Draft the engagement letter the moment a consult ends
Revo turns the consult notes into a draft engagement letter. matter scope, fee structure, conflicts language. ready before the prospect leaves the office.
.svg.png)
The fastest engagement letters land while the consult is still warm. Revo gets the draft in front of the partner before the prospect has finished their coffee.
What's in the draft
Matter scope from the consult, the right fee structure for this matter type, the firm's standard conflicts language, retainer terms drawn from your prior engagements.
What still needs the partner
Rate, retainer amount, any non-standard scope. flagged at the top of the draft so the partner edits in seconds, not minutes.
- 1
Read the consult notes
Revo pulls the matter type, scope, parties, and any specific terms discussed during the call.
- 2
Apply the template
The right firm template for this matter type. employment, family, real estate, corporate. with the firm's standard clauses pre-filled.
- 3
Personalise the terms
Hourly rate, retainer amount, scope language. drawn from the prospect's matter and the partner's typical fee structure.
- 4
Queue for partner review
The draft lands in your folder with a one-line summary of what's filled in and what still needs decisions.
.svg.png&w=96&q=75){kind=small}
Related actions
More tasks Revo can take off your plate.
Draft a retainer or fee agreement update without re-keying terms
When scope creeps or the matter shifts, Revo pulls the change from the client thread and drafts the retainer update with the new terms inline.
Draft a cease and desist from a client's complaint email
Revo turns the client's complaint into a cease and desist letter with the right legal basis, the demand, and the deadline. firm-tone, partner-ready.
Assemble the board pre-read 48 hours before the meeting
Revo pulls metrics, past decks, and team-submitted inputs into a board-ready pre-read. so the meeting actually drives decisions.
Draft the newsletter or client update from the week's wins
Revo pulls the week's wins, highlights, and shipped work into a draft newsletter. founder voice, ready to schedule.
Resolve flagged transactions a bookkeeper kicked up to the partner
Revo reads the flagged transaction, checks how similar ones were coded before, and proposes the answer with the reasoning.
Review and approve a team output (spec, PRD, proposal, post)
Revo reads the draft against priors and your team's standards, surfaces the questions worth your time, and lets you approve in one click.
Try this on your inbox
Free 7-day trial. Cancel anytime.