Send a proactive update when a client project hits a milestone
When the team marks a milestone done in Asana or Monday, Revo drafts the client update. before the client wonders what's happening.
Clients who feel out of the loop are the ones who fire firms. Proactive milestone updates beat status meetings. if they're cheap enough to send.
When this fires
The team marks a task done in Asana, Monday, Linear. or a Slack message says 'shipped'. Revo turns it into a client-facing update.
What the client sees
A short message: milestone hit, what shipped, what's next, the date. no jargon, owner's voice, no boilerplate.
- 1
Watch the PM feed
Revo reads task completions from your PM tool and team Slack signals.
- 2
Pull project context
Latest scope, deadlines, prior client communications. all in one snapshot.
- 3
Draft the update
Brief, accurate, never breathless. matches how the partner has written before.
- 4
Queue for approval
Lands in your drafts folder. You hit send.
Related actions
More tasks Revo can take off your plate.
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Thank and update the CPA or attorney who referred the client
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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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