Skills

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What a skill is

A skill is a written procedure your firm's assistants follow: when to use it, the steps in order, and what never to do, in your firm's own words. For example, how to run an intake call for a new car accident contact, or what to send after a first meeting.

Once a skill is published, it is used wherever you choose:

• the Chat assistant inside Superpractice, by chat or by voice
• Voice agents, on calls when it applies
• Procedures, to shape the messages they write
• Connected apps & MCP, the AI tools you connect to Superpractice

Booking rules, such as notice and meeting length, still belong in the event type. See Event types.

The Skills page

Open Skills in the sidebar, just above Knowledge. The list shows each skill's Description, Status, Where it's used, when it was Updated, and who it was Created by. Use the All, Published, Drafts, and Archived tabs to narrow by status.

To find one, click Filters and choose Where it's used, Created by, or Last edited by, or use the Where it's used and Created by quick filters beside it. Each filter you set shows as a chip; click it to change it, or its × to drop it. Clear all drops every filter and the search. The search on the right looks through names and descriptions. While the list is narrowed, the count at the top reads, for example, 4 of 12.

A skill's status is Published with its version, such as Published · v3, Unpublished changes, Draft, or Archived. A lock with a count of people marks a skill only some people can see.

Superpractice may provide some skills for your firm. They show under Superpractice Skills, by name only. Your assistants can use them, but they can't be opened, changed, or downloaded.

Create a skill

Click New skill. The window asks How do you want to start?:

• Describe it. Say what the skill should do, in plain words, and click Draft the skill. The assistant writes it. The Try examples fill the box with a sample to start from.
• Upload a document. Drop a PDF or Word file (or a text file), up to 20 MB, and click Draft the skill. The assistant reads the whole document, scanned pages included, and turns your existing procedure into a skill. A Word document keeps its headings, lists, and tables. Nothing is cut: a PDF can run to 600 pages, and a document too long for one skill is refused with the note to split it into parts.
• Start blank. Opens an empty skill to write yourself.

Drafting usually takes under a minute. You can close the window and keep working; the draft waits for you in Skills. Stop drafting stops it and saves nothing. Read the draft through before you publish: the assistant leaves gaps for your firm to fill rather than making up fees, deadlines, or names.

What a drafted document keeps

A skill drafted from a document keeps the document's steps, rules, and decision points in its text, and keeps the document itself with the skill:

• The document's text is added under Files, named after the file, such as references/intake-procedure.md. A long document is split into parts, references/intake-procedure-part-1.md, -part-2.md, and so on.
• The skill ends with one line pointing to it: For the full procedure, read references/intake-procedure.md. Your assistants read the file only when they need the detail.
• Text that must stay exact, such as a line of settings, an address, or a fee, is copied character for character, in a code block when it is something to copy.
• The title keeps names, products, and acronyms spelled as the document spells them, so a document about IOLTA deposits in QuickBooks is not retitled "Iolta deposits in Quickbooks".
• Pages with no text layer, such as scans, are read from the page itself and transcribed for the kept copy.
• The uploaded file is never stored. Only its text is kept, as the file above.

Write and edit a skill

• Name this skill: up to 64 characters. The name can't change after the first publish.
• When to use it: the panel under the name holds the description, one line saying when to use the skill and what it does. Start with when to use it. Your assistants read the first 300 characters to decide when a skill applies, so as you type past that, the rest fades and a note says Your assistants read the first 300 characters to decide when to use it. Connected apps read all of it. A skill can't be published without a description.
• The steps: type / for Skill, headings, lists, and checklists. A good skill opens with when to use it, lists the steps in the order they happen, and says plainly what never to do. A skill's text can run to 60,000 characters.
• Files: longer material the assistant reads only when it needs it, like fee schedules and scripts. Click Add files or drop them on the page. Text files only (.md, .txt, .csv, or .json), up to 20 files of 256 KB each. Name and describe the skill first.
• Related skills: the firm skills this one goes with, listed below Files. See Related skills.

Changes save as a draft as you type. Back to skills, or Escape, returns to the list. Document shows the skill as you write it; Markdown shows the exact text other apps receive, and its footer gives the skill's length, such as 412 words · 1,086 tokens. The count is exact once the draft is saved; until then it reads about 1,100 tokens.

Anyone at your firm can create skills and edit drafts.

Related skills

A skill can name the other firm skills it goes with, in order, so your assistants follow them together. For example, Ulysses Law's "Intake call" skill can hand over to "Conflict check" after the caller's details are taken, and to "Book a first meeting" at the end.

