Monograph now allows you to customize the names associated with phases to be more explicit about the work being done both to your team and to your client without losing the aggregations associated with the phase type. With this feature, as an example, you can maintain a generic "Add services" phase type but customize the name(s) on your projects to align them to the specific pieces of work they represent.

When creating or editing a project's phases, by default the phase name will match the pre-existing phase type name, but you can edit the "Phase name" field to customize what is seen across Monograph for that phase.

The phase name will show anywhere the phase is displayed or filtered on, and the phase type will solely be used when aggregating phase data across multiple phases, such as in the "Group by" function on the Time log report.

Giving your clients the best possible experience will help drive future business for your firm.

Clients have always been able to view all the invoices you share with them, pay online and save payment methods.

Now, we've overhauled and expanded the client experience in Monograph so clients can track invoicing progress, retainer application and phase dates.

Read more about the improved client experience, and how this will save your firm time, here.

Set budgets for your billable expenses and use these to understand when invoicing whether you are within limits when getting reimbursed from clients.

Monograph has 2 new invoice template settings available: and

Update your existing templates to apply these settings today!

New invoice templates will now default to consolidating hourly data when multiple team members have the same role and rate on a given phase.

While new invoice templates will have this setting on to consolidate data by default, you will need to update any existing templates to confirm this change for those.

For scenarios where you do not want to communicate the name of the specific team member who logged each timesheet entry, you are now able to disable the employee name column on the time log.

Don't let consultant invoices get lost in your projects. When you upload a document to , Monograph now scans for "bill-like" traits (names, dates, and amounts) to help you keep your budget accurate.

You save time on manual entry, and your firm gets accurate consultant budgets without the scavenger hunt.

Let’s turn those orphaned PDFs into insights. Check it out in your projects today!

are the heartbeat of your project’s history. They are where decisions are recorded and updates are logged.

But often, a note is just a reminder to do work . You write down "Bill for Phase 2," but then you have to navigate away to actually create that invoice.

We’ve transformed Project Notes from a static record into an actionable workflow tool.

Never let a billable item get lost in a paragraph of text again.

Ensure that "action items" discussed in meetings actually become tracked Deliverables in Monograph.

Manage your practice operations directly from the context of your conversation.

Smart Scan is live now in your Project Notes. Try typing out a next step and watch it spring into action!

We’re excited to introduce enhancements to batch invoicing that now automatically include consultant bills and any expenses logged since the last invoice. We’ve also made it easier to add any billable expenses that haven’t yet been invoiced—regardless of the service period.

Invoicing is now more streamlined and efficient. Before, only time logged would be automatically added to your invoices when batch invoicing. Now, it will automatically include consultant bills and expenses, helping you avoid missed charges. It’s also easier to catch and include any outstanding expenses that haven’t been billed to your client.

To use the batch invoicing tool, go to the Unbilled page, select the projects you want to invoice, and click the Bulk Actions button.

Set specific billing contacts on your projects and have these carry over to your invoices for streamlined revenue generation!

Here's how it works:

See all your consultant financials in one clear, organized view.

The gives firm-wide visibility across every consultant and project—no more digging through spreadsheets to see who’s been billed, paid, or still owed.

Go to Money → Costs → Consultants for a complete list of all consultant firms your company works with, including planned, billed, paid, and owed amounts.

✅ : Invite consultants to manage deliverables, submit bills, and comment on project notes—keeping everyone aligned and projects on track.

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.

See here or watch the video below to learn more about how this tool works!