Private Investigation Agencies AI Receptionist | 24/7 Client Intake & Case Management | Frontdesk

BOOK MORE
INVESTIGATION CASES
WHILE YOU SLEEP

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.

24/7 Coverage
No Setup Fees

Frontdesk AI

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

The Problem

PRIVATE INVESTIGATION AGENCIES
LOSE CASES TO MISSED CALLS

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.

You Miss Critical Calls After Hours

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.

The Cost
$5,000+/case
Lost per missed inquiry

Your Team Wastes Time on Screening Calls

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.

The Cost
30+ calls/day
Per investigator diverted

Consultations No-Show and You Lose Them Forever

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.

The Cost
35% no-show
Rate for consultations
$60,000
Lost annually in missed cases
55%
Of urgent inquiries happen after hours
24 hours
Window before clients hire elsewhere

HOW FRONTDESK
WORKS

One AI workforce that handles every touchpoint—from first inquiry to case assignment

24/7 Client Intake Chat

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.

  • Automatically extracts case type, urgency level, and investigation needs
  • Checks investigator availability and specializations
  • Books confidential consultations directly into your calendar
Frontdesk Chat
2:14 AM • Active
"Hi, I need help with a corporate fraud investigation. Can you help?"
AI
"Yes, we specialize in corporate investigations. I can schedule a confidential consultation with one of our fraud specialists. Would you prefer this week?"
"Yes! This Friday works."
Consultation Booked ✓
Friday, March 9 • 11:00 AM • Confidential
Frontdesk Receptionist
Answered in 0.2s
AI: "Hello! This is Frontdesk. How can I help you today?"
Caller: "I need to update the investigator on my surveillance case..."
AI: "I'll connect you with your assigned investigator right away. Can I have your case number?"
✓ Case Update Logged

AI Phone Receptionist

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.

  • Answers calls in under 0.5 seconds, 24/7
  • Logs case updates and creates secure action items
  • Recognizes clients from CRM and references case history

Smart Outbound Follow-ups

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.

  • 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 Sarah, this is Frontdesk. I noticed we missed you for the fraud investigation consultation on Friday. Would you like to reschedule?"
Sarah: "Yes! Can we do this Friday instead?"
✓ Consultation Rescheduled
Friday, March 16 • 2:00 PM
Frontdesk CRM
Name
Sarah Chen
Investigation Type
Corporate Fraud • High Priority
Consultation Date
March 15, 2024
Source
Web Chat • 2:14 AM
Status
Consultation Scheduled

Unified CRM

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.

  • Auto-creates profiles from any touchpoint
  • Tracks full journey from inquiry to case completion
  • Syncs with calendar, case files, 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 case status and engagement level.

  • Multi-channel orchestration (email, calls, texts, forms)
  • Case-triggered workflows and sequences
  • Automatic follow-ups and client re-engagement sequences
Automated Follow-Ups
What's Happening Now
Pre-consultation email sequence
Reminder SMS scheduled
Post-consultation follow-up ready
Retainer agreement queued
AI Email Agent
Coming Soon
Pre-Consultation Email
"Hi Sarah! Your confidential consultation is confirmed. Here's what to prepare..."
Reminder Email
"Just a reminder about your consultation tomorrow..."

AI Email Agent

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.

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

AI-Powered Forms

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.

  • Pre-filled with CRM data (name, email, case type)
  • AI-guided completion for sensitive details and documentation
  • Automatically triggers outbound workflows on submission
AI Form
Client Intake Form
Pre-filled Fields
✓ Name, Email, Case Type (from CRM)
AI-Guided Fields
→ Case Background
→ Supporting Documentation
What Happens Next
You're notified immediately and case assessment 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 PRIVATE INVESTIGATION AI TEAM
EACH ONE DOES DIFFERENT TASKS

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.

TIER 1.00

AI Receptionist Teammate

24/7 Receptionist
24/7 Available

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.

Phone Calls Consultation Booking Case Intake
TIER 1.00

Website Chat Teammate

Live Chat Lead Generator
Always Online

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.

Lead Qualifying Service Info Instant Answers
TIER 1.00

Email Teammate

Email Nurture Specialist
Coming Soon

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.

Confirmations Follow-Ups Status Updates
TIER 1.00

Case Intake Teammate

Intake Form Assistant
Case Information

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.

Pre-filled AI Guided Auto-Trigger
TIER 1.00

Outbound Sales Teammate

Multi-Channel Outreach
Calls, Texts & Emails

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.

Outbound Calls SMS Campaigns Email Sequences
TIER 1.00

SMS Texting Teammate

Text Support Agent
Two-Way Texting

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.

