Generated by Rank Math SEO, this is an llms.txt file designed to help LLMs better understand and index this website.

# Clustdoc: Client Onboarding Software

## Sitemaps
[XML Sitemap](https://clustdoc.com/sitemap_index.xml): Includes all crawlable and indexable pages.

# Clustdoc

> Clustdoc is a client onboarding automation platform trusted by modern teams in 70+ countries to orchestrate, run and manage repeated industry-specific onboarding processes with clients or stakeholders.

Clustdoc brings scattered onboarding steps — document collection, online forms, eSignatures, identity verification, task management and client communication — into one centralised, branded workspace. Clustdoc helps businesses cut onboarding time in half, reduce manual follow-ups, and stay compliant with data privacy regulations including GDPR/RGPD and SOC 2 Type II. 93% of users would recommend Clustdoc to a peer. 1.8M+ onboarding flows have been launched through the platform. The company is headquartered in Paris, France and serves clients across financial services, legal, HR, real estate, education, insurance, public services and consulting.

Clustdoc is not a generic form builder or document signing tool — it is an end-to-end onboarding orchestration platform. It combines intake forms, document requests, eSignatures, KYC/KYB identity checks, approval workflows, payment collection and client communication in a single, white-labelled, branded client portal that can be embedded directly on a company's own website.


## About Clustdoc

- [Clustdoc Homepage](https://clustdoc.com/): Overview of the Clustdoc client onboarding automation platform
- [How It Works](https://clustdoc.com/how-it-works/): Step-by-step explanation of how Clustdoc automates client-facing onboarding workflows
- [Company / About Us](https://clustdoc.com/about-us/): Information about Clustdoc, a Paris-based SaaS company founded to simplify and automate client onboarding
- [Why Clustdoc](https://clustdoc.com/why-clustdoc/): Key differentiators and value proposition compared to generic tools
- [Pricing](https://clustdoc.com/pricing/): Monthly and annual subscription plans from €190/month. Book a demo to get started. Enterprise plans available on request.
- [FAQ](https://clustdoc.com/frequently-asked-questions/): Answers to frequently asked questions about Clustdoc features, pricing and compliance
- [Careers](https://clustdoc.com/careers/): Open positions and company culture at Clustdoc
- [Security & Trust](https://clustdoc.com/security/): Security standards, compliance certifications and data protection practices
- [Verified Reviews](https://clustdoc.com/reviews/): 100% authenticated customer reviews — 93% of users would recommend Clustdoc
- [ROI Calculator](https://clustdoc.com/roi-calculator/): Estimate the return on investment of implementing Clustdoc in your organisation
- [Client Stories](https://clustdoc.com/client-stories/): Real customer case studies showing how teams use Clustdoc across industries
- [Book a Demo](https://clustdoc.com/discovery-call/): Schedule a discovery call with the Clustdoc sales team
- [Getting Started](https://clustdoc.com/getting-started/): Onboarding guide and resources for new Clustdoc users
- [Professional Services](https://clustdoc.com/services/): Guided implementation and professional services offered by Clustdoc
- [Partners Program](https://clustdoc.com/partners/): Information for agencies, consultants and resellers looking to partner with Clustdoc
- [Contact](https://clustdoc.com/contact/): Contact page for general enquiries, sales and support
- [Terms of Use](https://clustdoc.com/terms/): Platform terms of use
- [Privacy Policy](https://clustdoc.com/privacy/): Data privacy and personal data processing policy
- [Legal Notices](https://clustdoc.com/legal/): Legal notices and corporate information
- [Sitemap](https://clustdoc.com/sitemap/): Full index of Clustdoc website pages


