Handle vendor renewals (malpractice, PMS, research subs) without the surprise hit
Revo flags every renewal early, pulls the contract, surfaces the price change, and drafts the response. so no vendor catches the firm flat-footed.
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Vendor renewals are how every firm overpays by 10 to 20 percent every year. Revo catches them 60 days early so the firm gets to negotiate, not auto-renew.
What Revo flags
Auto-renewal windows, mid-term price escalators, termination deadlines, year-over-year increases. anything the firm should be looking at before signing again.
Three drafts, one decision
Renew, renegotiate, shop. all three responses ready. the partner picks one, the firm spends what it should be spending.
- 1
Read the renewal
Term, price, what's changing. Revo extracts and compares against last year's contract.
- 2
Surface the price change
Flat, increased, decreased. always with the percentage and the dollar amount.
- 3
Compare alternatives
For research and PMS subs, Revo can pull competitor quotes. for malpractice, it surfaces broker options.
- 4
Draft the response
Renew, renegotiate, or shop. all three drafts ready for the partner to pick.
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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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