Clustdoc is legal workflow software for the client-facing work around each matter. Run matter onboarding, document requests, KYC and AML checks, approvals, signatures and renewals in one controlled workflow.
Every step has a named owner, a due date and a status, from the first request to the final approval.
Every upload, review decision, signature and login is time-stamped in the audit trail.
Steps can open in a set order, so a matter moves forward only when required documents and checks are approved.
Clients complete their steps in our secure, branded portal on any device.
Run every client-facing workflow as a repeatable sequence. Your team sees what is complete, what is pending and where each workflow is blocked.
MATTER ONBOARDING
Open each new matter or engagement with a structured onboarding workflow. Forms, documents, checks and internal tasks follow the sequence defined for that matter type.
For new clients, legal client intake covers the steps up to the signed engagement letter.
DOCUMENT REQUESTS
Standardize document collection and review within the matter workflow. Each request is structured, versioned and reviewable, from financial statements and company records to contracts and evidence files.
Accepted files are handed off to connected systems, and missing items are followed up automatically.
KYC AND AML
Embed identity verification into the workflow, so checks run at the step where your firm requires them. Clients submit government-issued IDs, selfies and business registration documents, and biometric checks run in the same flow.
Steps can stay closed until identity documents are verified and approved. Matter forms also collect the information a conflict check needs, such as the parties involved in the new matter.
APPROVALS
Run structured multi-step approvals through the approval workflow, with defined reviewers, decision notes and conditional routing. A matter can require sign-off from the responsible lawyer, compliance and a partner before it moves on.
Each approval or rejection is recorded in the audit trail, providing clear accountability throughout the process.
E-SIGNATURE
Coordinate engagement letters for new matters, updated terms and client authorizations in a predefined sequence. Form data is prefilled into each document before signing.
Our e-signature is built into the platform, so no separate signing provider is required.
PERIODIC REVIEWS
Expiry dates on identity documents and key client data can trigger renewal requests or a re-onboarding workflow. Scheduled compliance updates request up-to-date information and documents at the times your firm sets.
Each update goes to a named reviewer before it is accepted.
INTEGRATIONS
We automate the client-facing workflow, then hand approved data and documents to your case management, CRM and storage systems. Webhooks notify those systems when a submission is received, a document is approved or a signature is completed.
Legal workflow software runs a repeatable legal process as a defined sequence of steps, with owners, due dates and controls. Clustdoc applies this to the processes that involve clients. Examples include matter onboarding, document requests, KYC and AML checks, approvals, e-signature and periodic reviews.
For client-facing legal work, the best fit is software that manages the full process around each client step. Clustdoc combines document requests, identity verification, approvals, e-signature and renewals in one controlled workflow, next to your practice management system.
Book a demo call to discuss your legal workflow requirements with our team.
Clustdoc works alongside practice management software rather than replacing it. It runs the client-facing workflows, then hands approved data and documents to the systems that hold the matter record. Connections include HubSpot, Salesforce, Pipedrive, Zapier, Make, webhooks and the REST API.
Yes. When an ID or other key document expires, Clustdoc can request a renewed copy or start a re-onboarding workflow. Scheduled compliance updates can also request up-to-date documents and information from clients.
Your team reviews each update with accept and reject controls on every document.
Yes. Clients complete their steps in the portal.
External reviewers, such as co-counsel or auditors, can get guest access to their assigned steps only. Each action they take is recorded in the audit trail.
