Clustdoc

About Clustdoc
Need to collect information and documents from new clients or partners?
With Clustdoc you can seamlessly onboard them quickly and safely using an onboarding dedicated tool.
Clustdoc Digital Client Onboarding Software provides your team with complete solutions to scale your onboarding process: from collecting customers information, delivering supporting documents, signing contracts, to verifying client’s identity, Clustdoc takes care of clients or stakeholders from beginning to end.
Using Clustdoc, you'll get all the features you need to run automated workflows:
- Branded and secure client portal
- Onboarding checklist (online forms, file request, econtracts, identity verification module, and more..)
- Shared inbox for clients and teams
- Unlimited onboarding process templates
- Guest access for stakeholders
- Automated reminders and due dates
- Approval workflows
- A free client management mobile app
- API access (1500+ integrations)
Benefit from a 7-day free trial and see how Clustdoc can help you create seamless customer experience while bringing more clarity to your team in your day-to-day operations.
Key benefits of Clustdoc
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Reviews
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- Industry: Education Management
- Company size: 2–10 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Easy to use tool to collect documents and information from clients or other 3rd parties
Reviewed on 2023/02/10
Pros
How easy it is to use and get things setup.
Cons
Nothing in particular. They do a good job of explaining how to use with their help documents.
Response from Clust Technologies
Hello Zunaid,
Thank you a lot for you feedback!
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Great document collection but it could be a 5/5 software with a few improvements
Reviewed on 2023/12/05
Overall it's great for document management but I see a lot of potential for it to become a holistic...
Overall it's great for document management but I see a lot of potential for it to become a holistic software.
Pros
Document collection can be efficient and I like that I can customize my client view.
Cons
I wish we could somehow sync our Adobe account to Clustdoc so we could edit pdfs directly in Clustdoc rather than having to re-upload and re-implement the merge fields every time we modify or update a contract. We have about 27 different processes so this is very time consuming. This is also important for us as an immigration firm because we could save a lot of time by adding editable merge fields (WITHOUT REQUIRING SIGNATURE as USCIS does not allow e-signature).
Additionally, for some reason, when you add an additional process to an existing application, the checklist and file sharing of the new process does not transfer over. I wish there was a way to make the new process the dominating process.
Finally, we often do processes for multiple family members. I wish there was a way to connect the family members so we would not have to ask the same questions to each family member over and over again during our intake. For example, if it's a family of three (mom, dad, and child) and each person has their own application, I wish I did not have to type in each parents' name, date of birth, address, etc when I input the child's data. Rather, I wish it could automatically detect who the family members are and autofill.
Finally, I wish you could integrate Square for payment as that is my preferred merchant.
Alternatives Considered
FilevineReasons for Choosing Clustdoc
Document collection was not manageable in the other softwares.- Industry: Legal Services
- Company size: 11–50 Employees
- Used for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 0.0 /10
Don't. Simply don't.
Reviewed on 2020/12/25
In one word: huge disappointment.
In one word: huge disappointment.
Pros
I thought it would help me cover onboarding of new employees, get a central portal for them to use, that it'd be great UX-wise and everybody would love it. Boy was I wrong!
Cons
No logic, UX is AWFUL, I mean 1990 software was more logical than this.
But worst of all: when using fill-in fields in PDF documents for e-signature - they are ALWAYS shifted from the place you put them.
So besides being illogical, half-made (Cyberpunk is more deployment-ready than this), it is useless for E-signatures and document collection.
Just stay away.
Response from Clust Technologies
Hi there,
Thank you for your review.
Our team has reached out to you several times to discuss your issue.
We're looking forward to hearing from you to understand what went wrong since it doesn't seem like you've actually used our software.
- Industry: Nonprofit Organization Management
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Excellent platform to onboard client, manage documents
Reviewed on 2021/06/14
Pros
Customer can submit documents, fill form and sign legal contract. They can also communicate, send additional documents. Google and other storage features, payment integration are just great. This is now our all in one crm cum document management platform.
Cons
They can improve on online form creation tool. They have enhanced number of features in last one year. They respond quickly too.
Response from Clust Technologies
Hello Karanv,
Thank you very much for sharing your feedback ! It was very important to point that out, that's allows us to improve our services. Actually, the online form has been improved since your comment.
- Industry: Legal Services
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great product with lots of potentials
Reviewed on 2019/11/06
Despite some online reviews I have watched in Youtube, I really believe in the product. I loved it...
Despite some online reviews I have watched in Youtube, I really believe in the product. I loved it so much that I want it to improve. It really has a lot of potential in my space...immigration application.
Pros
I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.
Cons
When developing a form, it is a pain in B???? to move fields around. This really have to improve in light of transfer some of my Google forms to Clust.
Reasons for Choosing Clustdoc
While, the UI on Google Form is better, I like the professional look of Clust. Importing it to PDF is also a big plus as I can print it, and discuss with my client offline, his profile.Switched From
Google FormsReasons for Switching to Clustdoc
I feel that the client experience is better than the alternatives. That said, it has to make it easy for the admin to create form of it to really take off. At the end of the day, it is the admin who will pay for the product therefore, they will have to feel the benefits first then the clients (even if I think it should be the other way around.)Response from Clust Technologies
Hello Kirk,
thanks a lot for taking the time to share your experience with Clust.
(Side note: The form has been improved since your comment)
thank you
Clustdoc FAQs
Below are some frequently asked questions for Clustdoc.Q. What type of pricing plans does Clustdoc offer?
Clustdoc offers the following pricing plans:
- Starting from: €100.00/month
- Pricing model: Subscription
- Free Trial: Available
Silver: €70/month Gold: €100/month Discounts are also available when paid annually. Free 14 day trial available.
Q. Who are the typical users of Clustdoc?
Clustdoc has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500
Q. What languages does Clustdoc support?
Clustdoc supports the following languages:
English, French, German, Portuguese, Spanish
Q. Does Clustdoc support mobile devices?
Clustdoc supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Clustdoc integrate with?
Clustdoc integrates with the following applications:
Dropbox Business, Google Drive, Slack, Zapier
Q. What level of support does Clustdoc offer?
Clustdoc offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
Related categories
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