Clustdoc

Clustdoc is a client onboarding automation software used by modern teams to orchestrate, run and manage repeated industry-specific onboarding processes with clients or stakeholders.

Stop chasing data and files across multiple tools.

With Clustdoc you'll be able to request, collect and review client's information, documents, econtracts and more, gathering all client’s information in a collaborative single platform.

Featuring advanced document management features, you’ll be able to easily run any customer onboarding process:

- Custom client portal
- Onboarding checklist
- Identity verification module
- Shared inbox for clients and teams
- Unlimited process templates
- Guest access for stakeholders
- Onboarding workflows
- A free client management mobile app
- API access (1500+ integrations)

Join Galileopartners, Lemonway, Stisi Group and 3,000+ others who use Clustdoc today.

Enjoy a 7-days free trial to see how Clustdoc can fit with your client onboarding requirements.