Give clients one clear place to work with you
Bring client communication, files, onboarding, tasks, approvals, and project updates into one shared workspace.
Client work should not feel scattered
Client work can involve conversations, documents, requests, tasks, approvals, onboarding, and ongoing project updates. When those activities are spread across different tools, it becomes harder for businesses and clients to keep track of what is happening.
A client portal gives that work a shared place. Instead of asking clients to move between different systems for different parts of an engagement, businesses can give them a clearer environment for working together.
Riverton is built around that shared-workspace approach, bringing the main parts of client work together around the client relationship.
One organized place for client work
A useful client portal should give both sides a clearer view of the work they are doing together.
Messages
Keep client conversations connected to the work they relate to.
Files
Give businesses and clients a shared place for relevant documents.
Tasks
Organize client-related work and responsibilities within the broader workspace.
Approvals
Give clients a clear place to review and make decisions about relevant work.
One shared workspace for client work
Riverton is built around a simple idea: businesses and their clients need a clearer place to manage the work they share.
Instead of treating communication, files, onboarding, tasks, approvals, and updates as disconnected activities, Riverton brings those parts of client work into one workspace.
Learn more about Riverton client portal softwareOrganize the parts of client work that happen every day
Riverton’s current product architecture centers on communication, files, onboarding, intake, tasks, approvals, and notifications. Each addresses a different part of the client workflow while contributing to the broader shared workspace.
Client communication
Keep client messages and conversations organized alongside the work they relate to.
Explore client messagingFile sharing
Give clients and businesses an organized place to exchange files and documents.
Explore file sharingClient onboarding
Organize information, documents, requirements, and activities involved in bringing a new client into the working relationship.
Explore client onboardingClient intake
Bring client information, forms, documents, requirements, and questionnaires into an organized workflow.
Explore client intakeClient approvals
Give clients a clear place to review and approve work such as deliverables, documents, designs, proposals, and milestones.
Explore client approvalsClient tasks
Assign and track client-related tasks as part of the shared client workspace.
Explore client tasksA clearer path through client work
The goal of a client portal is not simply to add another place for clients to log in. It is to give shared client work a clearer home.
Bring the client into the workspace
Start the relationship with a clear place for client work and the information needed to move forward.
Organize the work
Keep communication, files, information, tasks, and other client-related activity connected to the same workspace.
Keep clients involved
Give clients a clear place to find information, respond to requests, review work, and stay informed about relevant updates.
Move the work forward
Keep the client relationship organized as work progresses from onboarding and intake through tasks, approvals, and updates.
Replace scattered client work with a clearer shared workspace
- Keep client communication connected to the work.
- Give clients one place to find relevant information.
- Organize files and documents around the client relationship.
- Bring onboarding, intake, tasks, and approvals into the wider client workflow.
The workspace should make the relationship easier to manage
For businesses working with clients over time, the work does not stop at a single conversation or document. There are requests, information, files, reviews, tasks, and updates to keep moving.
Riverton’s client portal model brings those activities together around the client relationship rather than treating them as disconnected pieces.
Explore client portal workflows by business type
Different businesses manage different types of client work. Explore how a shared client workspace can support professional and client-service workflows.
Agencies
Client communication, files, tasks, approvals, and project work.
Client portal for agenciesConsultants
Organize ongoing client work around a shared workspace.
Client portal for consultantsAccountants
Create a clearer place for client information, documents, and ongoing requests.
Client portal for accountantsBookkeepers
Keep recurring client communication and document workflows organized.
Client portal for bookkeepersLegal services
Create a structured client workspace around information, documents, communication, and work.
Client portal for legal servicesProfessional services
Give client-facing teams a shared place to organize ongoing work.
Client portal for professional servicesUnderstand client portals and client work
Explore practical guidance on client portals, onboarding, communication, file sharing, approvals, collaboration, and related workflows.
What Is a Client Portal?
Understand what a client portal is, what it can organize, and where it fits into client work.
Explore resourcesClient Portal Benefits
Explore the practical benefits of giving client work a shared, organized workspace.
Explore resourcesWhat to Look for in Client Portal Software
Learn which capabilities and workflow considerations matter when evaluating client portal software.
Explore resourcesFrequently asked questions
What is a client portal?
A client portal is a shared online workspace where a business and its clients can organize and manage client-related work. Depending on the product, this can include communication, files, onboarding, tasks, approvals, and project updates.
What can a client portal be used for?
Client portals can support activities such as client communication, file sharing, onboarding, information collection, task management, approvals, and project updates. The exact functionality depends on the platform.
Who can use a client portal?
Client portals are useful for businesses that regularly work with clients and need a shared place to organize ongoing communication, information, documents, requests, tasks, or project work.
What is the difference between a client portal and client portal software?
A client portal is the shared workspace itself. Client portal software is the platform used to create and manage that workspace and the client workflows connected to it.
What features does Riverton’s client portal include?
Riverton’s current website architecture is centered on client messaging, file sharing, client onboarding, client approvals, client tasks, client intake, and client notifications.
Bring client work into one clear workspace
Explore Riverton client portal software and see how the platform is designed around communication, files, onboarding, tasks, approvals, and project work.