Business Formation Services AI Receptionist | Automated Client Intake & Document Management | Frontdesk

CAPTURE EVERY
FORMATION CLIENT
WHILE YOU SLEEP

Every missed call is a lost client. Every delayed response sends entrepreneurs elsewhere. Frontdesk AI answers calls 24/7, schedules consultations, qualifies business formation leads, and converts inquiries—all while your team sleeps.

24/7 Coverage
No Setup Fees

Frontdesk AI

For Business Formation Services

Incoming Call...

Entrepreneur

"Hi, I need to form an LLC for my new business. Can you help me get started?"

AI Receptionist

"Absolutely! I can help with LLC formation. We offer complete packages starting at $299. Would you like to schedule a consultation to discuss your specific needs?"

✓ Consultation Booked • LLC Formation

The Problem

BUSINESS FORMATION SERVICES
LOSE CLIENTS TO SLOW RESPONSE

Entrepreneurs call at 9 PM ready to incorporate. They get voicemail, consult your competitor at 9:03 PM, and file by morning. Speed wins in business formation.

You Miss Calls When Entrepreneurs Are Ready

A startup founder researches entity types at midnight, calls to get started, and gets voicemail. By morning, they've already filed with LegalZoom or hired a competitor who answered immediately.

The Cost
$2,500/client
Lost per missed inquiry

Your Team Is Drowning in Calls

While you're explaining LLC vs S-Corp to one client, three more calls come in. Entity questions, filing status updates, registered agent inquiries—you can't handle them all. Clients get frustrated waiting, and you lose engagements.

The Cost
40+ calls/day
Per formation specialist

Consultations No-Show and You Lose Them Forever

You block time for a new business consultation, prep their entity options, and wait. They don't show. You send one follow-up email that gets ignored. That's it—they're gone. No second chance, no recovery, just wasted billable hours.

The Cost
25% no-show
Rate for consultations
$30,000
Lost annually per missed client
45%
Of inquiries happen after business hours
24 hours
Window before clients choose competitors

HOW FRONTDESK
WORKS

One AI workforce that handles every touchpoint—from first inquiry to completed incorporation

24/7 Client Chat

Entrepreneurs visit your website at any hour. Frontdesk Chat answers instantly, qualifies leads, explains entity types, and books consultations—all without human intervention.

  • Automatically extracts business type, timeline, and formation needs
  • Explains LLC vs S-Corp vs C-Corp in plain language
  • Books consultations directly into your calendar
Frontdesk Chat
11:43 PM • Active
"Hi, I need to form an LLC for my consulting business. What do I need?"
AI
"I can help! For an LLC, we'll need your business name, registered agent info, and formation state. Our standard package is $799. Would you like to schedule a consultation?"
"Yes! Tomorrow afternoon works."
Consultation Booked ✓
Tomorrow, March 9 • 2:00 PM
Frontdesk Receptionist
Answered in 0.2s
AI: "Hello! This is Frontdesk. How can I help?"
Caller: "I submitted documents last week, what's the status of my filing?"
AI: "Let me check your account, Alex. Your filing was submitted to Delaware on March 3rd. I'll send you a status update."
✓ Status Update Sent via Email

AI Phone Receptionist

Every call is answered instantly—document requests, filing status inquiries, service questions. The AI understands context, retrieves client information, sends updates, and escalates to humans only when needed.

  • Answers calls in under 0.5 seconds, 24/7
  • Retrieves filing status and sends updates automatically
  • Recognizes clients from CRM and references past interactions

Smart Outbound Follow-ups

When consultations no-show, Frontdesk Outbound automatically calls to reschedule. The AI references the original chat conversation, knows their business needs, and books a new appointment—all while updating your CRM and calendar.

  • Automatically detects no-shows and triggers follow-up calls
  • Smart retry sequences with optimal timing
  • Reschedules consultations and updates all systems automatically
Outbound Call
Smart Retry #3 • Connected
AI: "Hi Alex, this is Frontdesk. I noticed we missed you for your LLC consultation yesterday. Would you like to reschedule?"
Alex: "Yes! Can we do Friday morning instead?"
✓ Consultation Rescheduled
Friday, March 15 • 10:00 AM
Frontdesk CRM
Name
Alex Martinez
Business Type
Consulting LLC • Delaware
Target Formation Date
March 20, 2024
Source
Web Chat • 11:43 PM
Status
Consultation Scheduled

Unified CRM

Every interaction—chat, call, consultation, document submission—automatically creates and updates profiles in your CRM. No manual data entry. No missed information. One complete view of every client from inquiry to incorporation.

