Redtail + Claude for financial advisors.
Redtail holds the relationship. Claude holds the brain. We wire them together so your team works in one flow, not two.
By Isaiah Grant, founder of Quiet Machines
Why this query usually starts
Redtail's been the spine of your firm for years. Notes, workflows, the contact-management discipline your team actually uses. Adding AI without breaking that discipline is the hard part. Most firms paste between Redtail and Claude and lose the audit trail. The team gets faster on individual tasks and slower across the whole pipeline because nothing reconciles.
The implementation we ship for this combination
The implementation treats Redtail as the authoritative system of record. Claude reads from a mirrored document layer on your tenant. Every AI-generated artifact gets posted back to the right Redtail contact and activity, with prompt, model, reviewer, and approval status attached. One brain, one audit trail, no double-keying.
6 steps from audit to handoff
- 01Audit your Redtail workflows
We sample three months of activities, custom workflows, and team usage patterns. The audit names which Redtail workflows benefit from a Claude implementation and which should stay manual.
- 02Set up the document layer
SharePoint or Google Workspace folders mirrored from Redtail contact IDs. Your access controls. Read-only mirror, write-back on approval.
- 03Wire the Redtail API
Contacts, activities, notes, and workflows flow into the document layer. The team keeps working in Redtail. Claude reads the mirror.
- 04Implement the workflows on Claude
Client Brain, Meeting Prep, Compliance Reviewer, and Content Studio set up and tuned to your firm's voice and CCO posture.
- 05Wire the writeback to Redtail activities
Approved drafts post back as Redtail activity notes, with the audit metadata attached. Your team sees AI work where they already work.
- 06Three days on-site, then Lights-On
Three days of training in your office. 90 days of Lights-On with weekly working calls. Runbook ships at Day 90.
What the firm gets at Day 90
- ✓Redtail stays the system of record, no migration
- ✓Every Claude artifact is paired to a Redtail activity with full audit trail
- ✓Compliance review built in, not bolted on
- ✓Runbook owned by the firm at Day 90
The audit names which workflows belong on this stack and which don’t, before you commit to the build. $3,500 to $6,000 depending on firm size. Credited toward the build if you implement within 90 days.