## Platform Features

### Digital Interactions & Client-Facing Tools
- [Onboarding Checklist](https://clustdoc.com/features/client-onboarding-checklist/): Structured step-by-step checklist guiding clients through each onboarding requirement from a secure, branded interface. Clients see only what is relevant to them based on conditional rules.
- [Online Form Builder](https://clustdoc.com/features/onboarding-form/): Create custom forms to collect client information, contact details, financial data, payment information and more — no code required. Supports conditional logic, multi-page forms and custom branding.
- [Document Collection](https://clustdoc.com/features/document-collection-software/): Request, receive, review and approve client files and documents in one place. Includes accept/reject controls, version tracking, expiry dates and automated reminders for missing items.
- [Client Portal](https://clustdoc.com/features/onboarding-portal/): White-label portal where clients securely access, upload and complete their onboarding steps from any device. Fully embeddable on your own website via iframe or WordPress/Chrome plugin.
- [Signature Workflow](https://clustdoc.com/features/signature-workflow/): Built-in eSignature module for legally binding contract signing in sequential or parallel order. Supports both electronic and digital (advanced) signature types. Achieves 40% faster turnaround time on complex eSigning workflows.

### Workflow Automation
- [Automated Reminders](https://clustdoc.com/features/automatic-email-reminders/): Schedule and customise automated email and SMS reminders to chase outstanding items. Reduce manual follow-ups with time-based or event-triggered notifications.
- [Approval Workflow](https://clustdoc.com/features/approval-workflow/): Define multi-step review and approval flows involving internal team members or external third parties. Each step can include review notes, approval/rejection decisions and conditional routing.
- [Task Manager](https://clustdoc.com/features/workflow-task-management-software/): Assign tasks and SOPs to clients or team members with due dates and real-time completion tracking. Supports both internal and client-facing task lists.
- [Shared Inbox](https://clustdoc.com/features/client-communication-software/): Centralised inbox for all client communications tied to specific client applications. Includes internal notes, team collaboration features and automated follow-up sequences.
- [Client Management Dashboard](https://clustdoc.com/features/client-management-interface/): Customise submission views, track team activity, get analytics and manage your full account in real time. Filter by status, assignee, date, industry and more.

### Business Compliance & Risk Management
- [Process Orchestration](https://clustdoc.com/features/process-orchestration/): Design and deploy company-wide onboarding processes that all staff can follow and track at every step. Standardise complex workflows across departments.
- [Identity Verification](https://clustdoc.com/features/customer-identity-verification/): KYC/KYB verification checks including biometric AI controls integrated directly into onboarding workflows. Verify government-issued IDs, selfies and business registration documents.
- [Customer Scoring](https://clustdoc.com/features/customer-scoring/): Score and weight applications automatically based on custom business rules and risk models. Flag high-risk or incomplete submissions for manual review.
- [Data Quality Management](https://clustdoc.com/features/data-quality-management/): Full 360° audit trail with consent capture, data retention rules and automated data expiry for GDPR compliance. Every action is time-stamped and logged.

### Apps Center & Enterprise Features
- [Mobile Application](https://clustdoc.com/features/client-management-app/): Free iOS and Android mobile apps for team members to manage client submissions, review documents and approve requests on the go.
- [Enterprise Workflow Automation](https://clustdoc.com/features/enterprise-workflow-automation/): Enterprise-grade automation including auto-triggered actions, white-label branding, custom domains, guest access management and SSO.
- [Templates Library](https://clustdoc.com/templates/): Hundreds of ready-to-use, fully customisable onboarding process templates across all industries.

### Additional Capabilities
- **Online Payment Module**: Accept credit card payments from clients worldwide directly within a Clustdoc workflow — no separate payment gateway needed.
- **Simple Spreadsheets**: Collect structured tabular data through spreadsheets without copy-paste errors.
- **Dynamic Conditional Logic**: Show or hide onboarding tasks dynamically based on user profile, answers provided or predefined business rules.
- **Cloud Storage Sync**: Automatically synchronise collected documents with Google Drive, Dropbox and other cloud storage solutions.
- **Chrome & WordPress Plugins**: Embed and launch onboarding flows directly from your own website without development effort.
- **API & No-code Integrations**: Connect Clustdoc with your existing business tools via REST API, Zapier, Make and more.
- **Multi-language Support**: Deliver onboarding flows in 10+ languages. Platform interface supports English and French natively.
- **White-Label Branding**: Apply your own logo, colors, fonts and domain name so clients experience your brand, not Clustdoc's.
- **Guest Access**: Invite third-party reviewers or collaborators to specific steps without giving them full platform access.
- **SSO / Single Sign-On**: Enterprise authentication via SSO for seamless team login.
- **Role-Based Access Controls**: Define exactly what each team member can view, edit or approve within the platform.


