Drafting

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.

SOC 2 Type II · ISO 27701 · GDPR
How it works

Scope creep is the quiet margin killer at every firm. Revo catches it from the threads themselves and drafts the update before billing realises it's been working off-scope.

What triggers the update

A client asking for something outside the scope. A partner expanding the matter. A rate change scheduled in your billing system. Revo notices all three.

How the client sees it

A redlined retainer with the new terms tracked, plus a plain-English note explaining what's changing and why. ready for signature in the same email.

Step by step
  1. 1

    Detect the change

    Scope expansion, rate adjustment, retainer top-up, additional matter. Revo classifies and pulls the right template clause.

  2. 2

    Redline the agreement

    Every change tracked against the original engagement letter. nothing buried in the body.

  3. 3

    Draft the client note

    A plain-English explanation of what's changing and why. attached to the redlined update for client signature.

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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