Manage client onboarding in one shared workspace
Riverton gives businesses a structured place to manage client onboarding, collect information and files, communicate with clients, track requirements, and move into ongoing client work.
Client onboarding should be a workflow, not a collection of emails
New client onboarding often involves several different activities: collecting information, requesting documents, answering questions, tracking requirements, and preparing the client for the work ahead.
When those activities are spread across email, separate file-sharing tools, forms, messages, and task lists, it becomes harder to see what has been completed and what still needs attention.
Client onboarding software brings these activities into a more structured process. Riverton approaches onboarding as part of the broader client relationship, giving businesses and clients a shared workspace for the work that needs to happen.
What makes manual client onboarding difficult?
A process can work manually and still create unnecessary work for your team and confusion for your clients.
Manual onboarding
Teams repeatedly coordinate the same information requests, documents, questions, and requirements for every new client.
Email back-and-forth
Important onboarding conversations become difficult to follow when information is distributed across multiple email threads.
Missing information
Incomplete answers can prevent your team from having the context needed to prepare for the engagement.
Missing documents
Required files may arrive separately or require repeated follow-up when there is no clear place to provide them.
Unclear next steps
Clients may not know what they need to complete, what they need to provide, or what happens after onboarding.
Inconsistent processes
Different onboarding approaches make it harder for your team to maintain a consistent client experience.
What should client onboarding software include?
The right software should support the actual work involved in bringing a new client into your business, not simply provide another place to store onboarding information.
Client information collection
Give clients a structured way to provide the information your team needs to understand the engagement.
Onboarding forms
Use forms or intake workflows to collect relevant client information as part of the onboarding process.
Document collection
Provide an organized way to exchange the files and supporting materials required for client work.
Client tasks
Track requirements and actions that need to be completed by the client or your team.
Client communication
Keep questions and onboarding conversations connected to the client relationship.
Client access
Give clients a clear place to participate in onboarding and continue into ongoing work.
Connect every part of onboarding in one workspace
Riverton brings the client-facing and team-facing parts of onboarding together instead of treating them as unrelated activities.
Collect
Gather the information your team needs through client intake.
Organize
Keep client information, files, requirements, and conversations connected to the shared workspace.
Communicate
Use client messaging to keep onboarding questions and follow-up connected to the relationship.
Track
Use client tasks to keep outstanding requirements visible as onboarding progresses.
From onboarding to ongoing work
The value is not simply collecting information. The same shared workspace can continue to support the client relationship as onboarding moves into active work.
A straightforward client onboarding workflow
A practical Riverton onboarding workflow can bring the main client requirements into one place and keep the relationship moving forward.
Create the client workspace
Establish the shared workspace where your business and the client can participate in the onboarding process.
Invite the client
Give the new client a clear place to begin the onboarding relationship and understand what is expected.
Collect information
Gather the client information and requirements needed to understand the engagement and prepare for the work.
Collect files
Request and organize supporting files when documents or other materials are required.
Track requirements
Use tasks and other parts of the workspace to keep outstanding client requirements visible.
Communicate
Keep questions, clarification, and follow-up connected to the client relationship.
Review requirements
Review the information, files, and outstanding requirements before moving forward.
Start the work
Move from onboarding into the ongoing client relationship with the relevant information and requirements organized.
Organize onboarding around the work your team actually does
Client intake
Collect the information needed to understand a new client and prepare for the engagement.
Explore client intakeFile sharing
Exchange client files and supporting materials as part of the wider onboarding workflow.
Explore file sharingClient messaging
Keep onboarding questions and communication connected to the client workspace.
Explore client messagingClient tasks
Track requirements and actions that need to be completed during onboarding.
Explore client tasksClient onboarding
Connect information, files, communication, and requirements as part of a broader onboarding workflow.
Explore client onboardingClient portal
Give clients a shared place to participate in onboarding and continue into ongoing client work.
