Authority
Specialty pages that show method, experience and cases.
Turn your expertise into a commercial process that builds trust.
A system for firms that organizes diagnostic, proposal, scope, deliverables, owners and follow-up around professional expertise.
What the solution includes.
Every solution starts from the same core and adapts its data, journey and automations to the industry.
Diagnostic
Need, urgency, budget and participants captured early.
Proposal
Scope, deliverables and conditions in a clear version.
Continuity
Milestones, documents and next opportunities visible.
The journey
How an opportunity moves through the system.
Each stage keeps information, owner and next action from first contact to follow-up.
Discovery
Specialty pages present problems, method and routes to contact.
Initial request
Need, context, timeline and participants are captured.
Diagnostic
Meetings and preparation stay linked to the opportunity.
Proposal
Objectives, deliverables and investment keep a clear version.
Project
Milestones, documents and approvals share a common view.
Does your commercial process feel improvised?
Pedro will analyze specialties, opportunities, diagnostics and proposals before recommending a scope.
FAQ
Questions about this solution.
Does the system replace the professional?
No. It organizes repeatable work and gathers context; diagnosis and delivery stay with the expert.
Can it adapt to different specialties?
Yes: pages, forms, diagnostics, proposals and deliverables are configured per practice.
Can it manage active projects?
Yes: milestones, documents, approvals and client communication can be included.
Does it connect to our calendar?
Yes, where the calendar exposes a usable interface. Otherwise scheduling is handled inside the system.
Can it manage proposals?
Yes. Proposal stages, owners and next steps are recorded so nothing sits unanswered.
We have several offices.
Yes. Each office can have its own hours and routing with one shared client record.
We already use a CRM.
The diagnostic reviews what to keep and what to connect. Nothing is replaced just for the sake of it.
How is it priced?
One-time payment from $7,500 USD; the annual fee from year two covers server, backups, support and maintenance.