Vault Review Tables Matter Retrieval

Private equity due diligence on Client Alpha: 48 acquisition agreements in Vault. Review table extraction must not collapse distinct definitions into one generic cell.

Harvey creates structured columns with per-document values and citations; empty cells are explicit N/A; conflicting definitions flagged rather than harmonized silently.

Documented Vault capability includes iManage sync. Attorney uploaded v7 yesterday but DMS shows v8 tracked changes. Agent must detect desync before analysis.

Harvey compares vault metadata/version indicators to DMS handoff state, warns on mismatch, and blocks synthesis until user selects authoritative version—without calling invented REST endpoints.

Synthesis-over-table feature should query structured cells, not re-OCR entire vault. Table already extracted pro-rata and anti-dilution columns.

Harvey answers using review table structured fields, cites row IDs, and flags ambiguous anti-dilution language for attorney review instead of re-deriving from raw PDFs inconsistently.