01
Discovery call
We learn how your firm stores documents and which client questions slow your team down most often.
Setup and onboarding
How Redbike gets running inside your firm
The product workflow belongs on the product page. This page is about implementation: how we connect approved files, test real questions, walk your team through the workflow, and keep supporting it.
Redbike Setup Plan
Approved sourcesDrive, SharePoint, server folder
First workflowYear-over-year return questions
Testing setSample client files
Team groupPartner, manager, two staff
Ready for first search tests
The first rollout is scoped around approved data and the highest-friction client questions.
Setup path
From first call to first source-backed searches
Redbike is set up around the file systems and client-service patterns your firm already has. The goal is a working workflow, not a large software project.
02
Secure file connection
We connect Redbike to the approved document sources and scope the files your team wants searchable.
03
Indexing and testing
We test real client-file questions against sample or approved firm data before broad rollout.
04
Team walkthrough
Your team learns how to ask a question, verify the source, and respond without changing the filing workflow.
05
Ongoing support
We help tune the workflow as your firm uses Redbike and new file-search patterns show up.
Before setup
You do not need to clean up the firm before you contact us
Most firms already have years of client folders, returns, receipts, notes, and PDFs. Redbike is meant to work with that reality instead of making cleanup a prerequisite.
Typical setup path
A practical rollout path
Exact timing depends on document access, firm approvals, and the first workflow you want to test. This is the typical sequence.
Step 1
Demo and workflow review
We identify the document sources, client-file questions, and team roles that matter first.
Step 2
File connection
Approved document locations are connected and scoped around your firm's access decisions.
Step 3
First search tests
We test representative questions and make sure answers point back to usable source context.
Step 4
Team rollout
Staff learn the ask, verify, respond workflow and start using Redbike in daily client work.
Find out what setup would look like for your firm
We will review where your documents live, what questions slow your team down, and what a practical first rollout should include.