Standardize client workflows with defined steps, owners and due dates, so every case follows the same sequence.
Your team gets real-time visibility into what is complete, what is pending and where each process is blocked. Internal reviews and client-facing actions stay synchronized in one workflow.
Clustdoc organizes each process into stages, steps and tasks within one workflow management system. Each new case starts from a saved template, with the business workflow already configured. Our guide to workflow software covers process tracking in more detail.
CLEAR RESPONSIBILITIES
Assign every task and approval to a named owner, whether a team member, the client or an external reviewer. Each case displays the current owner, outstanding items and due dates.
Clustdoc helps you align your customers' tasks with those of your team, ensuring clear tracking and smooth progress.
Clear workflows ensure each task follows the right sequence and logic, reducing confusion and delays across teams.
Everyone stays informed thanks to real-time dashboards that highlight progress, bottlenecks, and overdue actions.
Task assignments, reminders, and routing rules run automatically in the background, so your processes move forward without constant supervision.
Every client or project follows the same workflow logic, ensuring standardized execution, even across departments or locations.
INTERNAL TASK MANAGER
Manage internal work alongside the client-facing process. Internal tasks, such as compliance reviews and credit checks, each have an owner, a due date and a status.
SHARED ONBOARDING TASKS
Orchestrate internal reviews and client-facing steps within a single workflow, with automated handoffs in both directions. Completing an internal review can open the client's next step automatically. A client submission can, in turn, route follow-up work to the assigned team member.
AUTOMATION & REMINDERS
Automate follow-up and exception management to reduce manual chasing. Reminders follow the triggers and timing your team sets. Overdue actions are highlighted on the team dashboard.
APPROVALS
Run sequential, multi-step approvals through Clustdoc's approval workflow, with a defined reviewer at each stage. Reviewers approve or reject with a decision note, and the audit trail records who decided what and when. Conditional routing can send higher-risk and complex cases to a more detailed review path.
DOCUMENTS
Bring document collection and review into the workflow, with a structured request for each document. Files are tracked from first upload through approval, revision and renewal.
Book a discovery call to review your workflow requirements with our team.
Learn more about Clustdoc workflow task management software.
Clustdoc is a client onboarding and verification software. So, while using our onboarding task list feature in your process, a good approach would be to start by grouping tasks based on the audience. First, you'll be able to add onboarding tasks that must be completed by a customer, then, you'll list internal tasks that will help your team progress things easily.
Absolutely. You can build a client onboarding checklist that will include onboarding tasks that must be completed by clients throughout the process. Once your process is correctly mapped out, you and your team will be able to send it over to each new client with a click.
Clustdoc allows you to embed into your checklist appointment booking modules from popular tools such as Calendly, Acuity Scheduling or more. All you'll have to do is to add the html code of these apps into your customer onboarding checklist.
We strongly believe that systems can help you reach your goals. That's why Clustdoc focuses on helping you save account business onboarding templates in your account, that can be run with the right person at the right time. Your onboarding checklist templates will ultimately include task templates applicable to each flow you'd like to run.
Workflow management software turns a repeatable process into a set sequence of steps with owners and due dates. It moves work from one step to the next and shows the status of each case.
Clustdoc combines both for external-facing, regulated and document-intensive processes. Task management assigns work to team members, clients and external reviewers, with due dates and completion tracking. Workflow management sets the sequence, triggers the next step automatically and routes approvals.
Yes. The dashboard runs in a web browser, and team members can review documents and approve requests from the mobile app. Clients complete their steps through a secure portal on a phone, tablet or computer.
Yes. Approvals are built into the workflow rather than handled in a separate tool. Reviewers see the submitted forms and documents in one place, and every decision is logged in the audit trail.
93% of users would recommend Clustdoc to a peer.
