Action items Revo runs in Dropbox

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.

Send the warm intro follow-up after a meeting

After a warm intro meeting, Revo drafts the follow-up with data room access, the clear next step, and a thank-you to the introducer.

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.

File a client-sent document into the right portal folder, automatically

When a client emails a W-2, 1099, or K-1, Revo recognises the client and the doc type, files it in the portal, and acknowledges receipt.

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.

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 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.

Log a vendor invoice to accounting and acknowledge receipt

Revo extracts the vendor, amount, due date, posts the AP entry, and sends the vendor a one-line ack.

Log an expense or receipt to your accounting system from the inbox

Revo OCRs the receipt, classifies the expense category against your prior coding, and posts it to QBO or Xero with the receipt attached.