Last Updated
Overview
Clustdoc simplifies client onboarding with easy-to-use templates and secure document sharing. It streamlines processes, saving client and team time, and providing a smooth experience for stakeholders. Although customization options are limited, the software’s straightforward approach and reliability make it a solid choice for efficient client intake.
Overall Rating
Based on 69 users reviews
4.7
Rating Distribution
Positive
96%
Neutral
4%
Negative
0%
Starting Price
€190
/month
Clustdoc Specifications
- Employee Information Management
- Recruitment and Applicant Tracking
- Performance Management
- Attendance and Time Tracking
What is Clustdoc?
Clustdoc client onboarding and verification software helps you centralize, simplify, and secure any document-heavy routine process that needs to be executed repeatedly with clients and partners.
Due to its all-in-one onboarding automation platform, you can automate the process of collecting documents, information, and signed contracts from your customers and speed up the closing of your deals. It allows you to create an easy-to-use client onboarding workflow in a secure and user-friendly interface.
Who uses Clustdoc?
Small business owners and Corporate teams in the following industries:
- Banking & financial services
- Accounting
- Mortgage & real estate
- Education
- Legal services
Clustdoc Pricing
Clustdoc provides three levels of service:
- PRO: Starting at €190/month
- EXPERT: Custom pricing
- ULTIMATE: Custom pricing
Disclaimer: The pricing is subject to change.
Clustdoc Demo
Clustdoc Review
Clustdoc is an award-winning software that is utilized in more than 70 countries. Clustdoc is one of the top 200 software applications for business process management. FinanceOnline awarded it a fantastic user experience in 2020, while Capterra gave it a 5/5 rating.
Our Thoughts
Clustdoc software allows customers to create their own automated client onboarding workflows by utilizing the software's ready-to-use templates. Clustdoc also allows users to construct forms and checklists to easily collect and handle requests, information, and documents from stakeholders. Clients may quickly share and receive information and documents, as well as communicate with their team, using a customizable and versatile portal.
Clustdoc Features
Client Onboarding Checklist
Clustdoc's intelligent client onboarding checklist automates tracking, ensures nothing is missed, and scales across your entire organization.
Client Management Dashboard
Use Clustdoc’s client management interface to unify client data, monitor performance, and make faster, smarter decisions during onboarding.
Client Management App
Manage your new customers onboarding flows from the palm of your hand & access your customer submissions anytime and anywhere using Clustdoc client management app.
Approval Workflow
With Clustdoc, you can easily create customer-facing workflows tailored to your business needs, using intuitive features to design and automate approval processes.
Client Onboarding Portal
Clustdoc was created to give consumers a strong document and client portal without the requirement for a developer. There is no longer any need to follow up with clients for papers.
Document Collection
Clustdoc document collection software capabilities provide a centralized, compliant, and automated platform to request, approve, and manage client documents without the chaos of emails or shared drives.
Customer Verification
Clustdoc provides you with customer identity verification built into onboarding, helping you confirm who’s who before the relationship even begins.
Automated Reminders
Clustdoc suite of automatic reminders, notifications, and escalation rules, every project keeps moving forward.
Signature Workflow
Use Clustdoc signature workflow capabilities to have new clients and contacts complete all onboarding paperwork, from a unique, secure, and branded link.
Task Management
With Clustdoc task management features, you can automate repetitive actions, assign tasks across teams, and track progress with a platform built for workflow efficiency.
Clustdoc Reviews
Total 69 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars74%
4
Stars22%
3
Stars3%
2
Stars1%
1
Stars0%
Share your experience
Law Practice, 1-10 employees
Less than a year
“Great document collection but it could be a 5/5 software with a few improvements”
Pros
I find the process of collecting documents efficient and I like the ability to personalize how my clients view them.
Cons
It would be great if there was a way to sync our Adobe account with Clustdoc which allows us to edit PDFs directly within Clustdoc without the need to re upload and re implement merge fields every time we make changes to a contract. Managing 27 different processes becomes time-consuming. As an immigration firm this feature is especially important for us as we could save a significant amount of time by adding editable merge fields (without requiring a signature, as USCIS doesn't allow e-signatures). Additionally, when adding an additional process to an existing application, the checklist and file sharing of the new process don't transfer over, and it would be beneficial if there was a way to make the new process the dominant one. Lastly, since we often handle processes for multiple family members, it would be helpful to have a way to connect family members, eliminating the need to ask the same questions repeatedly during our intake. For example, if we have a family of three (mom, dad, and child) and each person has their own application, it would be ideal if the system could automatically detect the family members and autofill their information. Finally, integrating Square for payment would be fantastic, as it is our preferred merchant.
Rating Distribution
Ease of use
6
Value for money
8
Customer Support
6
Functionality
8
Law Practice, 1-10 employees
Less than a year
“Good file gathering but needs PDF editing sync”
Pros
Gathering files from clients works well and I appreciate being able to adjust how everything looks on their end.
Cons
I really wish we could link our Adobe account directly to the platform so we could edit PDFs inside it. Right now every time we update a contract, we have to upload it again and redo all the data fields which takes hours since we have 27 different workflows. This is critical for our immigration practice because we could save so much time by adding fillable form fields that don't require a signature since USCIS doesn't accept electronic signatures.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
6
Functionality
7
Financial Services, 51-100 employees
Less than 6 months
“Good product with some changes needed”
Pros
From my perspective as the creator, it is smooth to use.
Cons
It appears complex for clients to understand and locating certain documents can be challenging.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
6
Functionality
8
Frequently Asked Questions
What is Clustdoc used for?
Clustdoc helps you avoid internal inefficiencies by gathering your routine onboarding workflows in a central place. And you don't need a website or even a development team to switch to Clustdoc. Start by using our user-friendly checklist module to map out the steps involved in your digital onboarding process. When you run onboarding flows with Clustdoc, your contacts and team see exactly what needs to be done, you can follow up on pending tasks, and the complete onboarding process is accessible.
Does Clustdoc support mobile devices?
It is compatible with Android and iOS devices.
How does Clustdoc work?
The software provides tools to share documents, build forms, store files within the cloud, and collaborate with partners. It automates the process of document collection.
Who are the typical users of Clustdoc?
Freelancers and SMEs are the typical users of the software.
What level of support does Clustdoc offer?
Customer support is available through email, phone, chat, FAQs, a knowledge base, and a 24/7 live representative.
What other apps does Clustdoc integrate with?
It can integrate with Google Drive, Zapier, Dropbox Business, and Slack.
Does Clustdoc support an API?
The software includes API access.
What type of pricing plans does Clustdoc offer?
Clustdoc pricing starts at €190/month* for the PRO plan, and it offers custom pricing for EXPERT and ULTIMATE plans. A 7-day free trial is also available. Contact us to request a custom Clustdoc software cost estimate.