alexchlou
https://github.com/alexchlou/codex-for-legal/tree/main/plugins/commercial-legal/skills/customize
70 skills in the catalog.
Skills
customize
Guided customization of your commercial contracts practice profile — change one thing without re-running the whole cold-start interview. Adjust risk …
escalation-flagger
Route a contract issue to the right approver per the escalation matrix in `config/local/codex-for-legal/commercial-legal/CLAUDE.md`, and draft the as…
matter-workspace-alexchlou
Manage matter workspaces — new, list, switch, close, or detach (practice-level). Use when a multi-client practitioner needs to create a matter, switc…
SaaS / Subscription Agreement Review
Reference: review of SaaS subscription agreements with attention to the terms that matter most in subscription deals — auto-renewal mechanics, price …
Vendor Agreement Review
Reference: review of an inbound vendor agreement against the team playbook in `config/local/codex-for-legal/commercial-legal/CLAUDE.md`. Flags deviat…
amendment-history
Trace how a contract has changed across its base agreement and all amendments — either a summary of all changes over time, or a provision trace for a…
NDA Review
Reference: fast triage of inbound NDAs into GREEN / YELLOW / RED so the team only spends lawyer time on the ones that need it. Built for sales and BD…
review-alexchlou
Review a vendor agreement, NDA, or SaaS subscription against your playbook. Identifies the agreement structure from titles, routes to the right revie…
vendor-ai-review
Review vendor AI terms — agreement, addendum, or ToS AI provisions — against your governance positions; flag training-on-data, liability, model chang…
AI Tool Handoff
Detects when Luminance, Kira, or a similar bulk-review tool is in use, hands off the high-volume clause extraction to it, and QAs its output per the …
cold-start-interview
House cold-start interview (request list + prior memo), or --new-deal for deal-specific context. Modular: identifies which practice areas apply (M&A,…
customize-alexchlou
Guided customization of your corporate practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, es…
diligence-issue-extraction
Read VDR documents and extract issues per house categories and materiality thresholds, producing findings in house memo format. Use when user says "r…
material-contract-schedule
Build the material contracts disclosure schedule from diligence findings, applying the purchase agreement's Material Contract definition and formatti…
dpa-review
Review a Data Processing Agreement against your DPA playbook — auto-detects whether you're processor or controller and applies the right half of the …
dsar-response
Walk through a Data Subject Access Request (or deletion, portability, correction request) and draft the response — verify identity, locate data syste…
Internal Investigation Skill
Reference: shared framework for managing internal investigations from intake through final memo — privileged investigation log, document processing w…
investigation-add
Add data to an open investigation — documents, interview notes, or observations. Processes batches against the documented pull criteria, surfaces sig…
investigation-memo
Draft or update the privileged investigation memo from the investigation log. Use when an investigation is far enough along to write the first memo c…
investigation-open
Open a new internal investigation matter — runs intake, generates the sources checklist, and creates the persistent investigation log. Use when a com…
investigation-query
Ask questions against an open investigation log — what witnesses said, where accounts conflict, what gaps exist, what the strongest evidence is on ea…
termination-review
Termination review — high-risk flag detection, severance + release, and final pay timing by jurisdiction. Jurisdiction-specific rules and release con…
client-comms-log
Log a client communication — call, email, text, letter, in-person, voicemail. Append-only per-case record with dated entries, direction, medium, summ…
client-intake
Structured intake — practice-area templates, cross-area issue spotting, conflict flags, and triage classification. Produces a formatted case summary …
client-letter
Routine client correspondence from templates — appointment confirmations, document requests, brief "we filed it" updates. Plain language, required el…
cold-start-interview-alexchlou
About-you interview and materials intake — classes, bar jurisdiction, learning style (drill-me vs explain-to-me), past outlines, graded essays, old e…
customize-2
Guided customization of your Legal Builder Hub profile — change one thing without re-running the whole cold-start interview. Adjust practice profile,…
customize-3
Guided customization of your legal clinic profile — change one thing without re-running the whole cold-start interview. Adjust clinic profile, jurisd…
deadlines
Track case deadlines — add, cross-case rollup report, update, complete, close. Warns at configurable thresholds (default 14/7/3/1 days); overdue item…
[DEPRECATED] Form Generation → see `$legal-clinic:draft`
Reference: DEPRECATED — use `$legal-clinic:draft` instead. This skill has been folded into the draft skill, which handles practice-area document gene…
irac-practice
Grade an IRAC essay for structure, issue-spotting, rule accuracy, analysis depth, and organization. Does NOT rewrite the essay or show a model answer…
legal-writing
Structural feedback on a legal writing draft (memo, brief, paper, exam essay) — organization, analysis depth, clarity, citation form. NEVER rewrites …
matter-workspace-4
Manage matter workspaces for multi-client practices — create, list, switch, close, or detach the active matter. Use when the user wants to create a n…
[DEPRECATED] Plain-Language Letters → see `$legal-clinic:client-letter` and `$legal-clinic:status client`
Reference: DEPRECATED — use `$legal-clinic:client-letter` for routine correspondence or `$legal-clinic:status client` for substantive updates. Split …
research-start
Research roadmap for a legal issue — statutes to check, case law areas to investigate, regulatory frameworks, Westlaw (connector optional; not enable…
cease-desist