Explore the client portalMake onboarding clear from the client’s side
Client onboarding software should not only make things easier for your team. It should make the process easier for the client to understand and complete.
With a shared workspace, the client has a clear place to participate in the relationship instead of receiving a series of disconnected requests.
The client should know
- Where to go
- What information to provide
- What files or materials are needed
- What requirements still need attention
- How to communicate with the team
- What happens next
Client onboarding software for service businesses
The information collected during onboarding changes by industry, but the underlying workflow is similar: understand the client, collect what is needed, resolve outstanding requirements, and begin the work.
Agencies
Collect project context, goals, requirements, brand information, and supporting materials before delivery begins.
Consultants
Gather business background, goals, challenges, requirements, and other information needed to prepare for the engagement.
Accountants
Organize client information and required supporting documents as part of the onboarding process.
Bookkeepers
Give new clients a structured way to provide information, documents, and requirements needed to begin working together.
Professional services
Create a clearer starting point for collecting client information and coordinating the requirements of a new engagement.
Design firms
Gather project briefs, preferences, references, deliverable requirements, and relevant supporting materials.
Development agencies
Organize project context, requirements, supporting information, and client communication before development work begins.
Marketing teams
Collect campaign context, goals, audience information, existing materials, and other relevant client requirements.
What a more structured onboarding process can improve
More consistent onboarding
Give your team a repeatable framework for bringing new clients into the business.
Less scattered communication
Keep onboarding questions and follow-up connected to the client relationship.
Fewer missing requirements
Make outstanding information, documents, and tasks easier to identify before work begins.
Better document organization
Give client files and supporting materials a clearer place within the broader client workflow.
Clearer client responsibilities
Help clients understand what they need to provide and what actions they need to complete.
Easier transition into active work
Move from onboarding into ongoing client work without abandoning the workspace used during the initial relationship.
Go deeper into the client onboarding workflow
If you are designing your onboarding process, start with the client onboarding checklist for a practical sequence of requirements. For the information-gathering stage, see client onboarding forms. To understand the complete workflow, explore the client onboarding process.
These resources explain the process from different angles. Riverton provides the shared workspace where the client relationship can move from onboarding into ongoing work.
Client onboarding software FAQ
What is client onboarding software?
Client onboarding software helps businesses manage the activities involved in bringing a new client into an active working relationship. Depending on the product, this may include collecting information, exchanging documents, managing requirements, communicating with clients, and organizing the transition into ongoing work.
What should client onboarding software include?
Useful onboarding software should support the actual onboarding workflow, including client information collection, document exchange, communication, requirements, and client access. The right capabilities depend on how the business manages its client relationships.
How does client onboarding software improve the onboarding process?
It can give teams a more structured way to collect information, organize documents, communicate with clients, and track outstanding requirements. This can make the process easier to follow for both the business and the client.
Can client onboarding software collect client information?
Yes, client information collection is a common part of onboarding software. Riverton provides client intake as part of its broader shared client workspace, allowing businesses to collect information needed during the onboarding process.
Can clients upload documents during onboarding?
Document collection can be part of a client onboarding workflow when the software supports client file sharing. Riverton provides file sharing for exchanging client files and supporting materials as part of the broader client workspace.
Can client onboarding software manage tasks and communication?
Yes. A connected onboarding workflow can use tasks to track requirements and client messaging to handle questions and follow-up. Riverton provides both client tasks and client messaging as part of its client workspace.
Can client onboarding software connect onboarding with ongoing client work?
Yes. Connecting onboarding to the wider client relationship means the information, files, communication, and requirements gathered at the beginning can remain part of the ongoing workflow rather than being treated as a separate process.
How does Riverton handle client onboarding?
Riverton approaches client onboarding through a shared workspace for businesses and their clients. The workflow can bring together client intake, file sharing, client messaging, tasks, and the broader client portal experience so onboarding connects with the work that follows.
Bring client onboarding into one shared workspace
Collect information, organize files, communicate with clients, track requirements, and move into ongoing client work from one place.