Digital onboarding solutions
Client management software for regulated teams.
Clustdoc gives client-facing teams one branded portal to collect documents, get agreements signed, and keep every new client moving, without the email back and forth.
Clustdoc gives client-facing teams one branded portal to collect documents, get agreements signed, and keep every new client moving, without the email back and forth.
Clients can see exactly what is missing, so your team sends fewer reminder emails.
Clients complete forms, upload files and respond to requests through your branded portal.
Set deadlines, reminders and approvals once, then Clustdoc keeps them on schedule.
Control who can access client information and keep a clear audit trail of activity.
Clustdoc brings forms, document requests, approvals and client communication into one process, so your team does not have to manage onboarding across emails, folders and separate tools.
WORKFLOW AUTOMATION AND TASKS
Build workflows that assign tasks, send follow-ups and move clients to the next step automatically when work is completed.
TEAM COLLABORATION AND TRACKING
Keep client messages in one secure shared inbox. Your team can leave internal comments, work together on replies and hand conversations over without losing context.
CLIENT PORTAL
Each client gets their own secure portal with your logo, colours and custom URL. You can also add the portal to your website, so clients do not have to go searching for a separate login page.
They can open it on a computer, phone or tablet through their browser. There is no app to download or software to install.
DOCUMENT COLLECTION AND E-SIGNATURES
Ask each client for the documents you need based on their situation, then let them upload everything to one secure place. Both you and the client can see what has already been sent and what is still missing. You can also send documents for signature, choose who signs first and add identity checks before a document is signed.
If intake paperwork is your main bottleneck, the document collection software page shows this part of the workflow in detail.
WHO IT IS FOR
Clustdoc works as client management software for small business teams and larger firms alike, anywhere new clients arrive with paperwork attached.
WHY CLUSTDOC
Clustdoc is built for client onboarding rather than general project management. It gives your team one place to collect information and documents, send forms for signature, follow up with clients and track each onboarding from start to finish. For a deeper look at how the pieces fit together, see the client onboarding platform overview.
A client management system is software that keeps client information in one place, including contact details, documents, agreements, tasks and conversations. Some tools mainly store this information, which means teams still rely on email and other software to manage the work that comes after it.
Clustdoc also covers the onboarding process. Your team can collect client information, request documents, send agreements for signature, assign tasks and track progress without moving between separate tools.
If you are comparing different options, our guide to the best client management software explains what to look for. Below, you can see how client management works in Clustdoc.
You can set up a client onboarding process in three steps.
1. Choose or build a workflow.
Start with a ready-made template or create your own. Add the forms, document requests, tasks and checklist items each client needs to complete.
2. Invite the client.
The client gets access to their portal, where they can complete forms, upload documents, sign agreements and see what they still need to do.
3. Automate the follow-ups.
Clustdoc can send reminders, assign tasks and move the client to the next stage automatically. Your team can check progress from the admin dashboard or mobile app.
With Clustdoc we can do the whole onboarding flow – and as we can instantaneously notify customers about missing or non-compliant documents, it helps us speed up the whole onboarding process.
Client management is the practice of organizing every interaction with a client, from first contact through delivery: documents, agreements, tasks, deadlines, and communication. Done well, it means the client always knows what to do next and your team always knows where each relationship stands. Software’s job is to keep that picture current without manual chasing.
Client management software is a tool that centralizes client information and client-facing work in one system: portals, document collection, e-signatures, tasks, and messaging. Clustdoc belongs to this category but is built around onboarding, so it structures the work itself rather than only storing records about it.
No. A CMS, or client management system, manages the work you deliver to clients who have already said yes, while a CRM manages the pipeline of winning them. Teams searching for a CRM for client management usually need the first kind: a system for the relationship after the deal closes. Clustdoc picks up exactly at that handover point.
Start from the moment a new client says yes and list everything that has to happen next: forms, files, signatures, approvals, payments. A client management platform should cover that whole sequence in one place, with automation for the follow-ups and an audit trail for compliance. Then judge it live on your own process during a demo rather than from a feature list.
Client relationship management is the ongoing practice of maintaining and growing the relationships a business already has, usually supported by CRM software. It concentrates on communication history, satisfaction, and repeat business. Onboarding is the first and most fragile stage of that relationship, which is why Clustdoc is built to get it right.
