The Brief: September 2026
This month's releases let you personalize Harvey to your preferred style, accelerate critical document reviews, and tap into broader context across your systems and knowledge sources.
Tailor Harvey to How You Work
Harvey now remembers how you work and helps you embed team branding into reusable resources.
Personalize Harvey With User-Level Memory
Tell Harvey once to remember a preference, such as your drafting style or your usual negotiating posture, and apply those memories automatically across the platform. Learn more.
Template Library
Automatically generate documents, client decks, and memos in your team's branded format, and save those templates to scale consistency across outputs. Learn more.
Custom Agents in Word
Produce consistent results across agreements and contracts by running custom agents directly in Word. Learn more.
Delegate Large-Scale Document Review to Agents
Speed up due diligence reviews and evidence analysis with better ways to build, search, and edit review tables.
Agentic Vault Search
Ask a question across an entire data room or corpus of files by attaching the full Vault or working within a Space. Harvey finds the relevant files itself and cites the specific pages behind its answer. Learn more.
Review Table Agent Actions
Restructure a review table by describing what you want, whether that's bulk editing cells, auto-grouping rows, or importing document metadata, and Harvey makes the change directly. Learn more.
New Review Table Creation Flow
Describe the columns you need in plain language and Harvey builds the table with you, instead of starting from an empty grid. Learn more.
Review Table Homepage
Find any table you've built or that a colleague has shared with you from a single Review Tables page, with filters, sorting, and search. Learn more.
Ground Research in Authoritative Sources
Tap into a growing set of trusted legal data sources, and include more sources at once for more comprehensive analysis.
Enhanced Multi-Source Queries
Answer a cross-border question in one pass by attaching up to five knowledge sources in a single query. Learn more.
150+ New Legal Research Sources
Research against more than 150 new authoritative sources added this month, including content from Chile Tirant lo Blanch. See the sources added here, here, and here.
Move Through Redlines With Fewer Clicks
Streamline negotiations and contract reviews in Harvey for Word.
Alternate Suggestions in the Harvey for Word Add-in
Compare Harvey's options for a clause side-by-side on the suggestion card, then apply the wording that fits your position. Learn more.
Apply Suggestions From History
Pick up a draft you started earlier by opening the thread from history and applying the suggestions you passed over the first time. Learn more.
Keep Work Connected and Secure Across Your Existing Tools
Search across your team’s existing precedent with greater ease, and keep roles and work tied to the right permissions.
iManage Search
Find precedent by describing what you need rather than hunting for the file; Harvey searches your iManage content and answers with citations back to the source documents, in either the web app or the Word Add-in. Learn more.
Client Matter Enhancements
Assign a client matter to a Playbook, search matters by name or description instead of number, and require lawyers to acknowledge a client's AI policy before they work on the matter. Learn more.
User Attribute Sync via SCIM
Keep user profiles accurate without manual upkeep by automatically syncing job title, practice area, and location from Entra ID or Okta, allowing you to get sharper adoption data in Command Center. Learn more.
That's all for September. Try one of these features today, or reach out to your Harvey team to learn more. If you're not a Harvey customer, get in touch for a demo.
