Last Updated
Overview
Clust empowers law firms and legal teams to simplify client onboarding with automated document collection, secure portals, and eSignature workflows. Despite minor form formatting limits, its compliance-driven tools ensure accuracy, save time, and enhance efficiency in client intake and document management for modern legal practices.
Be the first one to leave a review!
No review found
Starting Price
Custom
Clust Specifications
Document Management
Client Management (CRM)
e-Signature
Document Automation/Assembly
What Is Clust?
Clust is a secure, digital platform that transforms legal client onboarding by automating the entire intake lifecycle for law firms. Clust features include a no-code checklist builder and a proprietary eSignature solution that speed up file assembly and contract signing. Through a secure client portal for document collection and approval workflows, Clust software ensures strict data compliance, reduces administrative errors, and provides clear and organized client management. This enables small to mid-sized legal practices to operate more efficiently, and scale effectively.
Clust Pricing
Clust pricing consists of the following plans:
- PRO: $190/month
- EXPERT: Custom pricing
- ULTIMATE: Custom pricing
Disclaimer: The pricing is subject to change.
Clust Integrations
Clustdoc offers smooth integration with:
- Zapier software
- Make
- Pabbly Connect
- Glances
Who Is Clust For?
Clust software is ideal for a wide range of industries and sectors, including:
- Financial services
- Consulting
- Government
- Insurance
- Construction
- Real Estate
- Education
Is Clust Right For You?
Clust is an excellent fit if your legal practice needs to drastically reduce the administrative burden of new client intake and document assembly. Its standout feature is the proprietary eSignature solution, built for complex, sequential signing workflows, which can significantly reduce turnaround time. The software is an Award-winning client onboarding solution, trusted in over 70 countries. This focus on security and compliance makes it the premier choice for firms handling sensitive client information.
Are you still unsure if Clust is what you need? Call us at (661) 384-7070 for further assistance.
Clust Features
Clust simplifies document collection by letting users securely request, receive, and organize files from clients without delays or expired links. It dynamically tailors document requests to each client’s situation, ensuring faster submissions, improved accuracy, and smoother onboarding workflows across teams and departments.
The platform offers a secure client portal that allows users to share, submit, and complete onboarding documents directly from any web browser or mobile device. It ensures real-time collaboration, eliminates communication gaps, and provides clients with a transparent and organized onboarding experience.
Clustdoc provides a built-in eSignature feature that allows multiple people to sign documents sequentially or simultaneously based on custom workflows. It accelerates signature collection, reduces manual follow-ups, and ensures a faster turnaround time for complex document approval processes.
This feature enables users to create automated onboarding checklists that clearly outline tasks for each client. It streamlines processes, eliminates confusion, and helps teams track progress efficiently, ensuring every onboarding step is completed accurately without the need for repetitive follow-ups.
Users can collect and manage client data through embedded forms designed for accuracy and efficiency. The feature allows teams to review submissions collaboratively, dynamically adjust data requests, and maintain secure, organized information storage while enhancing the overall onboarding and client management experience.
