Your inbox just got more productive. With the Monograph Gmail add-on, you can turn emails into project notes, deliverables, expenses, bills, and more, without switching apps. Plus, get AI-powered summaries of entire email threads.

Ready to give it a try? Explore the Gmail integration →

Already using the add-on? You’ll receive these updates automatically. No reinstall needed!

Are your clients interested in seeing a consolidated statement of all of the invoices they've received, paid, and perhaps still owe money for?

With client statements on Monograph, you can now generate and share up-to-date statements that link directly to invoices to view details and make payments directly.

Statements are available connected to each client. To access, select any client under and click into . From here, you can make basic customizations and chose how to share.

Invoices in Monographs separate phases into fixed fee and hourly sections by default. This allows for better transparency with clients on what they owe for hourly phases.

However, this separation has the potential to create overly long invoices and limits the ability to display additional information, such as if the hourly phases have a budgeted cap on spending.

To solve for these challenges, Monograph has a new "Combined" layout option for your invoices.

Time tracking should fit into the workday, not add another task to it.

The new for and makes it easier to capture time where work happens, with:

Choose the download that matches your computer:

👉 Download for Apple Silicon or Windows

👉 Download for Mac Intel

Not sure which Mac you have? Open the Apple menu → About This Mac → Overview. Look for “Processor” or “Chip.” If it says Intel, choose the Apple Intel download. If it says Apple followed by a chip name, such as Apple M1, M2, or M3, choose the Apple Silicon download.

Apple Silicon supports most Macs introduced since late 2020. Intel supports Macs made before late 2020.

For more information, check out our Desktop App Help Center article.

With the latest Monograph mobile update, you can now describe one or multiple time entries in plain language and let Monograph do the heavy lifting. Just tell us what you worked on, for how long, and when, and we'll turn it into time entries (or time Suggestions) for you to review.

On iOS 26 and above: You can also dictate your time entries with your microphone and enjoy refreshed navigation with Liquid Glass for a smoother, more modern experience.

Less tapping. Less timesheet headache. More time back in your day.

Check us out on Google Play or the App Store or Learn more.

Sales teams love the phrase So we’ve just released a new feature to help Pipeline customers keep leads moving before they go cold.

When we detect that a lead has been sitting in the same status for too long, we’ll review its activity history—including meeting recordings, notes, and emails synced through your Google or Outlook integration. We’ll look for unanswered questions, missing information, incomplete tasks, and other signals that could be holding the deal up.

Then, right in the lead activity feed, we’ll suggest the next best actions and tag the people who can help move things forward—so your team knows what to do next and can keep the lead progressing toward a win.

Get started by setting up your Microsoft Office or Google integration, and download the mobile app to record notes from your meetings.

Have a great weekend!

Pipeline customers who have a "project inquiry" or "contact us" form on their website can create leads automatically from those forms.

Setup is simple: just copy an email address from Monograph settings to your form configuration so that form submissions will send the submitted information to Monograph.

Then, every time a potential client fills out that form with information about a new potential project, we'll automatically create a new lead in Pipeline.

We're also adding a "lead owner" to every lead so you can add accountability and lead ownership to your business development efforts.

Click here to learn how to set up this automation for popular Wordpress and Squarespace forms.

Monograph has a new feature to streamline your invoicing process: .

Now your client will see the exact date they receive the invoice without any need for you to take action. If there are terms set on the invoice, the due date will also be updated once the invoice is opened.

This setting is also available to be chosen as the default for invoices created via bulk and/or automatic invoice generation on the "App defaults" page under "Settings".

As always, you can click to set a specific issue date that differs from the open date.

Pipeline customers can now track add-services and other project extension opportunities as leads, then merge the new work into an existing project when the lead is won.

This is especially useful in two common scenarios:

Your team is already working on a project when a new opportunity for additional services emerges—one that requires its own pursuit and proposal.

Create a new lead for the additional services and set it to extend the existing project. When you win the lead, its budget, phases, and other project details will be added to the original project.

Your firm first proposes and delivers a smaller pre-design or scoping engagement, then pursues the larger design project through a separate proposal.

Create and win the first lead for the pre-design work. When you're ready to pursue the larger engagement, create a second lead and set it to extend the pre-design project. When that second lead is won, the new scope of work will be added to the existing project.

More info here.

We’ve made it easier to automatically add related emails and meetings to a lead’s activity feed, giving your team a complete view all pursuit activity in one place.

Connect your Outlook account to Monograph. We’ll scan your emails and meetings and automatically add those related to active leads. More info here.

Connect your Google account to automatically add related meetings. For emails, use the Monograph Gmail add-on to quickly send lead-related emails to Monograph directly from your Gmail inbox. More info here.

When we’re confident an email or meeting belongs to a specific lead, we’ll add it directly to that lead’s activity feed. When we’re not sure, we’ll send it to your Smart Inbox, where you can quickly confirm which lead it belongs to.

The result: a more complete record of your pursuit activity, with less manual data entry. Learn more here.