About WordPress Clustdoc Customize Disabled Settings 1515 updates available 11 Comment in moderation New Edit Page Edit with Elementor Delete Cache Rank Math SEO Notes Makfast cache Clear Caches Howdy, Freelancer Freelancer Search Skip to content Why Clustdoc Platform Solutions Clients Pricing Sign in Try it free EN Home | How it works It can take up to 6 tools to onboard a single client. With Clustdoc, setting up a client onboarding process takes minutes, not weeks – and no coding needed. Get started – It’s free Request a demo Secured messaging system Replace your ‘Next Steps’ email with a client onboarding system It only takes 3 simple steps to use Clustdoc. This means no more friction for your clients, no more errors and missed deadlines for your teams. 1 Document routine workflows Build your onboarding workflow and set up automated approvals and notifications 2 Run workflows with new contacts Easily run your workflow with new clients or contacts manually or automatically 3 Track progress with your team Review and approve online records with your team and key stakeholders How can Clustdoc help your business? No-code digitalization Digitize services and processes in your organization that can be rolled out with an end-to-end digital setup. Conversion Increase Use built-in engagement features to increase conversions on your flows and close deals in half the time it usually takes. Higher Compliance Use Clustdoc to make sure business processes are properly documented and executed by customers and team members. Cost Reduction Remove process lags, development costs and manual touch points in your onboarding process. Performance tracking Get more clarity on where clients stand in the process and how your team works on the reviewing the client’s information. Better Collaboration Implement new processes that can be used across the organization by all team members in a systematic and consistent way. Clustdoc is a new way of managing new clients and contacts during the intake phase. Our client onboarding software is built around a unique, browser-based platform that makes the end-to-end digital onboarding process a breeze. STEP 1 Create compliant, top-tier workflows for every process. Clustdoc helps you avoid internal inefficiencies by gathering your routine onboarding workflows in a central place. And you don’t need a website or even a development team to switch to Clustdoc. Start by using our user-friendly checklist module to map out the steps involved in your digital onboarding process. When you run onboarding flows with Clustdoc, your contacts and team see exactly what needs to be done, you can follow up on pending tasks, and the complete onboarding process is accessible through a single page. Create your first checklist Free Onboarding checklist templates Average completion time for a Clustdoc process < 0 days of our customers spend less time chasing clients 0 % Average time saved with Clustdoc 0 hrs/week Recognized for its innovation & performance 0 times Team collaboration STEP 2 Run engaging client-facing onboarding flows on any device. No one likes sending nagging emails to get stuff from clients. With Clustdoc, assign them automatically onboarding tasks with a due date and enough instructions to get things done. Once you launch your digital onboarding flow, customers will be notified about the request, and receive automatic reminders when it’s due soon or overdue. Clients can easily communicate right from their interface, and messages will be routed to your teams automatically. You’ll always have access to every client submissions in one organized place. Onboard a new client today STEP 3 Get a clear overview of your team’s performance & build reports. Instead of a weekly call to report progress, let Clustdoc automatically share with you, your team updates through a customizable dashboard. Quickly discuss next steps with your teammates, make decisions with clarity, and progress your client onboarding projects faster. Approve client records, submitted information, and interact with key internal stakeholders from your desktop or mobile client management app. Get started for free Management Dashboard Your digital onboarding process can be improved The Traditional Way Teams that are not relying on a professional client onboarding system: Experience slower growth Miss out on building a competitive edge Increase process lag and friction Have a higher compliance risk The Clustdoc Way Teams usually mention after switching to Clustdoc the following benefits: Seamless collaboration between teams Decreased churn rates Increased team productivity Better team alignment We help you drive engagement, results and trust Welcome new clients in an organized and professional way, streamline collaboration, and take action faster with your team. This tool is flexible to use for both our clients and organization to maintain quality standards for information collection and process management. I like the fact that it keeps our on-boarding of new clients focused with information collecting in one easy process. Joaquin review shared on 01.20 I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding. Kirk review shared on 11.19 A solution that will save you time and help you keep track of your customer records. You are looking for an efficient and secure 100% online document collection and file verification tool! Then this tool is for you. Nourredine review shared on 07.20 What I like most is that you can easily create templates to use over and over again but you also have the flexibility to customize single applications using a template first. You can sort incoming applications into folders for better organization and overview of various processes. Sarah review shared on 11.19 The amount of documentation and data that we need to be not only collected, but organized in a way that provides easy access is staggering. Clustdoc provides a