Professional services
AI receptionist for professional services
The short answer
Last updated
8 industries
Qualify new clients before they reach your inbox
AI receptionist for accountants and bookkeepers
Handles new client enquiries (sole trader, company, rental property, trust), IRD deadlines, provisional tax and GST questions and more.
AI receptionist for law firms
Handles new matter enquiries (property and conveyancing, family, employment, wills and estates, criminal, business), existing clients asking for their lawyer or a matter update and more.
AI receptionist for licensed immigration advisers
Handles consultation bookings (work, residence, student, partner, visitor visas), application status and more.
AI receptionist for mortgage brokers
Handles first-home buyer enquiries (deposit, pre-approval), refix or rate-expiry reviews and more.
AI receptionist for conveyancers
Handles quote requests, contract review before auction and more.
AI receptionist for financial advisers
Handles new-client discovery meeting requests, KiwiSaver fund or switching questions and more.
AI receptionist for insurance brokers
Handles new quote requests (house, contents, vehicle, business), after-hours incident or claim notification and more.
AI receptionist for recruitment agencies
Handles candidates following up an application or job ad, employers with new job briefs and more.
Popular software
Software professional services businesses connect
Each card shows exactly how FirstVoice connects today.
Calendly
Books directlyYes. FirstVoice connects to Calendly, checks your real free times and books the caller into your Calendly event during the call.
How it connects to CalendlyClio
Books directlyYes. FirstVoice connects straight to Clio, checks your calendar, books consultations and adds new contacts and file notes from every call.
How it connects to ClioHubSpot
Books directlyYes. 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 HubSpotKarbon
Syncs every callKarbon 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 KarbonFYI
Connects via automationFirstVoice 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 FYIMorningstar AdviserLogic
Connects via automationWe 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 AdviserLogicActionstep
Partner accessFirstVoice can connect straight to Actionstep to book appointments, add contacts and create file notes. Actionstep approves the connection first.
How it connects to ActionstepSmokeball
Partner accessSmokeball 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 SmokeballXero Practice Manager
Partner accessXero 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 ManagerLEAP
Works alongsideNo confirmed integration route for LEAP yet - dominant brand worth pursuing as a direct partnership.
How it connects to LEAPTrail
Works alongsideTrail 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 TrailAdviser CRM
Works alongsideAdviser 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.
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