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Clustdoc helps you automate the way you collect and manage documents and information from anyone as part of your client or company workflows.
Send customized document collection requests or collect the information you require from a secure branded portal.
Request, collect, extract clients information and data with our simple form builder.
Display a smart list of required documents or files based on your clients profiles.
Ask your recipients to complete a list of tasks whether online or in the real world.
Have your contracts and proposals templates signed easily from your application portals.
Browse through our library of +100 professional templates to build your custom process. You can also build your own needs list from scratch.
Our shared interface makes it easier for clients to run your process and understand what's required and ask any question without picking the phone.
Clustdoc prevents you from juggling between web apps, fax machines, stacks of paper and scanners.
Request a list of supporting documents and once returned, we rename and organize them intuitively. To foster collaboration, you can collaborate on returned files with your team or clients.
Clustdoc is also where you work with your team, contractors or even external decision makers.
Once you're done, automate your document collection process with a few clicks. Clustdoc can be connected to +1500 online apps using Zapier or our API documentation.
Clustdoc not only automates your document collection workflows, but also helps you capture data, eSignatures, payments and more.