Give clients one clear place to share and access documents
Riverton gives businesses and their clients a shared workspace for exchanging documents alongside communication, tasks, approvals, onboarding, and other client work.
Make document sharing part of the client relationship
Sharing documents with clients is often a routine part of getting work done. Businesses may need information from a client, send documents for review, or exchange files as a project moves forward.
When those exchanges happen across separate email threads, storage services, and other tools, the documents can become disconnected from the conversations and work around them.
Riverton provides a shared client workspace where businesses and clients can exchange documents while keeping them connected to the wider client workflow.
Keep document sharing clear and connected
Riverton brings client document sharing into the same shared workspace as other parts of the relationship, helping businesses and clients work from a clearer common place.
Share documents with clients
Give clients a shared place to exchange the documents that are part of the work you are doing together.
Keep documents with related work
Keep document exchanges connected to the communication, tasks, approvals, onboarding, and project work they support.
Give clients a consistent place to return to
Make it easier for clients to know where to go when they need to share information or continue work with your business.
Move beyond sending files back and forth
Document sharing is rarely the entire task. A file may need an explanation, a response, a review, an approval, or a related action from the client.
By placing document sharing within a broader client workspace, Riverton helps businesses keep those surrounding activities connected to the client relationship.
- Give clients a shared place to exchange documents.
- Keep document-related communication in the wider client workspace.
- Connect shared documents with relevant client tasks.
- Support document reviews and approvals when they are part of the work.
- Keep client documents connected as work continues.
A straightforward workflow for sharing documents with clients
Riverton supports document sharing as part of a shared client workflow rather than as an isolated exchange.
Bring the client into the workspace
Give the client a shared place to work with your business and access information relevant to the relationship.
Share the relevant documents
Exchange the files and documents needed for the client work within the shared workspace.
Continue the related work
Keep communication, tasks, reviews, or other relevant activities connected to the documents where appropriate.
Keep the work moving
Give both sides a shared place to return to as documents are discussed, reviewed, and used in the ongoing client work.
Document sharing works alongside the rest of the client workflow
Documents often have a purpose beyond the exchange itself. They can support conversations, tasks, approvals, or other stages of client work.
Client communication
Keep conversations related to shared documents within the broader client workspace.
Explore client messagingClient tasks
Connect document exchanges with actions that need to be completed as part of the client work.
Explore client tasksClient approvals
Keep documents connected to reviews and decisions when approval is part of the workflow.
Explore client approvalsExplore more about client documents and file sharing
Learn more about organizing client documents and keeping file exchanges connected to the wider client experience.
Client document management
Explore how client documents can fit into a more structured and connected client workflow.
Explore client document resourcesSecure client file sharing
Find practical resources related to sharing client files as part of organized client work.
Explore file-sharing resourcesClient document sharing FAQs
What is client document sharing?
Client document sharing is the process of exchanging files and documents between a business and its clients as part of their work together. A shared client workspace can keep those exchanges connected to the communication and activities surrounding them.
Why use a client workspace for document sharing?
A shared workspace gives businesses and clients a common place to exchange documents and continue related work. This can reduce the need to manage document exchanges entirely through disconnected conversations and tools.
Can documents be connected to client tasks and approvals?
Documents can be part of wider client work that includes tasks, reviews, and approvals. Riverton is designed to bring these related activities into the same shared client workspace.
What types of businesses can use client document sharing?
Client document sharing can be useful for businesses that regularly exchange information or files with clients as part of their work. The shared workspace approach can support different client workflows without requiring every relationship to follow the same process.
Give clients one clear place to share documents and work with you
Bring document sharing into a shared workspace where client communication and related work can stay connected.