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Clustdoc

Onboard new clients in days, not weeks.·clustdoc.com

Clustdoc is a client onboarding software that helps businesses collect and manage forms, documents, eSignatures, and payments from clients through a secure online portal. It automates onboarding checklists, document collection, approval workflows, and internal task management to speed up client-facing processes. The platform includes a client portal, identity verification, customer scoring, and audit trails aimed at improving compliance and productivity for teams handling recurring client or contact onboarding.

What it's for

KYC OnboardingMerchant OnboardingEmployee OnboardingProperty OnboardingStudent ApplicationsVendor Onboarding

Features 31

AI Data extraction
AI Data validation
API & Webhooks
Appointment booking
Approval sequences
Audit trail
Automated Reminders
Client directory
Client Portal
Conditional display logic
Customer scoring
Digital checklist builder
Document Collection
Document Management
eSignatures
File sharing
Identity verification
Intake Forms
Internal task management
KYC/KYB support
Mobile CRM app
Multi language support
Multi-step workflows
Native Integrations
Password-protected access
Payment Capture
Permissions & roles
Secure Messaging
Single Sign On (SSO)
Step & files approval/denial
White label

At a glance

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb

LanguagesEnglish, French

Forfinancial services, public services, human resources, legal services, education, real estate, insurance, consulting

CompanyClustdoc

Integrations

ZapierMake

Complianceself-reported

GDPRSOC 2

Pricing

PRO plan is stated as €190/month or $190/month depending on currency toggle. EXPERT and ULTIMATE plans are quote-based ('On quote'), so no fixed price is given.

PRO$190/mo

Executable Terms & Conditions

3 user seats, 1 standard process, 50 new applications/month, 25 GB Storage

EXPERTQuote

Priced on quote ('On quote'); marked 'Best value'

5 user seats or more, up to 10 standard processes, 150 new applications/month, 50 GB Storage

ULTIMATEQuote

Priced on quote ('On quote'); flexible Terms & Conditions; described as best for large-scale operations

10 user seats or more, custom number of advanced processes, custom number of applications/month, custom storage capacity