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✨ 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 notes
    about your clients
  • See all
    projects + invoices + retainers
    tied to a client
  • A full
    client invoice dashboard
    with distribution graphs
👤 Check it out now!
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🛠 Full Breakdown
🔎 Smarter Client Table
  • Updated design surfaces more relevant client information.
  • Search
    and
    filter
    options help you find what you need quickly.
🧠 AI-Powered Client Insights
  • Each client now has an
    AI-generated summary
    for 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 projects
    for a single client in one place.
  • Distribution bar graphs for
    Paid / Open / Past Due
    .
  • Includes
    retainer details
    for clearer financial visibility.
💳 Invoice Dashboard
  • A complete
    list view
    of all invoices tied to a client.
  • An
    invoice distribution graph
    shows status at a glance.