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Manage legal Vault projects, search documents, sync clients and matters, and track Intake requests.
List Vault Projects and Knowledge Bases. https://developers.harvey.ai/api-reference/vault/list-vault-projects-and-knowledge-bases
8 fields
List Vaults in the Recycle Bin. https://developers.harvey.ai/api-reference/vault/list-vaults-in-the-recycle-bin
2 fields
Get Vault Project Metadata. https://developers.harvey.ai/api-reference/vault/get-vault-project-metadata
1 field
Get Review Table Metadata. https://developers.harvey.ai/api-reference/vault/get-review-table-metadata
Get File Details. https://developers.harvey.ai/api-reference/vault/get-file-details
Get Review Table Row Details. https://developers.harvey.ai/api-reference/vault/get-review-table-row-details
Add Row to Review Table. https://developers.harvey.ai/api-reference/vault/add-row-to-review-table
3 fields
List Files in a Vault Project. https://developers.harvey.ai/api-reference/vault/list-files-in-a-vault-project
10 fields
List Project Users. https://developers.harvey.ai/api-reference/vault/list-project-users
Create a new Vault project. https://developers.harvey.ai/api-reference/vault/create-a-new-vault-project
Semantic search over a vault project. https://developers.harvey.ai/api-reference/vault/semantic-search-over-a-vault-project
Delete a file from a Vault project. https://developers.harvey.ai/api-reference/vault/delete-a-file-from-a-vault-project
Delete an entire vault project and all its contents. https://developers.harvey.ai/api-reference/vault/delete-an-entire-vault-project-and-all-its-contents
Get Client Matters. https://developers.harvey.ai/api-reference/retrieve/get-client-matters
Upsert Clients. https://developers.harvey.ai/api-reference/upsert/upsert-clients
Delete Clients. https://developers.harvey.ai/api-reference/delete/delete-clients
Upsert Matters. https://developers.harvey.ai/api-reference/upsert/upsert-matters
Delete Matters. https://developers.harvey.ai/api-reference/delete/delete-matters
Create Request. https://developers.harvey.ai/api-reference/intake/create-request
List Requests. https://developers.harvey.ai/api-reference/intake/list-requests
5 fields
Get Request. https://developers.harvey.ai/api-reference/intake/get-request
Update Request. https://developers.harvey.ai/api-reference/intake/update-request
List Comments. https://developers.harvey.ai/api-reference/intake/list-comments