Organization Context tailors Word add-in suggestions to your priorities

In-house legal team admins can now give Harvey context about their organization, so its redlines and suggestions in the Harvey Word add-in are better aligned with internal priorities and negotiation approaches.

What's New

In-house legal team admins can now set Organization Context to capture how their organization operates and have Harvey apply it when reviewing contracts or documents in the Harvey Word add-in. With Organization Context, you can:

• Provide your legal priorities, contract negotiation approach, and other context that shapes how your team works

• Set this context once at the organization level, rather than restating it for each query

• Have Harvey draw on that context automatically to tailor redlines and suggestions

Why It Matters

Organization context gives Harvey a clearer understanding of your organization's priorities and and negotiation approach, so suggestions and redlines in the Word Add-in better align with your positions and require less manual correction.

How to Use

1. In Settings, navigate to the Workspace tab.

2. Locate the Organization context section.

3. Select the magic wand icon to auto-generate a draft.

4. Refine the draft as needed to reflect your organization's priorities and negotiation approach.

5. Select Publish.

Once published, Harvey begins applying the context to redlines and suggestions in the Word Add-in for all users. You can return to Settings to update Organization Context at any time.

FAQs

Q: How specific should Organization Context be?

Enter context that holds true across your organization as a whole, rather than the specifics of any one team or business unit. Tailoring guidance to the differing needs of individual business units will be supported through user-level memory in a future release.

Q: Does Organization Context apply in the web app as well as the Word Add-in?

For now, Organization Context applies only in the Word Add-in, where it shapes Harvey's suggestions and redlines. Support for additional surfaces may follow.