# Feature Coverage Matrix

| Feature | Service Persona | Source Page | Covered Story |
| --- | --- | --- | --- |
| feature:accountant-workload-and-assignment |  |  |  |
| feature:automation-effect-observability |  |  |  |
| feature:automation-sensitivity-rules |  |  |  |
| feature:case-closeout-and-signoff |  |  |  |
| feature:case-progress-and-risk-tracking |  |  |  |
| feature:client-history-archive |  |  |  |
| feature:client-portfolio-segmentation |  |  |  |
| feature:client-profile-intake |  |  |  |
| feature:client-reminder-orchestration |  |  |  |
| feature:client-return-path |  |  |  |
| feature:client-service-closure |  |  |  |
| feature:daily-priority-board |  |  |  |
| feature:document-checklist-delivery |  |  |  |
| feature:document-completeness-review |  |  |  |
| feature:document-status-visibility |  |  |  |
| feature:document-upload-submission |  |  |  |
| feature:escalation-exception-handling |  |  |  |
| feature:fee-and-preparation-clarity |  |  |  |
| feature:high-value-client-alerts |  |  |  |
| feature:information-purpose-guidance |  |  |  |
| feature:intake-acceptance-decision |  |  |  |
| feature:intake-submission-review |  |  |  |
| feature:invite-code-verification |  |  |  |
| feature:invite-trust-entry |  |  |  |
| feature:manual-override-governance |  |  |  |
| feature:owner-daily-briefing |  |  |  |
| feature:owner-priority-forecast |  |  |  |
| feature:quote-decision-response |  |  |  |
| feature:quote-package-presentation |  |  |  |
| feature:referral-relationship-insight |  |  |  |
| feature:referral-source-verification |  |  |  |
| feature:service-need-capture |  |  |  |
| feature:service-scope-and-quote |  |  |  |
| feature:signoff-content-confirmation |  |  |  |
| feature:submission-readiness-feedback |  |  |  |
| feature:supplement-request-response |  |  |  |