Delegate matter work to an associate or paralegal in one move
Revo drafts the delegation note, attaches the matter context, sets the deadline, and posts to Slack or email. so the partner stops re-explaining.
Partners spend half their delegation time re-explaining context the associate could have read. Revo packages the brief once, with everything the delegate needs to start.
How Revo picks the delegate
Looks at workload, expertise, and prior similar work on the team. proposes the right associate or paralegal. flags overload before piling on.
What the delegate sees
A clean brief with the task, deadline, matter number, prior versions, and the partner's tone. no follow-up Slack thread to ask 'what did you actually mean'.
- 1
Read the partner's note
Revo extracts the task, the matter, the deadline, and any specific instructions from the partner's flag.
- 2
Pick the delegate
Cross-references workload, expertise, and prior similar work. proposes the right associate or paralegal.
- 3
Draft the brief
Task, deadline, matter number, attached prior versions or research. so the delegate has everything to start.
- 4
Track to completion
Revo follows up at the deadline. nudges if needed. closes the loop with the partner once delivered.
Related actions
More tasks Revo can take off your plate.
Distill meeting notes into owners and deadlines
Pull every action item out of a Fireflies or Notion recap, attach the owner, set the deadline, and post it where the work happens.
Respond to a sales question about an account
Revo pulls customer state, recent activity, and CSM context to answer AE questions about accounts they're working.
Stay on top of CPE compliance without setting another reminder
Revo reads the compliance email, calendars the deadline, picks a relevant CPE if you're short, and registers you. so license renewal stops being a panic.
Flag an upsell opportunity from a customer conversation
Revo recognises expansion signals in customer conversations, drafts the AE handoff, and creates a CRM opportunity.
Prep the weekly team update or standup brief, automatically
Revo pulls the week's progress from your PM tool, the CRM, and Slack, then drafts the standup brief. before Monday morning.
Onboard a new hire without forgetting access, calendar, or welcome
Revo runs the onboarding checklist: welcome email, system access, calendar invites for week one, HR tool setup. all without the partner running it.
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