Harvey AI Legal Assistant Cheat Sheet (2026)


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Follow these essential steps to begin leveraging Harvey for your legal research and document analysis workflows.

Log in to your secure portal: Access Harvey through your firm's dedicated, secure enterprise URL.

Select your working context: Choose the appropriate practice area or legal domain model if your firm has customized workspaces setup.

Upload reference materials: Use the attachment icon or drag-and-drop to upload contracts, briefs, or discovery documents you want Harvey to analyze.

Define your role and objective: Start your prompt by defining the persona (e.g., "Act as a senior M&A associate") and clearly stating the legal task.

Draft and submit your prompt: Write a clear, specific query detailing the exact output format, jurisdiction, and constraints required.

Verify citations: Review the inline citations Harvey provides against your firm's internal databases or standard legal research tools like Westlaw or LexisNexis.

Refine and iterate: Use follow-up prompts in the same chat thread to adjust tone, expand on specific clauses, or format the output for Microsoft Word.

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Harvey AI Legal Assistant Cheat Sheet

Harvey AI Legal Assistant Cheat Sheet

1. Quick Start Guide

2. Keyboard Shortcuts & Commands

3. Best Practices

4. Common Use Cases

5. Integration Tips

6. Troubleshooting

7. Advanced Features

8. Prompt Templates

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Harvey AI Legal Assistant Cheat Sheet