SOC 2 Type II · HITRUST i1 · PCI DSS L1 · Reports available

For legal and professional services

Client intake, conflict screening and document chase, before the billable clock starts.

First contact handled and billable hours protected, with a conflict screen run before any attorney time is spent.

First contact handled. Billable hours protected.

The unbillable half of intake, done before anyone opens a file.

Intake and conflict screening

Facts gathered before the clock starts.

Guava conducts initial intake with potential clients, captures the case detail and runs a preliminary conflict-of-interest screen, so attorney time begins after the screen rather than during it.

  • Screen first

    The conflict check happens before anyone commits time.

  • Structured case detail

    Facts in fields, ready for whoever picks the matter up.

  • Every enquiry, any hour

    Including the ones that arrive at midnight.

Deposition and hearing scheduling

Four calendars, one call.

Guava coordinates deposition and hearing scheduling across multiple parties and counsel by phone, which removes the email chain that scheduling normally becomes.

  • Multi-party by phone

    Opposing counsel, witnesses, the reporter, one pass.

  • Confirmed, then invited

    Availability verified before anything is issued.

  • Rescheduling absorbed

    A change re-coordinates without a paralegal's afternoon.

Document collection

The matter stops waiting on paperwork.

Guava follows up with clients on outstanding document requests, clarifies exactly what is needed and sets a firm commitment date.

  • Clarify, do not just remind

    Most delay is not knowing what is being asked for.

  • A date, not a nudge

    A specific commitment captured on the call.

  • Escalation when it slips

    Flagged to the team with the history attached.

Client material on certified, audited infrastructure.

The certifications a firm's security review checks, and the controls behind them.

SOC 2 Type II

Independently audited controls, with the report available under MNDA.

HITRUST i1 certified

The implemented, one-year certification, stricter than the legacy CSF baseline.

PCI DSS Level 1

For any payment or account detail taken on the call.

Auditable per call

Transcript, structured fields, disclosures and outcome recorded for every call, so a review is a query rather than an investigation.

Disclosures verbatim

The scripted part of the call delivered identically every time, which is the part a human drifts on.

Live in 14 days

Kickoff to real traffic in two weeks, on a stack that has carried regulated calls since 2013.

Where it runs across matter intake.

Five voice workloads that never miss a client.

Client intake

New-matter qualification

Consult scheduling

Calendar booking

Status & document requests

Case updates

Billing & payment

Invoices, reminders

After-hours coverage

24/7 intake

What the firm's risk and IT will ask.

How long does a deployment take?

14 days from kickoff to a live call for a production-grade deployment. That is real traffic, not a sandbox or a proof of concept.

Does Guava replace our team?

No. Guava takes the calls that do not need a person and escalates the ones that do, with the full call context attached. Your people keep the conversations where judgement is the point.

What certifications does Guava hold?

SOC 2 Type II, HITRUST i1 and PCI DSS Level 1. Reports are available under MNDA. A BAA is available where protected health information is involved.

How does Guava integrate with our systems?

Through code, not prompts. Your systems stay the source of truth; Guava reads live and writes the outcome back rather than holding a second copy.

What languages does Guava support?

Calls run in the customer's own language.

Hear it take an intake call.

14 days from kickoff to live traffic, on a stack that has carried regulated calls for over a decade.

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