NetDocuments
Revo files attachments, redlines, and signed PDFs into the right NetDocuments folder using your firm naming convention.
What It Is
Revo connects to your NetDocuments workspace to automatically sync context, updates, and data into your intelligence layer.
What It Unlocks
Revo files attachments, redlines, and signed PDFs into the right NetDocuments folder using your firm naming convention.
Tasks Revo runs in NetDocuments
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.
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.
Matter management
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.
