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.
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 intake & conflict check 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 IntakeConflictBot(guava.CallController):
def __init__(self, firm_name: str, practice_area: str):
super().__init__()
self.set_persona(
organization_name=f"{firm_name} Client Services",
agent_name="Harper",
)
self.set_task(
objective=f"Complete initial intake for a new {practice_area} inquiry and gather conflict check data",
checklist=[
f"Welcome the caller to {firm_name} and explain this intake process takes about 5 minutes.",
guava.Field(
key="caller_full_name",
field_type="text",
description="Caller's full legal name",
),
guava.Field(
key="matter_description",
field_type="text",
description="Brief description of the legal matter",
),
guava.Field(
key="opposing_party_names",
field_type="text",
description="Names of all opposing parties (for conflict check)",
),
guava.Field(
key="incident_date",
field_type="date",
description="Date of the incident or legal matter",
required=False,
),
guava.Field(
key="prior_attorney",
field_type="bool",
description="Have they worked with another attorney on this matter?",
),
guava.Field(
key="urgency",
field_type="choice",
description="How soon do they need assistance?",
choices=["immediate — emergency", "within a week", "within a month", "general inquiry"],
),
guava.Field(
key="best_callback",
field_type="phone",
description="Best callback number for the attorney",
),
"Thank caller and advise they'll hear back within 1 business day after conflict review.",
],
on_complete=lambda fields: print(f"Intake complete — running conflict check for: {fields.get('opposing_party_names')}"),
)
guava.listen(
controller=IntakeConflictBot,
controller_args={"firm_name": "Morrison & Hayes LLP", "practice_area": "personal injury"},
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 IntakeConflictBot(guava.CallController):
def __init__(self, firm_name: str, practice_area: str):
super().__init__()
self.set_persona(
organization_name=f"{firm_name} Client Services",
agent_name="Harper",
)
self.set_task(
objective=f"Complete initial intake for a new {practice_area} inquiry and gather conflict check data",
checklist=[
f"Welcome the caller to {firm_name} and explain this intake process takes about 5 minutes.",
guava.Field(
key="caller_full_name",
field_type="text",
description="Caller's full legal name",
),
guava.Field(
key="matter_description",
field_type="text",
description="Brief description of the legal matter",
),
guava.Field(
key="opposing_party_names",
field_type="text",
description="Names of all opposing parties (for conflict check)",
),
guava.Field(
key="incident_date",
field_type="date",
description="Date of the incident or legal matter",
required=False,
),
guava.Field(
key="prior_attorney",
field_type="bool",
description="Have they worked with another attorney on this matter?",
),
guava.Field(
key="urgency",
field_type="choice",
description="How soon do they need assistance?",
choices=["immediate — emergency", "within a week", "within a month", "general inquiry"],
),
guava.Field(
key="best_callback",
field_type="phone",
description="Best callback number for the attorney",
),
"Thank caller and advise they'll hear back within 1 business day after conflict review.",
],
on_complete=lambda fields: print(f"Intake complete — running conflict check for: {fields.get('opposing_party_names')}"),
)
guava.listen(
controller=IntakeConflictBot,
controller_args={"firm_name": "Morrison & Hayes LLP", "practice_area": "personal injury"},
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