Prep your note before a client meeting, automatically
Twenty four hours out, Revo pulls the project status, the open threads, and the prior meeting notes into a one-page brief on your desk.
The owner who walks into a meeting prepared looks like a different owner. Revo gives every meeting that prep, without the 6am scramble.
What's in the brief
Project 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 by default. Email or Slack, whichever you read first thing. Regenerated if the meeting moves.
- 1
Read the project file
CRM, PM tool, recent emails, prior meeting notes. enough context to walk in informed.
- 2
Resurface prior meeting
What was discussed last time, what was promised, what got done.
- 3
Find the open threads
Unanswered emails, pending decisions, anything where the client is waiting on you.
- 4
Draft the brief
One page. Bullet form. Sent to your inbox or Slack the morning of.
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.
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