--- name: customize description: > Guided customization of your IP practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, escalation contacts, portfolio scope, brand protection strategy, enforcement posture, clearance thresholds, OSS review rules, or matter workspace paths. Use when the user says "change my [thing]", "update my profile", "edit my config", or "customize". argument-hint: "[section name, or describe what you want to change]" --- # /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.