of 5— Gather your compliance documents

What you'll accomplish

By the end of this guide, you'll have a Claude Project loaded with your agency's FDCPA compliance documents, state-specific calling rules, and letter templates — giving you instant, document-grounded answers to compliance questions without waiting for a supervisor or digging through binders.

What you'll need

Claude Pro subscription ({{tool:Claude.plan}} at {{tool:Claude.price}})
Your agency's key compliance documents (FDCPA compliance manual, state calling hour rules, approved letter templates, dispute procedure)
45 minutes to set up
Cost: {{tool:Claude.price}} per month

How-To Guide: Build a Claude FDCPA Compliance Knowledge Base

Step 1: Gather your compliance documents

Before opening Claude, collect these (remove any client or consumer PHI first):

Your agency's FDCPA compliance policy document
Approved letter templates (dispute acknowledgment, C&D response, first notice)
State-specific calling hours (many states differ from FDCPA federal defaults)
Your dispute and verification procedure
Any CFPB guidance your agency has shared in training

Save each as a text file or PDF.

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