Send the engagement packet after the consult ends
Revo bundles the engagement letter, intake form, and invoice link, sends it in the partner's voice, and tracks signature so nothing stalls.
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The day between consult and engagement is where firms lose 20 percent of new business. Revo turns it into 20 minutes between consult and engagement-packet sent.
What lands in the client's inbox
Engagement letter ready to sign, the right intake form for this matter type, the retainer invoice, and a warm note from the partner setting the next step.
What happens if the client stalls
Revo follows up at 3 days and 7 days. If still no response, it escalates to the partner. no engaged client should slip through the seam.
- 1
Pull the artifacts
Engagement letter from the prior action, the right intake form for this matter type, a retainer invoice from your billing system.
- 2
Draft the cover note
A short, warm welcome that sets expectations. partner's voice, with the next step spelled out.
- 3
Send and track
Email goes out. Revo watches for signature and intake completion, follows up if the client stalls.
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Related actions
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Draft the follow-up after a discovery call
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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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