| 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
-
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.
-
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
-
Ask what they want to change.
What would you like to adjust? Pick a section, or describe the change in
your own words.
-
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."
-
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].
-
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
[需审查] 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.