Handle a client incident or complaint with a real resolution plan
Revo classifies the issue, pulls the project history, and drafts a resolution plan in your voice. so the client feels heard, not handled.
An angry client email is the highest-stakes inbox moment of the week. The owner who responds within an hour with a real plan keeps the account.
How Revo classifies
Missed deadline, scope dispute, quality issue, billing dispute, communication gap. each one has its own response template and escalation path.
What the client reads
Acknowledgement, what we know about root cause, the resolution plan, the next checkpoint. owner-voiced, calm, specific.
- 1
Read the incident
Revo classifies the issue type, the urgency, and the client's tone.
- 2
Pull the history
Project file, prior incidents on this account, the SOW. so the response is anchored in facts.
- 3
Draft the plan
Acknowledgement, root cause if known, resolution plan, next checkpoint. owner-voiced.
- 4
Flag escalations
Anything that risks the relationship escalates immediately to the partner before any reply.
Related actions
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Respond to a scope or price question on an existing proposal
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Thank and update the CPA or attorney who referred the client
Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and tax-season completion.
Respond to a peer attorney asking for a referral
Revo checks your capacity, your practice fit, and your conflicts in seconds. then drafts a reply that takes the matter or makes the right hand-off.
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