Client Status Updates
Proactively update clients on matter progress, reducing inbound 'what's happening with my case' calls and improving client satisfaction.
Why this matters
Streamline client intake, scheduling, document collection, and billing follow-up for law firms and professional services organizations. This example shows you how to automate client status updates calls end-to-end with Guava's SDK — no telephony plumbing, no prompt engineering, just Python.
Installation
Install from Guava's private PyPI index. A public package is coming soon — the install command will simplify to pip install guava.
# Step 1: Install Guava
pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
# Public PyPI package coming soon — the install command will simplify to:
# pip install guava
# Step 2: Set your credentials
export GUAVA_API_KEY="..."
export GUAVA_AGENT_NUMBER="..."How it's built
Every Guava agent is a Python class. Walk through the key sections below, then grab the complete file at the end.
Imports
Import the Guava SDK and any helpers you need. guava.CallController is the base class for every voice agent.
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import osAgent setup
set_persona() defines how the agent presents itself. set_task() gives it its mission in plain English. The checklist drives the conversation — Guava works through it top-to-bottom, collecting Field values and speaking Say items as it goes.
class ClientStatusUpdateBot(guava.CallController):
def __init__(self, client_name: str, matter_name: str, status_summary: str,
next_milestone: str, attorney_name: str):
super().__init__()
self.set_persona(
organization_name="Morrison & Hayes LLP",
agent_name="Jordan",
)
self.set_task(
objective=f"Update {client_name} on {matter_name} status",
checklist=[
f"Greet {client_name} with a proactive update on their {matter_name} matter.",
guava.Say(f"Current status: {status_summary}"),
guava.Say(f"Next milestone: {next_milestone}"),
guava.Field(
key="has_questions",
field_type="bool",
description="Does the client have any questions about the update?",
),
guava.Field(
key="question_detail",
field_type="text",
description="What is the client's question?",
required=False,
),
guava.Field(
key="wants_attorney_callback",
field_type="bool",
description=f"Would they like attorney {attorney_name} to call them back?",
),
guava.Field(
key="best_callback_time",
field_type="text",
description="Best time for the callback",
required=False,
),
"Confirm whether action is needed from the client and provide direct contact if urgent.",
],
on_complete=lambda fields: print(f"Status update delivered to {client_name}: {fields}"),
)
guava.dial(
controller=ClientStatusUpdateBot,
controller_args={"client_name": "Elena Marchetti", "matter_name": "Marchetti v. Apex Corp",
"status_summary": "discovery responses filed; awaiting defendant's production",
"next_milestone": "expert witness designation deadline January 15",
"attorney_name": "Ms. Hayes"},
to=os.environ["CLIENT_PHONE"],
agent_number=os.environ["GUAVA_AGENT_NUMBER"],
api_key=os.environ["GUAVA_API_KEY"],
)Platform performance
<1s
Response time
99.99%
Uptime SLA
13+
Industries served
Full example
The complete file — copy it, save it as example.py, and run it.
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import os
class ClientStatusUpdateBot(guava.CallController):
def __init__(self, client_name: str, matter_name: str, status_summary: str,
next_milestone: str, attorney_name: str):
super().__init__()
self.set_persona(
organization_name="Morrison & Hayes LLP",
agent_name="Jordan",
)
self.set_task(
objective=f"Update {client_name} on {matter_name} status",
checklist=[
f"Greet {client_name} with a proactive update on their {matter_name} matter.",
guava.Say(f"Current status: {status_summary}"),
guava.Say(f"Next milestone: {next_milestone}"),
guava.Field(
key="has_questions",
field_type="bool",
description="Does the client have any questions about the update?",
),
guava.Field(
key="question_detail",
field_type="text",
description="What is the client's question?",
required=False,
),
guava.Field(
key="wants_attorney_callback",
field_type="bool",
description=f"Would they like attorney {attorney_name} to call them back?",
),
guava.Field(
key="best_callback_time",
field_type="text",
description="Best time for the callback",
required=False,
),
"Confirm whether action is needed from the client and provide direct contact if urgent.",
],
on_complete=lambda fields: print(f"Status update delivered to {client_name}: {fields}"),
)
guava.dial(
controller=ClientStatusUpdateBot,
controller_args={"client_name": "Elena Marchetti", "matter_name": "Marchetti v. Apex Corp",
"status_summary": "discovery responses filed; awaiting defendant's production",
"next_milestone": "expert witness designation deadline January 15",
"attorney_name": "Ms. Hayes"},
to=os.environ["CLIENT_PHONE"],
agent_number=os.environ["GUAVA_AGENT_NUMBER"],
api_key=os.environ["GUAVA_API_KEY"],
)Run it
Start the agent. It will connect to Guava's infrastructure and begin accepting calls on your assigned number.
python example.py