With Clustdoc, you can easily create customer-facing workflows tailored to your business needs, using intuitive features to design and automate approval processes.
With Clustdoc, you can easily create customer-facing workflows tailored to your business needs, using intuitive features to design and automate approval processes.
ORCHESTRATION
As your company grows, team members lose track of who should take the next step, creating unnecessary delays.
Clustdoc applies predefined rules to automatically move each approval request through the appropriate approvers while following your company policies.
Configure routing rules, approval conditions, and appropriate permissions so the workflow starts and progresses without manual intervention.
ACCURACY
Manual data entry or inconsistent inputs can slow down the review process and increase the risk of human error.
Clustdoc strengthens your approval workflow with validation rules and required fields that enhance the quality of approval requests before they reach the relevant parties.
Create automated approval workflows that include clear criteria allowing only complete and compliant submissions to move forward.
QUALITY
We help your team move faster using consistent approval workflows that reduce interpretation errors and improve decision making across multiple steps.
Clustdoc consolidates each approval request into a process checklist, keeping all stakeholders involved on the same page.
Your teams can access a clean view of documents or data needing approval, they can also share comments, and manage requests with the peace of mind.
VISIBILITY
Without an audit trail, it’s challenging to see where an approval request stands or why the approval flow has slowed down.
Clustdoc captures every update in an easy to track, audit-ready log that reflects the sequence of actions within the approval workflow.
Your team can review the full history, approval status, and assignees at any time.
Before you start, here are some answers to most frequently asked questions.
The Clustdoc platform helps in approving documents efficiently and provides real-time approval status updates, so you always know where each document stands in the workflow.
We also offer robust version tracking enabling teams to manage document revisions and maintain accuracy throughout the approval process.
Such features include : approval workflows, approval sequences, audit trails, assignment rules, internal tasks and much more. Register for a free account to browse through the features used by world-class companies using Clustdoc.
Approvals are often a critical checkpoint during client onboarding, especially when sensitive documents or compliance requirements are involved. With Clustdoc, approvals are not treated as separate tasks but embedded directly into the onboarding workflow.
This means clients submit documents, and approvers review them within the same structured flow, ensuring clarity, speed, and full accountability at every stage.
Yes. Clustdoc makes it easy to involve external parties in your approval workflows when needed.
You can assign approvals to partners, auditors, or regulators securely, with each action logged in an audit trail.
This flexibility allows your business to manage multi-party validations without breaking the flow of the onboarding process.
Clustdoc helps you prevent bottlenecks by assigning due dates and escalation rules to every approval.
If an approver misses a deadline or is unavailable, the workflow can automatically notify a backup approver or escalate the request to the next level.
This way, client onboarding never stalls because of individual delays, and your business maintains its momentum.
93% of users would recommend Clustdoc to a peer. No Credit card required
