Overview
The Vault APIs are designed to streamline how legal teams ingest and manage large volumes of files (and other supported data formats), making them searchable and reviewable by Harvey. Use it to:- Automate Document Ingestion: Upload documents in real-time from your data source of choice (e.g., Document Management System, Contract Lifecycle Management tool, File Storage platform, etc.)
- Preserve Folder Structure: Create a custom file library system with clear organization using nested directories
- Track and Manage Files: Retrieve metadata or delete obsolete files as needed automatically
Supported File Types
Vault supports the following formats:- Word (.doc, .docx)
- Excel (.xls, .xlsx)
- PowerPoint (.ppt, .pptx)
- Text (.txt)
- CSV
- RTF
- Email (.eml, .msg)
- Zip archives (.zip)
Use Cases
Use Case 1: List All Workspace Projects
Challenge: Organizations need visibility into all Vault projects within their workspace to manage content effectively. Solution: Use the workspace projects endpoint to retrieve a paginated list of all projects accessible to your API token.Use Case 2: Secure Document Storage in Vault
Challenge: Managing legal documents across multiple systems can lead to inefficiencies and security risks. Solution: Upload files directly into Vault to ensure secure, up-to-date storage with consistent project-level organization.Use Case 3: Retrieve Project Storage Details
Challenge: Without visibility into stored files, users risk losing track of critical documents. Solution: Use the metadata endpoint to retrieve file IDs, names, sizes, and other details from a Vault project.Use Case 4: Remove Outdated or Erroneous Files
Challenge: Projects evolve and occasionally contain outdated or incorrectly uploaded files that must be removed. Solution: Use the file deletion endpoint to remove files by ID. This is especially useful in automated pipelines or when enforcing compliance.Use Case 5: Delete Entire Vault Projects
Challenge: Organizations need to completely remove Vault projects that are no longer needed, ensuring complete cleanup of all associated documents and metadata. Solution: Use the project deletion endpoint to permanently remove an entire Vault project by project ID. This action cannot be undone and removes all files within the project.Best Practices
Organize by Project
Use distinctproject_id
values to group documents by matter, client, or internal team structure.
Maintain File Path Consistency
Use thefile_paths
field to define relative folder structures so that uploads reflect your organization’s hierarchy.
Confirm Uploads and Deletions
After uploading, callGET /vault/get_metadata/{project_id}
to confirm files are present. After deletions, check for a 200 confirmation response. When deleting entire projects, verify the project no longer appears in the workspace projects list.
Error Handling
Status Code | Description | Example Error Message |
---|---|---|
201 | Success | N/A |
400 | Bad Request – Missing or invalid input | { "error": "Missing file" } |
401 | Unauthorized – Invalid API key | { "error": "Unauthorized" } |
404 | Not Found – Project or File not found | { "error": "File not found" } |
500 | Internal Server Error | { "error": "Unexpected server error" } |
Need help getting started? Contact your Harvey Customer Success Manager for more information.