Release Notes
Client Matter-Level Vault Retention
Admins can configure how long Vaults are retained for each client matter.
What’s New
Per-client matter (C/M) vault retention lets admins set how long vaults are retained for each client matter — overriding the workspace default to match the governance needs of every engagement.
- For example, if your workspace Vault retention is 7 days from the last update, but the associated Client Matter is set to 30 days, the vault is retained for 30 days after no activity.
Why It Matters
Retention needs vary by matter. A litigation hold may demand indefinite preservation to pause deletion, or a time-sensitive matter may need comparably short retention. Admins can now configure these policies in Settings, ensuring each matter is handled appropriately.
How to Use
For step-by-step guidance and expanded FAQs, refer to Manage Vault Data Retention Settings.
FAQs
Q: What are the prerequisites for using this feature?
- Your workspace must be using Client Matter Numbers in Harvey
- In Client Matter settings, “Associate vault projects with a Client Matter” must be set to Optional or Required (learn more here)
Q: Who can set custom retention policies for client matters?
Admins only.