Action items Revo runs in Clio

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.

Reply to opposing counsel on routine status and confirmations

When opposing counsel asks for a status, a confirmation, or a date check, Revo drafts the reply. polite, accurate, no extra concessions.

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.

Schedule a meeting a client just asked for, without the email ping pong

Revo reads the request, checks your calendar against the client's pattern, proposes three slots, and sends the invite when the client picks.

Thank and update the attorney who referred the client

Revo finds the referral source, drafts a warm thank-you to the referring attorney, and keeps them looped on the matter without breaking privilege.

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.

Respond to a new prospect inquiry, qualify them, schedule the consult

Revo replies to the prospect, runs the conflicts check in the background, qualifies the matter, and books the initial consult on the partner's calendar.

Send a proactive update when a matter hits a milestone

When a filing is accepted or a hearing is set, Revo drafts the heads-up email to the client before they have to ask.

File a client attachment into the right matter folder, automatically

When a client sends a signed doc, an exhibit, or a tax return, Revo recognises the matter, files it in the PMS, and sends back a one-line acknowledgement.

Calendar a subpoena or deposition notice the moment it lands

Revo reads the notice, calendars the deposition or response date, alerts the team, and drafts the witness or custodian outreach.

Log a court order, calendar the deadline, notify the client

When the court emails an order, Revo logs it in the matter file, calendars every deadline it triggers, and drafts the client notice. all in one move.

Prep your note for a client meeting before you walk in

Twenty four hours out, Revo pulls the matter status, the open threads, and the prior meeting notes into a one-page brief on your desk.

Coordinate experts, process servers, and vendors without the back and forth

Revo handles the scheduling, the document handoff, and the status chasing for every expert, vendor, and server on the matter.

Draft a retainer or fee agreement update without re-keying terms

When scope creeps or the matter shifts, Revo pulls the change from the client thread and drafts the retainer update with the new terms inline.

Draft a cease and desist from a client's complaint email

Revo turns the client's complaint into a cease and desist letter with the right legal basis, the demand, and the deadline. firm-tone, partner-ready.

Draft the engagement letter the moment a consult ends

Revo turns the consult notes into a draft engagement letter. matter scope, fee structure, conflicts language. ready before the prospect leaves the office.

Draft a demand letter from a client's intake email

Revo pulls the facts from the client's email, the dates and dollar figures from the file, and drafts a demand letter that reads like the partner wrote it.

Redline a contract opposing counsel just sent

Revo diffs the new draft against your prior version, applies the firm's standard positions, and returns the redline ready for the partner's eyes.

Draft routine pleadings, motions, and stipulations from the matter file

Motion to extend, stipulation to dismiss, notice of appearance. Revo drafts the routine filings using your prior pleadings and the local rules.

Review an associate's draft and return clean comments

Revo reads the draft against your prior versions and the firm's standards, flags the gaps, and returns redlined comments in the partner's voice.

Respond to opposing counsel with a redline or substantive letter

When the email needs more than a confirmation, Revo drafts the redline or response letter against your prior versions and your firm's templates.

Draft a firm LinkedIn or newsletter update from a recent win

Revo turns a redacted recent outcome into a clean LinkedIn post or newsletter update. partner voice, no privilege risk, ready to schedule.

Draft a closing or settlement agreement from the deal terms

When the deal terms land in an email, Revo turns them into a closing or settlement agreement using your firm's prior drafts as the model.

Answer a client's billing question without leaving the inbox

Revo reads the client's question, pulls the invoice and time entries from your PMS, and drafts a clear answer. with receipts.

Log billable time after a client meeting, automatically

Revo recognises the meeting just ended, matches it to the right client and matter, and logs the time entry in your PMS. with a description that bills.

Handle vendor renewals (malpractice, PMS, research subs) without the surprise hit

Revo flags every renewal early, pulls the contract, surfaces the price change, and drafts the response. so no vendor catches the firm flat-footed.

Stay on top of CLE and bar compliance without setting another reminder

Revo reads the compliance email, calendars the deadline, picks a relevant CLE if you're short, and registers you. so renewal week stops being a panic.

Approve or comment on an associate's draft from your inbox

Revo reads the associate's draft, surfaces the questions worth your time, and lets you approve or comment in one click. without opening another tab.

Delegate matter work to an associate or paralegal in one move

Revo drafts the delegation note, attaches the matter context, sets the deadline, and posts to Slack or email. so the partner stops re-explaining.