cold-start-interview

Guided office setup uses a Part 0/Part 1/Part 2 interview flow to collect practice areas, jurisdictions, funding-source restrictions, eligibility guidelines, supervision models, and conflict-check procedures, then writes a completed shared configuration file.

Setting up confidentiality guardrails involves recording account data-handling terms and client consent practices during the initial configuration interview, ensuring staff know what AI-assisted workflows are permitted on real matters before proceeding.

Checking MCP integrations during office setup tests connected MCP connectors and accurately reports connection status, succeeding only when testable connections are confirmed and writing the verified results to the shared configuration file.

Legal aid office setup supports eligibility screening and template seeding by seeding office procedures and required templates into the shared configuration file, then driving an initial onboarding and eligibility-screening run for staff.

Re-running the office configuration interview applies to fresh installs, placeholder cleanup, or integration re-checks, ensuring the shared operating context accurately reflects current practice areas, funding restrictions, and supervision models.

Testing MCP connectors during configuration reports success only when connections are testable, meaning untestable or unavailable connectors will not report as successful in the shared CLAUDE.md file.