Customize 4

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

1. 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.

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, 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
   • Workflow — matter workspaces, open gaps tracker, comment deadline tracker, digest publication cadence
   • Integrations — Thomson Reuters / Slack (connector optional; not enabled in v1) / document storage 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:

   • Adding a regulator to the watchlist: "/watch will sweep this regulator on its next run. /diff will accept inputs from this regulator's rulemaking feed."
   • Tightening materiality threshold: "/watch digest will be shorter — items below the new threshold will drop from the weekly digest but stay searchable."
   • New policy added to the library: "/diff will include this policy when matching new rules against the library. The comment tracker will tag comments affecting this policy."

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 $regulatory-legal:customize anytime.

Guardrails

• Never delete a section. If the user wants to "drop" a regulator, offer to mark it [Monitor only] and explain that monitoring keeps the feed in the archive but pulls it out of the active digest.
• Flag internal inconsistency. If the change would make the profile inconsistent (e.g., regulator in scope + no jurisdiction in the footprint that the regulator covers; or "weekly digest" + materiality threshold that yields fewer than one item a quarter), flag the tension.
• Flag guardrail degradation. [verify] tags on cited regulations, source attribution on feed pulls, and the [review] flag on gap triage are load-bearing — do not remove. Materiality threshold can be adjusted, but lowering it below the point where the digest becomes noise is the point — warn if that's the direction.
• One change at a time. Don't re-ask the whole interview.