Action items Revo runs in Google

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.

Respond to a customer renewal question

Revo pulls the contract, usage, and pricing context, then drafts a clear answer that protects the renewal.

Confirm 8879 received and notify the client of filing

When DocuSign signals the 8879 is signed, Revo confirms with the client, files the return, and sends the 'we're filed' note.

Reply when a client asks 'have you received my document?'

Revo searches your inbox and client portal, finds every receipt of the docs the client mentions, and drafts the reply. seconds, not minutes.

Send the follow-up after a warm intro

Revo drafts the warm-intro follow-up with mutual context, the right next step, and a thank-you to the introducer.

Respond to a vendor or partner status question

Revo reads the question, pulls the contract and recent history, and drafts the reply in your firm's voice.

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.

Reply to a team question on process, decision, or approval

Revo reads the question, checks prior decisions and your docs, and drafts the answer in your voice. so the team unblocks in seconds.

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 the next QBR with a customer

Revo reads the QBR cadence, finds slots that work for the customer's exec sponsors, and sends the invite with a pre-read.

Schedule a client meeting that just got requested, end to end

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

Schedule a candidate interview across the panel

Revo finds slots for the candidate and the panel, sends invites, and prepares each interviewer with the right brief.

Thank and update the partner who referred a client after deal close

Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and major milestones.

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.

Send the monthly close package to the client when staff signals done

Revo packages the financials, the management memo, and the action items, and sends it in the partner's voice. the moment the close clears.

Schedule a meeting that just got requested, end to end

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

Send the renewal proposal to the customer

Revo turns renewal conversation outcomes into a structured renewal proposal. ready for partner review and DocuSign.

Send the tax return draft to the client for review

Revo packages the return PDF, drafts a clear cover note explaining the highlights, and sends it via portal or email. the moment staff signals ready.

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.

Recruit a customer for a case study or reference

When a customer signals satisfaction, Revo drafts the case study or reference invitation in CSM voice.

Answer a client question on the tax return draft

Revo reads the question, opens the return in your tax software, finds the line, and drafts the explanation in plain English.

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

Revo replies to the prospect, classifies the engagement type, checks partner capacity, and books the consult on the calendar.

Recruit a customer for beta or research

When product or research needs beta participants, Revo identifies fit customers and drafts the invitation.

Respond to a client asking what's happening with their case

Pull the latest matter status, deadlines, and recent filings, then draft a clear update in the partner's voice. in seconds.

Respond to a board member question between meetings

Revo reads the question, pulls the relevant board pre-read sections and metrics, and drafts a confident reply.

Respond to a new inbound inquiry, qualify, schedule the discovery call

Revo replies to the prospect, classifies the fit against your scope and capacity, and books the discovery call on your calendar.

Send kickoff recap and action items to the customer

After kickoff, Revo drafts the recap, the action items, and the next checkpoint. CRM updated, customer hears back the same day.

Triage an IRS notice the client just forwarded

Revo reads the notice, classifies it (CP2000, CP14, audit selection), checks the return, and drafts a plain-English reply with the next step.

Answer a client's 'where do I code this?' bookkeeping question

Revo opens QuickBooks or Xero, checks how similar transactions were coded before, and drafts the answer in your firm's voice.

Respond to a candidate email from your inbox

Revo cross-checks your ATS, the role status, and prior interactions, then drafts the right reply. fast, specific, never generic.

Send estimated tax vouchers and reminders after a return is filed

Revo packages the four quarterly vouchers, drafts the cover note with payment instructions, and calendars the reminders. so clients never miss a date.

Schedule the customer kickoff call, end to end

Revo proposes three slots that work for the customer's stakeholders and your team, and sends the invite when they pick.

Answer a pricing or scope question on a proposal

Revo opens the proposal, reads the question, and drafts a clear reply that ties scope to price.

Respond to an applicant or recruiter from your inbox

Revo classifies the inbound, cross-checks your ATS or contact history, and drafts the right reply. shortlist, decline, or schedule.

Welcome a new customer after deal close

Revo reads the sales handoff, drafts the warm welcome email, and books the kickoff. plus sets up onboarding tasks in the PM tool.

Send the discovery recap and next steps to the prospect

Revo drafts the discovery recap with what you heard, next steps, and proposed timeline. CRM updated, prospect hears back same-day.

Send a proactive update when a client project hits a milestone

When the team marks a milestone done in Asana or Monday, Revo drafts the client update. before the client wonders what's happening.

Reply to a client asking 'where are we on X?' from your inbox

Revo reads the project status in your CRM and PM tool, and drafts a confident, specific reply. before the client follows up.

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 procurement, legal, or security questions

Revo classifies the procurement/legal/security ask, pulls the right artifact, and drafts the reply with internal routing if needed.

Coordinate the renewal with procurement and finance

Revo handles procurement back-and-forth: contract terms, security questionnaires, payment terms. so the renewal doesn't stall.

