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.
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 document collection follow-up 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 DocumentFollowUpBot(guava.CallController):
def __init__(self, client_name: str, matter_name: str, missing_docs: list[str],
deadline: str, firm_name: str):
super().__init__()
self.set_persona(
organization_name=f"{firm_name}",
agent_name="Taylor",
)
self.set_task(
objective=f"Follow up with {client_name} on {len(missing_docs)} outstanding documents for {matter_name}",
checklist=[
f"Greet {client_name} and mention the {matter_name} matter needs additional documents by {deadline}.",
guava.Say(f"Still needed: {'; '.join(missing_docs)}."),
guava.Field(
key="documents_ready",
field_type="choice",
description="Status of the requested documents",
choices=["have them ready now", "will have within a few days",
"need help obtaining them", "unable to provide — explain"],
),
guava.Field(
key="commitment_date",
field_type="date",
description="Date by which documents will be submitted",
),
guava.Field(
key="preferred_submission",
field_type="choice",
description="Preferred document submission method",
choices=["client portal upload", "email to paralegal", "fax", "drop off"],
),
guava.Field(
key="needs_assistance",
field_type="bool",
description="Does the client need help obtaining any of the documents?",
),
"Confirm commitment date and provide submission instructions.",
],
on_complete=lambda fields: print(f"Doc follow-up done: {client_name} commits by {fields.get('commitment_date')}"),
)
guava.dial(
controller=DocumentFollowUpBot,
controller_args={"client_name": "Robert Sterling", "matter_name": "Sterling Estate Planning",
"missing_docs": ["2022 tax return", "property deed", "beneficiary designations"],
"deadline": "December 15", "firm_name": "Morrison & Hayes LLP"},
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 DocumentFollowUpBot(guava.CallController):
def __init__(self, client_name: str, matter_name: str, missing_docs: list[str],
deadline: str, firm_name: str):
super().__init__()
self.set_persona(
organization_name=f"{firm_name}",
agent_name="Taylor",
)
self.set_task(
objective=f"Follow up with {client_name} on {len(missing_docs)} outstanding documents for {matter_name}",
checklist=[
f"Greet {client_name} and mention the {matter_name} matter needs additional documents by {deadline}.",
guava.Say(f"Still needed: {'; '.join(missing_docs)}."),
guava.Field(
key="documents_ready",
field_type="choice",
description="Status of the requested documents",
choices=["have them ready now", "will have within a few days",
"need help obtaining them", "unable to provide — explain"],
),
guava.Field(
key="commitment_date",
field_type="date",
description="Date by which documents will be submitted",
),
guava.Field(
key="preferred_submission",
field_type="choice",
description="Preferred document submission method",
choices=["client portal upload", "email to paralegal", "fax", "drop off"],
),
guava.Field(
key="needs_assistance",
field_type="bool",
description="Does the client need help obtaining any of the documents?",
),
"Confirm commitment date and provide submission instructions.",
],
on_complete=lambda fields: print(f"Doc follow-up done: {client_name} commits by {fields.get('commitment_date')}"),
)
guava.dial(
controller=DocumentFollowUpBot,
controller_args={"client_name": "Robert Sterling", "matter_name": "Sterling Estate Planning",
"missing_docs": ["2022 tax return", "property deed", "beneficiary designations"],
"deadline": "December 15", "firm_name": "Morrison & Hayes LLP"},
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