Know whether a mandate earns money — before it is too late
Run every project and mandate with budgets, phases and milestones. Hours, costs and revenue meet in one view, so you see the margin while you can still act on it.
Sound familiar?
Margins show up too late
You only learn that a mandate lost money when the final invoice is written — far too late to steer.
Budgets live in spreadsheets
Planned effort sits in Excel, booked hours in another tool, and nobody trusts which number is current.
Status depends on who you ask
Partners, project leads and the back office each have their own picture of where a project stands.
How it works
- 01
Set up the mandate
Create the project for a client with project code, responsible person, currency and budget — or convert an accepted lead.
- 02
Plan phases and milestones
Split the work into milestones with dates and amounts, fixed price or time & material.
- 03
Watch it in real time
Every booked hour updates budget consumption, costs and revenue — per phase and for the whole mandate.
Built for the way your firm works
Open a mandate per client matter, agree a cost estimate and see at any time how much of it is used. Partner and associate hours are priced with the right rates automatically.
Run websites, campaigns and retainers as projects with phases and milestones. Fixed-price and time & material work sit side by side, and you see early when a project starts to overrun.
Track each engagement with budget, cost rates and revenue. Utilization and margin per project are visible without waiting for month-end reporting.
What you get
Live profitability
Hours, costs and revenue per mandate in one view, updated with every booking.
Budget vs. actuals
Planned against used budget at every phase, before overruns happen.
Milestones & settlement
Fixed-price and time & material milestones with dates, amounts and settlement.
Rate hierarchy
Project, client, employee and role rates resolved automatically for every hour.
Multi-currency
Clients and projects in CHF, EUR or USD with exchange rates handled for you.
Clear responsibilities
Project codes, statuses and responsible persons your whole firm understands.
Works hand in hand with
Frequently asked questions
Can I manage fixed-price and hourly projects together?+
Yes. Each milestone can be fixed price or time & material, and both types roll up into the same budget and profitability view.
Which billing rate is used for an hour?+
Avidia Cockpit resolves the rate automatically: a unified project rate first, then project-, client- and employee-specific rates, and finally the role default.
Can I work in EUR or USD?+
Yes. Clients and projects can use CHF, EUR or USD; reports convert with stored exchange rates.
Can I turn a won lead into a project?+
Yes. An accepted lead becomes a project, and its offer lines become the project budget — without retyping.
Who can see project financials?+
Access follows roles and permissions within your firm. When you share a project with a partner firm, financials stay hidden unless you explicitly share them.
Ready to run your firm in one cockpit?
Create your account in minutes — no credit card required.
Start now →