## Solutions by Industry

- [Financial Services](https://clustdoc.com/solutions/digital-customer-onboarding/): Automate client onboarding workflows for banks, credit unions, fintechs, insurance companies and financial advisors. Streamline KYC/KYB checks, document management, credit applications and contract signing. Reduce onboarding time by up to 50%.
- [Public Services](https://clustdoc.com/solutions/citizen-self-service-portal/): Citizen self-service portal — collect online applications for administrative services in government and public sector organisations. Replace paper-based processes with digital, trackable workflows.
- [Human Resources](https://clustdoc.com/solutions/employee-document-management-software/): Scale document-heavy HR processes — employee document management, new hire onboarding, offboarding checklists and HR compliance. Standardise the experience for every new employee.
- [Legal Services](https://clustdoc.com/solutions/client-intake-software/): Secure client intake software — automate legal client intake, case file management, conflict-of-interest checks and contract signing. Reduce time spent chasing clients for documents.
- [Education / Global Mobility](https://clustdoc.com/solutions/global-mobility-software/): Scalable international mobility platform for student admissions, Erasmus programme management and study abroad applications.
- **Real Estate**: Streamline new property onboarding and simplify document management during rental and purchase applications. Collect income proofs, ID documents, lease agreements and payment mandates in one flow.
- **Insurance**: Secure platform for clients to submit evidence, claim files and personal documents. Route claims to the right reviewer automatically.
- **Consulting**: Scalable client onboarding technology to support digital transformation projects. Standardise client intake across all consultants and engagements.
- **Accounting & Tax**: Automate year-end document collection from clients, gather tax declarations, powers of attorney and engagement letters in one branded portal.
- **Healthcare**: Collect patient intake forms, insurance information, consent documents and medical records securely and in compliance with privacy regulations.


