The Client Hub serves as a central workspace for managing client relationships. It brings together key information such as project status, financial health, and contact details, so your team has full visibility in one place.

🎓 All Admins and any non-admin users with View Client permissions enabled can access the Client Directory by navigating to Contacts > Clients. Only users with Manage Clients permissions are able to create, edit, and deactivate clients.

The Clients List contains all of the clients that have been added to Monograph or imported from QuickBooks Online. Use the search bar to find a client by their contact name, company name, or email address. Alternatively, use the Project Statuses and/or Client Statuses filters to narrow down the client list based on their assigned client and project statuses.

The following information is shown in the Clients list, which can be sorted by clicking on any of the column headers:

To view more detailed information about a client, click on any client's name to open their individual Client Profile.

To export a CSV file of all of your clients and associated contact information, click on Export in the upper-right corner of the Client List.

There are three different ways to add a client to the Client Hub:

To add a client from the Client Directory, click on Add Client in the upper-right corner.

Enter the Company and Contact information that should be associated with the client and click Create once complete.

A new client can be added to the Client Directory during the invoice creation process. To do this, navigate to the Invoice Designer and select + Add New Client from the Bill To drop-down. Learn more about adding a client directly from within an invoice here.

When Monograph is synced with QuickBooks Online, any clients that have been created in QBO can be imported into Monograph. Learn more about syncing Clients between Monograph and QuickBooks Online here.

After a client is added, you can begin associating them with projects by adding the client on the project's Details page.

Each client has a dedicated Details Page that provides a clear overview of the relationship. This can be accessed by clicking on the client's name in the Client Hub.

At the top of the page, the Client Summary highlights key context, which may include general information, active projects, overdue invoices, and points of contact. Users who do not have "Edit project" permissions enabled will see a redacted version that doesn't include financial information.

💡 To note: the Client Summary will update every time the page is visited to capture any new interactions.

The Basic Info section includes core details, such as company name, contact information, and notes. This information can be edited at any time by clicking "Edit". After making the necessary changes, click Save.

In the Contacts section, client details such as name, phone number, and email are listed. Additional contacts can be added to the same client record by selecting Add contact. The star next to a name indicates the primary contact—select the star to update which contact is set as primary.

On the right of the page, the Activity Feed shows a timeline of interactions, including team comments, payments, and invoice updates. Team members can add internal comments and tag other by mentioning them using "@" before typing their name. This will notify the team member that they have been mentioned in a comment.

💡 From the Client Details page, users with "Edit Project" and/or "Edit Invoices" permissions can also access any of the client's associated projects and/or invoices by clicking on Projects or Invoices in the sub-menu.

The Projects tab in a client’s profile provides a financial overview of all associated projects, shown both in summary totals and as individual project cards.

At the top, the Invoice Overview displays totals for invoiced amounts, payments received, open balances, and any past-due invoices. The Retainer Overview displays the total retainer amounts received, compared to those applied and the remaining balance.

All of the client's projects will appear as individual cards in alphabetical order. Each project card shows key details at a glance, including project name, date range, current status, along with invoice and retainer totals:

This view makes it easy to monitor the financial health of client projects and quickly identify outstanding balances or overdue invoices.

Click on a project's name to open the project's Details page.

The client Leads tab provides an overview of all potential projects (leads) associated with that client. This view helps track opportunities at various stages - from initial discovery through proposal, won, or lost - and provides an at-a-glance view of total potential revenue.

At the top, the Leads Budget Overview summarizes the total value of all leads and breaks them down by status:

Each category displays a cumulative budget total for that stage, along with a visual progress bar representing the proportion of each status within the overall total.

Below the summary, each lead appears as an individual card sorted by the most recent activity date. Each card includes key details at a glance:

This view makes it easy to monitor the progress of every opportunity and quickly identify which leads are most active, nearing conversion, or require follow-up.

Click on a lead’s name to open the lead’s Overview page.

🚨 Users who do not have permissions to view financial information will see a redacted version of Lead cards without the budget breakdown.

The client Invoices tab provides a comprehensive view of all invoices associated with a client. This page makes it easy to track payment history, monitor outstanding balances, and quickly identify overdue invoices for follow-up.

At the top, the Invoice Overview summarizes total amounts invoiced, payments received, open balances, and past-due amounts, giving a clear picture of the client’s overall billing status.

Below the summary, a detailed table lists every invoice, including:

Use Export in the top-right corner to download a CSV file with the client’s invoice details. Select More to deactivate or reactivate a client.

🚨 A client can only be deactivated once it has been removed from all associated invoices.

If there are specific clients that your team is no longer working with, they can be marked as Inactive to remove them from any client drop-down lists, such as within the Invoice Designer. This will also move them to the Inactive list in the Client Directory.

To make a client Inactive, open their Client Profile, click on More in the upper right corner, and then select Deactivate.

If QuickBooks Online is synced with Monograph, any clients marked as Inactive in QuickBooks Online will automatically be marked as Inactive in Monograph. Deactivating a client in Monograph will also mark them as Inactive in QuickBooks Online.

This also applies to reactivating a client - reactivating a client in Monograph will reactivate the client in QuickBooks Online, and reactivating the client in QuickBooks Online will also reactivate the client in Monograph.

🎓 Deactivating a client will not remove the client from any existing invoices or reporting. It will only prevent the client from being added to new projects or invoices.
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NOTE: Inactive clients will be added to new invoices by default if the client is still associated with the project.

The following information is shown in the Clients list, which can be sorted by clicking on any of the column headers:

Who in my firm can access the Client Hub?