Process Serving Companies AI Receptionist | Automated Service & Scheduling | Frontdesk

PROCESS SERVING
AI RECEPTIONIST
NEVER MISS A CLIENT

Every missed call is a lost serve. Every delayed response means attorneys go elsewhere. Frontdesk AI answers calls 24/7, schedules service requests, provides status updates, and captures urgent jobs—all while you're out in the field.

24/7 Coverage
No Setup Fees

Frontdesk AI

For Process Serving Companies

Incoming Call...

Attorney Client

"I need someone served in downtown today. Is that possible?"

AI Receptionist

"Absolutely! We have servers available in that area. I can schedule it for 3 PM today. What's the address?"

✓ Service Scheduled • 3 PM Today

The Problem

PROCESS SERVING COMPANIES
LOSE CLIENTS TO MISSED CALLS

You're losing urgent service requests every day to missed calls. Attorneys call for rush serves, clients need status updates, and your team can't keep up. There's a better way.

You Miss Calls When Attorneys Need You Most

A law firm has a rush serve deadline and calls at 6 PM. Voicemail. By morning, they've already hired your competitor who answered immediately. Every missed call is a lost client relationship.

The Cost
$350/serve
Lost per missed rush call

Your Team Is Drowning in Status Calls

While your process servers are in the field, attorneys are calling for updates. Court filing deadlines, proof of service requests, new service inquiries—you can't answer them all. Clients get frustrated and take their business elsewhere.

The Cost
60+ calls/day
Per process serving company

Clients Ghost You After Initial Contact

An attorney requests a quote, you send it, and then... silence. You send one follow-up email that gets buried in their inbox. That's it—they're gone. No second chance, no recovery, just lost revenue and another client who went with a competitor.

The Cost
45% no-follow
Rate on initial inquiries
$84,000
Lost annually in missed opportunities
55%
Of service requests happen after 5 PM
2 hours
Client wait time before choosing competitor

HOW FRONTDESK
WORKS

One AI workforce that handles every touchpoint—from first inquiry to successful service

24/7 Service Chat

Clients and attorneys visit your website at any hour. Frontdesk Chat answers instantly, qualifies service requests, gathers case details, and schedules consultations—all without human intervention.

  • Automatically extracts service type, urgency, and address details
  • Checks real-time server availability across your coverage area
  • Schedules consultations directly into your calendar
Frontdesk Chat
2:14 AM • Active
"Need to serve court documents in Orange County. What's your turnaround?"
AI
"We can handle rush service—24-48 hours for Orange County. Standard is 5-7 days. Would you like to schedule a consultation?"
"Yes! Tomorrow morning works."
Consultation Booked ✓
Tomorrow, March 9 • 9:00 AM
Frontdesk Receptionist
Answered in 0.2s
AI: "Hello! This is Frontdesk. How can I help?"
Caller: "I need to check the status of a service from last week..."
AI: "Let me pull that up. What's your case number or the name on the service?"
✓ Status Update Sent

AI Phone Receptionist

Every call is answered instantly—service inquiries, status checks, urgent requests. The AI understands context, pulls case information, schedules consultations, and escalates to humans only when needed.

  • Answers calls in under 0.5 seconds, 24/7
  • Provides real-time service status updates automatically
  • Recognizes clients from CRM and references past services

Smart Outbound Follow-ups

When consultations are missed, Frontdesk Outbound automatically calls to reschedule. The AI references the original inquiry, knows their service needs, and books a new time—all while updating your CRM and calendar.

  • Automatically detects missed consultations 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 consultation on Saturday about the Orange County service. Would you like to reschedule?"
Sarah: "Yes! Can we do this Saturday instead?"
✓ Consultation Rescheduled
Saturday, March 16 • 2:00 PM
Frontdesk CRM
Client Name
Sarah Chen
Service Type
Court Document Service • Rush
Service Location
Orange County, CA
Source
Web Chat • 2:14 AM
Status
Consultation Scheduled

Unified CRM

Every interaction—chat, call, consultation, service request—automatically creates and updates profiles in your CRM. No manual data entry. No missed information. One complete view of every client and case.

