Riley Custom

Need more than self-serve? Riley Custom builds it with you.

audit the outcome · verify activation · prove it every Friday

Most teams get everything they need self-serve, and that is always the right place to start. When your work needs shaping, Riley Custom scopes it honestly: what is live today, what needs building, and what it takes to get there.

Custom workflows

Work that fits no preset gets scoped with you: what is live today, what needs building, and how it runs with approvals and receipts from day one. Nothing is promised as live until it is.

Custom integrations

Built on the ~3,000-app catalog Riley already connects to. If the tool you need is missing, we scope adding it, or you register your own MCP server or OpenAPI spec and Riley uses it under the same rules.

Agency rollout

Rolling Riley out across a client roster: per-client separation, approval defaults per client, and the weekly proof routine set up so every client can verify their own work.

Private setup and BYOK

On request

Stricter data postures and bring-your-own-key model access for teams that need them. Scoped case by case with our team, honestly labeled, and never sold as a checkbox.

Training and onboarding

Live working sessions with your team in your own workspace: how to ask for work, how approvals flow, and how to read and share receipts. Paired with the free Academy tracks.

Done-for-you implementation

We set up the workspace, connect the tools, configure approvals, and hand over a working setup with an implementation record you can check step by step.

Advanced security review

A deeper pass for teams with security requirements: permission scopes, data handling, access controls, and questionnaire support, with live, partial, and planned labeled honestly.

Pricing: scoped per engagement.

Start self-serve. Escalate only if you need to.

Riley is self-serve first. Most custom questions resolve inside a normal workspace, so start there, talk to support if you get stuck, and book a scoping call only when the work truly needs it.

Multi-location dental group or DSO?

See Riley Enterprise for rollout across many locations, stricter data postures, and procurement support.

See Riley Enterprise

Riley Custom Solutions

Scopes custom workflows and setups with customers whose work fits no preset. It separates what is live today from what needs building before any promise is made.

This is a Riley virtual guide backed by the Riley team. It is not a human employee.