We help lawyers build a better client intake experience.
Clustdoc is the most comprehensive, yet easy-to-use cloud-based client intake management system. Join hundreds of legal professionals who trust Clustdoc to streamline client intake for them.
Clustdoc is the most comprehensive, yet easy-to-use cloud-based client intake management system. Join hundreds of legal professionals who trust Clustdoc to streamline client intake for them.
Provide a stress-free client intake experience that drives conversion and engagement.
Using Clustdoc does not require coding expertise. Easily set up and customize client intake processes with our no code platform.
Clustdoc simplifies client interactions, enabling you to share updates, request information, and gather approvals in one secure platform.
Clustdoc's responsive design and clear navigation ensure potential clients complete their applications effortlessly.
Built-in encryption, secure access controls, and compliance with industry standards give legal teams and their clients peace of mind.
Clustdoc client management dashboard allows you to track your client intake process - ensuring that your team and client stay on the same page throughout the process.
Every step of the intake journey, including document uploads, e-signatures, and case details can be completed in one simple, secure platform.
Our intuitive client intake platform lets you customize required documents and intake forms, so you can onboard new clients faster and with fewer headaches.
Our smart reminders allow to streamline the client intake process, so you’re always one step ahead without lifting a finger.
Clients upload what’s needed, when it’s needed, with reminders and updates managed automatically. Now, you can keep things on track and stay focused on what really matters—building great client relationships.
Clustdoc eliminates the busy work by tracking your customer applications from end-to-end in a single place - no moving data between multiple systems.
Leverage our customizable intake forms and eSignature capabilities, to collect seamlessly key information, documents and signatures from customers.
With Clustdoc, compliance isn’t just easy; it’s built right into the flow. Gather e-signatures, verify IDs, and track each step all at once - during the client onboarding process.
With features like activity tracking, detailed audit trails, and consent capture, you can ensure compliance while keeping the process transparent and efficient.
Find below all contracts and resources that will help you get the most out of Clustdoc.
Discover what other companies say about our client onboarding software.
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.
