# The Brief: September 2026

By Steven Van · 2026-09-16

Harvey adds user-level memory, agentic Vault search, 150+ new research sources, and Word redlining and iManage integrations.

Harvey's [Harvey](<https://creatorstoolbox.com/tools/harvey>)'s September releases focus on personalization, faster document review, and broader source coverage, according to [the company's September Brief](<https://www.harvey.ai/en-US/blog/the-brief-september-2026>).

## Personalization

- **Memory:** tell Harvey a preference once, such as a drafting style or negotiating posture, and it applies that preference automatically across the platform.

- **Template Library:** generate documents, client decks, and memos in a team's branded format, and save the templates to reuse.

- **Custom Agents in Word:** run custom agents directly in Word for consistent results across agreements and contracts.

## Document review

- **Agentic Vault Search:** ask a question across an entire data room or corpus of files; Harvey finds the relevant documents itself and cites the specific pages behind its answer.

- **Review Table Agent Actions:** describe a change, such as bulk editing cells, auto-grouping rows, or importing document metadata, and Harvey restructures the review table directly.

- **New Review Table Creation Flow:** describe the columns needed in plain language and Harvey builds the table.

- **Review Table Homepage:** a single page listing every table a user has built or been shared, with filters, sorting, and search.

## Research and redlining

- **Enhanced Multi-Source Queries:** attach up to five knowledge sources in a single query, useful for cross-border questions.

- More than **150 new legal research sources** were added this month, including content from Chile and Tirant lo Blanch.

- In the Harvey for Word add-in, **Alternate Suggestions** lets users compare clause options side by side on the suggestion card before applying one.

- **Apply Suggestions From History** lets users reopen an earlier thread and apply suggestions they passed over the first time.

## Integrations and administration

- **iManage Search:** search iManage content by describing what's needed, with answers cited back to the source documents, in the web app or Word add-in.

- **Client Matter Enhancements:** assign a client matter to a Playbook, search matters by name or description instead of number, and require lawyers to acknowledge a client's AI policy before working on the matter.

- **User Attribute Sync via SCIM:** automatically sync job title, practice area, and location from Entra ID or Okta into Command Center.

![Harvey](<https://www.harvey.ai/icons/brand-favicon.png>)

Harvey

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[View Harvey →](<https://creatorstoolbox.com/tools/harvey>)

Sources

[Original source](<https://www.harvey.ai/en-US/blog/the-brief-september-2026>)

[Read The Brief: September 2026 on Creators Toolbox](<https://creatorstoolbox.com/blog/harvey-the-brief-september-2026>)

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Canonical source: https://creatorstoolbox.com/blog/harvey-the-brief-september-2026