Clustdoc Product Overview

Clustdoc transforms client onboarding by replacing traditional emails and spreadsheets with a streamlined software solution. It offers features like customizable forms, e-signatures, task management, and automated reminders, which simplify and accelerate the onboarding process. Users can design and deploy interactive workflows that operate seamlessly across devices, ensuring a consistent client experience. Clustdoc integrates with existing tools, enhancing workflow efficiency and clarity. With over 1.3 million onboarding flows launched, this software is a trusted choice for businesses seeking to automate routine client-facing tasks and improve onboarding outcomes.

Customer stories

Product Business Settings

Clustdoc is popular in Marketing And Advertising, Education, and Non-Profit Organization Management industries and is widely used by Small Business, Large Enterprise, and Mid Market.

How satisfied the customers are with Clustdoc use-cases

Reviews

"...When a business requests a document from a client or partner, a Clust request is sent which provides access through a secure link, as well as automatic follow-up email reminders...." Peer review

Clustdoc Customer Insights, Testimonials and Case Studies

Verspieren Group - Insurance - Medium

Clustdoc helped Verspieren Group save over 8 hours per team member each month. The insurance broker automated client onboarding, approvals, and document collection. Productivity doubled after switchi...ng to Clustdoc. Three subsidiaries now use the platform for digital insurance services. The team enjoys faster contract signing and fewer email threads. Clustdoc improved client experience and streamlined compliance workflows.

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Sport In Finance - Financial Consulting

Clustdoc helped Sport In Finance improve client onboarding for entrepreneurs. Before Clustdoc, the team used manual document collection and had trouble with team collaboration. With Clustdoc, all app...lications and interactions are now centralized. The company saw zero errors in document verification and doubled productivity. The approval workflow and secure collaboration features made onboarding faster and more compliant.

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Votre Avocat Virtuel - Legal Services

Clustdoc helped Votre Avocat Virtuel, an international law firm, move from traditional case management to a fully remote process. The firm used Clustdoc's immigration software to manage new clients a...round the world. The platform provided a secure, branded client portal and streamlined document collection. This made it easier for the law firm to handle immigration cases efficiently and stay connected with clients.

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Votre-Avocat-Virtuel.com - Legal Services

Clustdoc helped Votre-Avocat-Virtuel.com manage immigration and legal cases for remote clients. Before Clustdoc, the firm faced challenges with repetitive tasks and poor visibility over client submis...sions. With Clustdoc, they created a fully virtual law firm available 24/7 and improved team productivity. The onboarding process became highly efficient, and document collection was automated. Clustdoc allowed the firm to save time, reduce email exchanges, and provide a seamless client experience.

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PayNearMe - Financial Services

Clustdoc helped PayNearMe improve their merchant onboarding process. Before Clustdoc, PayNearMe used manual document collection and had slow, unclear steps. With Clustdoc, they automated approvals, s...ign-offs, and KYC checks. The team now uses one platform for all onboarding tasks. They doubled productivity and have zero errors during KYC verifications. Automated reminders and conditional formatting make the process faster and more personal for merchants.

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Benefit Resource - Insurance

Clustdoc helped Benefit Resource cut client onboarding time by 50%. Before Clustdoc, the team struggled with manual document collection and poor process visibility. Clustdoc provided automated workfl...ows, secure document management, and real-time tracking. Productivity doubled and document verification errors dropped to zero. The onboarding process is now smooth for clients, brokers, and the internal team.

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lightning

Peers used Clustdoc for onboarding and sales document management

Clustdoc Features

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FEATURE RATINGS AND REVIEWS
Custom Reports

3.44/5

Read Reviews (24)
Analytics

3.42/5

Read Reviews (1)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.44/5

Read Reviews (24)
Analytics

3.42/5

Read Reviews (1)

Software Failure Risk Guidance

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for Clustdoc

Overall Risk Meter

Low Medium High

Top Failure Risks for Clustdoc

Clust Technologies Profile

Company Name

Clust Technologies

Company Website

https://clustdoc.com/

HQ Location

Paris, paris, ile-de france 75017, FR

Employees

1-10

Social

Financials

PRIVATE