Navigating the New Simplified Homepage

What’s Changed

We’ve updated Harvey’s homepage to make it easier to get started with more personalized suggestions. Watch the video below for a guided overview of these key changes:

• Assist and Draft mode merged into one seamless experience, eliminating the need to switch between modes
• It’s easier to find important features like knowledge sources and client matter
• Sources and workflows are surfaced based on what’s relevant and you always have the option to view the full list

How to Navigate the New Homepage

Create a New Thread, Draft, or Vault

• Use the Create button to quickly get started

Access Knowledge Sources, Upload Files, or Choose a Vault

• These three functions are now conveniently grouped under “Files and sources” in the prompt window

Apply Workflows

• At the bottom of the Harvey homepage, you’ll find a section for “Recommended workflows”
• A few relevant workflows will surface here, but you can choose to “View all” or, use the search feature to find a specific workflow by name

Add a Client Matter

• Quickly associate or create a client matter from the new button just above the prompt window

Customize Responses with the 'Customize' Option

• Within the prompt window, click the "Customize" option.
• Model Selector: If available in your workspace, select a different Large Language Model (LLM) from the options provided. This allows you to choose a model that is best suited for your task.

FAQ