7Lift.ai helps consulting firms, law offices, accounting practices, and professional service providers in North Idaho, Eastern Washington, Coeur d'Alene, Spokane implement AI for client communication, engagement tracking, and operational efficiency.
Professional services firms face high email volume, client engagement tracking, proposal creation demands, utilization management, and billing complexity. AI addresses these while maintaining the expertise and judgment that clients value.
Real-time visibility into utilization rates, project profitability, client health scores, and renewal risk prediction.
AI categorization of incoming emails by urgency, client, and project with suggested response templates.
Automated note-taking and action item extraction from client meetings saving 30+ minutes per meeting.
AI-powered scope of work and engagement letter creation based on client needs and historical projects.
AI search across past projects, deliverables, and client interactions to surface relevant insights.
Automated time tracking analysis, realization rate monitoring, and outstanding invoice management.
Schedule a strategy call to explore AI solutions tailored to consulting and professional services.
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