Client Onboarding done right

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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.
Clust Technologies
9 Industries
1 Language

Screenshot & Video



  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows


  • Email
  • Chat
  • Phone
  • 24x7 Support


  • Webinar
  • Documentation

Clustdoc Core Features

Loan Origination

  • Audit Trail
  • Document Management
  • Electronic Signature
  • Loan Processing
  • Online Application

Document Management

  • Document Assembly
  • Document Indexing
  • Document Retention
  • Document Sharing
  • Document Storage
  • Electronic Signature
  • File Recovery
  • File Type Conversion

Business Process Management

  • Alerts/Notifications
  • Business Rules Management
  • Data Management
  • Lifecycle Management
  • Project Management
  • Reporting & Analysis
  • Workflow Management

File Sharing

  • Access Controls/Permissions
  • Audit Trail
  • Collaboration
  • Document Management
  • Encryption
  • File Synchronization
  • Security & Compliance
  • Workflow Management


  • Course Management
  • Document Management
  • E-Signature
  • Job Description Management
  • Task Management
  • Training Management

Clustdoc Pricing

Pricing Type

  • Usage Based

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Monthly Payment
  • Annual Subscription
Vendor pricing page
  • 7 Days Trial

Plans & Packages

$100 Per Month
$350 Per Month
  • This plan includes all the features from Gold plan

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