting, and improved orchestration of tools.

GPT-5

Full document editing in Word Add-In

You can now edit entire documents using Harvey’s Word Add-In to rewrite, tighten, or align language across your document using natural language prompts and precedent.

More Customized Workspace

New ways to tailor Harvey to your firm’s workflows, standards, and permissions.

Custom export formats

Admins can upload formatting templates to ensure Harvey’s exports match organization-standard layouts – from margins and fonts to headers, tables, and numbering.

Playbook permission levels

We’ve introduced more granular roles for playbook management:

  • Playbook User: can run or edit assigned playbooks
  • Playbook Creator: can build new playbooks from scratch or from contracts
  • Playbook Manager: can publish and manage all firm-wide playbooks

Export verified/flagged colored cells

When exporting Review tables to Excel, users can now choose to highlight verified cells in green and flagged ones in red – so changes made in Harvey are maintained in Excel.

SharePoint one-way sync

Configure a Harvey knowledge base to sync daily from SharePoint, making internal documents searchable and usable in workflows without manual upload.

SharePoint sync

Preset files in Workflow Builder

Embed firm precedent or “golden documents” directly into a custom workflow. These files persist across runs, reducing repetitive uploads and helping standardize output.

Preset files in builder

Workflow Builder enhancements

As always, we've continued to enhance Workflow Builder.

  • UX: Copy-paste blocks, duplicate steps, and easier block movement
  • AI: Generating workflows with conditionals with Words to Workflows, and one-click conversion from Library prompts

That’s all for September. See you next month!