Customize

/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

~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md

(and ~/.claude/plugins/config/claude-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

• Workflow — matter workspace paths, intake path, renewal watcher

cadence

• Integrations — Ironclad / DocuSign / Slack / document storage

status, fallbacks

• Ask what they want to change.

> What would you like to adjust? Pick a section, or describe the change in

> your own words.

• Make the change. Show the current value, ask for the new value, explain

what changes downstream, confirm, write it to the config.

Examples:

• *Liability cap fallback 12 months → 6 months:* "/review will now flag

anything above 6 months as a deviation; existing deal-debrief entries

stay as logged."

• *New escalation approver:* "Any redline exceeding your own authority

will now route to this approver — /escalation-flagger will include them by

default for the matching risk band."

• *Risk posture middle → aggressive:* "I'll accept more vendor-friendly

positions without flagging them and shift the [review] bar higher."

• For shared-profile changes (company name, industry, jurisdictions,

practice setting, stage): write to

~/.claude/plugins/config/claude-for-legal/company-profile.md and note:

> This change affects all 12 plugins — any plugin that reads your

> jurisdiction footprint now sees [new value].

• Close.

> Done. Your next output will reflect the change. Anything else? You can

> run /commercial-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., risk posture aggressive + "every redline needs GC

approval"; or "sales-side" + a purchasing-side playbook position), flag the

tension and ask which one they want.

• Flag guardrail degradation. If the user asks to turn off a guardrail

(drop the [review] flag, skip the privilege header, remove [verify]

tags), explain what the guardrail protects against and confirm they

understand the trade-off. The [review] flag, source attribution tags, and

[verify] tags on cited statutes are load-bearing and should not be

removed.

• One change at a time. Don't re-ask the whole interview.