  • Auto-creates profiles from any touchpoint
  • Tracks full journey from inquiry to completed formation
  • Syncs with calendar, documents, and all systems

Marketing Automation

Orchestrate the entire client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, reminders, and nurturing sequences based on formation stage and engagement.

  • Multi-channel orchestration (email, calls, texts, forms)
  • Stage-triggered workflows and sequences
  • Automatic follow-ups and document reminder sequences
Automated Follow-Ups
What's Happening Now
Pre-consultation email sequence
Reminder SMS scheduled
Post-consultation follow-up ready
Document checklist queued
AI Email Agent
Coming Soon
Pre-Consultation Email
"Hi Alex! Your consultation is confirmed. Here's what to prepare and bring..."
Document Reminder Email
"Just a friendly reminder—we still need your EIN application and operating agreement..."

AI Email Agent

Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation prep, document reminders, filing updates, and nurturing sequences—all orchestrated by Marketing Automation.

  • Personalized email sequences based on formation stage
  • Optimal send times for maximum engagement
  • Integrated with Marketing Automation workflows

AI-Powered Forms

Smart intake forms that pre-fill from CRM data and guide clients through completion. When forms are submitted, they automatically trigger outbound automation sequences for document collection and filing workflows.

  • Pre-filled with CRM data (name, email, business type)
  • AI-guided completion for entity structure and ownership details
  • Automatically triggers outbound workflows on submission
AI Form
Formation Intake
Pre-filled Fields
✓ Name, Email, Entity Type (from CRM)
AI-Guided Fields
→ Member/Shareholder Details
→ Registered Agent Selection
What Happens Next
You're notified immediately and filing process begins

Live Demo

CALL IT
YOURSELF

(864) 619-0619

No sales pitch. Just our AI answering your call, answering questions, and trying to book you.

YOUR BUSINESS FORMATION SERVICES AI TEAM
EACH ONE DOES DIFFERENT TASKS

Get a complete AI team for your business formation practice. Each agent handles different tasks—answering calls, scheduling consultations, managing client inquiries. They work together 24/7 to convert more leads faster.

TIER 1.00

AI Receptionist Teammate

24/7 Receptionist
24/7 Available

Answers every call instantly—no voicemail, no missed consultations. Handles formation inquiries, books strategy sessions, and creates support tickets for document preparation requests automatically.

Phone Calls Consultation Booking Document Requests
TIER 1.00

Website Chat Teammate

Live Chat Lead Generator
Always Online

Qualifies business formation leads, explains entity types (LLC, S-Corp, C-Corp), answers questions about filing timelines and pricing instantly. Books consultations and captures contact info—all through your website chat, 24/7.

Lead Qualifying Entity Selection Instant Answers
TIER 1.00

Email Teammate

Email Nurture Specialist
Coming Soon

Sends personalized consultation confirmations, filing status updates, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep clients engaged throughout the formation process.

Confirmations Follow-Ups Status Updates
TIER 1.00

Intake Form Teammate

Client Intake Assistant
Formation Intake

Pre-fills business formation intake forms from CRM data. Guides clients through business name selection, registered agent details, and ownership structure. Triggers automation workflows when submitted.

Pre-filled AI Guided Auto-Trigger
TIER 1.00

Outbound Sales Teammate

Multi-Channel Outreach
Calls, Texts & Emails

Automatically reaches out to prospects at the right time. Makes outbound calls to no-shows, sends personalized SMS follow-ups, and emails nurturing sequences. Coordinates all outbound channels to recover lost leads and keep entrepreneurs engaged throughout their business formation journey.

Outbound Calls SMS Campaigns Email Sequences
TIER 1.00

SMS Texting Teammate

Text Support Agent
Two-Way Texting

Handles two-way SMS conversations with business formation clients. Sends consultation confirmations, filing status updates, and answers questions about entity types and registration timelines via text—98% open rate.

Appointment Confirmations Status Updates Two-Way Chat
TIER 1.00

Web Voice Teammate

Voice Interface Agent
Click & Talk

Lets website visitors speak directly to your website about business formation services. Click, talk, get answers about entity types, filing timelines, and pricing—no typing required. Perfect for mobile entrepreneurs researching formation options.

Voice Chat Mobile Friendly Instant Answers
TIER 1.00

CRM Sync Teammate

CRM Sync Engine
Real-Time Sync

Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed client and prospect data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by entity type, filing status, and lead stage.

