Deep Analysis in Custom Workflows

What’s New

Deep Analysis is now available within custom workflows, enabling teams to design tailored, repeatable processes that take advantage of Harvey’s advanced reasoning capabilities. Deep Analysis can search and synthesize across:

• Vault
• Web
• File uploads
• Public regional knowledge sources

Why It Matters

Previously, Deep Analysis was only accessible in Assistant and Vault. With this update, admins will be able to embed deeper, analytical steps directly into workflows so that every output reflects consistent, high-quality reasoning at scale.

How to Use

1. Open a custom workflow in Workflow Builder.
2. Add or select a Prompt block.
3. Clear instructions improve synthesis quality and citation accuracy. Check that the following elements are included in your prompt:

   1. What you’re looking for
   2. Which knowledge sources to use
   3. How Harvey should use each source
4. Under the Prompt block, select up to two knowledge sources.

   1. Note: To include content from iManage, you must upload files using the Upload from iManage option, or store the documents in a vault first.
5. In the Prompt panel, turn on the Deep Analysis toggle.
6. Click Save.
7. Run the workflow. Harvey will generate a structured output based on your prompt and selected sources.
8. Review the output. Deep Analysis responses include:

   1. Citations: Every finding includes direct links or source identifiers so you can verify information quickly.
   2. Structured Sections: Results are organized by topic or question, making them easier to scan and review.
   3. Follow-ups: You can ask follow-up questions to:

      1. Clarify findings
      2. Expand on specific sections
      3. Refine the scope of the analysis

Tips for Success

For more detail on how multiple sources work together, see Query Across Multiple Knowledge Sources.

Notes and Limitations

• Ask LexisNexis® and other private databases are not yet supported.

FAQs

Q: What is Deep Analysis?
Deep Analysis is a Harvey capability that performs more complex reasoning, enabling deeper understanding, analysis, and drafting quality in responses.

Q: How will this change existing workflows?
Teams will be able to incorporate Deep Analysis into workflow steps, ensuring that in-depth reasoning is automatically applied wherever needed—no longer limited to the Assistant or Vault.