Engagement tracking for consulting firms
Consulting work is sold in days. Mono tracks each engagement against the days agreed in the client's contract: how many you planned, how many you used and how many are left.
The days you sold are in the contract. The days you worked are somewhere else.
A consulting engagement is sold as a number of days over a set period. Most firms track the work in one tool and the agreement in another. They only find out an engagement has run over when someone compares the two, usually too late.
In Mono, the contract holds the agreed days and dates. The engagement's work sits under that contract, and Mono compares the days used against the days agreed as the work gets done.
Built for work sold by the day
Days agreed vs. days used
The contract shows how many of the agreed days are used and how many are left, based on finished work, and flags it when you go over.
The plan stays inside the contract
Task dates must fall within the contract's start and expiration dates, so the plan can't quietly stretch past what the client signed.
Every hour has a home
Consultants log time against the task they worked on, so each hour is already tied to the right client and contract.
Lock a month once it's reported
The account owner can set a lock date. After that, no one can add, change or delete time on or before it, so the numbers you sent a client stay the same.
Renewals don't sneak up on you
Contracts that expire within 30 days are flagged, so you can talk about the next phase before the current one ends.
Invoices and profit per client
Invoice in six currencies and see how profitable each client is once expenses and team time are taken off. Included in the Pro plan.
Set up an engagement
Add the contract
Enter the engagement's contract with its start date, expiration date and the number of days agreed.
Plan the work
Create a project board under the contract and plan the tasks within its dates.
Watch the days
As tasks get finished, Mono compares the days used with the days agreed.
Part of one workspace
Each piece reads the same client, contract and task records, so delivery and billing never drift into separate systems.
Project boards tied to contracts
Kanban and scrum boards that belong to a client contract, so every task carries its scope, deadline and day allowance.
Time tracking
A timer and weekly timesheet where every hour is logged against a task — and so against a client contract.
Client management
Client records with contacts, notes, reminders and contracts — and an early warning before a contract expires.
Frequently asked questions
Yes. One contract can have several boards, for example one per workstream. The day count adds up the work on all of them.
US dollars, euros, British pounds, Saudi riyals, UAE dirhams and Egyptian pounds. Totals are shown per currency and never converted. Invoicing is included in the Pro plan.
There's no import tool yet. Talk to us about your existing clients and contracts and we'll help you get them in.
Know where every engagement stands against what you sold.
Add a contract and plan its first board today. The trial is free and needs no credit card.