Riverton Resources
Practical guidance for clearer client work
Explore practical guides for managing the work between your business and your clients, from onboarding and communication to documents, approvals, projects, and ongoing collaboration.
Start here
Find the guidance that matches your client workflow
Client work rarely follows one simple process. A new client may need to provide information and documents before work begins. An existing client may need project updates, tasks, feedback, or an approval. Different businesses also organize those activities in different ways.
The Riverton resource library is organized around those practical client-work topics. Instead of treating client portals as simply a place for clients to log in, these resources explore the workflows that make a shared client workspace useful.
Choose the topic closest to the problem you want to understand, improve, or organize.
Understand the problem
Learn about the client-work challenge before deciding what process or tool you need.
Explore the workflow
See how onboarding, communication, files, tasks, projects, feedback, and approvals connect.
Evaluate the approach
Consider whether a shared client workspace fits the way your business works with clients.
Resource topics
Explore client-work topics
Start with the topic closest to the problem you are trying to solve. Each area focuses on a different part of the client relationship and the work that happens around it.
Client portals
Learn what client portals are, how they work, what benefits they can provide, and what to consider when evaluating client portal software.
Explore client portal basics, benefits, customer portals, and software evaluation.
Explore client portal softwareClient onboarding
Explore the work involved in bringing a new client into your business, including information, documents, expectations, and the first steps.
Find guidance around onboarding processes, checklists, forms, software, and client intake.
Explore client onboardingClient communication
Learn how businesses can create clearer communication with clients while keeping important conversations connected to the work they relate to.
Explore messaging, communication, project updates, and ongoing client conversations.
Explore client messagingFiles and documents
Find guidance for exchanging, organizing, and managing the files and documents businesses and clients need throughout their work together.
Explore file sharing, document sharing, document management, and client file portals.
Explore file sharingApprovals and feedback
Explore ways to make client reviews, decisions, approvals, and feedback easier to manage as work moves from one stage to the next.
Find guidance around approvals, feedback, review processes, and client decisions.
Explore client approvalsClient projects
Learn about organizing projects that involve both your team and your clients, including tasks, updates, collaboration, and visibility into ongoing work.
Explore client project management, project portals, client tasks, and project updates.
Explore client tasksFeatured resources
Start with these client-work guides
These resources provide useful starting points for understanding common client-work problems and the workflows behind them.
What Is a Client Portal?
Understand what a client portal is, what it is designed to do, and where it fits into client work.
Read the guideClient Portal Benefits
Explore practical benefits of giving businesses and clients a shared place to manage client-facing work.
Read the guideClient Onboarding Process
Understand the stages involved in creating a more organized process for bringing new clients into your business.
Read the guideClient Onboarding Checklist
Use a practical checklist to organize the information, documents, communication, and steps involved in onboarding.
Read the guideClient Project Management
Explore how businesses can organize projects that involve active client participation.
Explore the topicClient Project Portal
Learn how a shared project portal can give businesses and clients one place for client-facing project work.
Explore the topicThe client-work lifecycle
Client work is more than communication
A client relationship can involve many different activities over time. Information needs to be collected. Documents need to be exchanged. Questions need answers. Tasks need attention. Projects need updates. Deliverables may need review and approval.
When those activities happen across separate email threads, folders, messages, and other disconnected tools, it can become difficult for both sides to know what has happened and what needs to happen next.
A shared client workspace provides a way to organize those interactions around the client relationship rather than treating each activity as a separate conversation or destination.
Onboard
Collect the information, documents, and details needed to begin working together.
Communicate
Keep questions, conversations, and important client communication organized.
Work
Manage the tasks, files, and project activity involved in the engagement.
Update
Keep clients informed about relevant project information and what happens next.
Review
Give clients a place to provide feedback or respond when their input is needed.
Approve
Handle client approvals when a project or deliverable requires a decision.
How to use these resources
Start with the problem, then explore the workflow
Understand the problem
Start with a resource that explains the client-work challenge you are dealing with. This might be scattered communication, manual onboarding, document exchange, approval delays, or limited project visibility.
Explore the workflow
Once the problem is clear, explore the related workflow. Understanding where information, tasks, documents, messages, and decisions move helps identify what needs to change.
Consider the right approach
From there, evaluate the tools and processes that fit the way your business works. The goal is not to add another tool for its own sake, but to create a clearer way for your team and clients to work together.
Client workflows
Explore the areas that shape the client experience
Different parts of the client workflow often depend on one another. The most useful resources are the ones that help you understand those relationships rather than treating every task as an isolated problem.
Client intake and onboarding
Client intake and onboarding establish the information, documents, expectations, and access needed to begin working together.
Explore client intakeCommunication, files, and tasks
Communication, files, tasks, and project updates help teams and clients stay connected to the work as it progresses.
Explore client messagingFeedback and approvals
Reviews, feedback, and approvals help move client work forward when a decision or response is required.
Explore client approvalsFrom information to product
When a shared workspace is the right next step
Educational resources can help you understand a client-work problem before you decide whether software is the right solution. In some cases, a process change may be enough. In others, the problem comes from having client communication, files, tasks, approvals, and updates spread across different places.
Riverton is designed around the idea of a shared workspace between a business and its clients. The product brings client-facing work into an organized environment rather than treating the client relationship as a collection of disconnected interactions.
Ready to evaluate the product?
Learn more about the Riverton Client Portal and the broader category of client portal software.
Why client work becomes scattered
One client relationship can create many places to work
A typical client relationship can generate emails, attachments, shared folders, messages, forms, project updates, requests, reviews, and approvals. Each individual tool may work well for its intended purpose, but the overall client experience can become harder to follow when the work is spread across multiple places.
The result is often familiar: clients ask where something was sent, team members search for the latest version of a document, information is requested more than once, and important actions become buried in conversations that were never designed to manage the full workflow.
The resources in this library are intended to help businesses look at those individual problems as parts of a larger client-work process. That makes it easier to decide which processes need improvement and where a shared workspace may be useful.
Frequently asked questions
Resources and client-work questions
What can I find in the Riverton Resources library?
The library covers practical topics related to client portals and client work, including client onboarding, communication, files and documents, approvals and feedback, and client projects.
Who are Riverton resources for?
The resources are intended for businesses and teams that work directly with clients and need to manage information, communication, documents, tasks, feedback, approvals, or project updates as part of that relationship.
Where should I start if I am new to client portals?
Start with the client portal resources to understand what a client portal is, how client portals work, the potential benefits, and what to consider when evaluating client portal software.
Which resources cover client onboarding?
The onboarding resources cover topics including the client onboarding process, checklists, forms, software, and client intake.
Which resources cover client communication?
The communication resources cover client messaging, client communication, project updates, and practical approaches to managing ongoing client conversations.
Where can I learn about client project management?
The client projects section covers client project management, client project portals, client tasks, project updates, and related client-facing project workflows.
Can the resources help me evaluate client portal software?
Yes. The resource library includes educational topics that can help you understand client-work requirements and the role a client portal can play. When you are ready to evaluate the product category itself, you can explore Riverton’s client portal software information.
Do I need a client portal for every type of client work?
Not necessarily. The right approach depends on how your business works with clients and how much communication, information exchange, coordination, and ongoing work the relationship involves. The resources can help you evaluate individual workflows before deciding whether a shared client workspace is appropriate.
Explore Riverton
See what a shared client workspace can look like
If your client work is spread across conversations, files, tasks, updates, and approvals, explore how Riverton brings client-facing work into a shared workspace.