Share relevant resources
Organize approved documents and guidance for the client accounts or member groups that need them.
Client & member portal
Build a client and member portal around your audience’s needs.
Bring client and member resources, requests and updates into one place.
Describe the audiences and services your team supports to create a first version with AI.
1,000 free credits at signup, then 500 monthly. Upgrade to publish.
- Production-ready.
- Reliable.
- Secure.
Trusted by organizations around the world
Your workflow
Give every audience a path
Choose the resources, services and access each audience needs, with a clear way for your team to manage follow-up.
Collect service requests
Give clients and members a way to submit the details your service team needs to respond.
Keep each audience informed
Share relevant tasks, member updates and progress so each audience can see what happens next.
Set access
Set access for client accounts, member groups and service owners. Test permissions before rollout.
Example screens
What clients and members can do
Illustrative examples of what you can build and configure with Fliplet.
Find resources
Find your resources
Find documents and guides by topic, then open the information available to your client account or member group.
Send requests
Send your requests
Send the details your service team needs, then check the status and next step of your own request.
Client and member portals
What will each audience need?
Start with the resources and services your clients and members use most often.
Documents and guides
Organize approved client and member resources by topic and make it clear who maintains them.
Service requests
Collect the details your service team needs and give each requester a way to check progress.
Member updates
Share relevant member information, group updates and useful services, with a clear owner for each update.
How it works
From brief to portal
Describe your client accounts, member groups, services and access requirements, then review and test the first version.
Build a customer portal for resources, requests and account updates.
Step 1. Describe your portal
Tell Fliplet what clients and members need to find or do and which teams handle their requests.
- Restrict client access
- Show account resources
- Allow service requests
Step 2. Set up the experience
Review the generated screens and configure resources, requests, ownership and access.
- Try a client journey
- Check member access
- Review service follow-up
Step 3. Test the journey
Test client and member journeys, group access and service follow-up before rollout.
Who it's for
Give each team clarity
Build the portal around clients, members and the teams responsible for resources, service and access.
Clients and members
Find relevant resources, submit requests and see the next step.
Service teams
Review requests, assign ownership and follow up with the right client or member.
Portal owners
Maintain approved resources and test access for each audience.
Live training
How to build software with Fliplet
Bring an idea, build with guidance and ask your questions.
Customer experience
Why teams choose Fliplet
Hear from teams using Fliplet to build software around the way they work.
“It was a really easy way to come up with specific-use solutions without a large infrastructure investment or a lot of IT time.”
“The big benefit is being able to have someone come to you with an idea or a problem, and being able to quickly spin up a prototype for them.”
Frequently Asked Questions
How do I get started?
Choose an example prompt or describe the resources, requests and access your clients and members need. Sign up or log in to continue in Fliplet, then review and refine the first version before publishing.
Is this a ready-made portal?
Fliplet is a software builder. Describe the client and member experiences you need, then configure and test resources, requests and access for each audience.
What can I try free, and when do I pay?
The Free plan includes 500 monthly credits plus 500 bonus credits in your first month to build and test a prototype. Publishing, end-user authentication and integrations require a paid plan. Compare current plans or book a demo to discuss your requirements.
Can clients and members submit requests?
Configure request forms, ownership and status views around your client and member service processes. Test each journey with representative users and staff before rollout.
Can each audience have its own access?
Define which resources and records each client account or member group can access. Configure and test the relevant permissions before using private information.
Can we connect client and member systems?
The approach depends on each system, its integration options, permissions and your Fliplet plan. Agree data ownership and test connections before using live client or member records.
Who maintains the portal?
Assign owners for client and member resources, requests and access. Agree how updates are reviewed and how your team handles questions.
Can we share updates with specific member groups?
What should we test before launch?
Check client and member journeys, resources, requests, permissions and any connections with representative users and service owners.
Related solutions
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