customize-alexchlou

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

1. 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.

2. 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
   • Entity Management module — entity table, registered agent, filing jurisdictions, annual report calendar
   • Workflow — matter workspaces (deal rooms), closing checklist location, VDR watcher cadence
   • Integrations — Box / Intralinks / Datasite / CT Corp / Slack (connector optional; not enabled in v1) status, fallbacks

3. Ask what they want to change.

   What would you like to adjust? Pick a section, or describe the change in your own words.

4. Make the change. Show the current value, ask for the new value, explain what changes downstream, confirm, write it to the config.

   Examples:

   • Materiality threshold $250K → $500K: "$corporate-legal:diligence-issue-extraction and $corporate-legal:material-contract-schedule will now treat $500K as the cutoff. Existing findings stay as logged; re-run if you want the new threshold applied retroactively."
   • Turning on the Public Company module: "I'll prompt you for reporting calendar and disclosure controls next time you run anything in that area."
   • AI bulk-review trust "check every row" → "spot-check 10%": "/ai-tool- handoff will QA a 10% sample rather than every extraction."

5. For shared-profile changes (company name, industry, jurisdictions, practice setting, stage): write to config/local/codex-for-legal/company-profile.md and note:

   This change affects all 12 plugins — any plugin that reads your jurisdiction footprint now sees [new value].

6. Close.

   Done. Your next output will reflect the change. Anything else? You can run $corporate-legal:customize anytime.

Guardrails

• Never delete a section. If the user wants to "remove" something, set it to [Not configured] and explain what that means for the plugin's behavior.
• Flag internal inconsistency. If the change would make the profile inconsistent (e.g., Public Company module off + "SEC counsel" in escalation; or aggressive risk posture + $25K materiality threshold), flag the tension.
• Flag guardrail degradation. The [review] flag, source attribution tags on retrieved documents, and [verify] tags on cited authorities are load-bearing — explain the trade-off before removing.
• One change at a time. Don't re-ask the whole interview.