CLICKUP FOR ACCOUNTING FIRMS

Modus bought back 10 hours a week with three agents

Industry: Accounting and business education | Employees: 1–10 | Use case: Connected marketing, sales, and operations work with AI-assisted notes, triage, and reporting

Modus is an accounting and business-education firm in Juiz de Fora, Brazil, where a small team once spent 10 to 15 hours a week typing up meeting notes and sorting support tickets by hand before anyone could act on them. CEO Samuel Bernardes moved that first pass into one ClickUp workspace, where ClickUp Brain², the AI Notetaker, and three Super Agents now summarize threads, triage tickets, and turn client calls into tasks for Marketing, Sales, and Operations.

Hear from our ClickUp Ambassador at Modus

"Our project managers and sales team used to lose 10 to 15 hours a week typing up meeting notes and pulling the next steps out by hand.

Now the AI Notetaker turns client calls into tasks and ClickUp Brain writes the summaries, so that time goes to clients instead of transcription."

Samuel Bernardes, CEO, Modus

AT A GLANCE

How Modus turns client calls into finished task lists

Modus sells simplicity to Brazilian business owners, and for a while its own back office did not run that way. Meetings became transcripts, transcripts became to-do lists, and support tickets were read one at a time each morning before routing. That first pass now happens in ClickUp. What the team gets back is not just hours, but the attention those hours used to absorb — spent on client work rather than typing.

10–15 hours

a week returned from manual notes and triage

50%

fewer weekly status meetings

Under 1 hour

to the first Super Agents running live

Before ClickUp : Notes typed by hand, tickets sorted at dawn

Until recently, the work got done — it just cost more than it should have. Project managers and the sales team typed up meeting notes, then read back through them to pull out next steps. In Support, someone opened the queue early each morning and read ticket by ticket to judge urgency before anything reached a developer. Across several people, that repetition consumed 10 to 15 hours a week. Capable people, spending their sharpest hours on transcription.

After ClickUp : Brain summarizes, agents triage, reports arrive written

Now the workspace takes the first pass. The AI Notetaker sits in client meetings and turns the conversation into tasks, and ClickUp Brain summarizes long threads into the daily update managers used to write themselves. Three Super Agents carry the routine: one builds project setup tasks from the initial brief, one consolidates weekly sprint data into an executive summary, and one triages support tickets by urgency before they reach a developer.

Weekly status meetings are down by half, and Modus spends the recovered hours on client delivery — the work that actually grows an accounting practice.

Off-Script with ClickUp

What's the most surprisingly useful thing ClickUp Brain or a Super Agent has done for your team?

"An old client asked a very specific question about a decision on a project we delivered more than a year ago. Someone on the team asked ClickUp Brain almost as a joke, and it not only answered correctly in seconds, it linked the exact meeting minutes and the comment where that was approved. The reaction in the office was: 'Wait, it can read and connect our whole history like that?'"

Samuel Bernardes, CEO, Modus

About Modus

Modus is an accounting and business-education firm based in Juiz de Fora, Minas Gerais, Brazil, operating under the line "Simplificando seu futuro" — simplifying your future. The company was built against the traditional model of accounting as a monthly formality, pairing its accounting practice with education programs for Brazilian entrepreneurs who never trained in finance. Its Marketing, Sales, and Operations teams run content planning, the lead funnel, and client onboarding side by side in ClickUp. Company details sourced from Modus Contabilidade e Educação on LinkedIn and modusbr.com.br.

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