Integrations · Legal practice management
AI receptionist for Actionstep
The short answer
FirstVoice can connect straight to Actionstep to book appointments, add contacts and create file notes. Actionstep approves the connection first.
Last updated
Try it
Watch a call go into Actionstep.
Incoming call
Example caller · Mobile
An example call, sped up. Your setup follows your own questions and rules.
- A caller rings about a new or existing matter
- FirstVoice takes the details and the other parties' names, ready for your conflict check
- It books a consultation
- It adds the contact and a file note in Actionstep
- It never gives legal advice, and urgent matters go straight to you
FirstVoice with Actionstep
New enquiries into Actionstep, with file notes.
What happens on a call
- A caller rings about a new or existing matter
- FirstVoice takes the details and the other parties' names, ready for your conflict check
- It books a consultation
- It adds the contact and a file note in Actionstep
- It never gives legal advice, and urgent matters go straight to you
Getting connected
- We apply to Actionstep for approval
- Once approved, your admin allows FirstVoice with one click
- Until then, calls can flow into Actionstep through an automation tool, or be emailed to you
Nothing changes for your team
You keep Actionstep exactly as it is. Your team, your phone number and the way you work don't change. FirstVoice simply answers the calls you can't, and puts the results into Actionstep.
Technical details, for whoever looks after your software
FirstVoice with Actionstep
| Check availability during the call | No |
|---|---|
| Create bookings, jobs or leads | Yes |
| Recognise returning callers | No |
| Add call notes and summaries | Yes |
| Trigger follow-up texts or emails | Yes |
Actionstep connection details
| Category | Legal practice management |
|---|---|
| Markets | AU, NZ, UK, US |
| API documentation | Public view docs |
| Auth | API key |
| Access | Needs vendor approval |
| Zapier | Yes |
| Webhooks | Yes |
| FirstVoice plan | Growth or Scale |
| Checked | Against official Actionstep documentation, 17 September 2026 |
Integrator Application form and review (direct API); Zapier account for the automation route
Industries using Actionstep
Does FirstVoice work with Actionstep?
FirstVoice can connect straight to Actionstep to book appointments, add contacts and create file notes. Actionstep approves the connection first.
Do I have to change anything in Actionstep?
No. FirstVoice connects to your existing Actionstep account. You don't switch software, move data or retrain your team.
Which plan includes Actionstep?
Growth ($597 a month) and Scale.
Actionstep is a trademark of its owner. FirstVoice isn't affiliated with Actionstep.
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