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.
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.
- 1
Verify the document
Revo cross-checks against the prior version (if any) and flags any unexpected redlines before signing.
- 2
Apply the signature
Through DocuSign, Adobe Sign, or your stored signature image. Always with a clean audit trail.
- 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.
Related actions
More tasks Revo can take off your plate.
Draft a proactive renewal conversation
Pull usage trends, support volume, and prior QBR notes, then draft the warm renewal opener that anticipates the customer's questions.
Draft the follow-up after a discovery call
Recap the call, restate the prospect's priorities, attach the right collateral, and propose the next step. minutes after the call ends.
Schedule a candidate interview across the panel, end to end
Revo finds slots that work for the candidate and the interviewers, sends the invite, and drafts the prep packet.
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.
Try this on your inbox
Free 7-day trial. Cancel anytime.
.svg.png)
