Action items Revo runs in Google drive

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 weekly pipeline review with manager

Pull every open opportunity from the CRM, summarize stage, next step, risk, and last touch, and ship a tight memo to your sales manager before the 1:1.

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.

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.

Build the weekly team status rollup

Pull progress, blockers, and shipped work from Slack, Linear, and Google Drive into a single weekly note. in your CoS voice.