Clio
Connect Revo to Clio so every drafted reply, time entry, and matter update lands in the right place. Read matter status, deadlines, and time entries; write back drafts and entries for partner approval.
What It Is
Revo connects to your Clio workspace to automatically sync context, updates, and data into your intelligence layer.
What It Unlocks
Connect Revo to Clio so every drafted reply, time entry, and matter update lands in the right place. Read matter status, deadlines, and time entries; write back drafts and entries for partner approval.
Tasks Revo runs in Clio
Drafting
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.
Drafting
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.
Matter management
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.
Matter management
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.
Client communication
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.
Drafting
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.