Respond to an investor question between updates

Revo reads the question, pulls the relevant metrics and prior updates, and drafts a confident, specific reply.

Respond to a peer CPA asking for a referral or coverage

Revo checks your capacity, your practice fit, and your specialty alignment. then drafts a reply that takes the work or makes a hand-off.

Schedule a client meeting that just got requested, end to end

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

Follow up on an onboarding milestone step

Revo tracks the onboarding checklist, drafts the follow-up the moment a step stalls, and updates the CRM with health signal.

Send the demo recap to the prospect

After the demo, Revo drafts the recap with what landed, what's next, and any follow-up artifacts. CRM updated, prospect hears back same-day.

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.

Schedule a regular customer check-in

Revo reads the cadence, finds slots, and sends the invite with a one-line agenda. so check-ins never slip.

Send the check-in recap to the customer

After every check-in, Revo drafts the recap with action items and updates the CRM. customer hears back the same day.

Schedule a discovery call with a prospect

Revo proposes three slots, sends the calendar invite with the right agenda, and confirms when picked.

Respond to an investor cold inbound

Revo classifies the cold inbound investor, checks fit against your fundraising stage, and drafts a polite reply that respects your time.

Respond to a press, podcast, or speaking inquiry

Revo classifies the ask, checks your calendar and prior content, and drafts a reply that protects your time without burning the relationship.

Send the engagement packet after a tax or accounting consult

Revo bundles the engagement letter, intake organizer, and invoice link, sends it in the partner's voice, and tracks signature.

Respond to a prospect follow-up question

Revo pulls product docs, prior calls, and CRM context to answer prospect questions with the right level of detail.

Schedule a product demo with a prospect

Revo proposes three slots, sends the calendar invite with demo agenda, and confirms when picked.

Send post-meeting thank you and next steps to a customer

After every customer meeting, Revo drafts the thank-you, the recap, and the next steps. CRM updated, customer hears back the same hour.

Respond to a client asking if their tax return is done or filed

Revo reads your tax software and PMS, finds the return status, and drafts the answer in your voice. before the client refreshes their inbox.

Respond to a headhunter or recruiter inbound

Revo classifies the recruiter (recurring partner vs cold), checks current hiring plans, and drafts the right reply.

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.

Respond to an investor ask (intro, meeting, data)

Revo classifies the ask, checks your network and calendar, and drafts the right response. intro, meeting, data, or polite redirect.

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.

Respond to a customer asking about an upsell or expansion

Reply to an existing customer asking about more seats, a higher plan, or a new module. Revo pulls account data, current plan, usage, and pricing terms.

Draft the month-end close update for clients

Pull the close numbers, list the variances worth flagging, and draft the personalised email to each client. with the source files attached.

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.

Prep for a customer executive meeting

Twenty four hours out, Revo pulls CRM, usage data, and past correspondence into a customer-exec-ready brief.

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.

Send the Form 8879 e-sign request the moment a return is approved

Revo prepares Form 8879 from the return, sends it via DocuSign, and tracks signature so the partner doesn't have to chase.

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.

Prep for the customer check-in call

Twenty four hours out, Revo pulls usage, recent activity, and last-meeting commitments into a check-in brief.

Prep for the customer kickoff call

Twenty four hours out, Revo pulls CRM, contract, and use-case notes into a kickoff brief on your desk.

File a tax extension before the deadline catches you

When a client flags they're late or partner pushes for extension, Revo prepares Form 4868 or 7004, files it, and confirms with the client.

Send the contract for e-signature after verbal agreement

Revo prepares the contract from the proposal, fires DocuSign, and tracks signature events back to the CRM.

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.

Prep the candidate brief before an interview

Revo pulls the CV, the JD, prior interview notes, and drafts a one-page brief on the candidate. delivered the morning of.

Prep for an investor meeting

Twenty four hours out, Revo pulls investor notes, last interaction, and current company metrics into a one-page brief.

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.

Prep your note before a tax planning or return review meeting

Twenty four hours out, Revo pulls the prior return, the latest QBO snapshot, and the open threads into a one-page brief on your desk.

Prep for the weekly 1:1 with a direct report

Twenty four hours out, Revo pulls past 1:1 notes, recent Slack with the person, and PM activity into a one-page brief.

Prep for a fundraising pitch meeting

Twenty four hours out, Revo pulls investor notes, the deck, the data room, and current metrics into a pitch-ready brief.

Assemble the pre-read for a leadership meeting

Twenty four hours out, Revo aggregates agenda items, prior decisions, and team-submitted inputs into a leadership pre-read.

Send the contract or SOW for e-signature with one click

Revo prepares the document, places signature fields, fires DocuSign, and tracks the signature events back to the CRM.

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.

Assemble the board pre-read 48 hours before the meeting

Revo pulls metrics, past decks, and team-submitted inputs into a board-ready pre-read. so the meeting actually drives decisions.

