Dropbox
Sync Revo with your Dropbox for file storage, sharing, and collaboration.
Sync Revo with your Dropbox for file storage, sharing, and collaboration.
Tasks Revo runs in Dropbox
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.
Data entry & CRM
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.
Billing & finance
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.
Client communication
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.
Matter management
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.
Drafting
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.
