Clustdoc

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.

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.

One of my favorite pieces of technology

Pros

The combination of an intuitive concept and excellent execution is impressive. It is a white labeled product that provides building blocks for a customized and powerful onboarding process. It is robust in every aspect, and I haven't encountered many (if any) bugs so far.

Cons

There are a few minor formatting issues, particularly with number formatting that could be improved. Especially in the form building section.

Easy to use tool to collect documents and information from clients or other 3rd parties

Pros

The ease of use and setup are remarkable.

Cons

I don't have any specific complaints. The help documents provided by Clust do a good job of explaining how to use the platform.

Easy Application Processing & Client Onboarding

Pros

The accept/reject feature for documents is extremely useful especially for web development projects. It saves us a significant amount of time and eliminates the hassle of back-and-forth emails. Additionally, the user interface is neatly organized, and the customer service is top-notch.

Cons

It fulfills its promises so there isn't much to dislike.

Great system for onboarding clients

Pros

I really like tha fact that it looks like a checklist to my clients, while each task can be a different element, such as a form, link, task or document.

Cons

The price is quite high especially considering the limited additional functionality provided.

Excellent platform to onboard client, manage documents

Pros

Customers can effortlessly submit documents, fill out forms and sign legal contracts. They can also communicate and send additional documents. The inclusion of Google and other storage features, as well as payment integration, is fantastic. This has become our all-in-one CRM and document management platform.

Cons

The online form creation tool could use some improvement although they have added more features over the past year. They are also quick to respond to inquiries.

Great for onboarding or other business processes

Pros

Clustdoc offers us a professional approach to onboard our clients and new employees.

Cons

Some clients have expressed concerns about electronic signatures, particularly with the verification method. They don't always receive the confirmation email containing the code immediately, which they need to enter within a set timeframe. We have also encountered issues with the e-signature form fields not aligning properly with our original design.

Don't. Simply don't.

Pros

I had high hopes that it would help me streamline the onboarding process for new employees, providing them with a centralized portal that offers a great user experience. Unfortunately I was mistaken!

Cons

There is a lack of logic and the user experience is extremely poor. It feels less logical than software from the 1990s. What is worse is that the fill-in fields in PDF documents for e-signatures are always shifted from their intended positions. So, aside from being illogical and incomplete, it is essentially useless for e-signatures and document collection. I would advise staying away from it.

business processes made easy!

Pros

What I love about Clustdoc is the ability to manage the entire process from start to finish, collaborate with my team and securely communicate with our clients!

Cons

The only problems I encountered were with the forms when attempting to include conditional data. However I reached out to support and they assisted me in resolving the issue!