Every missed call is a lost case. Every voicemail goes unanswered. Frontdesk AI answers calls 24/7, screens prospects, schedules consultations, and handles urgent inquiries—all while you're out in the field.
For Private Investigation Agencies
Incoming Call...
Potential Client
"I need a background check on someone. How soon can you start?"
AI Receptionist
"We can start immediately. Let me schedule a confidential consultation with our lead investigator tomorrow at 10 AM. Does that work?"
✓ Consultation Booked • Tomorrow 10 AM
You're losing high-value cases every day you miss a call. Urgent clients reach out at all hours, sensitive inquiries need immediate response, and your team can't be available 24/7. There's a better way.
A potential client discovers evidence at 10 PM and needs an investigator immediately. They call and get voicemail. By morning, they've already hired a competitor who answered. Time-sensitive cases slip away.
While you're conducting surveillance, calls flood in. Initial consultations, case updates, billing questions—your investigators can't focus on fieldwork. Clients get frustrated waiting, and qualified leads choose agencies that answer immediately.
You block out time for a consultation, prepare case materials, and wait. They don't show. You send one follow-up that gets ignored. That's it—they're gone. No second chance, no recovery, just wasted time and another lost case.
One AI workforce that handles every touchpoint—from first inquiry to case assignment
Potential clients visit your website at any hour seeking help. Frontdesk Chat answers instantly, qualifies cases, gathers sensitive details securely, and books consultations—all without human intervention.
Every call is answered instantly—case updates, consultation requests, urgent inquiries. The AI understands context, routes sensitive calls securely, schedules follow-ups, and escalates to investigators only when needed.
When consultations are missed, Frontdesk Outbound automatically calls to reschedule. The AI references the original inquiry conversation, understands case urgency, and books a new consultation—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, case update—automatically creates and updates client profiles in your CRM. No manual data entry. No missed information. One complete view of every client and active case.
Orchestrate the entire client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, reminders, and nurturing sequences based on case status and engagement level.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, reminders, case updates, and follow-up sequences—all orchestrated by Marketing Automation.
Smart client intake forms that pre-fill from CRM data and guide clients through completion. When forms are submitted, they automatically trigger outbound automation sequences for case assessment and investigator assignment.
Live Demo
No sales pitch. Just our AI answering your call, answering questions, and trying to book you.
Get a complete AI team for your investigation agency. Each agent handles different tasks—answering calls, scheduling consultations, managing case inquiries. They work together 24/7 to capture every lead and grow your client base.
Answers every call instantly—no voicemail, no missed cases. Handles case inquiries, schedules confidential consultations, and creates case intake forms automatically for surveillance, background checks, and fraud investigations.
Qualifies investigation leads, explains available services and pricing, answers questions about surveillance, background checks, and confidentiality instantly. Books consultations and captures contact info—all through your website chat, 24/7.
Sends personalized consultation confirmations, case status updates, and follow-up emails automatically. Coordinates with automation workflows to send at the right time to keep potential clients engaged while maintaining confidentiality.
Pre-fills case intake forms from CRM data. Guides clients through subject information, investigation scope, and confidentiality requirements. Triggers case assignment workflows when submitted for surveillance, infidelity, or corporate cases.
Automatically reaches out to potential clients at the right time. Makes outbound calls to no-show consultations, sends personalized SMS follow-ups, and emails nurturing sequences. Coordinates all outbound channels to recover cold leads and keep prospects engaged.
Handles two-way SMS conversations with potential clients and active cases. Sends consultation confirmations, case update alerts, and answers questions about investigation services via text—98% open rate with complete confidentiality.
Lets website visitors speak directly to your agency about investigation services. Click, talk, get answers about surveillance pricing, background check turnaround, and case confidentiality—no typing required. Perfect for mobile users seeking discreet services.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed client and case data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by case type, client status, and investigation priority.
Clients don't fill out forms—they just call or text. Your AI recognizes investigation requests (surveillance need, background check urgency, asset search, etc.), creates case tasks, prioritizes by complexity, and notifies the right investigator automatically.
