Client Portal Software

CLIENT PORTAL SOFTWARE

A clearer place for client work

Bring client work into a shared workspace where businesses and their clients can stay connected to the work that matters.

OVERVIEW

Client work should have a clear place

Client work can become scattered across email threads, shared files, messages, documents, and other tools. As the relationship grows, both the business and the client can spend more time looking for information and keeping track of what is happening.

Client portal software gives businesses a dedicated online space for working with their clients. Riverton brings that relationship into a shared workspace designed to give both sides a clearer place for client work.

HOW RIVERTON HELPS

A shared workspace for businesses and clients

One shared place

Give businesses and clients a dedicated workspace for the work they are doing together.

Clearer client experience

Give clients a consistent place to access and interact with their client work.

More organized work

Bring the client-facing side of the relationship into a structured workspace instead of spreading it across separate conversations and tools.

THE CLIENT EXPERIENCE

Make the client side of your work easier to navigate

A client portal should do more than give clients another place to log in. It should provide a clear environment for the work and information they need from your business.

Riverton is built around the shared space between a business and its clients, giving both sides a clearer place to work together.

Business + Client

A shared workspace creates a common point between the business and the client, helping keep client work organized and accessible.

WHY CLIENT PORTAL SOFTWARE

Move beyond scattered client work

Without a shared workspace

Client information can be spread across email, messages, files, documents, and separate systems. Finding the right information becomes part of the work itself.

With a client workspace

The business and client have a dedicated place for their shared work, creating a clearer starting point for the client relationship.

HOW IT WORKS

A clearer client workflow

Riverton provides a shared environment where businesses and clients can work together. The exact workflow depends on how your team uses the workspace.

01

Set up the client workspace

Create the appropriate workspace for the client and prepare the client-facing environment.

02

Bring the client into the workspace

Give the client access to the appropriate shared workspace so they have a clear place to engage with their work.

03

Work together in one place

Keep the client relationship centered around the shared workspace as work continues.

Product workflow and capabilities should be described using only functionality currently available in Riverton.

WHO IT’S FOR

Built for businesses that work with clients

Agencies

Give clients a dedicated place for ongoing client work.

Consultants

Create a clearer environment for client engagements.

Freelancers

Keep client-facing work organized in one shared space.

Service businesses

Give clients a consistent place to interact with their work.

CLIENT PORTAL VS. OTHER TOOLS

Client portal software has a different job

Email, messaging, file storage, and project management tools can all play useful roles in a business. A client portal focuses on the shared space between the business and its client.

Riverton is positioned around that shared workspace rather than treating the client relationship as another collection of disconnected tools.

Different tools, different purposes

  • Email for direct communication
  • Cloud storage for storing files
  • Project tools for managing work
  • Messaging tools for conversations
  • Client portals for shared client work
FREQUENTLY ASKED QUESTIONS

Client portal software questions

What is client portal software?

Client portal software provides a dedicated online space where a business and its clients can access and work with client-facing information and work.

What is a client portal used for?

A client portal is used to give clients a dedicated place to interact with a business and access the work and information relevant to their relationship.

Why use a client portal instead of email?

Email is useful for communication, but ongoing client work can become difficult to organize across long threads, attachments, and separate conversations. A client portal provides a dedicated workspace for the client relationship.

Is a client portal the same as project management software?

Not necessarily. Project management software generally focuses on managing work and teams, while a client portal focuses on the client-facing side of the relationship.

Who can use client portal software?

Client portal software can be useful for businesses that work with clients on an ongoing basis and need a dedicated place for shared client work.

What can clients access in Riverton?

Client access should be described according to the capabilities currently available in Riverton. Product functionality should be verified before publishing specific claims.

GET STARTED

A clearer place for client work.

Bring client work into one shared workspace with Riverton.