Proposals, contracts, engagements, retainers, and productized services — on one connected system. Stop running your practice across a Google Doc, a Calendly, a Stripe dashboard, and a Dropbox folder.
Most consultants are running their business across five different logins. Here's what that actually looks like.
Scope in Google Docs. Contract in HelloSign. Invoice from QuickBooks. Client portal in Notion. Nothing connected. Every new engagement is a fresh assembly job.
Every retainer is a separate Stripe subscription, a separate reminder calendar, a separate mental model. You spend half your finance time being a part-time accounts receivable clerk.
You've sent 200 proposals. Finding last February's great one takes 10 minutes of Google Drive archaeology. Time you bill at $250 an hour — spent searching folders.
Every stage of a consulting engagement, on one platform. From the first inquiry to the final retainer payment — nothing bolted on, nothing stitched together.
Site form, referral intros, Instagram DMs forwarded to your email — all captured in one CRM with a full communication timeline. Every interaction, every note, on one record.
Build a work order with line items, hourly rates or fixed fees, and deliverables. Send as a proposal, collect e-signature and deposit in a single flow. Your MSA is attached automatically.
Track time against the engagement (billable or non-billable). Log notes, document decisions, attach deliverables directly to the client record. Every piece of the engagement in one place.
One-time invoice on project close, or set up a recurring retainer that auto-charges monthly, quarterly, or on your custom schedule. Stripe-powered, one unified transaction rate.
Sell fixed-scope packages — audits, workshops, strategy sprints, teardowns — as products on your Rivera shop. Clients buy and pay, you deliver. Great for filling the gaps between large engagements.
Rivera includes everything. These are the modules consultants use every day.
MSAs, SOWs, retainer agreements, NDAs, IP assignments, mutual non-solicits. Build your template library once, reuse on every engagement, collect legally-binding signatures without leaving Rivera.
Line-item scoping with hourly rates, fixed fees, or hybrid models. Send as proposals with e-signature and deposit collection. Change orders attach to the original engagement.
Sell packaged audits, workshops, or strategy sprints at fixed prices. Clients buy like any product, pay at checkout, and you deliver. Lower-touch revenue between large engagements.
One-time engagement fees, payment plans for large projects, or auto-charging recurring retainers. All Stripe-powered, all on one transparent transaction rate.
Full operating system. Lifetime rate. Limited seats. Lock it in now during early access.
If yours isn't here, ask us directly.
Yes. Create a recurring subscription that auto-charges monthly, quarterly, or on a custom schedule. Clients see a clean recurring invoice; you see predictable revenue without chasing anyone.
Yes. Track hours per engagement, per client, per task. Hours flow into invoices automatically or export to whatever tool you use for analysis. Billable vs. non-billable is captured on each entry.
Build your MSA template once, send it during client onboarding. Per-engagement SOWs are separate contracts attached to the same client record — so the history of every contract ever signed with a client is always one click away.
Yes. The Rivera shop handles productized services alongside physical products. Clients buy a "Brand Strategy Audit" or "Growth Workshop" at a fixed price, pay at checkout, and you deliver.
Request early access and lock in Founders pricing — $99/month, for life, with the full operating system.