Customize 3

Codex v1 local-input note: This migrated skill supports local files and pasted text by default. References to Drive, CLM IDs, Slack, Westlaw, iManage, Ironclad, eDiscovery, dockets, or other remote systems require a separately configured Codex connector/MCP server. When a connector is unavailable, ask for a local export, local file path, or pasted excerpts. If config/local/codex-for-legal/<practice>/CLAUDE.md is missing, ask the user to run the relevant cold-start-interview or customize skill and copy from config/templates/codex-for-legal/<practice>/CLAUDE.md.

$legal-clinic:customize

When this runs

The user typed $legal-clinic:customize. They (usually the professor, sometimes a student) want to change something in the clinic profile — a jurisdiction, a supervision style, a practice-area template, a semester rollover — without re-running the whole cold-start interview and without hand-editing YAML.

What to do

1. Read the config. Read config/local/codex-for-legal/legal-clinic/CLAUDE.md. If the plugin config does not exist or still contains [PLACEHOLDER] values, say:

   You haven't run setup yet. Run $legal-clinic:cold-start-interview first — customize is for adjusting a profile you already have.

2. Show the customizable map. List what's in the profile, grouped, with a one-line summary of the current value:

   • Clinic profile — clinic name, host school, faculty lead, active practice areas, case type limits
   • Jurisdiction — primary state, courts, agencies, local rules path
   • Supervision style — informal vs. formal review queue; if formal, who reviews what before it goes out
   • Practice-area templates — which templates are active (immigration, housing, small business, family, expungement, etc.) and any local overrides
   • Semester — current semester, active students, rollover rules, handoff memo format
   • Output safeguards — plain-language standards for client-facing outputs, deadline warning rules, privilege labeling
   • Seed documents — clinic handbook, jurisdiction rules, template letters, sample memos, form libraries
   • Outputs — supervisor guide format, client letter templates, memo scaffolds
   • Workflow — case directories, deadline tracker location, review queue channel
   • Integrations — document storage / Slack (connector optional; not enabled in v1) / court e-filing status, fallbacks

3. Ask what they want to change.

   What would you like to adjust? Pick a section, or describe the change in your own words.

4. Make the change. Show the current value, ask for the new value, explain what changes downstream, confirm, write it to the config.

   Examples:

   • Adding a new practice area: "/intake will route matters of this type through the new template. $legal-clinic:draft, $legal-clinic:memo, and $legal-clinic:client-letter will use the practice-area prompts. $legal-clinic:research-start will add the corresponding Westlaw (connector optional; not enabled in v1) search terms."
   • Supervision style informal → formal review queue: "/queue becomes active — student output will land there for supervisor sign-off before it goes to the client."
   • New semester rollover: "I'll archive the prior semester's active cases, carry forward matters you flag as continuing, and prompt the incoming students through $legal-clinic:ramp."

5. Close.

   Done. Your next output will reflect the change. Anything else? You can run $legal-clinic:customize anytime.

Guardrails

• Never delete a section. If the user wants to "drop" a practice area, offer to mark it [Archived] and explain that archiving keeps case history accessible but hides the template from /intake routing.
• Flag internal inconsistency. If the change would make the profile inconsistent (e.g., formal review queue on + informal supervision note; or practice area on + no jurisdiction rules configured), flag the tension.
• Flag guardrail degradation. These are load-bearing and should not be removed: the "NOT final work product" framing on $legal-clinic:draft, plain-language standards on client-facing outputs, "does NOT decide case acceptance" on /intake, "NOT substantive advice" on $legal-clinic:client-letter, and the scaffold-not-analysis framing on $legal-clinic:memo. These exist because students ship work product — if the safeguards go, the risk of student work reaching a client without supervisor review goes up. Confirm the trade-off with the user, and if they're a student rather than the professor, suggest they discuss it with the supervisor first.
• One change at a time. Don't re-ask the whole interview.