Every missed call is a lost client. Every tax season overwhelms your staff. Frontdesk AI answers calls 24/7, books consultations, qualifies leads, and schedules appointments—all while your team focuses on casework.
For Tax Attorneys
Incoming Call...
Potential Client
"Hi, I need help with an IRS audit notice. Can I schedule a consultation?"
AI Receptionist
"Absolutely. Attorney Rodriguez specializes in IRS audits. I have Thursday at 2 PM available. Does that work?"
✓ Consultation Booked • Thursday 2 PM
You're losing clients every day you miss their calls. Desperate taxpayers reach out during IRS deadlines, no-shows waste your billable hours, and your staff can't keep up with tax season volume.
A panicked taxpayer gets an IRS notice at 9 PM, calls your office, and gets voicemail. By morning, they've already hired the attorney who answered. During tax season, every missed call is a lost client.
While you're in a client consultation, five more calls come in. IRS levy issues, audit notices, consultation requests—your receptionist can't keep up. Clients get frustrated waiting on hold, and you lose high-value cases.
You block off your calendar, review their case documents, and prepare. They don't show. You send one follow-up email that gets ignored. That's it—they're gone. No second chance, just wasted billable time and an empty calendar slot.
One AI workforce that handles every touchpoint—from first inquiry to consultation booked
Tax clients need help at any hour—especially during tax season. Frontdesk Chat answers instantly, qualifies leads, assesses case complexity, and books consultations—all without human intervention.
Every call is answered instantly—tax questions, IRS notices, consultation requests, document status checks. The AI understands tax terminology, creates case files, schedules consultations, and escalates urgent matters only when needed.
When consultations are missed, Frontdesk Outbound automatically calls to reschedule. The AI references the original inquiry, understands their tax situation, and books a new appointment—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, document request—automatically creates and updates client profiles in your CRM. No manual data entry. No missed information. One complete view of every client and case.
Orchestrate the entire client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, reminders, and nurturing sequences based on case type and engagement level.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, document reminders, case updates, and nurturing 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 evaluation and engagement letter workflows.
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 tax law practice. Each agent handles different tasks—answering calls, booking consultations, handling client requests. They work together 24/7 to convert more leads into paying clients faster.
Answers every call instantly—no voicemail, no missed consultations. Handles tax inquiries, books client consultations, and creates case intake requests automatically.
Qualifies tax resolution leads, answers questions about IRS debt relief, audit defense, and tax planning services instantly. Books consultations and captures contact info—all through your website chat, 24/7.
Sends personalized consultation confirmations, tax deadline reminders, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep clients engaged.
Pre-fills client intake forms from CRM data. Guides clients through tax situation details and financial information. Triggers automation workflows when submitted.
Automatically reaches out to leads 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 clients engaged.
Handles two-way SMS conversations with tax leads and current clients. Sends consultation confirmations, tax deadline reminders, and answers questions about IRS representation and payment plans via text—98% open rate.
Lets website visitors speak directly to your website about tax services. Click, talk, get answers about tax resolution, audit defense, and consultation fees—no typing required. Perfect for mobile users browsing tax attorneys.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed lead and client data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by case type, consultation status, and lead stage.
Clients don't submit tasks—they just call or text. Your AI recognizes client requests (document collection, IRS notice responses, payment plan setup, etc.), creates tasks, prioritizes by deadline, and notifies the right staff member automatically.
Watches every conversation and alerts you when it matters. If a lead mentioned urgent IRS action, if a client request was submitted, if a consultation was booked—you know instantly.
Follow one client from phone call to retainer signed—see how every system works together
Alex calls at 2 AM after receiving an IRS audit notice. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, IRS audit issue, tax years 2021-2022, urgency level. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Friday at 10 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 sleep. Meanwhile, a reminder email is already scheduled for Thursday. No one had to remember to send it.
Friday morning, Alex is stuck in an emergency work meeting. 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 IRS audit issue, her tax years 2021-2022. 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 Friday. 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. After reviewing her case, she's ready to hire you. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: engagement letter gets queued, retainer agreement is ready to send, and case setup workflows begin. All happening automatically—you're just focused on the legal work.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's a client intake form from Frontdesk Forms—already filled with her name, email, and the case details you just discussed. The AI guides her through financial information and document upload right on her phone. When she submits it, you're immediately notified. The case setup process begins automatically—all without you lifting a finger.
Alex's at work, reviewing the retainer agreement. She has a question about the payment terms. 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.
With all her questions answered, Alex signs the retainer agreement. The system automatically sends welcome emails, case portal access, and next steps documentation. Alex's officially your client.
Alex just got home from work. She has questions: "What documents do you still need?" "When is the IRS response deadline?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
You need additional documentation from Alex for the audit response. It's 8:30 PM on a Sunday. She can call, text, or use the client portal—whichever she prefers. The AI answers instantly, understands the request, sends her a secure upload link, and notifies you when documents arrive. Alex doesn't have to wait for business hours or navigate complex systems. She just asks, and it's handled.
You've filed the audit response with the IRS. Alex gets notified automatically—email, text, or both, your choice. The system sends case updates, deadline reminders, document requests, and important announcements. Clients stay informed without you sending individual messages. Everything happens automatically.
Three months later, Alex's audit is resolved favorably. She had a great experience—questions were answered instantly, updates came automatically, and she felt supported throughout. When her friend needs a tax attorney, she sends him your way. The same AI that helped her resolve her audit kept her happy as a client. That's the full journey: prospect to client to referral source.
Everything you need to know about using Frontdesk for your tax law practice
Yes. The AI answers calls 24/7, qualifies potential clients, screens for conflicts of interest, and books consultations—all while you focus on casework. No more missed opportunities during tax season crunch.
The AI triages urgent matters automatically, collects all details (tax year, notice type, deadline date, issue urgency), and routes them to the appropriate attorney. Critical IRS deadlines 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, prospects automatically receive an engagement letter and intake form that's pre-filled with their info from the CRM. The AI guides them through document collection and conflict check verification. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including Clio, MyCase, PracticePanther, and others. All data syncs automatically—prospective clients, consultations, engagement letters, and case inquiries.
Absolutely. The AI knows all your attorneys, their specialties, availability, and rates. It can route calls based on practice area, handle firm-wide inquiries, and manage multiple offices simultaneously.
The AI handles urgent tax matters 24/7, collects critical notice details, and can coordinate with your team or clients. For true emergencies like levy actions or imminent deadlines, it immediately escalates to your on-call attorney.
Pricing is based on your firm size and call volume. Most tax law practices see ROI within the first month from reduced no-shows and increased client conversions. Contact us for a custom quote.
Stop missing consultations at 2 AM. Start booking clients while you sleep.
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.
"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."
"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."
"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."
"(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."
"(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."