Clustdoc is customer onboarding infrastructure for legal practices. Run your entire client intake process in one secure cloud platform, from the first intake form to the signed retainer agreement.
Provide a stress-free client intake experience that drives conversion and engagement.
Using Clustdoc does not require coding expertise. Easily set up and customize client intake processes with our no code platform.
Clustdoc simplifies client interactions, enabling you to share updates, request information, and gather approvals in one secure platform.
Clustdoc's responsive design and clear navigation ensure that potential clients complete their applications effortlessly.
Built-in encryption, secure access controls and compliance with industry standards give legal teams and their clients peace of mind.
VISIBILITY
When your team juggles new clients across email threads and spreadsheets, critical client information gets lost and nobody has a clear view of where each matter stands.
Clustdoc brings the entire client and case intake journey into one dashboard. From client intake forms to e-signatures and uploaded documents, you see exactly what is done, what is pending, and where each prospective client stands.
Track intake data, assign tasks to your team, and follow real-time progress in the reporting dashboard, so your firm never loses sight of a single case.
AUTOMATION
With Clustdoc, your team does not chase intake documents by hand, send reminders one by one, or update spreadsheets after every reply.
Clustdoc automates the repetitive steps of client intake. Automated email and SMS follow-ups make sure prospective clients submit everything on time, while assignment rules route intake data to the right person instantly.
With client intake automation running in the background, admin load drops and conversion goes up, because nothing sits forgotten in someone's inbox.
EXPERIENCE
Prospects now expect the same clean digital journey from a law firm that they get from any modern service. Many firms still rely on PDF forms, long email chains, and paper documents.
Clustdoc removes that friction. Clients complete guided online intake forms, upload files through secure document collection, and sign electronically with legally binding signatures, all inside a branded client portal that carries your firm's name and branding.
For your team, that means fewer calls spent explaining the process and more time spent on the work clients actually pay for.
CASE INTAKE
Case intake is where client details become a working matter, and every practice area needs different information to open one. Family law, immigration, corporate, and litigation teams each collect different documents, forms, and approvals. Legal case intake software has to flex with those differences instead of forcing every matter through one generic form.
With Clustdoc, you build a digital application checklist per practice area, so incoming clients submit exactly what that matter type requires. Approve or reject submitted files, run identity verification when a matter calls for it, and keep a full audit trail of every action.
Start from the templates library or build your own workflow with no code and no developer, then reuse it across every case of the same type.
SCALABILITY
Handling ten incoming clients is manageable. Handling hundreds? That’s where bottlenecks appear: duplicated intake forms, manual processes, and stressed-out staff.
Clustdoc scales with your firm, from customizable forms to smart document automation, you capture accurate intake data once, then reuse it across your practice areas.
As your firm grows, Clustdoc ensures your client intake software keeps pace, delivering the same professional client service at scale.
KEY FEATURES
From data capture to automation and client engagement, Clustdoc brings every part of the client intake process into one secure platform.
Any questions about Clustdoc? We have all the answers.
Client intake software is a digital platform that collects new client information, documents, and signatures in one structured workflow instead of scattered emails and PDFs. Clustdoc centralizes the entire client intake process, from the first online intake form to the signed retainer agreement, in one secure place. Your team captures accurate client data once and reuses it across the whole process, which cuts duplicate data entry and errors.
Client intake software benefits law firms by cutting the administrative work that burdens associates and paralegals and by converting more prospects into signed clients. Legal client intake software like Clustdoc replaces back-and-forth emails with a branded portal, automated reminders, and workflows that keep every step of the intake process on track. A cleaner intake experience also strengthens client relationships from the very first interaction.
Law firm intake software should cover the full journey from first inquiry to signed matter, not just a single form. With Clustdoc you build legal client intake forms per practice area, collect supporting documents through secure checklists, gather e-signatures, and keep an audit trail of every step, all in one workflow.
Case intake software turns new client details into a working matter through structured checklists per practice area, secure document collection, e-signatures, and reporting in a single platform. Clustdoc covers that full scope and adds automation, approval rules, and a complete audit trail. Book a demo to see how it fits your practice areas.
A no code legal intake platform lets your firm build and change intake workflows without developers, and Clustdoc is built exactly this way. You set up custom intake forms, checklists, and approval rules yourself, or start from the templates library. When your process changes, you update the workflow in minutes instead of filing a development request.
Yes. Clustdoc sends automated email and SMS follow-ups, applies process due dates with countdowns, and requests documents through secure online checklists so clients know exactly what to submit. Assignment rules then route completed files to the right team member without anyone forwarding emails.
Clustdoc includes a dashboard and reporting layer that shows the status of every intake in real time. You can see what is done, what is pending, and where prospective clients drop off, then use that intake data to remove bottlenecks. Internal task tracking and audit trails add a full record of who did what and when.
Yes, when the legal intake software is built for regulated work. Clustdoc uses built-in encryption and secure access controls, is GDPR compliant, holds SOC Type II, and is hosted on AWS. A full audit trail and data privacy rights management support your confidentiality obligations to clients.
