When you get a bill from a consultant that you are collaborating with on Monograph, you can mark that bill as "paid" and we'll notify the consultant so you don't have to.

If you are not already inviting your consultants to collaborate, check out this PDF that you can use to give consultants a "heads up" before you invite them.

Have a great weekend!

Managing project info through email just got a whole lot easier. Introducing —your new workspace in Monograph that turns forwarded emails into bills, expenses, notes, and more.

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Forward project-related emails to smart@inbox.monograph.com, and Monograph’s AI extracts key info and suggested actions—like logging an expense or creating a deliverable.

You’ll get an email confirmation with any action items extracted. If Monograph can’t process it you’ll be prompted to review the email manually in the Smart inbox.

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Items land in the tab. From there, team members can:

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Finished items go to the tab. Anything older than 30 days expires automatically.

Smart inbox helps your team move faster, stay organized, and reduce manual data entry.

✉️ E-mail the Smart inbox to start using it today.

Now it only takes one click to simplify your consultant billing, get paid faster, and tighten up your consultant collaboration.

Simply go to your consultant directory and click “Connect” to build a better working relationship with any consultant.

It takes only one second and it , but it will save you hours of hunting down consultant bills and emailing project updates.

Learn more here.

Use these comments to drive accountability, avoid any ambiguity, and keep a better record of progress towards your efforts to satisfy clients and earn revenue for your firm.

From the Unbilled page, you can view all unbilled totals both overall and since your last invoice was issued by project or click to view these values broken down by project phases. See any warnings to find out where your projects' unbilled totals exceed budget limits or click to edit timesheets

When ready, select all of the projects you want to invoice for and batch create invoices. Monograph will automatically create the next sequential invoice for the project create billable totals using the time logged since your last invoice, up to phase budget limits.

When you send a bill request or a scheduled bill reminder to a consultant, they can reply via email with their bill attached as a PDF. We'll take that bill, put it in the "review" queue and notify you that its ready for review.

You get to avoid your inbox, add that bill to your client invoice and get paid faster.

Have a great week 👋🏾

The Consultants section of Project Financials just got a major upgrade. Its now organized by consultant company and it includes amounts billed, owed and paid to each consultant company.

Want to know more about what's been billed by each consultant company? When you click on the consultant company name, we'll take you right to a filtered list of their consultant bills. ⚡️

We know how important it is to stay on top of your work—whether that’s tracking deliverables, staying in the loop on project updates, or remembering to submit your timesheet (yes, that too). That’s why we’re excited to introduce in-app notifications—now available to all Monograph users!

With in-app notifications, you’ll see important updates right inside Monograph, so you can take action faster and avoid digging through emails or chasing down information.

Notifications include:

You can also customize how and when you receive notifications:

Simply head to your Notification Settings to tailor them to your preferences.

: Some notification types are set at the Admin level to match your team’s needs, and those can’t be changed individually.

Notifications are designed to help you stay informed without interrupting your flow. Whether you're managing multiple projects or just trying to stay organized, this new feature puts you in the driver’s seat.

We hope this update helps you feel more connected to your projects and in control of your workday. As always, we’d love to hear what you think—drop us a note or reach out through support!

—The Monograph Team

We've followed up on feedback to deliver minor improvements to invoice formatting and major improvements to the PDF generation process.

We're making it easier for you to collaborate with your consultants and we've updated the consultant fee planner to make it more intuitive.

When you're planning consultant fees for your project, you'll see an opportunity to enable automatic invites. Turn that on, and we'll automatically send invites to all consultants on or added to the project. You can also enable automatic invites from the project details page.

Why is this a good thing? We'll when you invite a consultant to collaborate:

When you're planning the consultant fees for a project, you'll pick the consultant company first (and the type of consultant work second). No big deal if you don't yet know the consultant company that will do the work; just pick "Company TBD".

Learn more here.