Respond to a vendor or partner status question
Revo reads the question, pulls the contract and recent history, and drafts the reply in your firm's voice.
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Vendor and partner threads die in the owner's inbox. Revo answers them with the contract context already loaded, in your voice.
What Revo answers
Status updates, confirmations, simple change requests. anchored in the contract and the prior thread, not memory.
What stays human
Strategic decisions, contract changes, anything that touches scope. Revo flags and routes to you. routine status replies stay automatic.
- 1
Read the question
Revo classifies status, confirmation, change request, or strategic ask.
- 2
Pull the context
Contract terms, prior emails, project status. so the reply is anchored in facts.
- 3
Draft the reply
Cites the contract and dates. owner-voiced, partner-reviewable.
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Related actions
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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
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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