Answer a client's billing question without leaving the inbox
Revo reads the client's question, pulls the invoice and time entries from your PMS, and drafts a clear answer. with receipts.
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Billing questions land in every inbox and eat partner time that should be billable. Revo answers them with the receipts already attached.
What Revo checks
The original invoice, the time entries behind it, the engagement scope, and the prior thread. so the reply is anchored to facts and not memory.
What the client gets
A plain-English answer with dates and amounts. No spreadsheet, no jargon, no scolding. just the line items they actually asked about.
- 1
Identify the question
Disputed line item, payment confirmation, retainer balance. Revo classifies the ask and routes to the right answer.
- 2
Pull the billing record
The invoice, time entries, retainer balance, and matter scope. all from the PMS in one snapshot.
- 3
Draft the reply
Revo writes the answer in plain English with the dates and amounts. no jargon, no spreadsheet, no scolding.
- 4
Flag escalations
If the client is challenging scope or threatening to dispute, Revo loops in the partner instead of sending.
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Related actions
More tasks Revo can take off your plate.
Process a vendor bill or firm expense from the inbox
Revo extracts the vendor, amount, due date, and category, posts it to the right account, and routes for partner approval.
Log a vendor invoice to accounting and acknowledge receipt
Revo extracts the vendor, amount, due date, posts the AP entry, and sends the vendor a one-line ack.
Answer a client billing question without leaving the inbox
Revo reads the question, pulls the invoice and time entries from your PMS, and drafts a clear answer in your firm's voice.
Answer a client billing question without leaving the inbox
Revo reads the question, pulls the invoice from your accounting system, and drafts a clear answer. with line items the client can read.
Generate the invoice the moment a return or close completes
Revo pulls the engagement scope and time entries, generates the invoice, and sends it via the firm's billing flow. the same hour the work clears.
Generate the invoice the moment a project milestone completes
Revo reads the contract terms, pulls the milestone scope, and generates the invoice in QuickBooks or Stripe. the same hour the milestone clears.
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