| name | customize-alexchlou |
| title | $corporate-legal:customize |
| description | Guided customization of your corporate practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, escalation contacts, active modules (M&A / Board / Public Company / Entity Management), materiality thresholds, disclosure schedule format, consent precedents, or matter workspace paths. Use when the user says "change my [thing]", "update my profile", "edit my config", or "customize". |
| author | alexchlou |
| author_url | https://github.com/alexchlou/codex-for-legal/tree/main/plugins/corporate-legal/skills/customize |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | corporate |
| language | en |
Codex v1 local-input note: This migrated skill supports local files and pasted text by default. References to Drive, CLM IDs, Slack, Westlaw, iManage, Ironclad, eDiscovery, dockets, or other remote systems require a separately configured Codex connector/MCP server. When a connector is unavailable, ask for a local export, local file path, or pasted excerpts. If config/local/codex-for-legal/<practice>/CLAUDE.md is missing, ask the user to run the relevant cold-start-interview or customize skill and copy from config/templates/codex-for-legal/<practice>/CLAUDE.md.
$corporate-legal:customize
When this runs
The user typed $corporate-legal:customize. They want to change something
in their practice profile — a risk posture, an escalation contact, a module
toggle, an output format — without re-running the whole cold-start interview
and without hand-editing YAML.
What to do
-
Read the config. Read
config/local/codex-for-legal/corporate-legal/CLAUDE.md
(and config/local/codex-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 $corporate-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, public
vs. private, practice setting (shared across all 12 plugins — changes
flow through
company-profile.md)
- Active modules — which of M&A, Board & Secretary, Public Company,
Entity Management are on. Turning a module on/off changes which skills
prompt for setup.
- Risk posture — conservative / middle / aggressive, what each means
for diligence materiality and disclosure schedule scope
- People — deal team, board secretary, entity management owner,
escalation chain
- M&A module — materiality thresholds (contract value, headcount,
revenue), data room platforms trusted, AI bulk-review trust level
(Luminance / Kira), deal-team briefing cadence
- Board & Secretary module — house consent format, signatory
preferences, committee structure
- Public Company module — reporting calendar, disclosure controls,
10-K/10-Q review timing
