We take the administrative work off your hands.
Collecting receipts and documents, checking them for completeness, following up with clients, answering questions about the status. Alongside your existing systems, with approval by your team.
Which workflow holds your team up?
Founded by Nicolai SchmidFor tax firms and for financial and insurance brokers
- Intake12
- Matching9
- Check2
- Follow-up1
- Approval1
- Hand-over27
Client 1042 · September receipts
38 receipts recognised, 36 matched
ApprovalFollow-up on 2 receipts without invoice number awaits approval
Client 0877 · payroll documents
Complete, deadlines checked
Hand-overHand-over to payroll prepared
Client 1133 · annual accounts
Document list created, 5 of 12 received
Follow-upReminder to the client scheduled
Client 0914 · September receipts
41 receipts, 3 matches unclear
CheckUnclear matches sent to the case handler
Approval required
Follow-up to client 1042: two receipts without invoice number. Drafted in the firm's voice, nothing is sent without approval.
- Intake8
- Check5
- Request3
- Approval1
- Submission2
- Done19
Client 2207 · mortgage
Bank's document list, 9 of 14 received
RequestRequest drafted, waiting for approval
Client 1980 · disability cover
Application complete, details reconciled
ApprovalWaiting for approval by the advisor
Client 2311 · car claim
Claim recorded, photos and report on file
SubmissionHand-over to the insurer prepared
Client 1765 · pension plan
Annual review due, portfolio compiled
CheckInvitation to the review drafted
Approval required
Request to client 2207: pay slips for July and August. Drafted in your office's voice, nothing is sent without approval.
For tax firms and broker offices. Every case needs documents, and someone has to collect them.
Tax firms
Receipt intake, completeness, deadlines and client requests as a running workflow next to DATEV.
First workflows
- Receipt intake and matching
- Completeness checks and follow-ups
- Documents for annual accounts and returns
- Status updates for clients
Where do receipts and follow-up questions pile up at your firm?
Financial and insurance brokers
Documents for financings, applications, claims and annual reviews as a running workflow next to your broker management system.
First workflows
- Documents per bank and insurer
- Preparing applications and self-disclosures
- Bank requests and claims
- Annual reviews and follow-on financing
Which documents are most often missing for financings and applications?
A free AI workshop at your office. Four hours with Nicolai Schmid.
Nicolai Schmid comes to your office and goes through your workflows with you and your team, using typical cases from your day-to-day work: what the system can take over and what stays with your team. The workshop costs you nothing and commits you to nothing.
How it works
Beforehand, in the chat
You answer a few questions about your firm. That way the workshop is prepared before it starts.
The reply
Nicolai Schmid reviews your answers and lets you know by email whether and when a visit fits.
Four hours on site
Nicolai Schmid goes through your workflows with the people involved, from intake to approval.
Afterwards
You know which workflows are worth starting with. Whether and how to go on is your decision.
The system prepares. Your team decides.
Every workflow starts in approval mode. Anything that leaves the firm is approved by someone on your team; anything unclear reaches the responsible person with context.
Requesting documents
The system
Builds the list per case, client or bank and requests exactly what is missing.
Your team
Decides what a case needs.
Intake and matching
The system
Recognises documents from email, upload and portal and matches them to the right case.
Your team
Resolves matches the system cannot make with certainty.
Checking completeness
The system
Checks against the case's checklist and spots missing details and contradictions.
Your team
Judges special cases.
Following up
The system
Drafts follow-ups in your firm's voice and keeps at it until everything is in.
Your team
Approves every follow-up before it goes out.
Status questions
The system
Answers recurring questions about the status from the case data.
Your team
Takes the conversation as soon as advice is needed.
Which of these workflows costs you the most time?
How we start. One workflow first, measured in your firm.
Analysis
We look at one workflow in your firm: volumes, people involved, systems, limits.
You receive: The current workflow, the target workflow, baseline figures and a recommendation for the first pilot.
Pilot in approval mode
We build the workflow in your systems. Your team approves every step that leaves the firm.
You receive: A running workflow with checks, a log and before-and-after measurement.
Ongoing operation
MODUS runs, monitors and improves the workflow. Exceptions go to the responsible person.
You receive: Ongoing measurement of turnaround, follow-ups and exceptions.
Further workflows
Proven workflows are connected, for one team or the whole firm.
You receive: Further workflows with the same approvals and the same log.
The analysis starts with your workflow. Describe it here.
Control stays with you. Every step can be traced.
Approval before sending
Follow-ups, replies and submissions go out only once someone on your team has approved them.
A log for every case
Every action is recorded with time, source and result. Errors can be traced back to what caused them.
GDPR and professional rules
Processing under a data processing agreement and a confidentiality undertaking. Your professional duties define which data the system sees.
Your systems stay
DATEV, your broker management system, platforms and inbox stay as they are. The analysis defines how the workflow connects to them.
What must not go out without your approval?
We build businesses where AI performs the operational work. Starting with our own.
Founder of MODUS
Nicolai Schmid built and led the AI engineering team at apex, the AI unit of COSMO CONSULT: multi-agent systems, evaluation frameworks, inference infrastructure. Today he owns the product architecture of COSMA. In the first conversation, you talk to him.
“The model is rarely the problem. What matters is whether something in the workflow catches the error, whether a person clicks at the end, and whether the expert understands what is happening.”
Run by agents at MODUS
- Lead qualification
- Proposals
- Follow-up
- Project delivery
- Bookkeeping
- Maintaining this website
What would you like to know about MODUS and Nicolai Schmid?
What firms and brokers ask us first.
How do you handle confidentiality and data protection?
Professional rules and the GDPR define what the system may process. Data stays in your systems or is processed under a data processing agreement. Every action is logged, and every step that leaves the firm needs approval. We put this in writing during the analysis, before anything is built.
Do we have to change our software?
No. The workflow is built around your existing systems: practice software, broker management system, platforms, document management and email. The analysis defines how it connects to them.
What does it cost?
A one-off fee for setup and integration, plus a recurring fee for operation, monitoring and improvement. You receive the concrete proposal after the analysis.
Where do we start?
With a workflow that comes up often enough to measure and is narrow enough to put into operation quickly. Typical ones are receipt intake, the documents for a financing, or follow-ups with clients. The analysis 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. When an exception repeats, we improve the rules, the context or the checks.
Your question is not listed?
Which workflow costs your team the most time today?
That is what the first conversation is about. Afterwards you know whether an analysis is worth it.
Or by email: hallo@nicolaischmid.com