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Onboard new clients in days, not weeks.

  • 200+ industry-specific workflow templates
  • 7-days free trial, no credit card required
  • Free online training & guided implementation
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Rated 5 out of 5

Award-winning software used in 70+ countries!

client onboarding software

Clustdoc is an award-winning client onboarding software trusted by thousands

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Put routine client-facing
workflows on autopilot

Clustdoc client onboarding software helps improve productivity and workflow efficiency by automating and streamlining the tasks that must be completed by your contacts and team during the onboarding process.

FINANCIAL SERVICES

Automate client onboarding workflows, streamline document management, and cut down processing times.

REAL ESTATE

Streamline new properties onboarding and simplify document management during real estate applications through a secure portal.

Your entire case, from client intake forms to files and signed contracts and everything in between, is kept and neatly organized in your account.

ADMINISTRATION

Facilitate the application process for companies and individuals while making sure you collect the right information and stay compliant.

INSURANCE

Provide clients with a secure online platform where they can easily submit evidence, claim files and personal documents.

CONSULTING

Rely on scalable and robust client onboarding technology to support digital transformation projects with your clients.

Can't find your specific industry here?

No worries, Clustdoc is flexible enough to match your industry requirements. If you require new contacts to complete the same tasks during onboarding, Clustdoc can work for you.

Get the clarity you need and the results you want.

No more bottlenecks. Track activity in real time throughout the onboarding lifecycle and never let a lack of visibility slow you business process down ever again.

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1

Implement robust control mechanisms

Design and implement company-wide onboarding processes that your staff can easily follow and track.

3

Facilitate data-driven decisions

Access key metrics and data to make informed business decisions and optimize your team performance.

2

Ensure rigorous compliance

Adopt a more transparent client management policy and comply with data-privacy regulations.

4

Shorten time to value for clients

By streamlining onboarding, Clustdoc helps accelerate sales processes and improve conversion rates, ensuring clients experience value faster.

Design and launch onboarding workflows with a magic wand.

We provide you with all the tools you need, to design end-to-end client onboarding workflows based on your business requirements - all within a single platform. Discover our complete suite of unique enterprise-level features.

Launch client onboarding flows faster than ever

Ensure there are no bottlenecks while handling new business relationships with our no-code onboarding checklist.

Just send an onboarding checklist to each client through Clustdoc.

That way, they can see every onboarding task they need to complete and everything they need to know without having to email you.

client onboarding process

Request and process customer data seamlessly

With Clustdoc, you can request key information through our embedded forms and review it from a user-friendly interface in collaboration with your team during onboarding.
 
Using Clustdoc, you can also dynamically request a list of files, based on the context, or your contact’s situation or profile – without worrying about security or deadlines.
 
 
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Receive the files you asked for - on time

Ever been in a situation where you had to deal with a file that’s too big, a document that ends up in your spam folder or an expired sharing link? Then, you’ll love Clustdoc.
 
Using Clustdoc, you can dynamically request a list of files, based on the context, or your contact’s situation or profile – without worrying about security or deadlines.
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Get documents signed in a sequential order by one or multiple people.

Our proprietary esignature solution is built to have multiple documents signed in a sequential order based on previous onboarding steps or events.
 

If you need to send signature requests to a specific group of people or need to get multiple documents signed based on different contextual factors, Clustdoc can assist you.

 
Get 40% faster turnaround time when launching complex esigning workflows.
 
 
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Centralize internal approvals to keep everyone on track

Clustdoc keeps your team on the same page by centralizing the submissions review and approval process.
 
You can set approval workflows involving key stakeholders and make sure compliance policies are carefully executed.
 
 
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Get visibility into what’s happening across your team

Clustdoc gathers all client onboarding related interactions into a single management system, so you can handle all your clients from one inbox.
 
From your Clustdoc account, Internal comments and communications make it easy to collaborate on customer replies and hand messages off to another teammate whether inside or outside your department.
 
 
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Have people kick off onboarding process from your website

The Clustdoc client portal makes it easy for your clients to access, share and complete onboarding documents or tasks with you and your team.
 
People can access the client onboarding portal securely from any Web browser or Internet-enabled mobile device.
 
 
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Launch interactive onboarding flows on any device.

Clients can interact with you at any time from a mobile-friendly onboarding portal, that will drive better engagement than any legacy tool you currently use.

For more efficient internal management, your team can access a desktop admin console as well as a free mobile app - making it super easy for everyone to work and collaborate, no matter where they are.

  1. Mobile-friendly access for your customers
  2. Digital mobile app for your team 
  3. Real-time sync between all devices
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Connect with the tools you rely on every day.

Working with a CRM, ERP, or another tool? No problem. Connect them with Clustdoc to send onboarding data to your favorite tools and accelerate your day.

See more integrations

1.8M+ flows launched through Clustdoc

Discover what other companies say about our client onboarding software.

With Clustdoc we can do the whole onboarding flow – and as we can instantaneously notify customers about missing or non-compliant documents, it helps us speed up the whole onboarding process.

Brian Shared on 01.24

Our onboarding processing time has been divided by 2 with Clustdoc. We used to have some clients where it would take three months to onboard. Now we’re probably down to six weeks for those bigger companies.

Fareeha Shared on 03.24

The ease of implementation and ability to connect Clustdoc with our existing tools makes work much easier. With Clustdoc we’re confident to close a startup application within a week versus 3 weeks previously.

Arnaud Shared on 05.23

We use Clustdoc to build different processes and different approval workflows for the different departments. It keeps the process very transparent amongst departments.

Cassandra Shared on 05.24

What I like most is that you can easily create templates to use over and over again but you also have the flexibility to customize single applications using a template first. You can sort incoming applications into folders for better organization and overview of various processes.

Sarah review shared on 11.19

The amount of documentation and data that we need to be not only collected, but organized in a way that provides easy access is staggering. Clustdoc provides a highly customizable solution to this problem that is so commonplace among multiple industries.

James review shared on 04.22

Clustdoc makes systematizing your client onboarding easier than ever. Not only this though, it makes reminding your clients about outstanding items as easy as a click of a button.

Chaz review shared on 06.20

This tool is flexible to use for both our clients and organization to maintain quality standards for information collection and process management. I like the fact that it keeps our on-boarding of new clients focused with information collecting in one easy process.

Joaquin review shared on 01.20

I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.

Kirk review shared on 11.19

A solution that will save you time and help you keep track of your customer records. You are looking for an efficient and secure 100% online document collection and file verification tool! Then this tool is for you.

Nourredine review shared on 07.20

Professional Client Onboarding Software.

Before you start, here are some answers to most frequently asked questions.

A client onboarding software helps you and your team transform routine client-centric workflows.

Clustdoc client onboarding software is specifically designed to simplify the process of collecting and managing forms, documents, eSignatures, payment and any key information you need, all in a single, safe place.

All of your work, including the information submitted by your stakeholders, is encrypted at rest with AES-1256 and sophisticated encryption keys management.

Also, as we are located in EU, we comply with the highest standards of security and data protection.

When using a client onboarding software at work, you empower your team to provide a higher level of service to new clients or contacts.

You can create as many client onboarding templates as needed and run them simultaneously with your stakeholders allowing to scale your routine processes.

We're here to simplify your client onboarding process.

On top of adding your logo, background and custom URL to your client portal, you can completely embed it on your web page or platform and get your website visitors with a click.

Make client onboarding the start of something great.

93% of users would recommend Clustdoc to a peer. No Credit card required

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