AI receptionist for professional services

Checks real-time availability and books appointments directly into Calendly during the call using Calendly's public API.

Clio users can have their calendar read for availability, and new calendar entries, contacts and matters created directly via Clio's public OAuth2 API after every call.

Creates or finds a HubSpot contact and logs a call note for every call, using HubSpot's public CRM API.

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.

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.

Actionstep users can have a matter, contact and file note created automatically via Zapier today, with FirstVoice's direct API integration available once Actionstep approves an Integrator Application.

FYI's API can create client, job, and note records, but FirstVoice access requires FYI's approval as an Application Partner or Single Practice 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.

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

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

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.