Reply to a client asking 'where are we on X?' from your inbox
Revo reads the project status in your CRM and PM tool, and drafts a confident, specific reply. before the client follows up.
'Where are we on X?' is the question every business owner answers ten times a week. Most of the work is the lookup, not the writing. Revo handles both.
Where Revo looks
CRM, PM tool, recent threads, the original SOW. so the reply is anchored in receipts, not memory.
What the client gets
A short reply with the current state, what just shipped, what's next, and the date by when. partner-voiced, specific, no boilerplate.
- 1
Detect the question
Revo recognises status requests, timeline questions, and 'when will it be done' inbound.
- 2
Pull the project state
Reads the CRM and PM tool. cross-checks recent emails and the original SOW.
- 3
Draft in your voice
Brief, accurate, no template smell. matches how the partner has written before.
Related actions
More tasks Revo can take off your plate.
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Respond to a scope or price question on an existing proposal
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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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