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Track leads, ownership, next steps, and keep key information visible across your firm.
Once committed, see how future work unfolds across phases, timing, and fees.
Know what to pursue and when to hire based on real staffing and timing signals.
Pipeline connects how you pursue work to how you plan for it. From first lead to revenue forecast, your firm stays aligned around one shared view of what’s next.
Opportunity tracking
Capture and manage incoming opportunities in a firm-wide pipeline.
Plan staffing and capacity
See how future work impacts utilization, workload, and timing and easily adjust start dates.
Build, send, and manage proposals
Use historical data to price the project profitably. Manage feedback, track time spent and then, accept signatures when the work is won.
Create Projects From Wins
Turn won work into live projects inside Monograph without re-entry.
Estimate and Forecast Revenue
View pipeline values in fees — not generic deal sizes — to inform financial planning and adjust estimates as fee progress.