The best way to add one is in the steps, at the point where it should be used: type /, choose Skill, and pick the skill from the list. It shows as a chip in the text, and joins Related skills below Files with the note In the steps. Linking it in the text tells your assistants exactly when to use it, not only that it exists.

Related skills lists them, numbered, in the order your assistants use them. The number is the handle:

• Drag the number to reorder the list.
• Click the number to mark the skill Optional. Your assistants then use it only when it fits. Click again to make it required.
• Add a skill adds one to the list without linking it in the text. A skill added this way has an × to remove it. A skill linked in the text stays in the list until you remove the link from the text.
• Only published firm skills can be linked, never a draft or an archived one, and never the skill itself.

A note on a row says why it reads as it does: In the steps, Optional, Not used by voice agents (or another place this skill is used and that one is not, so the assistants there leave it out), and Not published, Archived, or Removed, shown muted, for a skill that is no longer live.

When an assistant or a connected app follows the skill, it gets the related list with each skill's name and its when-to-use line, in order, and reads each one when the work reaches it. It never gets a related skill's full text up front. A teammate's assistant lists only the related skills that teammate can see.

Skills in tasks

A task's details can link skills too, so whoever works the task follows them. In the task's details, type /, choose Skill, and pick one; it shows as a chip. A task can link up to 10 skills. Clicking a chip opens the skill in its window over the task. See Task details.

The assistant, the executive assistant, a voice agent on a call delegated from the task, and your connected AI tools get the task's linked skills automatically when they work on or read the task, and read each one when the work reaches it. A link to a skill a person can't see shows as plain words.

Publish

Only owners and admins can publish. Others see Ask an owner or admin to publish.

Before you publish, the checks button lists anything to fix or look at, such as a password or key in the text, a link to an outside website, or a skill that is too long. Go to it takes you there. Problems must be fixed first; warnings can be published once you tick that you have read them.

A skill's text can run to 60,000 characters. Past about 5,000 tokens it still publishes, with the warning Long skill, 6,210 tokens. Move detail into a file so it only loads when needed. The Markdown view shows the exact count.

Click Publish. Everything that uses the skill gets the new version right away. You can add a short note to the version.

After that, edits are Unpublished changes: the live version stays in use everywhere until you publish again. The skill's history shows who created, edited, and published each version. Owners and admins can Restore an older version, which goes live as the newest one.

Choose where it is used

Owners and admins click the settings icon at the top right of the When to use it box to open Where it's used. Switch each place on or off:

• Chat assistant: the assistant inside Superpractice
• Executive assistant: texts and calls on the team's behalf
• Connected apps & MCP: Claude, Cursor and other apps connected to Superpractice
• Voice agents: All agents, or Selected agents
• Procedures: All procedures, or Selected procedures

Other people don't see the icon.

A new skill starts on for the chat assistant and connected apps, and off for voice agents and procedures; turn those on in Where it's used. Nothing uses a skill until it is published. You can also choose a voice agent's skills on the agent itself. See Create a voice agent.

Choose who can see it

Click Share. Everyone on the team is the default. Only selected people limits the skill to the people you add. Owners and admins always see every skill. A teammate's assistant never uses a skill that teammate can't see.

A skill shared with only selected people is never used by a firm-wide API key, and the popover says so: API keys can't use it. A firm-wide key gets only the skills shared with Everyone on the team; a personal key gets the skills that person can see. See Connect your AI tools.

Use a skill

• In the assistant, click + then Skills to attach up to 3 skills to a message, or just ask: when a request matches a published skill, the assistant uses it on its own. Its steps then show Used skill with the skill's name. See Use a skill.
• In tasks, link skills in a task's details with /, and whoever works the task follows them. See Skills in tasks.
• On calls, voice agents follow the skills ticked for them.
• In procedures, messages follow the skills switched on for them.
• In connected AI tools, published skills with Connected apps & MCP on can be listed and read, and show up as ready-made prompts. A connected tool can also save a new skill as a draft; an owner or admin publishes it in Superpractice. See Connect your AI tools.

The assistant follows a skill but doesn't read it back to you. To read one, open it on the Skills page.

Download a skill

In the Markdown view, Copy copies the text. Download offers Just the skill, as one .md file, or, when the skill has files, With its files, as a .zip with the skill and its files. Anyone who can see a skill can download it, to use it in other AI tools.

Archive or delete

Owners and admins can Archive a skill from its ⋯ menu. Nothing uses an archived skill until you Restore it. Only an archived skill can be deleted: Delete removes it for good, with every version and file.

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