Send a proactive update when a matter hits a milestone
When a filing is accepted or a hearing is set, Revo drafts the heads-up email to the client before they have to ask.
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The clients who refer the most are the ones who never feel out of the loop. Revo turns every milestone into a one-line update before the inbox catches it.
When this fires
Revo watches the matter feed for inbound from the court or opposing counsel. The moment a filing is stamped, a hearing is calendared, or a deadline shifts, it drafts the note.
What the client sees
A short message with the matter, what just happened, and what's next. No legalese. The tone matches the partner who owns the relationship.
- 1
Watch the matter feed
Revo reads inbound from courts and opposing counsel and tags milestone events on the matter.
- 2
Pull matter context
Latest filings, calendar entries, deadline shifts. all from the PMS, in one snapshot.
- 3
Draft the update
Revo writes the note in the responsible attorney's voice. brief, accurate, never breathless.
- 4
Queue for approval
Lands in your drafts folder. You hit send.
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Related actions
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Draft a proactive renewal conversation
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Schedule a candidate interview across the panel, end to end
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Respond to a scope or price question on an existing proposal
Revo opens the original proposal, reads the question, and drafts the answer with the right scope language and the right price tied to it.
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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