Project Notes
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
somewhere else
. You write down "Bill for Phase 2," but then you have to navigate away to actually create that invoice.That changes today with Smart Scan.
We’ve transformed Project Notes from a static record into an actionable workflow tool.How Smart Scan Works
- 📝 When you add a note to a project, we automatically scan the text for actionable items.
- 🔍 Automatic Detection: We identify potential tasks, costs, or milestones within your text.
- 🖱️ Inline Action: These items are highlighted directly in the note. Simply hover and click.
- ⚡️ Instant Creation: A modal appears, allowing you to instantly turn that text into aDeliverable,Bill, orExpensevia the notes view.
Why this matters for your practice
1. Capture Revenue:
Never let a billable item get lost in a paragraph of text again.2. Accountability:
Ensure that "action items" discussed in meetings actually become tracked Deliverables in Monograph.3. Speed:
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!