Keep client documents organized and connected to the work
Riverton gives businesses and their clients a shared workspace for files, documents, communication, tasks, approvals, onboarding, and project work, helping keep client documents connected to the work they support.
Client documents should be easy to find and easy to work with
Client work often involves documents that need to be shared, reviewed, discussed, updated, or acted on. When those documents are spread across email threads, separate storage systems, and different conversations, keeping track of the right information can become difficult.
A shared client workspace gives businesses and clients a common place to work with the documents that matter to their relationship.
Riverton brings client document sharing into a broader workspace where documents can sit alongside the communication, tasks, onboarding activities, approvals, and project work they relate to.
Make client documents part of a connected workflow
Client document management is more useful when documents are not treated as isolated files. Riverton provides a shared environment for businesses and clients to work together around the information and activities that matter.
Keep documents in the client workspace
Give clients a shared place to access and work with documents as part of the wider client relationship.
Connect documents to client work
Keep files and documents alongside the communication, tasks, approvals, and other activities they support.
Create a clearer client experience
Give clients a consistent place to return to when they need to access information or continue work with your business.
Keep documents connected from sharing to action
Documents are often part of a larger client process. They may support an onboarding step, provide information for a task, require review, or form part of an ongoing project.
Riverton helps place document sharing within that broader client workflow rather than treating it as a separate activity.
- Bring clients into a shared workspace.
- Share relevant files and documents as part of the client work.
- Keep communication connected to the documents being discussed.
- Connect documents with related tasks and approvals where relevant.
- Give clients a consistent place to return to as work continues.
A shared place for client documents and related work
Riverton supports a straightforward workflow for bringing client documents into the same workspace as the work around them.
Bring the client into the workspace
Give the client a shared place to work with your business and access the information relevant to the relationship.
Share the relevant documents
Keep client files and documents within the shared workspace instead of relying entirely on disconnected exchanges.
Connect documents to the work
Keep related communication, tasks, onboarding activities, approvals, or project work connected to the documents where appropriate.
Continue the client work
Give both sides a shared place to return to as documents are discussed and the wider client work moves forward.
Documents are only one part of the client relationship
Client documents often connect directly to other activities. Keeping those activities within the same shared workspace can make the overall client workflow easier to follow.
Client communication
Discuss client documents in the same broader workspace where the related work is taking place.
Explore client messagingClient tasks
Connect documents with the actions and responsibilities that depend on them.
Explore client tasksClient approvals
Keep documents connected to reviews and decisions when client approval is part of the work.
Explore client approvalsLearn more about client documents and file sharing
Explore Riverton’s resources for practical guidance on managing documents, files, and related client workflows.
Client document sharing
Learn more about sharing documents with clients as part of a clearer client workflow.
Explore client document resourcesSecure client file sharing
Explore resources related to organizing and sharing client files within a structured workflow.
Explore file-sharing resourcesClient document management FAQs
What is client document management?
Client document management is the process of organizing, sharing, accessing, and working with documents that are part of a client relationship. A shared client workspace can connect those documents with the communication and activities that surround them.
How is client document management different from file storage?
File storage primarily focuses on keeping files available. Client document management can go further by connecting documents with the communication, tasks, approvals, onboarding, and project work that depend on them.
Can client documents be connected to other client work?
Yes. Riverton is designed as a shared workspace where documents can sit alongside related client communication, tasks, onboarding activities, approvals, and project work.
Who can benefit from client document management software?
Businesses that regularly exchange documents with clients can benefit from a more structured way to keep those documents connected to the wider client relationship and ongoing work.
Give clients one clear place to work with their documents
Bring client documents, communication, tasks, approvals, and related work into a shared workspace.