Matter management. Action Items

File a client attachment into the right matter folder, automatically

When a client sends a signed doc, an exhibit, or a tax return, Revo recognises the matter, files it in the PMS, and sends back a one-line acknowledgement.

Prep for the discovery call with a prospect

Twenty four hours out, Revo pulls company research, prior outreach, and ICP context into a discovery brief.

Prep for a customer executive meeting

Twenty four hours out, Revo pulls CRM, usage data, and past correspondence into a customer-exec-ready brief.

Calendar a subpoena or deposition notice the moment it lands

Revo reads the notice, calendars the deposition or response date, alerts the team, and drafts the witness or custodian outreach.

Log a court order, calendar the deadline, notify the client

When the court emails an order, Revo logs it in the matter file, calendars every deadline it triggers, and drafts the client notice. all in one move.

Prep and customise the product demo

Twenty four hours out, Revo pulls discovery notes and customer use case into a customised demo plan and tailored deck.

Prep for the 1:1 with your manager

Twenty four hours out, Revo pulls your account book health, recent wins, and risks into a one-page brief for the 1:1.

Send the Form 8879 e-sign request the moment a return is approved

Revo prepares Form 8879 from the return, sends it via DocuSign, and tracks signature so the partner doesn't have to chase.

File a client-sent document into the right portal folder, automatically

When a client emails a W-2, 1099, or K-1, Revo recognises the client and the doc type, files it in the portal, and acknowledges receipt.

Prep for the customer check-in call

Twenty four hours out, Revo pulls usage, recent activity, and last-meeting commitments into a check-in brief.

Prep for the customer kickoff call

Twenty four hours out, Revo pulls CRM, contract, and use-case notes into a kickoff brief on your desk.

File a tax extension before the deadline catches you

When a client flags they're late or partner pushes for extension, Revo prepares Form 4868 or 7004, files it, and confirms with the client.

Send the contract for e-signature after verbal agreement

Revo prepares the contract from the proposal, fires DocuSign, and tracks signature events back to the CRM.

Prep your note before a client meeting, automatically

Twenty four hours out, Revo pulls the project status, the open threads, and the prior meeting notes into a one-page brief on your desk.

Prep your note for a client meeting before you walk in

Twenty four hours out, Revo pulls the matter status, the open threads, and the prior meeting notes into a one-page brief on your desk.

Prep the candidate brief before an interview

Revo pulls the CV, the JD, prior interview notes, and drafts a one-page brief on the candidate. delivered the morning of.

Prep for an investor meeting

Twenty four hours out, Revo pulls investor notes, last interaction, and current company metrics into a one-page brief.

Prep the QBR deck before the meeting

Twenty four hours out, Revo pulls usage data, support history, past QBRs, and recent product updates into a draft QBR deck.

Coordinate experts, process servers, and vendors without the back and forth

Revo handles the scheduling, the document handoff, and the status chasing for every expert, vendor, and server on the matter.

Prep your note before a tax planning or return review meeting

Twenty four hours out, Revo pulls the prior return, the latest QBO snapshot, and the open threads into a one-page brief on your desk.

Prep for the weekly 1:1 with a direct report

Twenty four hours out, Revo pulls past 1:1 notes, recent Slack with the person, and PM activity into a one-page brief.

Prep for a fundraising pitch meeting

Twenty four hours out, Revo pulls investor notes, the deck, the data room, and current metrics into a pitch-ready brief.

Assemble the pre-read for a leadership meeting

Twenty four hours out, Revo aggregates agenda items, prior decisions, and team-submitted inputs into a leadership pre-read.

Prep for the renewal conversation

Twenty four hours out, Revo pulls contract, usage, QBR notes, and renewal-relevant signals into a one-page brief.

Coordinate with a supplier or carrier on an operational incident

Revo reads the incident, pulls the order or project file, and drafts the supplier message in your voice. so the resolution starts before the next email.

Send the contract or SOW for e-signature with one click

Revo prepares the document, places signature fields, fires DocuSign, and tracks the signature events back to the CRM.

Prep weekly pipeline review with manager

Pull every open opportunity from the CRM, summarize stage, next step, risk, and last touch, and ship a tight memo to your sales manager before the 1:1.