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 the newsletter or client update from the week's wins

Revo pulls the week's wins, highlights, and shipped work into a draft newsletter. founder voice, ready to schedule.

Review and approve a team output (spec, PRD, proposal, post)

Revo reads the draft against priors and your team's standards, surfaces the questions worth your time, and lets you approve in one click.

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 and approve a team draft from your inbox

Revo reads the draft against priors and the client context, surfaces the questions worth your time, and lets you approve in one click.

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.

Review the staff-prepared tax return before partner sign-off

Revo reads the return against prior year, the engagement scope, and your firm's review checklist. flags the gaps in the partner's voice.

Draft a tax planning note when a client mentions a life event

Home sale, business sale, marriage, inheritance. Revo recognises the trigger, pulls the prior return, and drafts a planning note before the client asks.

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.

Write feedback after a skip-level or performance review

Revo turns the meeting notes into a draft feedback doc. specific, actionable, in your voice. ready for your review and HR delivery.

Draft the offer email for an accepted candidate

Revo turns the offer details into a warm, structured offer email. compensation, start date, the welcome line. ready for your edit.

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.

Draft the contract or SOW the moment a proposal is accepted

Revo pulls the proposal terms, applies your firm's contract template, and drafts the SOW. ready for partner review and e-signature.

Write deal summary memo for the sales manager

Turn the full thread, call recordings, and CRM history of one deal into a one-page memo your manager can read before stepping into the next call.

Summarize an investor update thread

Turn a sprawling reply-all into a one-paragraph summary plus a clean draft response. with the asks, decisions, and unanswered questions surfaced.

Process a vendor bill or firm expense from the inbox

Revo extracts the vendor, amount, due date, and category, posts it to the right account, and routes for partner approval.

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.

Answer a client billing question without leaving the inbox

Revo reads the question, pulls the invoice and time entries from your PMS, and drafts a clear answer in your firm's voice.

Answer a client billing question without leaving the inbox

Revo reads the question, pulls the invoice from your accounting system, and drafts a clear answer. with line items the client can read.

Generate the invoice the moment a return or close completes

Revo pulls the engagement scope and time entries, generates the invoice, and sends it via the firm's billing flow. the same hour the work clears.

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.

Log billable time from an email thread

Stop losing 0.2-hour increments. Revo proposes the matter, narrative, and time entry from each thread you handle.

Stay on top of CPE compliance without setting another reminder

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

Onboard a new hire without forgetting access, calendar, or welcome

Revo runs the onboarding checklist: welcome email, system access, calendar invites for week one, HR tool setup. all without the partner running it.

Request a sales engineer for pre-sales technical support

Loop in a sales engineer with the right context. Revo writes the brief, picks the right SE, and proposes a meeting time inside one Slack ping.

Respond to a marketing team request about a deal or account

Marketing wants intel on an account, a logo permission, a quote for a case study, or campaign feedback. Revo gathers the answer and replies fast.

Escalate a stuck or at-risk deal to the sales manager

When a deal is stalling, a competitor enters, or pricing needs approval, Revo writes the escalation memo and pings your manager with one structured ask.

Delegate a tax return or bookkeeping task to staff in one move

Revo drafts the assignment, attaches the engagement context, sets the deadline, and posts to Slack or PMS. so the partner stops re-explaining.

Handle vendor contract and SaaS renewals without the surprise bill

Revo flags every renewal early, surfaces the price change, the usage data, and drafts a renew/renegotiate/shop response.

Approve a timesheet or time-off request from your inbox

Revo reads the request, cross-checks your HR tool and the calendar, and approves under firm rules. or escalates the edge cases.

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.

Answer a team question on process, decision, or scheduling

Revo reads the question, checks prior decisions and the calendar, and drafts the answer in your voice. so the team unblocks in seconds.

Handle a report's time-off or schedule request

Revo cross-checks HR, the team calendar, and current deliverables, then approves under firm rules or surfaces conflicts.

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 an external partnership or contract

Revo cross-checks the contract against past deals, surfaces precedent risk and legal flags, and routes for sign-off.

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.

Make a cross-functional decision call (vendor, direction)

Revo gathers the inputs, surfaces past decisions and competitive context, and drafts a decision doc with the recommended path.

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.

Approve an expense, vendor, or contract request

Revo cross-checks the request against budget, prior approvals, and vendor history, then drafts approve, ask-clarification, or escalate.

Renew tax software, PMS, and firm subscriptions without the surprise bill

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

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.

Update the deal stage from an email thread

Watch the thread for buyer signals, infer the new stage, propose the CRM update, and log the supporting note. silently.

Chase the team for missing receipts

Find the unmatched expenses, identify the right teammate, and send the polite-but-firm chase. with the exact amount and date attached.

Triage incoming vendor invoice questions

Sort vendor pings into pay-now, contest, route-to-AP, and respond automatically with the receipts. you only see the ambiguous ones.