Action items Revo runs in NetDocuments

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.