Use a Review Table as a Knowledge Source

What's New

Now you can reuse data you’ve already pulled into a review table when starting new work in Harvey.

Instead of copying information into a new prompt, you can select the review table directly and use it to answer questions, draft documents, or complete workflows.

You can also combine a review table with other sources, like uploaded files or Web search, to stay in one continuous workflow.

How to Use

Learn how to select a review table as a source in Assistant or add sources to your review table queries in Using Review Tables.

Sample Use Case

Combine review table and additional knowledge sources to complete workflows, such as:

• Drafting Diligence Memo from Review Table: Create a review table extracting key data points from 50 contracts (termination clauses, governing law, etc.). Then select that review table as a source, upload your organization's memo template, and ask Harvey to draft the memo using the extracted data.

Notes and Limitations

• If you typically use multiple knowledge sources in a single prompt, please note that review tables do not count toward the two-source limit.

What's Coming

• In a future release, review tables will be available as a knowledge source in our Word add-in as well. Learn more: Review Tables as a Knowledge Source in Word.

FAQs

Q: How many review tables can you add as a KS?
You can only add a single review table as a KS. You cannot add more than one.

Q: When you add a review table KS, how many more KS’s are you allowed?
Two. Review tables are considered "free" KS's — they don't count towards the max 2 KS limit in multi-KS. When using a review table as a KS, you can include two additional sources besides the review table, for a total of three KS.

Q: Which review tables can I select?
You can select review tables that you own (private) and review tables that are explicitly shared with you (what appears under “Shared with you”) at the individual or user group level. Review tables that are shared to the entire workspace are not shown.

Q: Does the review table KS contain the files in the table? Is it synced to these files?
No to both questions. The review table KS only contains the table itself. It does not include any of the files in the review table. To include those files in your query, please select them as an additional KS.

Q: Am I able to share a thread containing a review table as a source?
At the moment, no, but we will be enabling this behavior soon.