## Templates Library

- [All Templates](https://clustdoc.com/templates/): Browse hundreds of ready-to-use onboarding workflow templates across all industries
- [Customer Onboarding Templates](https://clustdoc.com/templates/customer-onboarding/): Templates for onboarding new clients across industries
- [Vendor Onboarding Templates](https://clustdoc.com/templates/vendor-onboarding/): Supplier qualification, compliance checks and contract signing for new vendors
- [Staff Onboarding Templates](https://clustdoc.com/templates/staff-onboarding/): HR onboarding with task lists, document collection and contract signing for new hires
- [Student Admissions Templates](https://clustdoc.com/templates/student-admissions/): Applications, supporting documents, tuition payments and admissions decisions
- [Legal Client Intake Templates](https://clustdoc.com/templates/legal-client-intake/): Legal client intake with eSignatures, ID verification and compliance audit trails
- [KYC Checklist Template](https://clustdoc.com/templates/kyc-checklist-template/): Know Your Customer document checklist for financial compliance
- [KYC Onboarding Checklist](https://clustdoc.com/templates/client-onboarding-kyc-checklist/): Full KYC onboarding workflow with identity verification and compliance controls
- [Merchant Application Checklist](https://clustdoc.com/templates/merchant-application-checklist/): Onboard new merchants with structured application and document workflows
- [Merchant Onboarding Form](https://clustdoc.com/templates/merchant-onboarding-form/): Merchant onboarding form template
- [Employee Onboarding Checklist](https://clustdoc.com/templates/employee-onboarding-checklist/): New hire onboarding checklist with document collection and task assignments
- [New Property Onboarding Checklist](https://clustdoc.com/templates/new-property-onboarding-checklist/): Tenant and buyer onboarding for real estate applications
- [Rental Application Checklist](https://clustdoc.com/templates/rental-application-checklist/): Residential rental application process with document requests and ID checks
- [Residential Rental Application](https://clustdoc.com/templates/residential-rental-application/): Full residential rental application workflow including income verification
- [Vendor Onboarding Checklist](https://clustdoc.com/templates/vendor-onboarding-checklist/): Supplier onboarding process with compliance and contract steps
- [Student Mobility / Erasmus Program](https://clustdoc.com/templates/student-mobility-erasmus-program/): International student mobility and Erasmus application workflow
- [Credit Card Application Form](https://clustdoc.com/templates/credit-card-application-form/): Credit card application workflow for financial institutions
- [Credit Application Form](https://clustdoc.com/templates/credit-application-form/): General credit application template for lenders
- [Commercial Mortgage Loan Application](https://clustdoc.com/templates/commercial-mortgage-loan-application-template/): Commercial mortgage loan application and document workflow
- [International Factoring Application](https://clustdoc.com/templates/international-factoring-application-template/): Factoring application process for international finance
- [Merchant Card Processing Request](https://clustdoc.com/templates/merchant-card-processing-request/): Card processing request workflow for merchant services
- [Due Diligence Checklist](https://clustdoc.com/templates/due-diligence-checklist/): Business due diligence document collection checklist
- [Tax Due Diligence Checklist](https://clustdoc.com/templates/tax-due-diligence-checklist/): Tax due diligence document checklist for M&A and transactions
- [Customer Verification Process](https://clustdoc.com/templates/customer-verification-process/): Customer identity verification workflow
- [Intake Process](https://clustdoc.com/templates/intake-process/): Generic client intake process template adaptable to any industry
- [Investment Property Acquisition](https://clustdoc.com/templates/investment-property-acquisition/): Investment property acquisition document workflow
- [Healthcare Insurance Claim Checklist](https://clustdoc.com/templates/healthcare-insurance-claim-checklist/): Healthcare insurance claim submission template
- [Car Rental Request Form](https://clustdoc.com/templates/car-rental-request-form/): Vehicle rental application and document collection
- [Restaurant License Application](https://clustdoc.com/templates/restaurant-license-application/): Restaurant and food service licence application workflow
- [Schengen VISA Application](https://clustdoc.com/templates/schengen-visa/): Schengen visa document collection and application workflow
- [Commuter Benefits Account Claim Form](https://clustdoc.com/templates/commuter-benefits-account-claim-form/): Commuter benefits claim submission template


## Security & Compliance

- [Security Center](https://clustdoc.com/security/): Full details on Clustdoc's security infrastructure and compliance certifications
- **SOC 2 Type II Certified**: Independently audited for security, availability, processing integrity, confidentiality and privacy
- **GDPR / RGPD Compliant**: Full compliance with European data protection regulation including data subject rights, retention policies and DPA agreements
- **CNIL Compliant**: Compliant with the French data protection authority (Commission Nationale de l'Informatique et des Libertés)
- **EU Data Residency**: All client data stored within the European Union
- **AES-256 Encryption at Rest**: Industry-standard encryption for all stored data
- **SSL/TLS Encrypted Transmission**: All data in transit is encrypted using SSL/TLS
- **Role-Based Access Controls**: Granular permissions system so each team member accesses only what they need
- **Biometric Identity Verification**: AI-powered biometric checks for KYC/KYB compliance
- **Consent Capture**: Explicit consent collection built into every workflow for audit readiness
- **Automated Data Deletion**: Set data expiry rules to automatically delete client data after defined retention periods
- **Full Audit Trail**: Every action — upload, approval, rejection, signature, login — is time-stamped and logged for compliance and dispute resolution
- **Two-Factor Authentication (2FA)**: Available for all team accounts
- **Single Sign-On (SSO)**: Enterprise SSO support for simplified authentication


