Give every new client a clearer start
Create a more organized starting point for client work by bringing important information and communication into one shared workspace.
Turn the first step into a clearer workflow
Starting a new client relationship often means collecting information, sharing context, answering questions, and getting everyone aligned on what happens next.
Riverton provides a shared workspace where businesses and their clients can keep client work and communication together, creating a more consistent starting point for the relationship.
Make client intake easier to follow
Start with shared context
Give clients a clear place to begin and keep relevant project information connected to the relationship.
Keep communication together
Reduce the need to search across disconnected conversations by keeping client-facing communication within the shared workspace.
Move into the work
Once the initial information and context are in place, your team has a clearer starting point for the work that follows.
Make the first interaction feel organized
A client’s first experience with your process sets expectations for the relationship. A clear workspace can make it easier for clients to understand where to go and how to engage with the work.
Instead of making every new client learn a different communication process, create a consistent place for client work.
A clearer starting point
Give clients a defined place to begin
Keep relevant context connected to the client relationship
Make communication easier to find
Create a consistent client experience
Build a more consistent intake process
Reduce scattered information
Keep client-facing information and conversations connected instead of rebuilding the context of a new relationship across multiple channels.
Start projects with better context
Give your team a shared starting point for understanding the client and the work before moving into the next stage of the relationship.
A simple client intake flow
Bring the client into the workspace
Give the client a clear place to engage with your business and the work ahead.
Collect the required context
Gather the information and communication supported by your current Riverton workflow.
Move into client work
Use the shared context as the starting point for the ongoing client relationship.
The client experience starts before the project does
Client intake is more than collecting information. It is the beginning of the working relationship and an opportunity to establish a clear process from the start.
Riverton’s shared workspace approach helps businesses create a consistent place for client work, giving both sides a clearer foundation for what comes next.
Frequently asked questions
What is client intake software?
Client intake software helps businesses organize the process of bringing new clients into their workflow and collecting the information needed to begin working together.
Why use a client portal for client intake?
A client portal can provide a shared place where businesses and clients can exchange information and establish the context needed for the relationship.
Can Riverton be used for new client onboarding?
Riverton is designed as a shared workspace for businesses and their clients. Specific onboarding and intake capabilities should be verified against the current product before publication.
What should a client intake process include?
The right intake process depends on the business, but it generally needs a clear starting point, relevant client information, useful context, and a defined path into the ongoing work.
Give new clients a clearer place to start
Create a more organized foundation for client relationships with a shared workspace for client work.