Legal & Professional Services
First contact handled. Billable hours protected.
Streamline client intake, scheduling, document collection, and billing follow-up for law firms and professional services organizations.
Why teams pick Guava for Legal & Professional Services
Conflict check before intake
Run your conflict-of-interest lookup inside a Guava step before the agent asks for case details — no wasted intake time.
Verbatim capture for the record
Guava stores full transcripts alongside structured fields so attorneys get both the exact words and the extracted data points.
Collections without confrontation
Billing follow-up agents handle outstanding invoices conversationally, capturing payment intent and partial-pay offers as structured outputs.
Workloads we run in Legal & Professional Services
Five voice workloads that never miss a client.
Client intake
New-matter qualification
↑ Intake conversion↓ AbandonConsult scheduling
Calendar booking
↓ No-show↑ Booked consultsStatus & document requests
Case updates
↑ Containment↓ AHTBilling & payment
Invoices, reminders
↑ On-time pay↓ AR daysAfter-hours coverage
24/7 intake
↑ Capture rate↑ CSAT
Ready-to-run examples
- 01
Intake & Conflict Check
Conduct initial intake for new potential clients, gather case details, and run a preliminary conflict-of-interest screen — before any attorney time is spent.
- 02
Deposition & Hearing Scheduling
Coordinate deposition and hearing scheduling across multiple parties and counsel by phone, eliminating email chains and calendar confusion.
- 03
Document Collection Follow-Up
Follow up with clients who have outstanding document requests, clarify what's needed, and set firm commitment dates to keep matters moving.
- 04
Client Status Updates
Proactively update clients on matter progress, reducing inbound 'what's happening with my case' calls and improving client satisfaction.
- 05
Billing & Invoice Follow-Up
Follow up on outstanding invoices professionally, discuss payment plans, and capture payment commitments without damaging the client relationship.