Client communication

Sign a document a client sent and return it, in one move

Revo prepares the document, applies your signature, and routes it back to the client. you confirm once, the rest is hands free.

SOC 2 Type II · ISO 27701 · GDPR
How it works

Signing a document a client sent is a 30-second job that takes 30 minutes when you switch tabs five times. Revo collapses it back to 30 seconds.

What Revo verifies first

The document matches the matter on file. The version is the latest. No unexpected redlines snuck in. only then does it offer the signature.

What lands in the client's inbox

A signed PDF in the same thread, with the audit trail attached. A copy goes to the matter folder. The client gets their document back the same hour they sent it.

Step by step
  1. 1

    Verify the document

    Revo cross-checks against the prior version (if any) and flags any unexpected redlines before signing.

  2. 2

    Apply the signature

    Through DocuSign, Adobe Sign, or your stored signature image. Always with a clean audit trail.

  3. 3

    Return and file

    Sends the signed PDF back in the same thread. Saves a copy to the matter folder. Logs the event in the PMS.

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.

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