For professional services
Spend more time advising. Less time chasing enquiries.
Modus handles the first WhatsApp conversation for service firms — it explains your scope, captures the relevant brief, books consultations and keeps genuine prospects moving until your team takes over.
- Every enquiry receives a prompt first response
- Consultations arrive with a structured brief
- Proposal follow-ups do not depend on memory
Today
What it looks like right now.
Consultants are in meetings or doing client work when prospects message.
The same scope, process and availability questions eat up hours every week.
Time is spent on unqualified enquiries before anyone learns the real need or budget.
A proposal is sent, then follow-up is inconsistent because the work takes over.
The agent
What it does on every enquiry.
Structured intake
Capture service type, problem, urgency, budget range and decision-maker before a consultation is booked.
Approved scope answers
Answer common questions from your own service descriptions, process and policies without inventing advice.
Consultation handoff
Route serious opportunities to the right professional with the conversation and intake summary attached.
Proposal follow-up
Send timely, approved follow-ups after a proposal or meeting, while giving clients a simple path back to a human.
In practice
How it runs.
- 01
A prospect messages
From your website, a referral or an ad, the first response is immediate.
- 02
The brief is captured
Modus asks the approved intake questions and distinguishes a good consultation fit from a general query.
- 03
Your specialist advises
Your team joins with the right context, then the system keeps post-meeting follow-up visible.
Questions we get asked
Can it give legal, tax, medical or financial advice?
No. Use Modus for intake, approved general information, scheduling and handoff. Advice, recommendations and sensitive judgement remain with the licensed professional.
Can we control what the agent says?
Yes. The agent is grounded in the business material and rules you provide, with human escalation for questions outside that approved scope.
Does it work for a small practice?
Yes. A small firm benefits most when client work makes rapid responses and consistent follow-up difficult.
Can it handle confidential client information?
Only collect the minimum needed for intake, apply your own confidentiality process, and route sensitive or substantive matters to a human rather than asking for unnecessary details in chat.
Stop guessing which enquiries were worth it.
One agent works every lead on your own number and your website — and every deal it closes is traced back to what produced it. We handle the setup.