| name | customize |
| title | $commercial-legal:customize |
| description | Guided customization of your commercial contracts practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, escalation contacts, playbook positions, NDA triage preferences, house style, review preferences, or matter workspace paths. Use when the user says "change my [thing]", "update my profile", "edit my playbook", "tune my config", or "customize". |
| author | alexchlou |
| author_url | https://github.com/alexchlou/codex-for-legal/tree/main/plugins/commercial-legal/skills/customize |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | commercial |
| 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.
$commercial-legal:customize
When this runs
The user typed $commercial-legal:customize. They want to change something
in their practice profile — a risk posture, an escalation contact, a playbook
position, a jurisdiction, 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/commercial-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 $commercial-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, practice
setting, sales-side vs. purchasing-side orientation (shared across all
12 plugins — changes flow through
company-profile.md)
- Risk posture — conservative / middle / aggressive, what each means
for fallback positions and escalation triggers
- People — escalation chain, approvers by dollar threshold and by
clause type
- Playbook positions — the substantive contract positions: liability
caps, indemnity scope, IP ownership, data protection, termination,
auto-renewal, price escalation, and the fallbacks for each
- NDA triage preferences — what green / yellow / red looks like for
inbound NDAs
- Review preferences — redline style, explanation depth, whether to
produce a stakeholder summary by default
- House style — document format, signature block, renewal-alert
channel, deviation-log format
