build-guide

To configure legal aid intake workflows, you build a per-practice-area guide that captures specific intake questions, red-flag triggers, and cross-area issue handling. This calibrates staff-facing skills to match your office's actual supervision philosophy instead of relying on generic defaults.

Documenting funder restrictions and local court rules involves generating a configured practice-area guide file that overlays procedural constraints onto your intake and routing workflows. This captures how specific funder requirements change routing and preferred draft templates for consistent first drafts.

Setting up escalation routing and review gates requires defining when staff should handle, escalate, or refer work within a practice-area-specific guide. You overlay practice-area review gates on top of office-wide supervision to control risk thresholds and define cross-area watch lists.

Yes, customizing intake screening to flag cross-area issues is a core configuration input. The guide-building process captures additional practice-area-specific intake questions and defines what answers should trigger flags for cross-area referral or escalation.

Yes, role gating requires managing-attorney or executive director configuration access to set up practice area guides. The process loads office context from CLAUDE.md, collects specific configuration inputs, and writes the guide to the designated guides path.