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.

We heard from many of you that completing timesheets can be time-consuming, so we're excited to introduce Smart Time Suggestions.

With a connected Google or Microsoft 365 calendar, Monograph can now generate suggested time entries based on your calendar events. Review the suggestions, make any adjustments you'd like, and add them directly to your timesheet.

When enough information is available, Monograph can suggest the project, phase, activity, duration, and a brief explanation for the work. If something is missing or needs adjustment, you can edit it before accepting.

Suggestions are drafts only; they'll never be added automatically. We hope this helps you complete your timesheet faster, and we'd love to hear what you think.

You now are able to repeat your invoice payment reminders after the due date has passed to ensure that your clients continue to be notified of any outstanding balances owed.

Even better, these reminder settings no longer need to be set on new projects: the "App defaults" page has a configurable reminder setting to apply for the first invoice on any project. This default will only be set on the first invoice for a project. All subsequent ones will use whatever the previous invoice's reminder settings were.

Pipeline customers can now save hours with our new proposal generation feature.

Just upload your .docx proposal template—or start from a recent proposal—then tag the dynamic sections you want Monograph to update, such as phases, roles, consultants, schedules, budgets, and client details.

From there, you can generate a polished, client-ready proposal directly from any lead. Monograph pulls in the relevant lead data, creates a new proposal, and lets you send it for e-signature with a single click.

Less copying, pasting, and formatting. More time spent winning the work.

Instructional video and more here.

Now, you can file these expenses directly tied to the consultant in Monograph.

If you have the permission to manage all expenses, you will see the option to specify that the expense was incurred by a consultant and not an employee. The list of consultants is tailored to only those assigned to that project or to that phase.

After saving the expense, you can do everything with it as you would with regular employee-filed expenses:

Enjoy the convenience of seeing all your committed and potential work in one place. Pipeline customers can now see leads in the project list right along side all their in-progress projects.

Filter lead projects in or out of your project list using the "Status" filter for more concise lists.

Some of the best product ideas start with the same feedback showing up again and again. Teams is one of those ideas.

Teams offers flexible staff groupings designed specifically for reporting.

Teams are lightweight, multi-select labels assigned directly to staff profiles, completely independent from Project Categories or your org chart. This makes it much faster to filter reports, analyze staffing data, and organize people the way your firm actually operates.

Admins can create and manage Teams from Staff > Teams, and users can belong to multiple Teams at once.

Teams are now supported across:

Importantly, Teams are only used for filtering and reporting and do not affect permissions or access controls.

We hope Teams make reporting workflows faster and more flexible for your firm, and we’d love to hear your feedback.