Watches every conversation and alerts you when it matters. If a client seemed distressed, if an urgent surveillance request was made, if a high-value case consultation was booked—you know instantly with complete discretion.
Follow one case from initial inquiry to signed contract—see how every system works together
Alex calls at 2 AM. Her husband hasn't come home. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, domestic investigation need, urgency level, March 15th consultation. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Saturday at 11 AM, and books it. Instant confirmation—no waiting.
The moment the consultation is booked, the system springs into action. Confirmation emails, reminder texts, follow-ups, and intake forms—all happening automatically.
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 bed. Meanwhile, a reminder email is already scheduled for Friday. No one had to remember to send it.
Saturday morning, Alex is at the grocery store. 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.
The moment you mark Alex as a no-show, the system springs into action. It remembers everything: the 2 AM phone call, her domestic investigation need, her urgency. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.
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.
Alex shows up for the rescheduled consultation. She reviews the case details with your investigator. 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 engagement contract is ready to send, and case onboarding workflows begin. All happening automatically—you're just meeting with the client.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's an engagement agreement from Frontdesk Forms—already filled with her name, email, and the case details she just discussed. The AI guides her through subject information and investigation scope right on her phone. When she submits it, you're immediately notified. The case onboarding process begins automatically—all without you lifting a finger.
Alex's at work, thinking about the investigation. She has a question about when the case will start. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and agreement, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With all her questions answered, Alex signs the engagement contract. The system automatically sends case onboarding emails, evidence submission instructions, and investigation timeline details. Alex's case officially begins.
Alex's investigation has begun. She has questions: "When will I get the first update?" "What if I find new evidence?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
Alex has urgent information about her case. It's 8:30 PM on a Sunday. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands the urgency, creates a priority case note, and notifies your investigator. Alex doesn't have to wait for business hours or fill out forms. She just describes the information, and it's handled.
There's a significant development in Alex's case. She gets notified automatically—email, text, or both, your choice. The system sends case progress reports, evidence collection updates, investigation milestones, and timeline changes. Clients stay informed without you sending individual messages. Everything happens automatically.
A year later, Alex needs another investigation. She had such a great experience—updates were always timely, questions were answered instantly, and she felt supported throughout. The same AI that helped her with her first case kept her informed and confident. That's the full journey: inquiry to client to loyal advocate.
Everything you need to know about using Frontdesk for your investigation agency
Yes. The AI answers calls 24/7, pre-qualifies potential clients, assesses case urgency, and schedules confidential consultations—all while maintaining discretion. No more missed cases at 2 AM.
The AI collects case details securely, verifies client identity, gathers preliminary information (case type, subject details, urgency level), and routes them to your investigators. Highly confidential matters are escalated immediately.
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.
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.
After consultations, clients automatically receive an intake form that's pre-filled with their info from the CRM. The AI guides them through providing case details, relevant documentation, and service preferences. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including Clio, CASEpeer, SmartAdvocate, and others. All data syncs automatically—client inquiries, consultations, intake forms, and case notes.
Absolutely. The AI knows all your services—surveillance, background checks, fraud investigation, infidelity cases, corporate investigations. It can route calls based on specialty, handle multi-investigator scheduling, and manage complex case assignments simultaneously.
The AI handles urgent inquiries 24/7, assesses case criticality, and can coordinate with on-call investigators immediately. For time-sensitive situations or potential safety concerns, it immediately escalates to your emergency response team.
Pricing is based on your agency size and call volume. Most investigation agencies see ROI within the first month from reduced no-shows and increased case conversions. Contact us for a custom quote.
Stop missing urgent inquiries after hours. Start booking consultations while you investigate.
Capture calls and appointments 24/7, even outside of business hours. Setup in minutes, keep your existing number.
Your AI Receptionist will understand everything about your business and services. This means that it can answer complex questions from callers easily.
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.
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
View call transcripts, text history, and voicemails directly from your admin dashboard. Export phone numbers of callers for targeted promo.
Answers calls 24/7 with a human-like voice.
Reaches out via SMS and replies to incoming text messages.
Choose your size, color, and voice. Then, embed your receptionist in your website.
Supercharge your existing booking system with our AI virtual receptionist. No limits.