Prep your note for a client meeting before you walk in
Twenty four hours out, Revo pulls the matter status, the open threads, and the prior meeting notes into a one-page brief on your desk.
.svg.png)
The lawyer who walks into a meeting prepared looks like a different lawyer. Revo gives every partner that prep, without the 6am scramble.
What's in the brief
The matter status, what was promised at the last meeting, what's been done since, what's still open, and what the client raised that hasn't been addressed.
When and where it lands
24 hours before the meeting by default. In your inbox or on Slack, whichever you read first thing in the morning. Regenerated if the meeting moves.
- 1
Read the matter file
Last filings, deadlines, the latest correspondence. enough context to walk in informed.
- 2
Resurface prior meeting
What was discussed last time, what was promised, what got done. so the client doesn't have to remind you.
- 3
Find the open threads
Unanswered emails, pending decisions, anything where the client is waiting on you. flagged at the top.
- 4
Draft the brief
One page. Bullet form. Sent to your inbox or Slack the morning of.
.svg.png&w=96&q=75){kind=small}
Related actions
More tasks Revo can take off your plate.
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.
Prep for the discovery call with a prospect
Twenty four hours out, Revo pulls company research, prior outreach, and ICP context into a discovery brief.
Prep for a customer executive meeting
Twenty four hours out, Revo pulls CRM, usage data, and past correspondence into a customer-exec-ready brief.
Calendar a subpoena or deposition notice the moment it lands
Revo reads the notice, calendars the deposition or response date, alerts the team, and drafts the witness or custodian outreach.
Log a court order, calendar the deadline, notify the client
When the court emails an order, Revo logs it in the matter file, calendars every deadline it triggers, and drafts the client notice. all in one move.
Prep and customise the product demo
Twenty four hours out, Revo pulls discovery notes and customer use case into a customised demo plan and tailored deck.
Try this on your inbox
Free 7-day trial. Cancel anytime.