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Legal Case Management made simple.
Clustdoc is the new way to manage clients, immigration and legal cases from a branded portal.
Trusted by companies in +78 countries
Run your law firm remotely
We focus on providing a professional, modern and trustworthy environment for your team and clients. Get access to a customizable client portal and free agent app to run your law firm.
Forms & Questionnaires
You can manage and handle as many online forms as needed as part of your client cases and procedures. The data is easy to export.
Document checklists
Move to a paper-free document collection process from day one, Clustdoc helps you collect and organize your case documents.
Task manager & status updates
Assign to clients or teammates a list of tasks. Make sure online applications are completed on time by each client.
Legally binding eSignature
Upload any of your official forms, contracts or proposal and have them signed from a password protected & mobile friendly portal.
Never miss a lead ever again
Send online invitations and reminders to help your clients submit their information in a timely from a beautiful branded portal. Using our automation features, you can save some precious time with automated data entry, event-trigger messages and workflows.
Standardize the review process
Track cases with real-time updates on any change in a case status. With Clustdoc, your team knows exactly how to process each client's case and works collaboratively without emails. Your robust admin interface allows you to loop in any other person needing to share approval or jump in throughout the case management process.
- Real-time audit trail & activity tracking
- Internal collaboration with @mention
- Shared templates and todo lists