  • Auto-creates profiles from any touchpoint
  • Tracks full journey from inquiry to completed service
  • 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 behavior and engagement.

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

AI Email Agent

Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, reminders, follow-ups, and nurturing sequences—all orchestrated by Marketing Automation.

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

AI-Powered Forms

Smart service request forms that pre-fill from CRM data and guide clients through completion. When forms are submitted, they automatically trigger outbound automation sequences for case assignment and service coordination workflows.

  • Pre-filled with CRM data (name, email, service type)
  • AI-guided completion for address details and document requirements
  • Automatically triggers outbound workflows on submission
AI Form
Service Request
Pre-filled Fields
✓ Name, Email, Service Type (from CRM)
AI-Guided Fields
→ Service Address
→ Document Details & Urgency
What Happens Next
You're notified immediately and server assignment 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 PROCESS SERVING AI TEAM
EACH ONE DOES DIFFERENT TASKS

Get a complete AI team for your process serving company. Each agent handles different tasks—answering calls, scheduling process serves, managing client updates. They work together 24/7 to handle more cases faster.

TIER 1.00

AI Receptionist Teammate

24/7 Receptionist
24/7 Available

Answers every call instantly—no voicemail, no missed clients. Handles service inquiries, schedules process serve attempts, and creates service tickets automatically for your process servers.

Phone Calls Serve Scheduling Case Updates
TIER 1.00

Website Chat Teammate

Live Chat Lead Generator
Always Online

Qualifies process serving leads, explains service types and turnaround times, answers questions about rates and rush serves instantly. Captures case details and client 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 service confirmations, proof of service notifications, and follow-up emails automatically. Coordinates with Marketing Automation to send client updates at the right time to keep law firms and attorneys engaged.

Confirmations Follow-Ups Status Updates
TIER 1.00

Service Request Teammate

Request Assistant
Service Requests

Pre-fills service request forms from CRM data. Guides clients through document details and address verification. Triggers automation workflows when submitted to dispatch process servers.

Pre-filled AI Guided Auto-Dispatch
TIER 1.00

Outbound Sales Teammate

Multi-Channel Outreach
Calls, Texts & Emails

Automatically reaches out to clients at the right time. Makes outbound calls to follow up on pending serves, sends personalized SMS status updates, and emails nurturing sequences. Coordinates all outbound channels to recover lost leads and keep law firms 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 law firms and attorneys. Sends serve attempt notifications, proof of service confirmations, and answers questions about service status via text—98% open rate.

Status Updates Proof Delivery Two-Way Chat
TIER 1.00

Web Voice Teammate

Voice Interface Agent
Click & Talk

Lets website visitors speak directly to your website about process serving needs. Click, talk, get answers about turnaround times, rates, and service areas—no typing required. Perfect for busy attorneys on mobile devices.

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 client, case number, and service status.

Auto-Sync No Data Entry Organized
TIER 1.00

Auto Service Ticket Teammate

Auto Ticket Creator
Auto-Created

Clients don't submit tickets—they just call or text. Your AI recognizes service requests (rush serve needed, address verification required, etc.), creates tickets, triages by urgency, and notifies the right process server automatically.

Auto-Create Triage Notifications
TIER 1.00

Smart Alert Teammate

Smart Alert System
Watch & Alert

Watches every conversation and alerts you when it matters. If a client needs a rush serve, if an address couldn't be located, if a high-value case was booked—you know instantly.

Smart Alerts Custom Rules Instant

THE
JOURNEY

Follow one client from urgent phone call to successful service—see how every system works together

Scroll to begin ↓
01
2:14 AM

THE PHONE RINGS
AT 2 AM

Alex calls at 2 AM with an urgent service deadline. 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 serve divorce papers by Friday morning. Can you handle rush service?"
AI: "Yes! We can handle rush service. I'll need the recipient's address and your deadline. Would you like to schedule a consultation?"
Frontdesk CRM
Alex Chen
Active
Phone
(555) 123-4567
Service Type
Divorce Papers
Priority
Rush Service
Deadline
Friday, 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, divorce papers, rush service priority, Friday deadline. Saved to CRM automatically—no forms, no typing.