Auto-Sync No Data Entry Organized
TIER 1.00

Auto Task Teammate

Auto Task Creator
Auto-Created

Clients don't submit requests—they just call or text. Your AI recognizes support needs (document amendments, EIN applications, registered agent changes), creates tasks, prioritizes by urgency, and notifies the right team members automatically.

Auto-Create Prioritize Notifications
TIER 1.00

Smart Alert Teammate

Smart Alert System
Watch & Alert

Watches every conversation and alerts you when it matters. If a client was confused, if a document request was urgent, if a consultation was booked—you know instantly.

Smart Alerts Custom Rules Instant

THE
JOURNEY

Follow one entrepreneur from phone call to filed LLC—see how every system works together

Scroll to begin ↓
01
2:14 AM

THE PHONE RINGS
AT 2 AM

Alex calls at 2 AM. She's been researching business structures all night. The AI answers instantly—no voicemail, no missed call.

ANSWERED ✓
Frontdesk Receptionist
Answered in 0.2s
AI: "Hello! This is Frontdesk. How can I help you today?"
Alex: "Hi, I need to form an LLC for my e-commerce business. Can you help?"
AI: "Absolutely! I can help you form an LLC. Our standard package is $799 plus state fees. Would you like to schedule a consultation?"
Frontdesk CRM
Alex Martinez
Active
Phone
(555) 789-0123
Entity Type
LLC
Package
$799 + fees
Target Filing Date
March 15, 2024
Source
Phone • 2:14 AM
Saved to CRM automatically
02
2:15 AM

EVERY WORD
IS SAVED

As Alex talks, the AI captures everything: name, phone, LLC preference, $799 package, March 15th target date. Saved to CRM automatically—no forms, no typing.

03
2:18 AM

SAT AT 11 AM
IS BOOKED

Alex says "Yes!" The AI checks your calendar, finds Saturday at 11 AM, and books it. Instant confirmation—no waiting.

MARCH 2024
AI
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LLC Formation Consultation
Alex Martinez • Saturday, March 9 • 11:00 AM
Automation Sequence
1
Consultation Booked
Trigger detected in CRM
2
Confirmation Email Sent
Consultation confirmation delivered instantly
3
Reminder Scheduled
SMS reminder queued for Friday
4
Follow-Up Queued
Post-consultation email ready to send
04
2:19 AM

THE SYSTEM
WAKES UP

The moment the consultation is booked, the system springs into action. Confirmation emails, reminder texts, follow-ups, and intake forms—all happening automatically.

Inbox
2 New
Consultation Confirmation
To: alex@email.com
Sent ✓
"Hi Alex! Your LLC formation consultation is confirmed for Saturday, March 9 at 11:00 AM..."
Consultation Reminder
To: alex@email.com
Scheduled
"Just a friendly reminder about your consultation tomorrow! We're excited to help you form your LLC..."
05
2:20 AM

HER PHONE
BUZZES NOW

Alex's phone buzzes. It's a confirmation email from you—sent automatically by the AI Email Agent (coming soon). She reads it, feels reassured, and goes back to researching. Meanwhile, a reminder email is already scheduled for Friday. No one had to remember to send it.

06
Saturday, 11:15 AM

SHE FORGOT
TO SHOW UP

Saturday morning, Alex is at the coffee shop working. She completely forgot about the consultation. You're at your desk, see the missed appointment in your CRM, and mark it as "No-Show." That's it. One click. The system takes over from here—you don't have to think about what to do next.

NO-SHOW ALERT
Saturday, March 9 • 11:00 AM
AM
Alex Martinez
LLC Formation Consultation
❌ Did not arrive
Status updated in CRM
→ Recovery sequence triggered
Recovery Sequence
1
No-Show Detected
Status updated in CRM
2
Outbound Call Scheduled
AI will call Alex automatically
3
Context Loaded
Original chat + profile data ready
07
Saturday, 11:16 AM

ONE CLICK
STARTS IT ALL

The moment you mark Alex as a no-show, the system springs into action. It remembers everything: the 2 AM phone call, her LLC search, her $799 package. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.

08
Monday, 3:45 PM

THE THIRD CALL
WORKS

Alex's phone rings. It's the third call from your AI. She's finally free—just finished her shift at work. She answers. The AI remembers their entire conversation from last week. "Hi Alex, I noticed we missed you on Saturday. Would you like to reschedule?" Alex says yes, picks a new time, and hangs up. The calendar updates automatically. No one had to do anything.

