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.
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Misfiled documents are how malpractice claims start. Revo files every attachment to the right matter, names it your firm's way, and acknowledges the client. all in one move.
How Revo decides where it goes
Sender, subject line, and document content. cross-referenced against your active matters. If two matches are plausible, Revo asks instead of guessing.
What gets named, what gets foldered
Your firm's naming convention applied automatically. Correspondence to correspondence, executed agreements to the right subfolder, exhibits flagged for review.
- 1
Match to the matter
Revo cross-references the sender, subject line, and document content against your active matters.
- 2
Apply the firm convention
Renames the file to your firm's standard. matter number, date, doc type. before saving.
- 3
Save into the PMS
Drops the file into the right subfolder. correspondence, pleadings, exhibits, executed agreements.
- 4
Acknowledge the client
A one-liner back: 'Got it, filed under [matter]. Thanks.' No more silent inboxes.
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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