Changelog
Follow up on the latest improvements and updates.
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new
Invoices
Edit unbilled time with write offs!
Do you have phases with unbilled time that you can't invoice for?
You can now write off billable time to ensure that your unbilled totals in Monograph accurately reflect the true value of what will be invoiced to your clients.
What's new
- Unbilled now consolidates unbilled time value into a single field that represents all time logged for your project phases, hover over this value to see how this unified unbuilled value is calculated from
- This unbilled time value is edited by writing off time across all team member's roles or apply to specific roles.
- The new Unbilled and Write offs values are viewable on the Unbilled report, Project Financials, and Invoice builder
See here or watch the video below to learn more about how this tool works!
Please note that this tool writes off time for invoicing purposes only. It does not change the underlying billable status of timesheet entries' activities on other reports.
No more mystery math!
Now, when someone updates a phase budget, you’ll get a quick heads-up right in Monograph — and by email if you’ve got notifications turned on.
What you’ll see:
- Which project + phase changed
- Who made the update
- What the old and new budgets are
Why it matters
:Everyone stays in the loop when project budgets change. No surprises, no hunting for who updated what — just clear, automatic updates.
new
Projects
General
A smarter, simpler way to handle your project files 📁
We’re excited to introduce a better way to organize and access all your project files in Monograph—without the usual frustration of hunting through multiple places.
Why this matters
Files have historically lived in different corners of Monograph. Now, you can see your project files in one convenient location—intelligent, organized, and ready when you are.
What’s new
- All your files in one place: Includes uploaded project files and attachments to project notes (like transcripts).
- Upload any file type: PDF-only is a thing of the past; any format up to 50 MB works.
- Smart search & summaries: Each file has a short summary, and searching scans inside it, as well as titles, so you can find exactly what you’re looking for. 🔍
- Filter and view your way: Sort by date, type, or more, with grid and list view options.
- Easier navigation: “Files” now has its own section under the Home tab, alongside Dashboard and Smart Inbox.
- Cleaner project pages: File uploads have moved out of Project “Details” into their own dedicated “Files” section.
How it works
Upload files at the project level or attach them to project notes. Everything you add is now easy to find, well-organized, and ready when you need it.
new
Consultants
📈 Streamline How You Manage Consultants
We’ve taken a big step toward helping your firm
manage relationships and projects more effectively
. TLDR:
Monograph now makes it easier to manage Consultants and projects. Quickly find Consultants, view detailed insights on their work and reliability, track activity and notes, see all active projects with financial snapshots, and get a clear overview of bills—all in one place.
Here’s what’s new:
🗂 Updated Consultant Table
- Cleaner layoutwith the most relevant infosurfaced at a glance.
🔍 Search & Filters
- Find the right Consultant in secondswith improved search and filter options.
📋 Consultant Detail View
Get
deeper insights
on each Consultant:- 👷🏽♀️ Consultant Summary– Quick overview oflongevity and active projects.
- 📊 Budget & Punctuality Charts–See reliability at a glance.
- 📝 Activity Log– Tracks invoices and comments for now, withmore activity types coming soon.
- 📋 Internal Notes & Comments– Keep track of things likebest times to callorpreferred communication styles.
🏘️ Projects Section
- 🏢 View all active projectsfor the Consultant.
- 📊 Distribution Graphs– Bill Paid / Owed / Past Due.
- 🧾 Client Invoiced Information– All key invoicing details in one place.
💰 Bills Dashboard
- List view of all billsscoped to the Consultant.
- Quick insightswith a distribution graph of outstanding amounts.
🏃🏽♀️
This update helps your firm manage Consultants and projects more efficiently, all in one place.
improved
Directory
📇 More Contacts, More Flexibility!
You can now
add multiple contacts per client
in Monograph: - 🌟 Primary Contact– your main point of contact
- ➕ Extra Contacts– keep everyone in the loop
This small update makes client management
easier and more flexible
, and sets the stage for future improvements
.improved
Reports
Directory
✨ Client tracking in Monograph just got better
Tracking client relationships and payments in Monograph just got some major upgrades.
At a glance, here’s what’s new:
- Smarter client table with search + filters
- AI-generated client summaries
- New activity log(starting with invoice activity)
- Add internal notesabout your clients
- See all projects + invoices + retainerstied to a client
- A full client invoice dashboardwith distribution graphs
---
🛠 Full Breakdown
🔎 Smarter Client Table
- Updated design surfaces more relevant client information.
- Searchandfilteroptions help you find what you need quickly.
🧠 AI-Powered Client Insights
- Each client now has an AI-generated summaryfor instant context.
- Perfect before a meeting, a call, or when onboarding a new teammate.
📜 Activity Log
- Track important client activity over time.
- Starts with invoice activity, with more activity types coming soon.
📝 Internal Notes & Comments
- Keep private, team-only notes directly in Monograph.
- Record things like best time to call, preferred communication style, or relationship history.
📂 Projects Section
- View all projectsfor a single client in one place.
- Distribution bar graphs for Paid / Open / Past Due.
- Includes retainer detailsfor clearer financial visibility.
💳 Invoice Dashboard
- A complete list viewof all invoices tied to a client.
- An invoice distribution graphshows status at a glance.
We’ve upgraded Monograph’s integrated payments, powered by Stripe, so your ACH payments reach your bank account even faster—as soon as 2 business days. With faster settlement timing, you’ll improve cash flow, reduce waiting, and keep your projects moving smoothly.
No extra setup required! Just send invoices as usual and enjoy the faster payouts.
If you aren't using Monograph's integrated payments yet, sign up here and get started today.
You can now fine-tune your project timelines right from the Project Overview Gantt chart.
What’s new:
- Drag + Resize phases — extendorshortenphase durations by pulling the edges of the phase bar.
- Linked phases & milestones — automaticallyadjustwhen you resize.
- Weekly or Monthly increments — changes matchyour zoom level for easier planning.
- Unlinking phases — if needed, you can unlink phases before adjusting them.
A couple of things to know:
- This update is onlyavailable in the Gantt chart on Project Overview, giving you a more visual way to manage timelines.
- You can adjust phase start and end dates with precision, but not drag a whole phase, ensuring milestones and linked phases stay aligned.
This makes it
easier
than ever to keep schedules accurate
without jumping between pages. 🎉new
Projects
Consultants
Share project notes with your consultants
When you add a project note—whether it’s an AI-summarized meeting recording or a project status update—you can instantly share it with consultants on your team. That means no more hunting through endless email threads or worrying about missing key details; everything lives in one organized, central location.

As you can see in the image above, the "audience" input gives you complete control over visibility. Keep notes private to your internal team, share selectively with individual consultants, or open them up to everyone involved.
Because notes support comments and attachments, every conversation stays connected to the right project. No scattered inbox threads. No lost files. Just streamlined communication that saves you time and keeps your team aligned.
Firms across the industry are already transforming how they capture meetings and deliver updates with project notes—recording from mobile, posting from desktop, and keeping every stakeholder in sync. If you haven’t tried it yet, this is the perfect time to see how much smoother your projects can run.
improved
Reports
📊 More Detail in Project & Firm Profit Reports
We’ve added additional detail to the Project Profit and Firm Profit reports to help you troubleshoot more effectively.
What’s Improved:
Direct and Operating costs are now broken down into three categories on hover:
- Labor
- Labor Multiplier
- Other Expenses
This gives you better visibility into where costs are coming from and makes it easier to spot discrepancies or trends in your projects.
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