Clust

“helpful client portal customization”

Pros

Collecting documents is fairly efficient and I really appreciate being able to customize the client-facing view.

Cons

One thing I really wish it offered is Adobe account syncing so PDFs could be edited directly inside the platform instead of having to re-upload them and set up the merge fields again every time a contract is updated. Since we manage around 27 different processes that takes a lot of extra time. This would be especially valuable for our immigration firm because it would help a lot if we could use editable merge fields without requiring a signature since USCIS does not allow e-signatures. Another issue is that when an additional process is added to an existing application the checklist and file-sharing setup from that new process do not carry over. It would be much better if there were an option to make the newly added process the primary or dominant one. We also regularly handle applications for multiple family members and it would save a huge amount of time if family profiles could be linked. Right now we have to ask for and enter the same details repeatedly for each person during intake. For example with a family of three each person may have a separate application but I still have to manually enter the parents' names, birth dates, address and similar information again when working on the child's file. It would be much more efficient if the system could recognize related family members and autofill shared information. I'd also love to see an integration with Square since that is the payment processor I prefer to use.

“Modern interface”

Pros

Using this software has been very pleasant thanks to its modern user friendly design and overall simplicity for users. It also gives a lot of autonomy when it comes to setup since even the automations can be configured without needing technical skills. The online documentation is very clear, well organized and easy to search through which helps a lot. Support has been efficient and the commercial follow up has also been reliable. Exporting documents is easy, the interface is very responsive, the value for money is excellent and the portal language settings add useful flexibility.

Cons

We did run into a few minor bugs but they were fixed once we reported them and none of them were blocking.

“Powerful onboarding”

Pros

Right from the start the concept feels very user friendly and it's been executed extremely well. The white-label setup along with the building blocks makes it possible to create a customized and powerful onboarding process. Overall the platform feels eficient and dependable with hardly any bugs if any at all showing up so far.

Cons

There are a few small formatting details that could be better such as number formatting particularly within the form builder section.