| name | customize-4 |
| title | $regulatory-legal:customize |
| description | Guided customization of your regulatory practice profile — change one thing without re-running the whole cold-start interview. Adjust watched regulators, policy library index, materiality threshold, gap response process, feed configuration, or matter workspace paths. Use when the user says "change my [thing]", "add a regulator", "update my watchlist", "edit my threshold", or "customize". |
| author | alexchlou |
| author_url | https://github.com/alexchlou/codex-for-legal/tree/main/plugins/regulatory-legal/skills/customize |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | regulatory |
| 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.
$regulatory-legal:customize
When this runs
The user typed $regulatory-legal:customize. They want to change something
in their regulatory profile — a watched regulator, a materiality threshold,
a feed source — 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/regulatory-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 $regulatory-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 (shared across all 12 plugins — changes flow through
company-profile.md)
- Regulators we watch — agencies / bodies / SROs / state regulators
in scope, and which are "leading" (most likely to drive policy
impact) vs. "monitor"
- Policy library — the internal policies the library indexes, path
to each, owner per policy
- Materiality threshold — when a regulatory change rises to
"notable" vs. "report" vs. "digest only"; how this threshold filters
/watch output
- Gap response process — who triages, SLA per severity, downstream
owners (policy, product, training)
- Feed configuration — regulator feeds, Thomson Reuters
connectors, cadence of the
/watch sweep, digest channel
- People — regulatory counsel, policy owners, comment drafter,
escalation chain