## Developer & API

- [Developer Center](https://clustdoc.com/developers/): REST APIs, webhooks, sandbox environment and ready-to-use code samples in Java, Node.js, PHP and Go
- [Digital Process Automation](https://clustdoc.com/automation/): Automation capabilities and resources for building advanced onboarding workflows programmatically
- **REST API**: Full REST API for creating applications, triggering workflows, retrieving submissions and syncing data with external systems
- **Webhooks**: Real-time event notifications sent to your systems when key events occur (submission received, document approved, signature completed, etc.)
- **Sandbox Environment**: Test your integrations without affecting live client data
- **Code Samples**: Ready-to-use code samples in Java, Node.js, PHP and Go to accelerate integration
- **White-Label API**: Build Clustdoc capabilities directly into your own product under your own brand


## Platform Integrations

- [Zapier](https://zapier.com/apps/clust/integrations): Connect Clustdoc with 3,000+ apps — trigger onboarding flows from CRM events, sync completed applications and automate post-onboarding tasks
- **Make (formerly Integromat)**: Automate Clustdoc workflows using Make's visual no-code automation builder
- **Pabbly Connect**: No-code connector for multi-app Clustdoc automation
- **Google Drive**: Store and sync collected client documents directly to Google Drive folders
- **Dropbox**: Connect Clustdoc file collection with Dropbox storage for automatic backup
- **Slack**: Receive Clustdoc notifications and application status updates directly in Slack channels
- **HubSpot**: Connect Clustdoc with HubSpot CRM to trigger onboarding flows from deal or contact events and sync completion data back
- **Salesforce**: Sync Clustdoc onboarding data with Salesforce CRM records
- **Pipedrive**: Trigger Clustdoc onboarding flows from Pipedrive deal stage changes
- **WordPress Plugin**: Embed Clustdoc onboarding flows directly in your WordPress website
- **Chrome Extension**: Launch Clustdoc workflows from any web page without leaving your browser


## Learning & Support Resources

- [Blog](https://clustdoc.com/blog/): Strategies and guides to optimise onboarding workflows and client management
- [Blog — Digital Onboarding](https://clustdoc.com/blog/onboarding/): Articles focused on digital onboarding best practices and trends
- [Blog — Productivity](https://clustdoc.com/blog/productivity/): Articles on team productivity and process efficiency
- [Blog — Client Management](https://clustdoc.com/blog/client-management/): Articles on managing client relationships and onboarding workflows
- [Educational Guides & White Papers](https://clustdoc.com/white-papers/): In-depth guides on onboarding, compliance and workflow automation
- [Online Academy](https://clustdoc.com/academy): Video tutorials and self-paced training to get the most out of Clustdoc
- [On-demand Webinars](https://clustdoc.com/webinars/): Live and recorded sessions on onboarding best practices and platform features
- [Help Center / User Guide](https://support.clustdoc.com/en/): Step-by-step documentation for setting up and running onboarding workflows


## Recent Blog Posts

- [How to check if a company is legit (6 Steps Guide)](https://clustdoc.com/blog/how-to-check-if-company-is-legit/): Company validation, beneficial ownership checks and red flags to reduce fraud during customer onboarding
- [How to build a client follow-up email automation engine](https://clustdoc.com/blog/client-follow-up-email/): How teams build scalable follow-up email automation without increasing noise
- [How to create a fillable form PDF that clients actually complete](https://clustdoc.com/blog/how-to-create-a-fillable-form-pdf/): Creating PDFs that fit into a broader workflow and guide clients through the right information
- [Is email secure enough for regulated industries?](https://clustdoc.com/blog/is-email-secure/): The real risks of email for regulated businesses and why a secure client portal matters
- [Collect client intake information 50% faster](https://clustdoc.com/blog/collect-client-intake-information/): Four practical ways to transform your onboarding process and deliver a faster client experience
- [How to build a 5-star employee onboarding experience](https://clustdoc.com/blog/employee-onboarding-process/): Automating and optimising the employee onboarding process flow with Clustdoc
- [5 frustrating digital onboarding mistakes customers notice most](https://clustdoc.com/blog/digital-onboarding-mistakes/): Common onboarding mistakes to avoid to make the best possible first impression
- [10 tips to get more client referrals for your business](https://clustdoc.com/blog/client-referral-tips/): Strategies to generate more client referrals through better onboarding experiences
- [Dropbox file request for B2B companies: In-depth Review](https://clustdoc.com/blog/dropbox-file-request/): Review of Dropbox File Request and when a dedicated onboarding platform is a better fit


