Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Ask Monograph uses information stored in Monograph to answer questions about your firm, projects, finances, staffing, and team activity. It can also answer general questions about Monograph's functionality using information from the Learning Center.
Ask a Question
Ask Monograph supports natural language questions, so you can type a question in your own words or select one of the suggested prompts that appear in the feature.
Examples of the suggested prompts include:
What should I be working on right now?
How many invoices are overdue and what's that worth?
Who hasn't logged time this week?
Who is on PTO this week?
Is everyone fully staffed this week?
What was my utilization rate for May?
💡 Suggested prompts are randomized and automatically refresh every few seconds.
Access Ask Monograph
Ask Monograph can be accessed from the Dashboard (Home > Dashboard), from the Ask option in the navigation menu, or when using the Quick Search global search bar.
All users on an active paid subscription can access Ask Monograph, but the information they can view depends on their permission level.
If a question requires access to data that the user does not have permission to view, Ask Monograph will not provide that data and will prompt the user to contact an Admin for access.
Users can still ask general questions about how a feature works. In these cases, Ask Monograph can provide information from the Learning Center, but will not reference firm data the user does not have permission to access.
Accessing from Quick Search
Ask Monograph can also be used through Quick Search, which is available globally when viewing any page in Monograph.
While in Monograph, press Command + K.
Type a question.
Press Tab to Ask Monograph and receive an answer.
Data Used in Ask Monograph
Expand the toggle below to see the types of data Ask Monograph can access when answering questions.
Data Used in Ask Monograph
Data Used in Ask Monograph
Invoices & Payments
Invoices - outstanding, overdue, open, unpaid, and paid invoices, with date-range filtering (including custom rolling periods like "last 60 days"). When a list is too long, the AI shows the most recent items and tells you how many were left out.
Failed invoice payments - invoices with recorded payment failures, including invoice status, when the failure was recorded, and any payments already made. Does not include the payment-provider decline reason.
Client outstanding invoices - per-client summaries of what's still owed.
Project invoice billing - how much has been billed vs. collected on a specific project.
Retainers - active retainer summaries.
Project Budgets & Finances
Active project budgets - service fees, consultant fees, markup, and total project budget for all active projects, plus organization-wide totals. Requires performance-report permissions.
Budget risks - projects flagged as over budget or at risk of going over budget.
Phase budget usage - how much of each phase's budget has been spent.
Remaining fee to bill - how much fee is left to bill on a project.
Expense budgets - project-level expense budget details.
Project Management & Status
Project attention items - what needs your attention today: current phases, open task counts, team roles, and staffing gaps. Now works even when the word "project" isn't used (e.g., "What needs my attention today?").
Overdue project tasks - tasks past their due date.
Project milestones - milestone tracking and invoice-ready milestones.
Created projects - recently created project listings.
Project phases, consultants, and roles - phase breakdowns, assigned consultants, and role details for specific projects.
Project assignments & staffing hours - how many people are assigned and how many hours are allocated.
Overstaffed projects - projects with more team members than needed.
Project notes - recent notes added to projects.
Project/client briefs - quick summaries of a project or client.
Time & Team
Time records - hours logged by project and by person across date ranges.
Your own time logged - the current user's time on projects.
Team time entry status - who has or hasn't logged time in a given period.
Team availability - who has open capacity in a date range, matched by role.
Time off - upcoming time off and your own time-off usage.
Financial Metrics & Analytics
Capacity forecast - projected team capacity over time.
Projected revenue - forecasted revenue based on current projects.
Realization rate - billed vs. potential revenue.
Utilization rate - how productively team time is being used.
Write-offs - summarized write-offs for the firm.
Revenue discrepancy diagnosis - helps explain differences between reported and expected revenue.
Profit drivers - what's driving profitability, with drilldown detail and period-over-period comparisons.
Least profitable projects - projects with the lowest margins.
Other
Leads - count of current leads.
Sent proposals - summaries of proposals sent to clients.
Submitted expenses - recently submitted expense reports.
Recent activity - a summary of what's happened recently across the firm.
Support articles - Monograph help documentation for general "how do I…" questions.
Frequently Asked Questions
Who can use Ask Monograph?
All users on an active paid subscription can access Ask Monograph. The information available to each user is determined by their permission level.
Can Ask Monograph be disabled?
No. Ask Monograph cannot currently be disabled, but using it is optional.
How are the suggested questions generated?
Suggested questions appear at random and automatically refresh every few seconds. The same suggested questions will appear for all users, but users may not be able to access every answer depending on their permissions.
Can I ask questions in my own words?
Yes. Ask Monograph supports natural language questions, so you don't need to use the suggested prompts. Type your question as you normally would and Ask Monograph will use your firm's data to generate an answer.
Does Ask Monograph only consider data created after the feature was enabled?
Ask Monograph considers data from all time, not just from when the feature was enabled.
How long does it take for new data to become available?
Data is available immediately after it's saved in Monograph. For example, once a time entry is logged, an invoice is created, or a project is updated, Ask Monograph can reference that information in its answers.
Why didn't I receive an answer to my question?
Ask Monograph can only answer questions using information that exists within Monograph and that you have permission to access.
If the information doesn't exist in Monograph or you don't have permission to view it, Ask Monograph will not return an answer.