# Persona Story Page Matrix

| Persona | Story Map | Page | Feature |
| --- | --- | --- | --- |
| persona:accountant |  |  |  |
| persona:client |  |  |  |
| persona:firm-owner |  |  |  |
|  | story_map:accountant |  |  |
|  | story_map:client |  |  |
|  | story_map:firm-owner |  |  |
|  |  | page:accountant-dashboard |  |
|  |  | page:accountant-intake |  |
|  |  | page:case-workspace |  |
|  |  | page:client-completion |  |
|  |  | page:client-documents |  |
|  |  | page:client-quote-review |  |
|  |  | page:client-record |  |
|  |  | page:client-registration |  |
|  |  | page:client-signature |  |
|  |  | page:invite-entry |  |
|  |  | page:owner-automation |  |
|  |  | page:owner-briefing |  |
|  |  | page:owner-exceptions |  |
|  |  | page:owner-portfolio |  |
|  |  | page:owner-team-operations |  |
|  |  |  | 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 |
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