Set up your firm

Setting up your firm takes about 15 minutes. Once you’re done, you’ll be ready to invite your team, create your first project, and start tracking time.

Before you begin

Have your firm’s basic details handy — your legal business name, address, and standard billing rate. You can change all of these later.

1. Activate your account

1. Open the invitation email from Monograph and click Activate your account.

2. Set a password and confirm your name. This becomes your admin login.

3. Enter your firm name and address. These appear on the invoices you send to clients.

2. Set your firm defaults

These defaults save you time on every project — you set them once, and each new project inherits them.

1. Go to Settings → Firm.

2. Set your standard hourly rate. This is the default rate applied to new roles and team members; you can override it per project.

3. Choose your fiscal year start so your reports line up with your accounting.

4. Set your firm’s overhead rate if you know it. Not sure yet? Leave it — you can add it later once you’ve reviewed Overhead.

3. Add your standard roles and rates

Roles (for example Principal, Project Architect, Designer) let you plan budgets by seniority instead of by individual person.

1. Go to Settings → Roles.

2. Add each role your firm uses and give it a default hourly rate.

3. You’ll assign team members to these roles in the next step.

Next steps

Invite & manage your teamBring your team in and assign roles.

Create & plan a projectSet up your first project and budget.