Your firm is your company's home in RIVET. It's where all your projects, team members, and settings live. Setting up your firm correctly from the start ensures everything flows smoothly.
What is a Firm?
In RIVET, a "firm" represents your company or organization. All of your construction projects, team members, integrations, and billing are tied to your firm.
A firm includes:
One Firm Per Company
Creating Your Firm
After creating your account, you'll be prompted to set up your firm. Here's how:
Enter Company Name
Enter your company's legal name as it appears on contracts. This name will appear on all generated documents including pay applications and lien waivers.
Legal Name
Add Company Address
Enter your company's primary business address. This address appears on:
- •AIA G702 payment applications (contractor information section)
- •Lien waivers (as the claimant address)
- •Any correspondence sent from RIVET
Contact Information
Add your company's main phone number and a general contact email. This information helps GCs and other parties reach you regarding billing questions.
State of Operation
Select your company's primary state of operation. This helps RIVET:
- •Default to the correct lien waiver forms for your state
- •Apply relevant compliance requirements
- •Format addresses correctly
Note
Firm Settings
After initial setup, you can configure additional settings by going to Settings > Firm Settings in the portal.
Company Logo
Upload your company logo to have it appear on generated documents. For best results:
Default Retainage Rate
Set your firm's default retainage percentage. This will be pre-filled when creating new projects, but can be overridden per project. Common rates are:
Default Billing Period
Choose whether your firm typically bills monthly or on a custom schedule. This affects how pay application periods are suggested when creating new billing.
Accounting Integration Setup
Pro Plan Required
Connect your accounting software to automatically sync billing data:
QuickBooks Online
Pro+- 1.Go to Settings > Integrations
- 2.Click "Connect QuickBooks"
- 3.Sign in to your Intuit account
- 4.Select the QuickBooks company to connect
- 5.Grant RIVET permission to access your books
See QuickBooks Connection for detailed setup instructions.
Xero
Pro+- 1.Go to Settings > Integrations
- 2.Click "Connect Xero"
- 3.Sign in to your Xero account
- 4.Select the organization to connect
- 5.Authorize the connection
See Xero Connection for detailed setup instructions.
Subscription Setup
Your firm starts with a 14-day free trial with full access to all features. Before the trial ends, you'll need to choose a subscription plan:
| Plan | Price | Projects | Docs/Month | Team | Key Features |
|---|---|---|---|---|---|
| Starter | $79/mo | 5 | 50 | 3 | AIA G702/G703, Basic lien waivers, Email support |
| Pro | $149/mo | 20 | 200 | 10 | + Full lien waivers, Retainage tracking, QuickBooks/Xero sync, Change orders |
| Scale | $249/mo | Unlimited | 500 (+$0.25 each) | 50 | + API access, Dedicated support |
What's NOT Included in Starter
To set up billing, go to Settings > Billing and enter your payment information.
Next Steps
Once your firm is set up, you're ready to:
Collaborate on projects
Start tracking billing
Sync accounting data
Need Help?
If you have questions about setting up your firm, contact our support team at support@slpwlk.io.