Welcome to the Clustdoc FAQ. Below you will find direct answers to the questions teams ask most before adopting our customer onboarding infrastructure, from pricing and setup to security and compliance. If your question is not covered here, book a demo and ask our team directly.
Find below Clustdoc frequently asked questions about getting started.
Clustdoc is a cloud-based client onboarding software that helps front-office teams manage document-based processes and repeated client requests in one place. Teams use the platform to speed up applications and submissions from clients, tenants, suppliers, and other contacts. It fits any industry that needs a structured, professional way to onboard new relationships.
Customer onboarding infrastructure is the system layer that runs your entire onboarding operation, covering document collection, forms, signatures, approvals, and client communication in one platform. Clustdoc provides that infrastructure so front-office teams stop juggling separate tools every time a new client, vendor, or applicant comes in.
Yes, Clustdoc can onboard any type of contact, not only customers. Teams use it during client intake to onboard partners, borrowers, investors, students, landlords, tenants, and businesses. If a contact needs to complete routine tasks during the intake phase, you can run that process through Clustdoc.
Getting started with Clustdoc is quick because new users receive self-serve resources that walk them through account setup. If you would rather save time, our team can set up your processes on your behalf.
Yes, you can book a demo and a Clustdoc specialist will walk you through the customer onboarding software live. Book a free discovery session and bring your current workflow so we can show you exactly how it maps to Clustdoc.
The best way to evaluate Clustdoc is to book a demo with our team. During the session you will see the platform applied to your own onboarding scenario and get answers to your specific questions. From there, you can choose the plan that matches your requirements.
Yes, we provide hands-on assistance for account setup. Your account manager can build templates or configure your account based on your needs, and we can schedule a team training session so your colleagues know exactly how to use Clustdoc. Complex briefs may require a quote, so contact your account manager for details.
Clustdoc is a secure and reliable platform for collecting documents and sensitive information from your customers. Admins get full visibility into which documents each team member requested, when collection started and ended, and who did what at every stage of the customer onboarding process. Multiple safeguards protect the data shared between you and your clients, and Clustdoc complies with the GDPR, one of the strictest data protection standards in the world.
Everything about plans, billing, and seats before you subscribe. Full details are on the pricing page.
No, there is no long-term commitment required. When you subscribe to a Clustdoc plan you can pay monthly or annually based on what suits you, and you can cancel anytime to stop your next billing cycle.
Yes, the admin counts as a business user and needs a paid seat. Business users are teammates who access the Clustdoc platform to view, set up, or manage anything inside your account, and that includes the account owner and admins.
Yes, certain organizations such as NGOs are eligible for a discount with proof of NGO status. You can also reduce your cost through our Referral Program, which pays you a commission when someone you refer becomes a Clustdoc client. Contact our customer service team for details.
Yes, Clustdoc is used by enterprise clients that need powerful features. Reach out to our sales team through a discovery call to discuss your needs.
Clustdoc offers paid plans billed monthly or annually, and each business user who accesses the account needs a paid seat. Compare plans on the Clustdoc pricing page to find the one that fits your team, or talk to our sales team about enterprise requirements.
Ready to digitize your workflows on a professional platform? These answers cover templates, processes, signatures, and your website.
Yes, there are plenty of free resources to help you set up Clustdoc with peace of mind. Head over to the Starter Kit page to browse guides that get you up and running.
Yes, Clustdoc includes hundreds of free ready-to-use templates you can import as a starting point. Pick the template that matches your use case, then customize it to your exact requirements.
Yes, a single Clustdoc account can run multiple onboarding processes at the same time. You can store shared processes that teammates use to onboard clients or contacts, configure them for different services, and launch them with different people simultaneously. This process orchestration is how teams automate the full client onboarding process instead of managing it by hand.
Yes, Clustdoc includes a legally binding e-signature solution with two signature types, electronic signatures and digital signatures. Both are built into the signature workflow, so clients can sign documents as a step inside their onboarding flow.
Yes, you can launch client onboarding flows directly with your website visitors. Clustdoc runs processes manually or automatically, and the onboarding portal option lets visitors start your onboarding process straight from your website.
Clustdoc supports any industry that onboards clients, vendors, or employees through document-based processes. Dedicated solutions cover accounting client onboarding, loan documentation, KYC onboarding, vendor onboarding, and employee onboarding, and teams in other sectors build their own processes from templates.
Your data is stored in data centers located in your region, so data from US customers stays in the United States. These centers control physical access at the perimeter and entry points with professional security staff, video surveillance, and intrusion detection systems. Authorized personnel must pass two-factor authentication at least twice to reach the data center floors.
Clustdoc protects your business with built-in privacy management features. These include user consent capture, links to your privacy policy, a data privacy control dashboard, and automated data deletion, so you can run onboarding with total peace of mind.
Yes, Clustdoc is GDPR compliant. As a French company, Clustdoc follows the French Personal Data Protection Act based on EU regulation (UE) 2016/679, which sets one of the highest data protection standards in the world.
Clustdoc is not bound by HIPAA because it is a French company governed by EU privacy law rather than US regulations. Our privacy and security practices comply with the French Personal Data Protection Act, based on EU regulation (UE) 2016/679, which imposes stricter rules than US requirements. Your data is therefore held to one of the highest protection standards available.
Yes, Clustdoc has obtained a SOC 2 Type II report. This attestation confirms robust processes and systems designed to prevent security breaches and address potential threats. Visit our Security Center to learn more.
93% of users would recommend Clustdoc to a peer. Book a demo and our team will show you how Clustdoc fits your onboarding workflow.
