Give clients a clearer way to complete their work.
Keep client responsibilities connected to the projects and conversations around them. Riverton gives businesses and their clients a shared workspace for client work.
Keep client responsibilities in the right place.
Client work often depends on actions from both the business and the client. A project may need information, files, decisions, or other input before the next step can happen.
Client Tasks gives those responsibilities a clear place within the shared workspace. Instead of leaving important requests across email threads or separate tools, businesses can keep client work connected to the engagement.
As part of a broader client portal, tasks can sit alongside the other work involved in a client relationship.
Make the next client responsibility easier to understand.
Make responsibilities visible
Give clients a clearer place to see the work they need to complete as part of an engagement.
Keep work connected
Keep client responsibilities alongside the broader project and client work instead of separating them from the engagement.
Reduce unnecessary back-and-forth
Put client responsibilities in a shared workspace so important requests do not have to live only inside scattered conversations.
Create a clearer client experience
Give clients a more organized place to understand what they need to do and how their work fits into the engagement.
Tasks are part of a larger client workflow.
A client responsibility rarely exists on its own. A task may require a conversation, depend on a file, or lead to an approval.
Riverton keeps these parts of client work within the same shared workspace, so the task remains connected to the work around it.
Keep the context around the work.
Use Client Tasks alongside relevant Riverton features when the workflow requires communication, onboarding, files, or approvals.
Explore Riverton FeaturesA straightforward place for client responsibilities.
Identify the client work
Determine what the client needs to complete as part of the project or engagement.
Keep it in the workspace
Keep the responsibility within the shared workspace so it remains connected to the surrounding client work.
Move the work forward
Give the client a clearer place to complete their responsibility as the engagement continues.
Bring related client work together.
Client Messaging
Keep conversations connected when a client task needs discussion or clarification.
Explore Client MessagingClient Onboarding
Include client responsibilities as part of the early work needed to begin an engagement.
Explore Client OnboardingClient Approvals
Connect client responsibilities with decisions that need to be reviewed or approved.
Explore Client ApprovalsMake the next step easier to find.
Clients should not have to search through long conversations to understand what they need to do next. A shared workspace gives client responsibilities a clearer home.
With Riverton, businesses and their clients can keep the work around an engagement together rather than treating every responsibility as a separate conversation.
Client Tasks FAQs
What are Client Tasks in Riverton?
Client Tasks are responsibilities that clients need to complete as part of their work with a business. Riverton provides a shared workspace for keeping those responsibilities connected to the broader engagement.
Why use Client Tasks instead of email?
Email can make client responsibilities harder to follow as conversations grow. Keeping responsibilities in the shared workspace gives businesses and clients a clearer place to organize client work.
How do Client Tasks fit into a client portal?
Client Tasks are part of the broader shared workspace where businesses and clients can organize work around an engagement.
Can Client Tasks work alongside other Riverton features?
Client responsibilities can be part of broader workflows involving features such as client messaging, client onboarding, and client approvals, where those features are relevant to the work.
A clearer place for client work.
Bring client responsibilities into a shared workspace with Riverton.