Harvey Introductory Training
Learn Harvey’s platform, key features, and prompt engineering basics to help you confidently integrate Harvey into your daily workflow.
Last updated: Nov 25, 2025
Note: In August 2025, we updated Harvey's homepage and merged Assist and Draft modes for a more streamlined workspace. Some of the videos below have already been updated to reflect these changes, while others are still in progress. In the meantime, you can learn more about these updates in these articles: New Simplified Homepage and Drafting in Assistant.
In this training series, you’ll learn the fundamentals of Harvey’s platform—who we are, what we offer and how it’s designed to support your daily workflow. We’ll guide you through a product demo that showcases Harvey’s key features and practical applications. You’ll also explore the basics of prompt engineering to optimize Harvey’s outputs. Along the way, we’ll share useful tips, insights and takeaways to help you get started using Harvey with confidence.
Part 1: What is Harvey?
In this training, we'll cover the following topics:
- What is Harvey?
- Product Overview
Part 2: Assistant & Workflows
In this training, we'll cover the following topics:
- Assistant
- Workflows
Part 3: History & Library
In this training, we'll cover the following topics:
- History
- Library
Part 4: Prompt Engineering & Key Takeaways
In this training, we'll cover the following topics:
- Prompting
- Key Takeaways
- Tips & Tricks
Supplementary Training: Vault
In this training, we'll cover the following topics:
- How to create a vault
- How to create a Review Table
- How to run an Assistant Query over a vault
Supplementary Training: Microsoft Word Add-In
In this training, we'll cover the following topics:
- Customized Suggestions
- Precedent Edits
- Drafting
Related Articles
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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
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