How to use the Litigation Profile Customizer agent skill

What is an agent skill and what does this one do?

An agent skill is a folder containing a SKILL.md file that gives an AI agent instructions for a specific task. Claude Code, or another agent that can read SKILL.md files, loads the instructions when a request matches the skill.

The customize skill edits one part of a saved litigation practice profile without repeating the whole setup interview. It first checks that setup was completed, then shows a grouped map of your current settings and asks what you want to change. It explains the downstream effects of the change before writing it.

• Practice role: in-house counsel, outside counsel, solo or clinic
• Side: plaintiff, defense or mixed, plus posture nuances
• Risk calibration: what counts as high, medium or low risk on inbound demands, subpoenas and new matters
• Landscape, house style, severity vocabulary, people, workflow and integrations
• Shared company details, which flow through a company-profile file read by all plugins

What you need before installing

The skill has specific requirements. It does not work on a blank setup, and it needs read and write access to your local plugin config folder.

• Claude Code or a compatible agent that reads SKILL.md files
• A prior run of the litigation-legal cold-start interview, which creates the config files this skill reads and writes
• Local read and write access to ~/.claude/plugins/config/claude-for-legal/

Install the customize skill

Download the ZIP file for the skill from this page and unzip it. You can install it in one of two places. For a personal install available across your projects, unzip it into ~/.claude/skills/. For a single project, unzip it into that project's .claude/skills/ folder.

If you use the Claude apps instead, open Settings, go to Capabilities, and upload the skill under Skills.

• Personal install: ~/.claude/skills/
• Project install: the .claude/skills/ folder inside your project
• Claude apps: Settings → Capabilities → Skills, then upload

Trigger the skill with natural requests

The skill activates when you ask to change part of your profile. You can use the slash command the plugin provides, or describe the change in your own words. The skill accepts an optional section name or a description of what you want to change.

Phrases that match the skill include "change my [thing]", "update my profile", "edit my config" and "customize".

• "Change my side to defense only."
• "Update my profile escalation contacts."
• "Edit my config so high-risk demands use a lower threshold."
• "Customize my house style for declarations."

Walk through a change step by step

The skill reads your config from ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md and the shared company-profile.md one level up. If setup has not been completed, it stops and asks you to run the cold-start interview first.

Next it shows the customizable map, asks what to change, shows the current value of the item you pick, asks for the new value, explains what changes downstream, and waits for your confirmation before writing the update. It changes one thing at a time.

• Example: changing side from mixed to defense-only means the matter-intake tool stops asking plaintiff-side questions, while the demand-draft tool still works for defense-side pre-suit demands with a different starting frame.
• Example: tightening the high-risk threshold means more inbound demands and subpoenas route through the matter-briefing and oc-status tools.
• Example: adding a standing outside counsel for IP matters means oc-status includes that firm in weekly sweeps for IP-tagged matters.

Safety notes: scripts, network and guardrails

According to the skill's listing, it runs no scripts and uses no network connection. Its work consists of reading and writing your local config files.

The skill also protects core safeguards. It never deletes a section; if you want to remove a matter type from scope, it offers to mark it as not currently handled and explains the routing change. It flags changes that weaken the FRE 408 and privilege gate on demand drafts, the privilege header on matter outputs, source attribution tags, and verification tags on cited authorities. The review flag and the requirement for attorney review before filing are also kept in place.

Changes to risk calibration or side affect how other tools route and frame legal work, so have a licensed attorney review them.

Tips for getting good results

Keep changes small. The skill is built for one change at a time, so ask for one adjustment per session rather than rebuilding the profile.

If you change a shared company detail such as company name, industry, jurisdictions, practice setting or stage, remember that it affects all 12 plugins that read the company profile. The skill will note this when it happens.

If your change creates a tension, such as a plaintiff-only side with a defense-only outside counsel roster, the skill will flag it. Read the flag before confirming.

• Name the section you want, such as "side" or "escalation contacts", to skip the menu.
• Check the downstream explanation before you confirm the write.