Share mandates with partner firms — your numbers stay yours
Invite partner firms to individual mandates. They work from their own workspace and book time into their own Bexio, while you decide exactly what they see.
Sound familiar?
Email ping-pong with partners
Joint mandates run over email and shared folders, and nobody knows the current state.
All or nothing access
Giving a partner access to your tool means showing far more than the one matter you share.
Hours from partners arrive late
Partner effort shows up as a surprise invoice weeks later instead of on the mandate.
How it works
- 01
Connect with a partner firm
Send a connection request; once accepted, both firms can share work with each other.
- 02
Share a mandate
Pick the mandate and what the partner may do — view, book time, comment — and whether financials are visible.
- 03
Work together, bill separately
The partner books time from its own workspace into its own Bexio; you see the effort on the mandate.
Built for the way your firm works
Work on a matter with a correspondent or partner firm. They see the mandate and book their hours — your fees, rates and other clients stay private.
Bring in a specialist agency or freelancer studio for one project without exposing your client list or margins.
Run joint engagements with subcontractors, see their effort on the project, and keep commercial terms confidential.
What you get
Per-mandate sharing
Share exactly one project, lead or support pool — nothing else.
Financials hidden by default
Budgets, rates and revenue stay masked unless you share them explicitly.
Own workspace, own Bexio
Guests book time in their own firm and invoice from their own Bexio.
Fine-grained rights
Decide per share whether partners may view, book time or comment.
Revocable any time
End a connection or a single share with one click.
Fully audited
Every connection and share is recorded in the audit trail.
Works hand in hand with
Frequently asked questions
Does the partner firm need its own Avidia Cockpit account?+
Yes. Collaboration connects two firms, each with its own workspace. Guests from partner firms do not count as users in your plan.
Can the partner see my rates and revenue?+
No — financials are hidden by default. You can share them per mandate if you want to.
Where do the partner’s hours end up?+
In the partner’s own workspace and Bexio. You see their effort on the shared mandate, but their time never enters your books.
Can I stop sharing?+
Yes. Shares and connections can be revoked at any time, and every change is audited.
Who invoices the client?+
The firm that owns the mandate invoices the end client at its own rates; guest firms invoice the owner for their time.
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