CONNECTED ✓
Outbound Call
Smart Retry #3 • Connected
AI: "Hi Alex, I noticed we missed you for the LLC formation consultation on Saturday. Would you like to reschedule?"
Alex: "Yes! Can we do this Saturday instead?"
Consultation Rescheduled
Saturday, March 16 • 2:00 PM
09
Saturday, 2:45 PM

SHE'S READY
TO FILE

Alex shows up for the rescheduled consultation. You walk her through the LLC formation process. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: post-consultation follow-up emails get queued, the intake form is ready to send, and onboarding workflows begin. All happening automatically—you're just providing the consultation.

CONSULTATION COMPLETE
Saturday, March 16 • 2:00 PM
LLC Formation Package
Alex Martinez
Post-consultation sequence activated
Frontdesk Forms
LLC Formation Intake • Pre-filled from CRM
AI guiding through fields...
AI guiding through fields...
✓ Ready to send automatically
11
Saturday, 2:30 PM

HER PHONE BUZZES
ON THE WAY OUT

Alex just finished the consultation. She's walking to her car when her phone buzzes. It's an intake form from Frontdesk Forms—already filled with her name, email, and entity type. The AI guides her through business details and registered agent information right on her phone. When she submits it, you're immediately notified. The filing process begins automatically—all without you lifting a finger.

Incoming Call
Answered • Recognized from CRM
Context Loaded
Consultation completed • Intake form submitted
AI
"I remember your consultation! How can I help?"
Alex
"Question about EIN registration..."
12
Monday, 10:30 AM

SHE HAS
A QUESTION

Alex's at work, thinking about her LLC. She has a question about EIN registration. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and intake form, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.

13
March 15, 2024

ALEX FILES
HER LLC

With all questions answered, Alex completes the payment. The system automatically files her LLC with the state, sends confirmation emails, EIN setup instructions, and compliance guides. Alex's business is officially formed.

LLC FILED
Martinez E-Commerce LLC • Delaware
14
April 2, 2024 • 6:30 PM

SHE TEXTS
AT 6:30 PM

Alex's LLC is now active. She has questions: "When is my annual report due?" "How do I file quarterly taxes?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.

Text Conversation
Alex • Recognized from CRM
Alex
"Hi! When is my annual report due?"
AI
"Hi Alex! Your Delaware annual report is due by March 1st each year. Here's the filing guide: [link]"
Alex
"How do I file quarterly taxes?"
AI
"Quarterly estimated taxes are due April 15, June 15, Sept 15, and Jan 15. Use Form 1040-ES. Here's our tax guide!"
15
April 15, 2024 • 8:30 PM

REGISTERED AGENT
NOTICE ARRIVES

Alex receives a registered agent notice. It's 8:30 PM on a Sunday. She's unsure what to do. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands the notice, explains what it means, and schedules a follow-up consultation if needed. Alex doesn't have to wait for business hours or panic. She just describes the situation, and it's handled.

Alex's Options
CALL
Instant answer
CHAT
Quick & easy
TEXT
From anywhere
SUPPORT REQUEST HANDLED
Registered Agent Notice Explained
Follow-up consultation scheduled if needed
17
May 5, 2024

ANNUAL REPORT
DUE SOON

It's time for Alex's annual report filing. She gets notified automatically—email, text, or both, your choice. The system sends compliance deadlines, tax filing reminders, quarterly estimated tax alerts, and important updates. Clients stay compliant without you sending individual messages. Everything happens automatically.

Compliance Updates
Sent to All Clients
DEADLINE
Annual Report Due
Delaware Annual Report due March 1st • File now to avoid penalties
TAX REMINDER
Quarterly Taxes Due
Q2 estimated taxes due June 15th
UPDATE
New Tax Law Changes
Important updates for LLC owners - read our guide
✓ All clients notified
No manual sending required
S-CORP ELECTION FILED
March 15, 2025
Alex Martinez
Martinez E-Commerce LLC • New service
✓ Returning client
Business grew, now filing as S-Corporation
Why she came back
"Always got quick answers, stayed compliant with reminders, trusted the service completely"
18
March 15, 2025

A YEAR LATER
SHE'S BACK

A year later, Alex returns for S-Corp election. Her business has grown. She had a great experience—questions were answered instantly, compliance reminders kept her on track, and she felt supported. The same AI that helped her form her LLC kept her compliant as a client. That's the full journey: inquiry to formation to repeat business.