Consultation Confirmations Case Alerts Two-Way Chat
TIER 1.00

Web Voice Teammate

Voice Interface Agent
Click & Talk

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.

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 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.

Auto-Sync No Data Entry Organized
TIER 1.00

Auto Task Teammate

Auto Task Creator
Auto-Created

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.

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 seemed distressed, if an urgent surveillance request was made, if a high-value case consultation was booked—you know instantly with complete discretion.

Smart Alerts Custom Rules Instant

THE
JOURNEY

Follow one case from initial inquiry to signed contract—see how every system works together

Scroll to begin ↓
01
2:14 AM

THE PHONE RINGS
AT 2 AM

Alex calls at 2 AM. Her husband hasn't come home. The AI answers instantly—no voicemail, no missed call.

ANSWERED ✓
Frontdesk Receptionist
Answered in 0.2s
AI: "Thank you for calling. This is Frontdesk. How can I assist you tonight?"
Alex: "Hi, I need to hire a private investigator. My husband hasn't been coming home on time and I need answers."
AI: "I understand. We specialize in domestic investigations. Would you like to schedule a confidential consultation with one of our investigators?"
Frontdesk CRM
Alex Martinez
Active
Phone
(555) 123-4567
Case Type
Domestic Investigation
Priority
Urgent
Consultation 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, domestic investigation need, urgency level, March 15th consultation. 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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Initial 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 confidential consultation is confirmed for Saturday, March 9 at 11:00 AM. Our investigator will review your case..."
Consultation Reminder
To: alex@email.com
Scheduled
"Just a friendly reminder about your consultation tomorrow! We look forward to discussing your case..."
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 bed. 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 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.

NO-SHOW ALERT
Saturday, March 9 • 11:00 AM
AM
Alex Martinez
Initial 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 inquiry + case details 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 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.

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 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, 2:15 PM

SHE WANTS
TO PROCEED

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.

CONSULTATION COMPLETE
Saturday, March 16 • 2:00 PM
Domestic Investigation
Alex Martinez
Post-consultation sequence activated
Frontdesk Forms
Client Engagement Agreement • 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 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.

Incoming Call
Answered • Recognized from CRM
Context Loaded
Consultation completed • Agreement submitted
AI
"I remember your consultation! How can I help?"
Alex
"Question about when the investigation will start..."
12
Monday, 10:30 AM

SHE HAS
A QUESTION

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.

13
March 15, 2024

ALEX SIGNS
THE CONTRACT

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.

CONTRACT SIGNED
Domestic Investigation • $3,500 retainer
14
April 2, 2024 • 6:30 PM

SHE TEXTS
AT 6:30 PM

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.

Text Conversation
Alex • Recognized from CRM
Alex
"Hi! When will I get the first update on my case?"
AI
"Hi Alex! Your investigator will send you the first progress report this Friday. You'll receive updates weekly..."
Alex
"What if I find new evidence during the investigation?"
AI
"Simply send it to us via text or email at any time. Your investigator will review it within 24 hours. We're here to help!"
15
April 15, 2024 • 8:30 PM

SHE NEEDS
CASE SUPPORT

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.

Alex's Options
CALL
Instant answer
CHAT
Quick & easy
TEXT
From anywhere
CASE NOTE CREATED
Urgent Client Update
Investigator notified: Immediate attention required
17
May 5, 2024

CASE
UPDATES

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.

Case Updates
Sent to Client
PROGRESS REPORT
Week 3 Investigation Update
Friday, May 10 • Surveillance completed, findings documented
EVIDENCE
New Documentation Available
Photos and video evidence uploaded to your secure portal
REMINDER
Final Report Scheduled
Comprehensive report will be delivered on May 25th
✓ Client notified automatically
No manual sending required
CLIENT RETURNS
March 15, 2025
Alex Martinez
New Case • Background Investigation
✓ Returning client consultation booked
Previous case resolved successfully
Why she returned
"Professional service, always available when I needed answers, kept me informed throughout the entire process"
18
March 15, 2025

A YEAR LATER
SHE RETURNS

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.

FREQUENTLY ASKED
QUESTIONS

Everything you need to know about using Frontdesk for your investigation agency

Can it handle after-hours case inquiries? +

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.

How does it handle sensitive client information? +

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.

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 case intake process work? +

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.

Does it work with my existing case management systems? +

Yes. Frontdesk integrates with most systems including Clio, CASEpeer, SmartAdvocate, and others. All data syncs automatically—client inquiries, consultations, intake forms, and case notes.

Can it handle multiple service types and investigators? +

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.

What about urgent cases and emergency situations? +

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.

How much does it cost? +

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.

GET STARTED WITH
FRONTDESK

Stop missing urgent inquiries after hours. Start booking consultations while you investigate.

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."