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.
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Every matter has a small army of vendors. each one a thread to maintain. Revo runs all of those threads in the background so the partner only sees what needs a decision.
What Revo handles by itself
Confirmations, scheduling, document handoffs, status follow-ups, retainer requests. routine vendor admin that doesn't need a partner's voice.
When it asks for you
Anything touching strategy, the budget, or a vendor relationship change. always partner-reviewed before any reply goes out.
- 1
Recognise the vendor
Process server, expert, court reporter, e-discovery vendor. Revo knows the playbook for each.
- 2
Schedule the handoff
Documents to share, dates to confirm, retainers to send. Revo handles the back and forth.
- 3
Chase the loose ends
If the expert hasn't confirmed by Tuesday, Revo follows up. If the server hasn't reported, it pings them.
- 4
Log to the matter
Every interaction lands in the matter file, with the vendor's confirmation timestamped.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
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Related actions
More tasks Revo can take off your plate.
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.
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