Action items Revo runs in Outlook

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.

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.

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.

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 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.

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.

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.

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.

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.

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 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.

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.

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 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.

Schedule a product demo with a prospect

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.