Draft a cease-and-desist letter (send mode) or triage one you received (receive mode). Use when asserting your rights against an infringer with a dem…
clearance
Trademark clearance first pass — knockout + similar-marks check producing a flag list, not a clearance opinion. Use when a new mark is proposed, when…
fto-triage
Freedom-to-operate triage — a structured first look at potentially blocking patents, not an FTO opinion. Use when a product, process, or feature is b…
infringement-triage
Infringement triage across trademark, copyright, patent, and trade secret — a flag list with the factors cutting each way, not a finding. Use when as…
ip-clause-review
Review the IP clauses in an agreement — assignment, ownership, license grants, warranties, indemnities. Use when reviewing IP terms in employment, co…
oss-review
Open source license compliance check for a dependency list, a single library, or outbound code. Use when reviewing a manifest, SBOM, or repo for copy…
portfolio
Track the IP portfolio — registrations, renewals, maintenance fees, and use declarations. Use when checking what's renewing, adding or updating an as…
brief-section-drafter
Draft a brief section in house style, consistent with the case theory — every fact cited, every case checked, every argument tied to the theory. Use …
chronology
Build or update a chronology from declared document sources and uploads — dated events extracted, de-duped, and tagged by significance per the matter…
claim-chart
Build or review an element chart — a patent claim chart (infringement, invalidity, or review) or a civil element chart for any cause of action or def…
cold-start-interview-2
House cold-start for the litigation plugin — branches by role (in-house, firm associate, solo) and side (plaintiff, defense, both), captures risk cal…
demand-intake
Pre-drafting context gathering for a demand letter — parties, facts, basis, leverage, BATNA, and privilege filters — written to a structured intake.m…
demand-received
Triage an inbound demand letter — extract fields, cross-check the portfolio, assess merit, present response options with a recommendation, and hand o…
deposition-prep
Build a deposition outline for a witness — pull their documents from the eDiscovery platform, organize topics around the case theory, and surface imp…
draft
First draft of a common clinic document — practice-area templates (asylum applications, eviction answers, protective order petitions, demand letters)…
legal-hold
Issue, refresh, release, or report on legal holds — drafts the hold notice as .docx, updates legal_hold fields in _log.yaml, and calendars the next r…
matter-briefing
Deep briefing on one matter — current posture, what's changed, next deadline, open questions, and a risk re-assessment check, ready before a GC updat…
matter-close
Close a matter — capture outcome, final exposure, and lessons, then archive it out of the active portfolio without deleting the record. Use when the …
matter-intake
Intake a new matter — uniform questions covering identification, conflicts, source, risk triage, materiality, outside counsel, owners, legal hold, an…
matter-update
Append a dated event to a matter's history file and refresh the log row — captures new developments, status changes, risk re-assessments, deadline sh…
oc-status
Generate weekly status-request email drafts to outside counsel across the active portfolio — markdown per matter, plus Gmail drafts when the MCP is a…
privilege-log-review
First-pass privilege log review — make the obvious privilege calls and flag the hard ones for attorney review without making close calls. Use when th…
status
Case status summary by audience — client-facing (plain language), internal (for the professor), or court-ready (formal caption format per local rules…
subpoena-triage
Triage a subpoena served on the company — classify it, analyze scope/burden/privilege, cross-check the portfolio, and produce an objections framework…
ai-inventory
EU AI Act per-system inventory — track each AI system's role (provider, deployer, importer, distributor, authorized representative, product manufactu…
cold-start-interview-3
Cold-start interview — builds your watchlist, indexes the policy library, and learns your materiality threshold so the monitor surfaces signal instea…
customize-4
Guided customization of your regulatory practice profile — change one thing without re-running the whole cold-start interview. Adjust watched regulat…
policy-diff
Diff a specific regulatory change against the indexed policy library. Use when a reg has changed and you need to know which policies it touches and w…
policy-redraft
Produce a proposed marked-up policy redraft that closes a gap found by $regulatory-legal:gaps or $regulatory-legal:policy-diff. A first draft for int…
reg-feed-watcher
Check regulatory feeds now and report what's new since the last check, filtered by your materiality threshold. Use when the user says "check the feed…
United States
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employment
policy-drafting
Draft an employment policy with state supplements where law differs across the jurisdictional footprint. Use when the user says "draft a [topic] poli…
United States
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ip
invention-intake
Invention disclosure first-pass screen — novelty, obviousness, §101 eligibility, bar dates, detectability, and strategic value. Use when an invention…
United States
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ip
takedown
Draft a DMCA takedown notice, triage one you received, or draft a §512(g) counter-notice. Use when asserting copyright through a §512(c)(3) takedown …
United States
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litigation
Westlaw (connector optional; not enabled in v1) Deep Research
Use this skill whenever a user specifically requests legal research or Westlaw (connector optional; not enabled in v1) Deep Research, asks for CoCoun…
United States
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litigation
demand-draft
Draft a demand letter from a completed intake, gated on a privilege / FRE 408 / waiver / admission checklist, with a .docx output, post-send checklis…