cold-start-interview

Law office policy onboarding is automated by interviewing the office to collect naming, roles, document, and file organization details, then writing these answers into CLAUDE.md to tailor future drafting tasks.

Configuring a plugin playbook involves running a cold-start interview to capture office policies and applying those answers to generate a localized CLAUDE.md playbook for all subsequent legal drafting work.

You need a CLAUDE.md file present or a template available before starting the policy interview, as the Skill updates the local file while ensuring the example template remains unmodified.

Updating existing CLAUDE.md policies summarizes current content and offers choices to adjust the update scope, ensuring consistency and preserving previous policy answers during re-execution.

The onboarding interview synchronizes client memo, citation, and file organization policies by capturing rules during the interview and reflecting them in both CLAUDE.md and user memory simultaneously.

A limitation of automating CLAUDE.md updates is that the interview guides policy decisions and stores data locally but strictly avoids modifying the CLAUDE.md.example template file.