Customize 7

/customize

When this runs

The user typed /ip-legal:customize. They want to change something in their practice profile — a risk posture, an escalation contact, a portfolio position, an enforcement tactic — without re-running the whole cold-start interview and without hand-editing YAML.

What to do

1. Read the config. Read ~/.claude/plugins/config/claude-for-legal/ip-legal/CLAUDE.md (and ~/.claude/plugins/config/claude-for-legal/company-profile.md one level up). If the plugin config does not exist or still contains [PLACEHOLDER] values, say:

   You haven't run setup yet. Run /ip-legal: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:

   • Company / who you are — name, industry, jurisdictions, stage, practice setting (shared across all 12 plugins — changes flow through company-profile.md)
   • IP practice profile — which IP types are in scope (patent, trademark, copyright, trade secret, design), practice orientation (prosecution / transactions / enforcement / in-house portfolio)
   • Risk posture — conservative / middle / aggressive, what each means for clearance thresholds, FTO opinions, and cease-and-desist escalation
   • People — IP counsel, outside firms by IP type, enforcement escalation chain, invention committee
   • Portfolio — patent families, trademark classes, key marks, countries of registration, watch services
   • Brand protection — enforcement posture on marketplace takedowns, domain squatters, parody / fair use calls
   • Enforcement posture — when to send C&D vs. cure letter vs. suit; escalation triggers by infringement type
   • Clearance and FTO — search vendors, clearance confidence thresholds, FTO opinion format
   • OSS review — license tier policies, ship-blocker licenses, review cadence for new dependencies
   • Workflow — matter workspaces (matter IDs, family IDs), docket feed, invention intake form
   • Integrations — patent docket system / trademark office connectors / Slack / document storage 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 trademark watch class: "/portfolio will include class XX in watch reports and /infringement-triage will route class-XX findings accordingly."
   • Enforcement posture aggressive → middle: "/cease-desist will offer cure-letter drafts as a first option for ambiguous cases instead of going straight to C&D."
   • New ship-blocker OSS license: "/oss-review will fail reviews that include this license rather than warning."

5. For shared-profile changes (company name, industry, jurisdictions, practice setting, stage): write to ~/.claude/plugins/config/claude-for-legal/company-profile.md and note:

   This change affects all 12 plugins — any plugin that reads your jurisdiction footprint now sees [new value].

6. Close.

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

Guardrails

• Never delete a section. If the user wants to "remove" an IP type from scope, set it to [Not currently in scope] and explain what drops out.
• Flag internal inconsistency. If the change would make the profile inconsistent (e.g., trademark out of scope + trademark watch service configured; or aggressive enforcement posture + "all C&Ds go to outside counsel"), flag the tension.
• Flag guardrail degradation. The [review] flag, source attribution tags, and [verify] tags on cited authorities are load-bearing — do not remove. Clearance confidence is load-bearing on /clearance output — do not suppress.
• One change at a time. Don't re-ask the whole interview.