AI Answering Service for Private Investigators
On surveillance, you can't answer. One whisper could blow months of work. Trillet screens every caller for case type and urgency, filters out non-viable inquiries, and captures callback details - so you only spend time on serious clients with real cases.
The Old Way
Voicemail: Missed call from 312-555-0198 (while on stakeout)
Result: A $5,000+ case went to your competitor because you were doing your job
The Trillet Way
Case Summary: Qualified Lead - Corporate Fraud Investigation - $8K+ Case - Callback requested: Tomorrow 9am
Result: High-value case captured while you were in the field - serious client, ready to hire
Your Case Screening Process, Executed Silently. Every Time.
You don't need an AI to take a name and number. You need one that filters the tire-kickers from the serious clients - before you waste hours on callbacks that go nowhere. Trillet screens every inquiry for case viability, collects the details you need to assess the opportunity, and arranges callbacks on your schedule.
Identify
Trillet identifies whether this is an existing client or new potential client, takes a message or transfers for existing clients, and continues to screening for new ones
Screen
Trillet screens for case type (surveillance, background check, infidelity, corporate investigation, missing person, fraud), confirms it aligns with your specializations and licensing, and politely declines if there's no fit
Qualify
Trillet asks your custom intake questions - case details, subjects involved, timeline/urgency, location, legal proceedings involved, budget range, confidentiality requirements, and your other practice-specific questions
Book
If they want to move forward, Trillet texts your booking link, you get a complete summary with case details and transcript (kept strictly confidential), and the consultation appears in your calendar with full context
Hear Trillet Handle an Emergency Call
What Private Investigators Are Saying
Captured a $7,500 corporate case while I was on a three-day stakeout. Trillet screened the inquiry, filtered out the details I needed, and arranged the callback for when I finished the job. That one case paid for 20 years of Trillet. Now I never worry about missing the big ones while I'm in the field.

Marcus Chen
Licensed Private Investigator, Chicago
Why 'Message Taking' Doesn't Work for Private Investigators
Voicemail
People with sensitive investigation needs rarely leave detailed voicemails. They call the next PI who answers. Meanwhile, you're on surveillance and can't even whisper without compromising your position.
Result: A $5,000+ case goes to your competitor because you were doing your job
Generic AI
They take a name and number without any screening. You call back 10 people, 8 are tire-kickers or want something illegal, and 2 have already hired someone else.
Result: Hours wasted on unqualified callbacks. Serious clients lost to faster responders.
Trillet
We screen every inquiry for case type and viability, filter out non-serious callers, capture the details you need to assess the opportunity, and arrange callbacks on your schedule. You only spend time on qualified leads.
Result: High-value cases captured while you're in the field. Tire-kickers filtered before you waste a minute on them.
Compare Your Options
| Feature | Voicemail | Traditional | Generic AI | Trillet |
|---|---|---|---|---|
| 24/7 Availability | ||||
| Screens for Case Type | ||||
| Filters Non-Viable Inquiries | ||||
| Custom Case Intake Questions | ||||
| Captures Callback Preferences | ||||
| Call Summary + Transcript | ||||
| Distinguishes New vs Existing Clients | ||||
| CRM Integration | Pro | |||
| Cost | Free | $200-400/mo | ~$49-99/mo | From $29/mo |
Sync With Your Case Management Software
Out of the box, Trillet texts scheduling links directly to qualified clients and sends you call summaries via text and email. You get the details you need without changing how you work.
Need deeper integration with CROSStrax, PI Manager, CaseFox, Salesforce, or your case management software? Our Pro plan includes custom setup with your existing systems.

CROSStrax

PI Manager

CaseFox

Salesforce

Google Calendar

Calendly
Live in 5 Minutes. No IT Required.
Step 1
Enter your website and phone number
Add your website and phone number. Trillet pulls your service areas and specializations automatically.
Step 2
We configure intake based on your practice type
Which case types do you handle? What screening questions should we ask? How should non-viable inquiries be handled? Customise your intake logic in minutes.
Step 3
Forward your calls
Dial a code or scan QR, 30 seconds.
Step 4
That's It. You're Live.
Your AI intake coordinator will screen calls when you're on surveillance, in the field, or unavailable. You'll get a case summary after each inquiry so you never miss a qualified lead.
Common Questions from Private Investigators
An AI answering service answers your phone 24/7, screens potential clients for case type and viability, filters out non-serious inquiries, and captures callback preferences - without a human receptionist. Unlike voicemail or basic answering services that just take messages, Trillet runs your full case screening protocol so you only spend time on qualified leads who have real, viable cases.
Trillet follows a four-step screening process: First, it identifies whether the caller is a new inquiry or existing client. Second, it screens for case type (surveillance, background checks, missing persons, corporate investigation) and basic viability. Third, it asks your custom intake questions without collecting sensitive details over the phone. Finally, it captures their preferred callback time so you can connect when you're not in the field. You receive a full case summary and transcript after every call.
When a potential client has a viable inquiry, Trillet asks when they'd like you to call back. You receive the case summary with their preferred callback time, so you can reach out when you're between assignments - not during a stakeout. This respects both your fieldwork schedule and the client's availability.
Trillet will politely explain that your practice doesn't handle that type of request and end the call professionally. You'll still receive a summary so you know who called, but you won't waste time calling back non-viable inquiries.
Yes. The screening questions are designed to identify serious clients with real cases. Price shoppers, people with unrealistic expectations, and those seeking services outside your expertise are filtered during the call. You only see inquiries worth your time.
Listen for yourself - we have a demo above. Trillet is designed for professional, discreet conversation appropriate for sensitive client matters. Many callers don't realise they're speaking with AI.
That's exactly why Trillet exists for PIs. On surveillance, you can't even whisper without potentially compromising your position. Trillet handles the inquiry professionally, screens the case, captures callback details, and you connect with the client when your fieldwork allows. No blown cover, no missed opportunities.
Absolutely. Private investigators don't need high call volume to justify Trillet - you need insurance against missing the one case that matters. A single surveillance case can be worth $5,000-$10,000+. At $29/month, Trillet pays for itself if it saves you just one case per year. Most PIs see that ROI within the first month.
Yes. Our Pro plan includes integration with CROSStrax, PI Manager, CaseFox, Salesforce, and other investigative case management systems. Contact our team to set this up for your practice.
Trillet starts at $29/month with a 30-day money-back guarantee. Compare that to human answering services ($200-400/month) or the cost of one missed case worth thousands. For most investigation practices, Trillet is the most cost-effective way to ensure you never miss a qualified lead while in the field.
Yes. Trillet uses bank-level encryption for all calls and data. The screening process is designed to capture only general case information - sensitive details should be discussed in your direct consultation. We take confidentiality as seriously as your profession requires.
Never Miss a Case While You're in the Field.
One missed call during surveillance could be a $10,000 case going to your competitor. Start screening inquiries 24/7 - even when you're on stakeouts, tailing subjects, or deep in fieldwork.
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