03
2:18 AM

WED AT 10 AM
IS BOOKED

Alex says "Yes!" The AI checks your calendar, finds Wednesday at 10 AM, and books it. Instant confirmation—no waiting.

MARCH 2024
AI
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Rush Service Consultation
Alex Chen • Wednesday, March 6 • 10:00 AM
Automation Sequence
1
Consultation Booked
Trigger detected in CRM
2
Confirmation Email Sent
Consultation details delivered instantly
3
Reminder Scheduled
SMS reminder queued for Tuesday
4
Document Request Queued
Post-consultation form 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, document requests, and intake forms—all happening automatically.

Inbox
2 New
Consultation Confirmation
To: alex@email.com
Sent ✓
"Hi Alex! Your rush service consultation is confirmed for Wednesday, March 6 at 10:00 AM..."
Consultation Reminder
To: alex@email.com
Scheduled
"Just a friendly reminder about your consultation tomorrow! We're ready to discuss your urgent service needs..."
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 browsing. Meanwhile, a reminder email is already scheduled for Tuesday. No one had to remember to send it.

06
Wednesday, 10:15 AM

SHE FORGOT
TO SHOW UP

Wednesday morning, Alex is stuck in traffic with a flat tire. 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
Wednesday, March 6 • 10:00 AM
AC
Alex Chen
Rush Service 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 + case details ready
07
Wednesday, 10:16 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 divorce papers, her rush service deadline. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.

08
Thursday, 2:45 PM

THE THIRD CALL
WORKS

Alex's phone rings. It's the third call from your AI. She's finally free—just got her car towed and is waiting at the repair shop. She answers. The AI remembers their entire conversation from last week. "Hi Alex, I noticed we missed you on Wednesday. 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 rush service consultation on Wednesday. Would you like to reschedule?"
Alex: "Yes! Can we do tomorrow morning instead?"
Consultation Rescheduled
Friday, March 8 • 9:00 AM
09
Friday, 9:30 AM

SHE'S READY
TO PROCEED

Alex shows up for the rescheduled consultation. She understands the timeline and pricing. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: service agreement emails get queued, the document submission form is ready to send, and case intake workflows begin. All happening automatically—you're just handling the consultation.

CONSULTATION COMPLETE
Friday, March 8 • 9:00 AM
Rush Service Case
Alex Chen
Post-consultation sequence activated
Frontdesk Forms
Service Agreement • Pre-filled from CRM
AI guiding through fields...
AI guiding through fields...
✓ Ready to send automatically
10
Friday, 10:00 AM

HER PHONE BUZZES
ON THE WAY OUT

Alex just finished the consultation. She's walking to her car when her phone buzzes. It's a service agreement from Frontdesk Forms—already filled with her name, email, and the service details she just discussed. The AI guides her through document upload and recipient information right on her phone. When she submits it, you're immediately notified. The case processing begins automatically—all without you lifting a finger.

Incoming Call
Answered • Recognized from CRM
Context Loaded
Consultation completed • Documents submitted
AI
"I remember your consultation! How can I help?"
Alex
"Question about proof of service timing..."
11
Monday, 3:30 PM

SHE HAS
A QUESTION

Alex is at work, thinking about the service timeline. She has a question about proof of service documentation. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and documents, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.

12
March 13, 2024

SERVICE
APPROVED

With all questions answered, Alex approves the service. The system automatically sends confirmation emails, tracking updates, and deadline reminders. The process server is notified and dispatched.

SERVICE APPROVED
Rush Service • Deadline: March 15
13
March 14, 2024 • 4:30 PM

SHE TEXTS
AT 4:30 PM

Alex's deadline is tomorrow morning. She has questions: "Has the service been completed?" "When will I get proof?" She texts the AI. It answers instantly with real-time status updates—no waiting, no phone calls, no searching through emails.

