Use when a user asks about the platform's practice management features — matters, time tracking, billing, conflict checking, and trust accounts — or about integrating with accounting and CRM systems. This is a platform documentation skill covering the practice management feature set and its integrat
Use when a user asks about the platform's practice management features — matters, time tracking, billing, conflict checking, and trust accounts — or about integrating with accounting and CRM systems. This is a platform documentation skill covering the practice management feature set and its integration map (HubSpot, Stripe, NetSuite, QuickBooks, Xero).