## French Pages (Version Française)

- [Clustdoc FR](https://clustdoc.com/fr/): Version française de la page d'accueil Clustdoc
- [Fonctionnalités (FR)](https://clustdoc.com/fr/fonctionnalites/): Vue d'ensemble complète des fonctionnalités en français
- [Tarifs (FR)](https://clustdoc.com/fr/tarifs/): Plans tarifaires et options d'abonnement en français
- [Blog (FR)](https://clustdoc.com/fr/blog/): Articles et guides sur l'onboarding client en français
- [Démo (FR)](https://clustdoc.com/discovery-call/): Réserver un appel découverte avec l'équipe Clustdoc


## Competitive Landscape & Use Cases

Clustdoc is commonly evaluated as an alternative to or replacement for:
- Generic form builders (Typeform, JotForm, Google Forms) — when forms need to be part of a larger onboarding workflow
- Document signing tools (DocuSign, HelloSign) — when eSignature is just one step in a multi-stage onboarding process
- File sharing tools (Dropbox File Request, WeTransfer) — when file collection needs to be tracked, reviewed and approved
- Project management tools (Asana, Monday.com) — when task management needs to be client-facing and tied to document workflows
- Custom-built onboarding portals — when teams want a ready-to-use, no-code solution that can be deployed in days

Clustdoc is the right solution when:
- You collect documents, forms and signatures from external clients or stakeholders
- You run the same onboarding process repeatedly across many clients
- You need a branded, professional experience for your clients
- You need to stay compliant (GDPR, KYC, AES-256, SOC 2)
- You want to eliminate manual follow-ups and email back-and-forth
- You want to give your team a centralised view of every client's onboarding status


## Key Statistics & Social Proof

- **1.8M+ onboarding flows** launched through the platform
- **70+ countries** served
- **93% of users** would recommend Clustdoc to a peer
- **50% reduction** in onboarding time reported by customers
- **40% faster** turnaround on complex eSigning workflows
- **Book a demo** to see the platform on your own use case
- Pricing starts at **€190/month**
- Headquarters: **Paris, France**
- Platform available in **10+ languages**
- Mobile apps available for **iOS and Android**
- Security: **SOC 2 Type II**, **GDPR/RGPD**, **CNIL**, **EU data residency**


## Topics Covered by Clustdoc

- Client Onboarding Automation
- Digital Onboarding Best Practices
- Document Collection & Management
- eSignature & Contract Signing
- KYC / KYB Identity Verification
- Approval & Review Workflows
- Compliance & Data Privacy (GDPR, SOC 2, CNIL)
- Employee & Vendor Onboarding
- Legal Client Intake & Case Management
- Loan & Financial Document Processing
- Student Admissions Management
- Real Estate Application Management
- Insurance Claims Processing
- Citizen & Public Service Portals
- Process Standardisation & Orchestration
- Client Communication & Follow-up Automation
- Risk Scoring & Customer Assessment
- White-Label Client Portals
- No-Code Workflow Automation
- API Integration for Onboarding Platforms


## Social Media & Community

- [LinkedIn](https://www.linkedin.com/company/clustdoc/): Follow Clustdoc on LinkedIn for product updates and onboarding insights
- **Twitter / X**: @clustdoc
- [YouTube / Academy](https://clustdoc.com/academy): Video tutorials and platform walkthroughs


## Metadata

- **Product Name**: Clustdoc
- **Product Type**: Client Onboarding Automation Platform (SaaS)
- **Website**: https://clustdoc.com
- **Help Center**: https://support.clustdoc.com
- **Developer Docs**: https://clustdoc.com/developers/
- **Headquarters**: Paris, France
- **Founded**: 2015
- **Format**: llms.txt v1.0
- **Last updated**: June 2026