For Service Businesses & Professional Firms

Fully-managed AI Agents for Client Intake

Never lose another enquiry. Your agent answers in seconds, qualifies leads, follows up and books appointments. In your firm's voice. 24/7.

Or book a 20-minute call

We'll show you where your firm is losing enquiries and how an AI agent can capture, qualify and book more of them.

We build it for you We run and improve it Works with your tools
Built For Professional Services Insurance Agencies Accounting Firms Consulting Firms Wealth & Advisory Agencies Clinics
The Real Problem

Your firm is losing enquiries before they become appointments.

Not because your team does not care. Because enquiries come in late, fast and across too many channels.

What happens every day

Small gaps turn into lost opportunities.

  • The enquiry that came in at 9pm. Nobody replied until morning. They went elsewhere.
  • The prospect who asked a question. Nobody qualified them properly.
  • The lead who said "I'll think about it." Nobody followed up.
  • The appointment that could have been booked. The next step was never confirmed.

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 enquiries do not arrive neatly inside business hours.
  • You cannot watch every channel at the same time.

You do not need another tool to manage. You need a managed AI agent that handles intake every time.

One AI Agent. The full client intake loop.

Talitu handles the repetitive work between a new enquiry and a booked appointment.

@
jess_morgan
New enquiry
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

Answers Every Enquiry

Every enquiry answered in seconds. Any hour.

  • Replies in seconds on phone, web chat and WhatsApp
  • Answers common questions in your voice
  • Captures the details your team needs
  • Passes anything sensitive to a real person
Qualification flow
Step 1 · Service needed
What do you need help with?
Step 2 · Fit checked
Location, urgency and budget captured.
Step 3 · Next step
Qualified lead ready to book.
Step 4
Details sent to your system
02

Qualifies The Lead

The agent asks the questions your team would ask.

  • Qualifies leads against your criteria
  • Collects the right details before the call
  • Sends clean summaries to your team
EM
Emily M. · asked yesterday
Hi Emily! Just checking if you still want to book an intro call. I can send available times for this week.
JK
Jordan K. · went quiet
Quick follow-up, Jordan. Happy to help if you still need support. Would you like to book a short call?
03

Follows Up Every Time

Stop losing leads because nobody chased the next step.

  • Follows up by SMS, email or the right channel
  • Re-engages leads who went quiet
  • Hands over when a person should step in
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

Books The Appointment

From qualified enquiry to booked appointment.

  • Books into the calendar you already use
  • Confirms and reminds leads on time
  • Handles reschedules and cancellations
  • Reduces no-shows with timely reminders

Start with client intake. Expand when it makes sense. Once the first AI agent is working, you can add more agents for retention, support and other repeatable work.

How It Works

We build, run and improve it for you

1

We map your intake workflow

We look at your enquiries, channels, qualifying questions, booking rules and tools, then show you where the agent should start.

2

We build and plug it in

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

3

We run, improve and report

We monitor conversations, improve replies, report on what happened and help you add more agents when it makes sense.

Common questions

No. Your intake agent is trained on your firm's tone, services, policies, qualifying questions and workflows. The goal is to feel helpful, clear and on-brand.

The agent has clear limits. If a question is sensitive or outside its role, it hands the conversation to your team. You stay in control.

No. It handles the repetitive intake work so your team can focus on relationships, trust and high-value conversations.

No. We build, connect, run and improve 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 enquiry volume, services, locations, tools and intake workflow. We give you a clear number on the call.

Agencies sell services. Tools give you software to manage. Talitu builds and runs fully-managed AI agents that do one job properly inside your firm: client intake.

Next Step

Never lose another enquiry

Talitu turns client intake into a managed system: every enquiry answered, qualified, followed up and moved toward the right booked appointment. Grow with the team you have.

On the call, you'll get:
Where your firm is losing enquiries today Which channels and workflows the agent should handle first 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 Agents for Client Intake fit your firm.