FREQUENTLY ASKED
QUESTIONS

Everything you need to know about using Frontdesk for your business formation practice

Can it handle after-hours client inquiries? +

Yes. The AI answers calls 24/7, qualifies prospective clients, explains entity types, and books consultations—all while your team sleeps. No more missed opportunities at 2 AM from entrepreneurs ready to incorporate.

How does it handle document status inquiries? +

The AI provides real-time updates on filing status, EIN applications, and state processing times. It collects client details, retrieves case information, and routes urgent matters to your formation specialists. Time-sensitive filings can be escalated immediately.

Does it reduce consultation no-shows? +

Yes. The system automatically sends confirmation emails and reminder texts before consultations. When no-shows happen, it immediately calls to reschedule—recovering up to 40% of missed appointments.

Can it book consultations directly into my calendar? +

Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books consultations instantly—no back-and-forth emails needed.

How does the client intake process work? +

After consultations, clients automatically receive intake forms that are pre-filled with their info from the CRM. The AI guides them through business name selection, entity type questions, and registered agent details. When submitted, you're notified immediately.

Does it work with my existing systems? +

Yes. Frontdesk integrates with most systems including Clio, MyCase, Practice Panther, and others. All data syncs automatically—client inquiries, consultations, intake forms, and case status updates.

Can it handle multiple service packages? +

Absolutely. The AI knows all your service offerings, pricing for LLC vs S-Corp vs C-Corp formations, state-specific requirements, and add-on services. It can route calls based on entity type, handle complex multi-state inquiries, and manage different service tiers simultaneously.

What about rush filings and urgent deadlines? +

The AI handles rush filing requests 24/7, verifies client identity and payment information, and can coordinate with your filing team or expedited state services. For critical deadline situations, it immediately escalates to your senior formation specialists.

How much does it cost? +

Pricing is based on your call volume and service offerings. Most business formation practices see ROI within the first month from reduced no-shows and increased client conversions. Contact us for a custom quote.

GET STARTED WITH
FRONTDESK

Stop missing urgent entity formation calls. Start capturing clients 24/7.

features

The AI Receptionist that Never Sleeps

Capture calls and appointments 24/7, even outside of business hours. Setup in minutes, keep your existing number.

AI Receptionist Tailored to your Business

Your AI Receptionist will understand everything about your business and services. This means that it can answer complex questions from callers easily.

AI Receptionist Sends Texts & Schedules Appointments’

Your AI phone receptionist can intelligently text the caller custom links during the conversation. For example, if the caller asks to schedule an appointment, the receptionist can text them your Calendly link.

Build and Tweak your AI Receptionist in Minutes

The simplest solution on the market. Create, purchase, and publish your AI Receptionist in just five minutes. You can even update your receptionist's knowledge base or greeting phrase anytime

Advanced Analytics with Your AI Receptionist

View  call transcripts, text history, and voicemails directly from your admin dashboard. Export phone numbers of callers for targeted promo.

Start For Free

Multiple Channels, One AI Receptionist

Voice

Answers calls 24/7 with a human-like voice.

Text

Reaches out via SMS and replies to incoming text messages.

Website Embeddables

Choose your size, color, and voice. Then, embed your receptionist in your website.

integrations

Seamless Integration with Leading Scheduling Tools

Supercharge your existing booking system with our AI virtual receptionist. No limits.

Proof & Results

Testimonials

CFO, Garman Homes
View Customer Story

"Since launching (Frontdesk) full time, we’ve fielded over 400 calls, qualified 80 leads, and helped us close over $800,000 in new home sales within just six weeks."

CEO, Trade Recalls
View Customer Story

"In the first five days using AI (Frontdesk) outbound program, Acura of Auburn generated $30,000 in new revenue; a record month for the dealership."

CEO, Provest Realty
View Customer Story

"We get about 400 calls a week, and before (Frontdesk) the phones rang all day long. Around 80% of callers hit zero, so someone was always stuck directing calls. Now only about 20% reach our operator. The phones are quiet, the team can focus, and both offices are much calmer."

Operations Manager, Clear Speech
View Customer Story

"(Frontdesk) ended up transforming our entire office. We went from a 20-kid waitlist to zero, we capture 100% of our referral opportunities, and we’re saving hours every single day."

Seattle Foot & Ankle Center

"(Frontdesk) has taken a huge weight off our practice. We no longer miss calls, and I don’t have to spend time managing an answering service. The AI handles everything reliably, and I can update it in real time. it’s like having a full-time receptionist without the time burden."