Bench IQ in Harvey.

Last updated: October 29, 2026

Bench IQ researches bankruptcy hearing transcripts and federal bankruptcy and district court dockets and filings. With the Bench IQ connector, you can ask Harvey a research question and Harvey hands it to Bench IQ. You get a cited answer, with links to each source in Bench IQ.

Connect Bench IQ

Your firm’s Harvey administrator enables Bench IQ first, and Bench IQ switches the connector on for your firm. Administrators, see “For administrators” below.

  1. In Harvey, connect Bench IQ and turn it on as a source in your conversation.

  2. Bench IQ’s sign-in page opens. Sign in as you usually do. If your firm uses single sign-on, sign in through it.

  3. Review what Harvey asks for, and choose how research runs: Work automatically, the default, where Bench IQ works through your question without stopping, or Ask when needed, where Bench IQ can pause to ask you a clarifying question.

  4. Select Allow access.

Ask a question

  • Ask in plain language, with the facts that matter: court, judge, case, parties and dates.

  • A new question needs your client matter number, in your firm’s format. Harvey asks you for it, and Bench IQ checks it. Follow-ups stay on the same matter; for another matter, start a new conversation.

  • Research usually takes a few minutes. Harvey shows the answer when it’s done.

  • Answers cite their sources. Each citation links to the source in Bench IQ, which opens when you’re signed in to Bench IQ in your browser.

Use your own documents

You can include up to 5 documents in a question: PDF, Word (.docx), RTF, Markdown or plain text, up to 10 MB each. Bench IQ scans each one for malware before keeping it, and keeps nothing that fails the scan or another check. Password-protected files can’t be scanned, so remove the password before uploading. A document has to be used in a question within 15 minutes of uploading it, or it’s deleted.

Court records

Bench IQ may retrieve federal court records from PACER during research, at no cost to you. Bench IQ pays, up to your firm’s monthly court-record limit. If a record would go over the limit, the answer says so and links to where you can approve it in Bench IQ.

Your research is saved in Bench IQ

Every question and answer is saved as a conversation in your Bench IQ account, alongside research you start in the Bench IQ web app. You can open it there any time.

Disconnect

In Bench IQ, go to Settings, then Connected apps, and disconnect Harvey. It takes effect straight away and stops any research it started; your conversations stay in Bench IQ. The connection also ends on its own after 30 days without use, or after 90 days, and you can reconnect at any time.

For administrators: turn on the connector

  • Bench IQ switches the connector on for your firm. Email support@benchiq.com to turn it on for the whole firm or for named lawyers. Lawyers it isn’t switched on for are told to contact Bench IQ support when they try to connect.

  • Each lawyer needs a Bench IQ account. At a firm with single sign-on (Microsoft Entra ID), lawyers must sign in through it, so your multi-factor rules apply.

  • Enable Bench IQ in Harvey. In Harvey, go to Org Settings, then Connectors, and enable Bench IQ.

For administrators: what each tool reads and writes

No tool deletes data, and no tool writes anywhere outside Bench IQ. Every tool acts with the lawyer’s own Bench IQ access and nothing belonging to anyone else.

Tools that only read:

  • Get Bench IQ run (get_run): checks a research run’s progress and gets its answer.

  • List Bench IQ conversations (list_conversations): lists the lawyer’s Bench IQ conversations.

  • Get a Bench IQ conversation (get_conversation): reads one conversation’s messages.

  • Get Bench IQ artifact (get_artifact): gets a link to a file Bench IQ created, such as a memo.

Tools that write in Bench IQ:

  • Ask Bench IQ (ask_bench_iq): starts research, or asks a follow-up in an existing conversation. It saves the conversation in Bench IQ, and may retrieve court records.

  • Answer Bench IQ run (answer_run): sends the lawyer’s answer to a question Bench IQ asked, and records it.

  • Cancel Bench IQ run (cancel_run): stops research that’s still working.

  • Upload Bench IQ document (upload_document_inline): uploads a document for use in research, and keeps it in Bench IQ.

  • Create Bench IQ document upload (create_document_upload): starts a direct upload of a document, and creates a one-time upload link.

  • Complete Bench IQ document upload (complete_document_upload): confirms a direct upload, and keeps the document in Bench IQ.

The connector can read all of a lawyer’s own Bench IQ conversations, including ones started in the web app and under other matters. That’s the lawyer’s own access.

For administrators: what lawyers approve when they connect

Bench IQ shows each lawyer a consent screen naming the app and what it asks for. Nothing is granted until the lawyer selects Allow access.

  • Research with Bench IQ, always needed.

  • Stay connected, optional. It keeps the app connected for up to 90 days, or until 30 days pass without use, or until the lawyer disconnects.

  • Upload documents, optional. It lets the app upload documents for Bench IQ to use in research.

For administrators: costs and limits

  • Court records are retrieved only within your firm’s monthly court-record limit. Harvey is never asked to approve a purchase, never sees prices and can’t raise the limit.

  • Research counts toward each lawyer’s Bench IQ monthly usage, the same as in the web app.

For administrators: data handling

  • Bench IQ keeps the lawyer’s questions, the matter number, documents used in a question, and Bench IQ’s answers, deleted under your firm’s retention settings.

  • Bench IQ never writes to Harvey, and receives only what Harvey sends in each tool call.

  • Every tool call that reaches Bench IQ is recorded for audit, without question or answer text.

  • Customer data isn’t used to train AI models.

For administrators: cutting access

  • One lawyer, one app: the lawyer disconnects it in Bench IQ under Settings, then Connected apps. It takes effect on the next request and stops research the connection started. The lawyer’s conversations stay in Bench IQ.

  • One lawyer, or the whole firm, straight away: email support@benchiq.com. Bench IQ support can end connections and switch the connector off.

  • Removing Bench IQ in Harvey deletes Harvey’s copy of each lawyer’s sign-in, but doesn’t tell Bench IQ. Bench IQ’s side of each connection lapses after 30 days without use. To end it sooner, use one of the two options above.

Help

Email support@benchiq.com. Service status: status.benchiq.com.