Conformité KYC et enjeux pour votre entreprise

Collect client intake information 50% faster

From automated workflows to smarter forms and real-time tracking, this guide walks you through four practical ways to transform your onboarding process—and deliver a smoother, faster client experience.

Insta-hack your employee onboarding process flow with Clustdoc

Insta-hack your employee onboarding process flow with Clustdoc

Master your employee onboarding process and provide a 5 star experience to new hires in your business and teams.

5 frustrating digital onboarding mistakes customers notice most

5 frustrating digital onboarding mistakes customers notice most

Customers notice onboarding mistakes. Here are 5 frustrating mistakes you should avoid to leave the best first impression.

10 tips to get more client referrals for your business

10 tips to get more client referrals for your business

Getting a client referral for your business is a difficult task and companies struggle to get them. Use these 10 tips to get more referrals for your business.

Dropbox file request for B2B companies: In-depth Review

Dropbox file request for B2B companies: In-depth Review

Get complete review of Dropbox File Request. Learn how you can request and collect files in your business and if there is a better solution.

client intake process

The 6 client intake process steps explained simply

Learn 6 easy steps to implement an effective intake process for your business.

client intake automation

How to set up client intake automation in 5 steps

Ready to eliminate paperwork and streamline client onboarding? This article breaks down how to implement client intake automation in 5 clear steps.

Digital handwritten signature

The difference between a digital signature, e-Signature, and a handwritten signature

E-signature vs. digital signature vs. handwritten signature. What's the difference between the three? Read this article to find out which one you should use.

What are the most common client onboarding workflow issues?

What are the most common client onboarding workflow issues?

Discover some of the most common client onboarding workflow issues businesses face on their journey to forming successful client relationships in our post.

5 steps your need to follow to go paper-free in 2021 (+ 7 benefits of running a paperless organization)

5 steps your need to follow to go paper-free in 2021 (+ 7 benefits of running a paperless organization)

Easy-to-Implement Steps for a Paperless Office. Here are some practical strategies for reducing your total paper usage and going paperless.