Client lifecycle data governance software.

Simplify your data management, enhance security, and build trust with a solution that’s as reliable as it is user-friendly.

DATA MANAGEMENT

Data retention and deletion.

Clustdoc data retention and deletion capabilities, allow you to keep necessary data accessible while clearing out anything that’s no longer relevant.

Set up rules for data lifecycle management, ensuring that client or stakeholders information is retained only for as long as you need it. When the time comes, our deletion protocols make it easy to securely dispose of data in compliance with industry regulations.

DATA STORAGE

Data encryption and secure storage.

Clustdoc employs industry-leading encryption technology to protect data at every stage, ensuring that your client information stays safe from unauthorized access. With end-to-end encryption, data is protected whether it’s at rest or in transit.

Our secure storage system gives you the confidence to manage client data without worry. Each document and detail is stored in highly secure environments, letting you focus on client relationships instead of security concerns.

DATA PRIVACY BY DESIGN

Data privacy & access controls.

Our platform’s privacy controls make it easy to protect client onboarding data while respecting each client’s privacy preferences. With customizable access settings, you can ensure that only authorized people have access to sensitive information.

Manage permissions, set visibility levels, and implement comprehensive privacy protocols to effectively enhance and better manage customers' data management requests in a secure and organized manner.

DATA TRACKING

Audit trail and activity logs.

Clustdoc’s audit trail feature logs every task, approval, events, and interaction with stakeholders, providing a complete history of who did what and when.

Our activity logs are easy to navigate, giving you quick access to a comprehensive view of data interactions. Whether for internal review or regulatory audits, our detailed logs ensure you’re always ready to demonstrate compliance and uphold the highest standards of data integrity.