For Service Businesses & Professional Firms

Build an AI Workforce for Your Firm

AI teammates that reply to every inquiry, follow up on their own, and help you serve more clients. Grow with the team you have.

We'll show you where an AI teammate can help your firm grow and cut busywork first.

We set it up for you No technical work for you Fits around your team
Built For Professional Services Insurance Agencies Accounting Firms Consulting Firms Wealth & Advisory Agencies B2B SaaS
The Real Problem

Your firm is losing clients in places you can't see.

Not from bad work. Not from bad staff. From the gaps between them.

What happens every day

Small gaps turn into lost clients.

  • The inquiry that came in at 9pm. Nobody replied until morning. They went elsewhere.
  • The prospect who said "I'll think about it." Nobody followed up.
  • The client whose renewal is due next month. Nobody reached out.
  • The meeting on Thursday. Nobody confirmed the day before.

Why it keeps happening

Your team can only handle so much at once.

  • Your team is busy serving the clients in front of them.
  • Hiring more people is slow and expensive.
  • Most of it happens outside business hours.
  • You can't watch every channel at the same time.

You don't need more people. You need teammates that never stop working.

Meet Your AI Teammates

Four AI teammates. Each one handles a real, repetitive job in your firm.

@
jess_morgan
New inquiry
Live
Hi! Do you take on new clients for self-assessment tax returns? 😊
Hi Jess! Yes, we do. I can take a few quick details and book you a free intro call this week. Are you a sole trader or a limited company?
01

AI Client Intake Teammate

Every inquiry gets an instant response.

  • Replies in seconds to every channel
  • Asks the right qualifying questions
  • Sends ready opportunities to your CRM
  • Passes anything tricky to your team
Follow-up sequence
Day 0 · 14:02
Hi Sarah! Just following up on your inquiry…
Day 2 · 10:30
Wanted to check if you had any questions?
Day 5 · 16:45
Happy to set up a quick call this week. Shall I send some times?
Day 9
Booked
02

AI Follow-Up Teammate

Stop losing opportunities because nobody followed up.

  • Follows up by SMS, email and DM
  • Wakes up leads who went quiet
  • Hands over the moment things get serious
EM
Emily M. · last contact 4 months ago
Hi Emily! Your year-end is coming up in a few weeks. Want me to book a planning call so everything's ready well before the deadline?
JK
Jordan K. · renewal due soon
Quick reminder, Jordan: your policy renews this Friday. Anything you'd like to review before it does?
03

AI Retention Teammate

Keep clients coming back without manual chasing.

  • Reaches out when it's time for a review or renewal
  • Keeps regular clients in the loop
  • Re-engages clients who've gone quiet
June · Your firm
MTWTFSS 9101112131415
Thu 11 June, 2:30 PM · New client intro call
Fri 13 June, 10:00 AM · Year-end review
Confirmed by client via SMS
04

AI Appointment Teammate

Book, confirm and manage meetings automatically.

  • Books into the system you already use
  • Confirms and reminds clients on time
  • Handles reschedules and cancellations
  • Cuts no-shows with timely reminders

Start with one AI teammate. Add more as you grow. Your AI Workforce can take on more of the repetitive work across your business, helping your team focus on higher-value work.

How It Works

We build it and run it for you

1

We find the best place to start

We look at your inquiries, bookings, follow-up and repeat clients, then show you where an AI teammate can help fastest.

2

We build and plug it in

We set it up around your firm, your services, your tools and your team. You don't have to build or learn new software.

3

We manage and improve it

We monitor the AI teammate, improve its replies and help you add more roles when it makes sense.

Common questions

No. Each AI teammate is trained on your firm's tone, services, policies and common questions. The goal is to feel helpful, clear and on-brand.

Each AI teammate has clear limits. If a question is sensitive or outside its role, it sends the conversation to your team. You stay in control.

No. It takes repetitive work off your team so they can focus on relationships, trust and high-value work.

No. We build, connect and manage it for you. There is no new software your team needs to learn.

Yes. We build around your CRM, calendar, inboxes, website forms and the channels clients already use.

Every firm is different. The right setup depends on your inquiry volume, services, locations, tools and which AI teammate should come first. We give you a clear number on the call.

Agencies sell services. Tools give you software to manage. Talitu builds and runs AI teammates that do specific jobs inside your firm.

Next Step

Grow with the team you have

Most growth means more hires, more admin, more cost. An AI Workforce lets you do the opposite. Serve more clients while spending less on the work behind them.

On the call, you'll get:
Which AI teammate should come first Where your firm is losing time today What setup fits your firm, and what it would cost What happens next if you decide to move forward
Book a Call
Free 20-minute call. See where AI teammates fit your firm.