📈 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 layout
with the most relevant info
surfaced at a glance
.

🔍 Search & Filters

Find the right Consultant in seconds
with improved search and filter options.

📋 Consultant Detail View

Get

deeper insights

on each Consultant:

👷🏽‍♀️
Consultant Summary
– Quick overview of
longevity and active projects
.
📊
Budget & Punctuality Charts
–
See reliability at a glance
.
📝
Activity Log
– Tracks invoices and comments for now, with
more activity types coming soon
.
📋
Internal Notes & Comments
– Keep track of things like
best times to call
or
preferred communication styles
.

🏘️ Projects Section

🏢 View
all active projects
for 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 bills
scoped to the Consultant.
Quick insights
with a distribution graph of outstanding amounts.

🏃🏽‍♀️

This update helps your firm manage Consultants and projects more efficiently, all in one place.