AI-native business transformation
We build businesses where AI performs the operational work.
MODUS turns the administrative work of regulated firms and brokers into AI-operated workflows: lower cost per case, more time for billable advice, measured against a baseline.
For tax advisors, lawyers, mortgage brokers, insurance brokers and financial advisors in Germany.
Founded by Nicolai Schmid
- Intake12
- Matching9
- Check2
- Follow-up1
- Approval1
- Posting27
Client 1042 · September receipts
38 documents recognised, 36 matched
Check2 documents without invoice number, follow-up drafted
Client 0877 · payroll documents
Complete, deadlines checked
ApprovalWaiting for approval by the case handler
Client 1133 · annual accounts
Document list created, 5 of 12 received
Follow-upReminder to client scheduled
Client 0914 · September receipts
41 documents, all matched
PostingHand-over to the accounting software
Administration becomes a system. Your team works on what gets paid for.
Cost per case goes down
Sorting, checking, chasing and data entry run as an operated workflow. Your team steps in for exceptions, not for every case.
More time for billable work
Experts spend their hours on judgment, clients and customers. Not on forwarding, retyping and chasing by phone.
Outcomes that are measured
Every workflow starts with a baseline: turnaround, follow-ups, error rate, capacity. We report the difference, not the potential.
Regulated, document-heavy advisory work. That is where transformation pays off first.
Expert time is scarce and expensive. Work arrives by email, PDF and portal. Completeness and traceability are mandatory. For each industry we have named the workflows we start with.
- Tax advisorsDocument intake, completeness, deadlines and client communication as an operated workflow around your DATEV environment.
- Law firmsClient intake, file creation, deadlines, status requests and brief preparation with beA and practice software.
- Mortgage brokersDocuments per lender, completeness, lender queries, status updates and refinancing as an operated workflow.
- Insurance brokersClaims intake, portfolio maintenance, policy changes, annual reviews and documentation with your broker management system.
- Financial advisorsOnboarding, suitability and documentation, service cases, reporting and annual reviews as an operated workflow.
One workflow first. Then operation. Then the operating model.
You enter through one concrete operational problem and expand step by step. No workshop without implementation, no automation without operation.
Operational diagnostic
We understand one valuable workflow: its economics, participants, systems, constraints and potential.
Result: a verified current-state model, target workflow, baseline metrics, risk boundary and a recommendation for the first implementation.
Transformation sprint
We build and test the workflow in your actual operation, in shadow or approval mode.
Result: a working implementation with evaluations, controls, an audit trail, onboarding and before-and-after measurement.
Operated AI workflow
MODUS runs, monitors and continuously improves the workflow instead of handing over an automation.
Result: work is reliably removed from your team, exceptions reach the right person, outcomes are measured.
AI-native operating model
We connect proven workflows into an operating model for a team, a function or the whole firm.
Result: experts work on judgment and relationships, software performs coordination, preparation and routine execution.
What you can expect from us.
- Approval boundaries instead of blind trust
- Where risk or accountability demand it, nothing goes out without a human approval. Every workflow starts in shadow or approval mode.
- Every action traceable
- Consequential actions are logged, failures are inspectable, every case has an audit trail. In your industry that is a precondition, not an extra.
- Professional rules and data protection set the frame
- Confidentiality obligations, the GDPR and your existing systems define what may be delegated. We work inside those limits, not around them.
- We do not stop at the recommendation
- MODUS builds, operates and improves the workflow. We take work off your desk; we do not hand you a slide deck.
June: the digital AI hub your team works with.
June is where your team hands off tasks, sees status, approves drafts and answers follow-ups. June notices what has stopped moving, finds out why, and stays on it. Drafts, not solo runs: nothing goes out until someone has approved it.
Independent product by MODUS
- Hand off tasks in the language and voice of your firm
- Follow up with clients, customers and the team
- Every item already looked into before it reaches you
A transformation company that is itself operated by AI.
Traditional consulting scales by hiring more consultants. MODUS is built differently: software and agents increasingly perform the repeatable part of the work, from understanding operations to continuously improving the systems. People remain responsible where trust, context and judgment matter. Every engagement makes the system better. We run on the model we bring to you.
What firms and brokers ask us first.
How do you handle confidentiality and data protection?
Professional rules and the GDPR define what may be delegated. Data stays in your systems or is processed under a data processing agreement. Every action is logged and critical steps require approval. We put this in writing during the diagnostic, before anything is built.
Do we have to change our software?
No. We build on your existing systems: practice software, document management, email, portals and platforms. The workflow is built around them, not as a replacement.
What does it cost?
A setup fee for implementation and integration plus a recurring fee for operation, monitoring and improvement. We price against capacity gained, turnaround, quality and risk, not against hours or compute time. The concrete proposal follows the diagnostic.
Where do we start?
With one workflow that is valuable enough to measure and narrow enough to deliver proof quickly: document intake, completeness checks or client follow-ups, for example. The diagnostic selects it.
What happens when the system does not know something?
The case goes to the responsible person as an exception, with context and a proposal. Every repeated exception becomes an improvement: better rules, more context, a new check.
One workflow. Measured. In your operation.
Start with a conversation about the workflow that costs your team the most today. We will tell you plainly whether and how it can be transformed.
Or by email: hallo@nicolaischmid.com