highly customizable solution to this problem that is so commonplace among multiple industries. James review shared on 04.22 Clustdoc makes systematizing your client onboarding easier than ever. Not only this though, it makes reminding your clients about outstanding items as easy as a click of a button. Chaz review shared on 06.20 This tool is flexible to use for both our clients and organization to maintain quality standards for information collection and process management. I like the fact that it keeps our on-boarding of new clients focused with information collecting in one easy process. Joaquin review shared on 01.20 I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding. Kirk review shared on 11.19 A solution that will save you time and help you keep track of your customer records. You are looking for an efficient and secure 100% online document collection and file verification tool! Then this tool is for you. Nourredine review shared on 07.20 What I like most is that you can easily create templates to use over and over again but you also have the flexibility to customize single applications using a template first. You can sort incoming applications into folders for better organization and overview of various processes. Sarah review shared on 11.19 The amount of documentation and data that we need to be not only collected, but organized in a way that provides easy access is staggering. Clustdoc provides a highly customizable solution to this problem that is so commonplace among multiple industries. James review shared on 04.22 Clustdoc makes systematizing your client onboarding easier than ever. Not only this though, it makes reminding your clients about outstanding items as easy as a click of a button. Chaz review shared on 06.20 Clustdoc is a essential tool for anyone that want to improve any kind of process. We use it mainly for onboarding and to automate this process. If you have a business, you need this! Leonardo review shared on 11.19 We’re a Legaltech startup and for us onboarding, collection and management of client document is one big cumbersome task. We tried and tested different tools but none of them fit to the need as much the Clustdoc. Hermant review shared on 07.20 Clustdoc solves many problems. It acts as a centralized hub for customers to share and upload the requested information in a simple checklist manner. The customer service is very good. They are responsive and very easy to work with. Jay review shared on 09.19 We’re quite happy since using it and even our Clients too loving Clustdoc. The client on boarding is quite simple and easy. Plus they’re providing the Digital Signature feature as well. Sumeet review shared on 06.20 Clustdoc is one of the best investment I have made. This document service has a long term value given the global remote working trend and it’s a huge time saver / productivity tool. Parag review shared on 06.20 Clustdoc has brought to us a very innovative way of working. We used to gather all client documents on our website with a poorly designed contact form and the rest of the work was made manually. This software is really good and modern. Fabienne review shared on 11.19 Clustdoc is a essential tool for anyone that want to improve any kind of process. We use it mainly for onboarding and to automate this process. If you have a business, you need this! Leonardo review shared on 11.19 We’re a Legaltech startup and for us onboarding, collection and management of client document is one big cumbersome task. We tried and tested different tools but none of them fit to the need as much the Clustdoc. Hermant review shared on 07.20 Clustdoc solves many problems. It acts as a centralized hub for customers to share and upload the requested information in a simple checklist manner. The customer service is very good. They are responsive and very easy to work with. Jay review shared on 09.19 We’re quite happy since using it and even our Clients too loving Clustdoc. The client on boarding is quite simple and easy. Plus they’re providing the Digital Signature feature as well. Sumeet review shared on 06.20 Clustdoc is one of the best investment I have made. This document service has a long term value given the global remote working trend and it’s a huge time saver / productivity tool. Parag review shared on 06.20 Clustdoc has brought to us a very innovative way of working. We used to gather all client documents on our website with a poorly designed contact form and the rest of the work was made manually. This software is really good and modern. Fabienne review shared on 11.19 We’ll work with you every step of the way to make sure your client onboarding program is a success. Contact sales 1 Implementation If you’re short on time or too busy growing, our onboarding manager can build your custom onboarding process on your behalf. 2 Customer Success A dedicated Implementation Success Manager will assist you and share advice on your implementation and onboarding strategy. 3 Private Training Custom Training programs can also be set up for business users and agents wanting to get up to speed with the platform in an efficient way. Execute routine onboarding processes in minutes. 93% of users would recommend Clustdoc to a peer. No Credit card required. Start your 7-day free trial a white shield with black text and blue check mark ABOUT Why Clustdoc Company Careers Getting Started Security Center Verified reviews Talk to Sales PRODUCT Digital Onboarding Identity Verification Approval Workflow Workflow Automation Document Collection Legal eSignature Client Portal USE CASES KYC Onboarding Supplier Onboarding Employee Onboarding Property Onboarding Case Management Submissions Management All use cases RESOURCES User Guide Online Academy Partners Developers Clustdoc Blog LANGUAGES EN Run flows in 10+ languages © 2025 All Rights Reserved, Clustdoc Terms of Use Privacy Policy Legal Notices Contact