For Consumer Reporting Agencies

Reduce Background Screening Processing Time, Without Compromising Compliance or Data Security.

We help your team improve turnaround times (TAT) without adding headcount, by spending less time on repetitive tasks like extracting court record information and drafting report summaries. All while maintaining the accuracy, data security, and regulatory compliance standards (FCRA, GDPR, HIPAA, etc.) your clients depend on.

What We Offer: A private 3-hour “Integrating AI for Processing Efficiency” workshop, specifically tailored to your agency's reporting styles, SOPs, and processing procedures.

During the workshop, we use your redacted or synthetic examples to provide you with proprietary, reusable AI templates and we check their outputs against the source material you provide us.

This paid workshop also gives your team an Agency Master Prompt Sheet, a source-verification checklist, and 14 calendar days of foundational support for the delivered templates.

We select the best platform and setup (Microsoft Copilot, ChatGPT, or Claude) when creating your templates, based on your agency's unique needs, so that your team can go back and hit the ground running on Day 1.

We look forward to working with you!

Jim Coburn — Principal AI Integration Consultant
Jim CoburnPrincipal AI Integration Consultant
The Framework

Reusable AI Templates, Tailored to Your Firm's Procedures

Start with practical templates, adapt them to your reporting requirements, and verify the results before using them.

1

Reusable Core Templates

Use repeatable prompt structures for extracting information from records and drafting report summaries, with explicit instructions for missing or ambiguous information.

2

Tailored to Your Procedures

Adapt the templates to your agency's reporting formats, SOPs, and representative examples so your team can use them within its existing processing procedures.

3

Data Handling & Source Verification

Practice with redacted or synthetic examples, review the selected account's data-handling settings, and compare AI-generated outputs with the original source material.

Ready to reclaim your processing team's turnaround time?

Book a free, no-obligation 20-minute consult. We'll discuss one processing bottleneck, explore where AI could help, and assess whether the workshop is a fit for your team. Either way, you'll walk away with one or two practical ideas you can put to work right away.

Book Your Free Consult