A clearer place for professional-services client work
Professional-services firms manage ongoing client communication, documents, requests, tasks, reviews, approvals, and updates. Riverton brings that client-facing work into a shared workspace.
Professional-services client work can become fragmented
A professional-services engagement often involves an ongoing exchange between the firm and its client. Information may arrive through email, documents may live in separate folders, and follow-ups can become difficult to keep connected to the wider relationship.
The result is not necessarily a lack of tools. It is often a lack of one shared place for the client-facing work.
Scattered information
Conversations, documents, requests, and updates can exist across different places.
Ongoing client requests
Professional-services work often depends on clients providing information, answering questions, or completing requests.
Review and follow-up
Client reviews, responses, and approvals can become another layer of work to keep track of.
What a professional-services client portal does
A client portal creates a shared environment between a business and its clients. Instead of treating each interaction as a separate exchange, the portal provides a common place for relevant client work.
Business ↔ Shared Client Workspace ↔ Client
The shared workspace can bring together different parts of the client-facing relationship, depending on the portal’s capabilities.
Communication
Client-facing conversations and ongoing interaction.
Documents
Exchange relevant files and client information.
Onboarding
Organize the beginning of a new client relationship.
Intake
Collect information needed for client work.
Tasks
Structure client participation in ongoing work.
Reviews and approvals
Keep client review activity connected to the engagement.
Bring professional-services client work into one shared environment
Riverton is built around a simple model: business and client work together through a shared workspace.
The focus is not simply on adding another communication channel. It is on giving client-facing work a clearer place to happen.
Keep client communication connected
A shared client workspace provides a common environment for ongoing communication between the firm and its clients.
Explore client messagingGive client information a clearer place
Client engagements involve an ongoing exchange of information and documents. A shared environment can give that exchange clearer context.
Explore file sharingOrganize the beginning of the relationship
Onboarding can involve collecting information, exchanging documents, and coordinating early client requests.
Explore client onboardingKeep review activity connected
Where client review and approval are part of the engagement, those activities can remain connected to the wider client work.
Explore client approvalsOne shared environment across the client-work lifecycle
Professional-services relationships move through different stages. The shared-workspace model can provide continuity as the engagement progresses.
Onboard
Establish the client relationship and begin organizing the work.
Collect
Gather relevant client information, documents, and requests.
Communicate
Keep client-facing communication connected to the engagement.
Deliver
Continue the engagement through a shared client environment.
Review
Give the client a clear context for reviewing ongoing work.
Approve
Support client participation where approval is part of the work.
Complete
Bring the engagement through completion with the client work kept in context.
A clearer experience for the client
Clients should not have to reconstruct an engagement from scattered emails, folders, and separate conversations.
A shared workspace gives clients a more structured environment for finding information and participating in ongoing work with the firm.
Find relevant information
Give clients a clearer place for information connected to their work.
Participate in the work
Make the client’s role in an engagement easier to follow.
Interact with the firm
Provide a structured environment for client-facing interaction.
Keep context together
Bring relevant parts of the client relationship into one shared environment.
Client portals across professional services
Different professional-services firms have different engagement models, but many share the need to coordinate ongoing work with clients.
Consulting
Client communication, shared information, requests, and ongoing engagement work.
Accounting & bookkeeping
Recurring client information exchange and engagement coordination.
Legal services
Client-facing communication, documents, reviews, and ongoing work.
Marketing services
Shared client communication, information, and engagement activity.
Design services
Client participation and communication around ongoing service work.
Development services
A shared environment for client participation throughout an engagement.
Email and folders can hold pieces of the relationship. A shared workspace connects the work.
Email, shared folders, project-management access, and separate messaging can each solve part of a client workflow. The relationship can still remain fragmented across them.
Riverton’s model centers the client relationship around a shared workspace.
Business + Client
↓
Shared Workspace
↓
Clearer Work
See the Riverton experience
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Explore the client-work model
Learn more about Riverton and the workflows that can support professional-services client work.
Professional Services
Explore the broader professional-services solution.
Explore Professional ServicesProfessional services client portal questions
What is a professional services client portal?
A professional services client portal is a shared environment where a firm and its clients can organize relevant parts of ongoing client-facing work.
Why do professional services firms use client portals?
Client portals can provide a shared place for client-facing work that might otherwise be distributed across email, folders, and separate collaboration tools.
What should a client portal for professional services include?
Depending on the firm’s workflow, relevant areas can include communication, documents, onboarding, information collection, tasks, reviews, approvals, and updates.
How can a client portal organize client documents?
A client portal can provide a shared environment for exchanging and accessing documents relevant to an engagement.
Can a client portal help organize client communication?
Client portals can provide a shared environment for client-facing communication and ongoing interaction.
Is Riverton suitable for different types of professional services firms?
Riverton is built around a shared-workspace model for businesses that work directly with clients. Specific suitability depends on the firm’s workflow and the product capabilities available.
See how Riverton fits your client workflow
Explore the client portal or talk with Riverton about how your firm manages client-facing work.