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FirstVoice AI

Professional services

AI receptionist for professional services

The short answer

Billable time disappears into phone tag and unqualified enquiries. FirstVoice AI is a New Zealand AI receptionist that answers every call 24/7, books appointments, flags urgent calls and connects to the software professional services businesses already use. Setup is done for you, from $297 a month, month to month, and you can try it free for 2 weeks on your real calls.

Last updated

8 industries

Qualify new clients before they reach your inbox

Popular software

Software professional services businesses connect

Each card shows exactly how FirstVoice connects today.

  • Calendly

    Books directly

    Yes. FirstVoice connects to Calendly, checks your real free times and books the caller into your Calendly event during the call.

    How it connects to Calendly
  • Clio

    Books directly

    Yes. FirstVoice connects straight to Clio, checks your calendar, books consultations and adds new contacts and file notes from every call.

    How it connects to Clio
  • HubSpot

    Books directly

    Yes. FirstVoice connects straight to HubSpot, finds or creates the contact, logs every call and books meetings through your HubSpot scheduling page.

    How it connects to HubSpot
  • Karbon

    Syncs every call

    Karbon users can have a work item or contact created directly via Karbon's public API after every call, though there's no calendar/availability endpoint.

    How it connects to Karbon
  • FYI

    Connects via automation

    FirstVoice can add clients, jobs, tasks and file notes to FYI from every call. It connects through an automation tool now, and directly once FYI approves it.

    How it connects to FYI
  • Morningstar AdviserLogic

    Connects via automation

    We can create and update AdviserLogic client records and diary events through our Zapier automation; there's no direct AdviserLogic API for real-time availability checks.

    How it connects to Morningstar AdviserLogic
  • Actionstep

    Partner access

    FirstVoice can connect straight to Actionstep to book appointments, add contacts and create file notes. Actionstep approves the connection first.

    How it connects to Actionstep
  • Smokeball

    Partner access

    Smokeball users can be looked up by phone directly via Smokeball's public API, once Smokeball's partner programme and security review approve access.

    How it connects to Smokeball
  • Xero Practice Manager

    Partner access

    Xero Practice Manager needs Xero's app-partner security self-assessment and approval before FirstVoice could read or write anything directly.

    How it connects to Xero Practice Manager
  • LEAP

    Works alongside

    No confirmed integration route for LEAP yet - dominant brand worth pursuing as a direct partnership.

    How it connects to LEAP
  • Trail

    Works alongside

    Trail has no published API or Zapier app — its integrations page lists only email sync and marketing tools, so FirstVoice would work alongside it with a texted summary.

    How it connects to Trail
  • Adviser CRM

    Works alongside

    Adviser CRM claims an 'open API architecture' but no docs or endpoints were confirmed.

FAQ

Professional services: common questions.

Will an AI receptionist give advice to our clients?

No. For lawyers, accountants, brokers and advisers, it answers calls, books appointments and takes messages. It doesn't give legal, tax, financial or insurance advice, and it doesn't discuss a client's matter. Those conversations stay with your team.

Which professional services businesses does FirstVoice work with?

FirstVoice works with accountants and bookkeepers, law firms, licensed immigration advisers and mortgage brokers and 4 other professional services industries in New Zealand. Each has its own call handling, urgent-call rules and software connections.

What software does FirstVoice connect to for professional services?

FirstVoice books directly into Calendly, Clio and HubSpot, sends calls into Karbon, FYI and Morningstar AdviserLogic and works alongside Actionstep, Smokeball, Xero Practice Manager and LEAP. Every integration page explains exactly how it connects.

How much does it cost?

Plans start at $297 a month for 200 minutes with setup included. Industry app and CRM connections are included from Growth at $597 a month.

Hear your own AI receptionist before you commit.

Book a 30-minute call. We'll set up a sample receptionist for your business so you can ring it yourself.

Free personalised demo in 24 hours · Free 2-week trial, set up by us · No credit card · Then from $297 a month