Answer a client billing question without leaving the inbox
Revo reads the question, pulls the invoice and time entries from your PMS, and drafts a clear answer in your firm's voice.
Billing questions are how partner time disappears. Revo answers them with the receipts already attached, in the partner's voice.
What Revo checks
The original invoice, the time entries behind it, the engagement scope, and the prior thread. so the reply is anchored to facts, not memory.
What the client gets
A plain-English answer with dates and amounts. No spreadsheet, no jargon, no scolding. just the line items they actually asked about.
- 1
Identify the question
Disputed line item, payment confirmation, retainer balance, scope clarification. Revo classifies the ask.
- 2
Pull the billing record
Invoice, time entries, retainer balance, engagement scope. all from the PMS in one snapshot.
- 3
Draft the reply
Plain-English answer with dates and amounts. no jargon, no spreadsheet, no scolding.
- 4
Flag escalations
If the client is challenging scope or threatening to dispute, Revo loops in the partner instead of sending.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
Related actions
More tasks Revo can take off your plate.
Process a vendor bill or firm expense from the inbox
Revo extracts the vendor, amount, due date, and category, posts it to the right account, and routes for partner approval.
Log a vendor invoice to accounting and acknowledge receipt
Revo extracts the vendor, amount, due date, posts the AP entry, and sends the vendor a one-line ack.
Answer a client billing question without leaving the inbox
Revo reads the question, pulls the invoice from your accounting system, and drafts a clear answer. with line items the client can read.
Generate the invoice the moment a return or close completes
Revo pulls the engagement scope and time entries, generates the invoice, and sends it via the firm's billing flow. the same hour the work clears.
Answer a client's billing question without leaving the inbox
Revo reads the client's question, pulls the invoice and time entries from your PMS, and drafts a clear answer. with receipts.
Generate the invoice the moment a project milestone completes
Revo reads the contract terms, pulls the milestone scope, and generates the invoice in QuickBooks or Stripe. the same hour the milestone clears.
Try this on your inbox
Free 7-day trial. Cancel anytime.