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A vintage brown and gray typewriterAI · LegalA Litify Expert That Cites Its SourcesRead the case study
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A screen showing charts and performance metricsData · HealthcareLive Risk KPIs, Embedded Where Clients Already WorkRead the case study
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A modern stone building with an evergreen tree out frontGovernment & Nonprofits · Web & DigitalA Member Website a Union Can Rely OnRead the case study
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Staff Augmentation

Experienced developers and admins who work inside your team, your tools, and your process.

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A pink brain outline beside a maze shaped like the other half of a brainCustom Development · HealthcareAn Embedded Engineering Team, Six Years and CountingRead the case study
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AppExchange Products

Apps BRIO built for Litify and Salesforce, installed and supported by the team that made them.

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A tall glass building facade with rows of windowsLegal · LitifyAutomated Client Communication Inside LitifyRead the case study
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Legal

Litify and legal technology from a team that includes former lawyers and paralegals.

How we help

Common challenges we solve

  • Case data scattered across legacy systems
  • Manual records requests, notes, and court emails
  • Reporting that leadership can trust
Healthcare

Secure platforms and analytics for care providers, benefits firms, and health advocates.

How we help

Common challenges we solve

  • Sensitive data that needs careful protection
  • Enrollment and review deadlines that never move
  • Clients asking for clear, current metrics
Finance & Insurance

Enrollment, claims, and internal tools built on data you can audit.

How we help

Common challenges we solve

  • Internal roadmaps bigger than the team
  • Claims and pricing work stuck in spreadsheets
  • Strict review and release standards
Construction & Utilities

Portals, field data, and reporting for contractors, utilities, and job-site services.

How we help

Common challenges we solve

  • Customers who want self-service requests and reports
  • Field data that is hard to act on
  • Operations running on aging systems
Government & Nonprofits

Mission-driven systems built to serve people well and protect sensitive information.

How we help

Common challenges we solve

  • Several systems for one organization
  • Sensitive records with need-to-know access
  • Small teams managing large websites
Media & Retail

Commerce and back-office systems for businesses with one-of-a-kind products.

How we help

Common challenges we solve

  • Inventory that must stay in sync online and in store
  • Catalogs and publishing done by hand
  • Stores that need steady updates
Technology & Startup

Scalable platforms and integrations for teams that move fast.

How we help

Common challenges we solve

  • Choosing a stack you will not outgrow
  • Shipping fast without piling up debt
  • Adding senior talent without long hiring cycles

Let’s build it

Building something new?Tell us where you’re headed. We’ll help you choose a platform you won’t outgrow.Start the conversation
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Home / Services / Web & Digital / Digital Portals

Digital Portals

Membership and customer portals built into your website.

We build portals that let members and customers log in, interact with their data and your services, and handle routine tasks online, like appointment scheduling, renewals, and document access.

Membership

Communities and member access

Self-service

Automate routine tasks

Secure

Logins and access control

Integrated

Connected to your data

Portal services

Turn your website into a place people log in

Membership organizations, associations, and service businesses often run renewals, scheduling, and member communication by hand.

We build digital portals into your website so members and customers can log in, update their information, access content and documents, and complete routine tasks on their own, like the membership website we built for the local chapter of an international union.

This is a fit if

Core capabilities

Digital portal capabilities

01

Membership Sites

Member registration, renewals, and member-only content.

02

Customer Accounts

Logins where customers manage their own information.

03

Scheduling & Booking

Automated appointment scheduling and requests.

04

Documents & Content

Secure access to documents, resources, and news.

05

Communities

Spaces for members to share and gather information.

06

Integrations

Connect your portal to your CRM, payments, and data.

Our process

How we build digital portals

Here’s what happens at each step, what we’ll ask of you, and what you’ll have when it’s done.

Discover
Design
Develop
Deploy
Repeat
Guide: Custom software prep
01

Discover

Step 01

We learn who logs in and what they need.

Your role Describe your membersYou get Clear user needs
02

Design

Step 02

We design the member or customer experience.

Your role Review designsYou get An approved experience
03

Develop

Step 03

We build the portal and integrations.

Your role Test the portalYou get A working, connected portal
04

Deploy

Step 04

We launch and help users get started.

Your role Invite your usersYou get A launched portal
05

Repeat

Step 05

We add features as your community grows.

Your role Share feedbackYou get New features over time

Case studies

Web and portal work

A person working on a laptop beside an aloe plant
Custom Development · Finance & Insurance · Healthcare · Web & Digital

Eleven Open Enrollment Seasons, On Deadline Every Time

For more than a decade, BRIO has been the technology partner behind a healthcare marketing agency's open enrollment programs, delivering personalized renewal

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A modern stone building with an evergreen tree out front
Government & Nonprofits · Web & Digital

A Member Website a Union Can Rely On

A union’s members-only website had become hard to manage and hard to use. BRIO rebuilt it on WordPress with clear member access,

Read more →

FAQ

Digital portal questions

Don’t see your question? Ask us directly.

Digital portals are built into your website, often for members or customers. Custom portals are standalone applications for more complex workflows. We’ll recommend the right fit.

Yes. We can integrate payments into membership and customer portals.

Yes. We connect portals to your CRM and other systems so member data stays in sync.

Get started

Let’s plan your portal

Tell us who will log in and what they need to do. We’ll follow up to set up a discovery call.

What happens next

1

We review your note and follow up

2

A discovery call with a BRIO consultant

3

Clear recommendations and next steps

We only use your information to respond to you.