Text Conversation
Alex • Recognized from CRM
Alex
"Hi! Has the service been completed yet?"
AI
"Hi Alex! Yes, service was completed at 2:15 PM today. The recipient was served at their workplace..."
Alex
"When will I get the proof of service?"
AI
"Your proof of service will be emailed within the hour. You'll also receive a notarized copy by overnight mail. Your deadline is covered!"
14
March 20, 2024 • 11:30 AM

ANOTHER CASE
COMES IN

Alex needs another service—this time for a subpoena. It's mid-morning on a weekday. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands the new case, creates a service request, and schedules it immediately. Alex doesn't have to wait or fill out forms. She just describes the details, and it's handled.

Alex's Options
CALL
Instant answer
CHAT
Quick & easy
TEXT
From anywhere
SERVICE REQUEST CREATED
Subpoena Service
Scheduled: March 22, 2024
15
April 5, 2024

AUTOMATIC
UPDATES

Alex gets notified automatically about every case milestone—service completed, documents filed, proof of service ready. The system sends status updates, deadline reminders, case progress notifications, and document delivery confirmations. Clients stay informed without you sending individual messages. Everything happens automatically.

Case Notifications
Sent to Alex Chen
SERVICE COMPLETE
Subpoena Served Successfully
March 22, 2024 • 9:45 AM • Served at business address
DOCUMENT READY
Proof of Service Available
Notarized copy emailed and filed with court
DEADLINE REMINDER
Court Filing Due Soon
Your filing deadline is in 3 days - April 8
✓ All updates sent automatically
No manual notifications required
REPEAT CLIENT
6 Months Later
Alex Chen
12 successful services completed
✓ Referred 4 new clients
All from her law firm
Why she keeps coming back
"Always instant responses, never missed a deadline, seamless process every time"
16
September 2024

SIX MONTHS LATER
SHE'S BACK

Six months later, Alex is a regular client. She had a great experience—service was always on time, questions were answered instantly, and deadlines were never missed. The same AI that helped her with that urgent 2 AM call kept her satisfied through every case. That's the full journey: urgent inquiry to satisfied client to referral source.

FREQUENTLY ASKED
QUESTIONS

Everything you need to know about using Frontdesk for your process serving business

Can it handle after-hours service requests? +

Yes. The AI answers calls 24/7, takes rush service orders, collects case details, and schedules process servers—all while your team sleeps. No more missed urgent legal deadlines at 2 AM.

How does it handle rush service requests? +

The AI creates service orders automatically, collects all critical details (recipient name, address, deadline, service type), and routes them to available servers. Rush requests can be escalated immediately to your on-call team.

Does it reduce missed attempt notifications? +

Yes. The system automatically notifies attorneys and clients when attempts are made, when service is completed, and sends affidavit confirmations. When follow-ups are needed, it immediately contacts clients—keeping everyone informed in real-time.

Can it schedule servers directly into my dispatch system? +

Yes. Integrates with Google Calendar, Outlook, and most dispatch systems. The AI checks server availability and assigns jobs instantly—no back-and-forth calls or texts needed.

How does the service quote process work? +

After collecting service details, attorneys automatically receive a quote that's based on your pricing structure for document type, jurisdiction, and turnaround time. The AI can process payment information and authorize service immediately. When approved, you're notified instantly.

Does it work with my existing case management system? +

Yes. Frontdesk integrates with most process serving software including ServeManager, LegalServe, ProServeIT, and others. All data syncs automatically—service orders, attorney contacts, attempt logs, and affidavits of service.

Can it handle multiple counties or jurisdictions? +

Absolutely. The AI knows all your service areas, server availability by county, jurisdiction-specific requirements, and pricing structures. It can route calls based on location, handle multi-jurisdiction cases, and manage coverage across your entire service territory.

What about court filing deadlines and urgent services? +

The AI handles urgent deadline requests 24/7, verifies service requirements, and can coordinate immediate dispatch with available servers. For time-critical court filings, it immediately escalates to your priority dispatch team.

How much does it cost? +

Pricing is based on your service volume and call capacity. Most process serving companies see ROI within the first month from increased after-hours bookings and reduced administrative overhead. Contact us for a custom quote.

GET STARTED WITH
FRONTDESK

Stop missing urgent serve requests at 2 AM. Start booking process servers while you sleep.

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."