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When you finish an Approve, Reject, or Partial decision, the review flow offers a second step where you can email the building owner that their invoice or proposal has been reviewed. The notification includes a link that opens the reviewed invoice for them. This article explains where the step appears, how you choose who receives it, what the email says, and when you can skip it.
This step is part of the consultant review actions. Like Approve, Reject, and Partial, it’s limited to the consultant role. See Approve, reject, or partially approve an invoice.

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Where the step appears

Approving, rejecting, or partially approving an invoice happens in two steps, shown by the Review → Notify Client indicator at the top of the dialog. Once you advance to the second step, that indicator label changes to Send Notification:
1

Review

You confirm the details of your decision — and, for a partial approval, the reviewed amount — then select Next.
2

Send Notification

You choose who to notify and send the email, or skip it. The indicator labels this step Notify Client while you’re still on the Review screen, then Send Notification once you reach it.
Your decision is recorded when you finish this flow, whether or not you send a notification. Undo Final Stamp has no notify step, since reopening an invoice is an internal action.

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Choose who to notify

The Notify Client step has a Send Notification of Reviewed Invoice To field (it reads “Proposal” for a proposal). Add recipients by typing each email address. The field also suggests addresses you’ve notified before for the same portfolio, so you don’t have to retype them. As you add each address, Lift AI checks whether it belongs to an existing Lift AI user:
  • A recognized address shows a confirmation that it is a user of Lift AI.
  • An unrecognized address shows that it is not a Lift AI user, with an Invite to Lift AI? link.
You can only send to addresses that already belong to Lift AI users — the Send Notification button stays disabled until every selected recipient is recognized. For an unrecognized address, use Invite to Lift AI? to open the Client Portal Access Request Form and request access for them; once they’re set up, they can receive the notification.
Select PREVIEW NOTIFICATION to see the exact email the recipient will get before you send it.

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What the email contains

The notification tells the recipient that their invoice has been reviewed and links them to it. It includes:
  • A headline: “Your elevator consultant has completed their review of your Invoice #<number>” (or Proposal).
  • The service provider and property for the invoice.
  • A line directing questions to you, the consultant, at your email address.
  • An Access the review button.
Selecting Access the review opens the Spending page with that specific invoice’s detail open, so the recipient lands directly on the reviewed invoice rather than having to search for it. They see your recorded decision and the review details there. When you send, the recipients are recorded on the invoice’s Notes tab as a “Sent Notification of Completed Review” entry, so there’s a record of who was notified. See Add notes and attachments to an invoice.

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When you can skip it

Notifying the client is always optional. The Notify Client step has three buttons:
  • Back returns to the Review step to change your decision.
  • Skip finalizes the invoice without sending any email.
  • Send Notification sends the email to the selected recipients and finalizes the invoice.
Skipping doesn’t change your decision — the Approve, Reject, or Partial result is recorded either way. Use Skip when the building owner doesn’t need an email for that invoice.