With Clustdoc, you can easily create workflows tailored to your business needs, using intuitive tools to design and automate approval processes during client onboarding.
With Clustdoc, you can easily create workflows tailored to your business needs, using intuitive tools to design and automate approval processes during client onboarding.
GOVERNANCE
Approvals protect your business operations from risk, but without the right framework the approval process can quickly become chaotic and hard to track.
Clustdoc’s approval workflow capcabilities turn approvals into a structured, governed flow where every approval request is routed to the right approvers and sign-offs are logged automatically.
Using our platform, you can create custom approval workflows, assign due dates, and even add conditional approvals for specific cases.
BUSINESS PROCESSES
Provide your team with a secure way to accelerate decision-making while keeping efficiency, accuracy, and compliance intact during client onboarding.
Clustdoc streamlines approvals with workflow automation: notifications are sent to the right people, due dates are enforced, and routing rules ensure no tasks or requests get stuck in someone’s inbox.
Build automated approval workflows that match the way your organization works: from one-step validations to complex multi-stakeholder reviews.
COLLABORATION
We know that without a clear process, approval requests can bounce between departments, creating delays and misunderstandings.
Clustdoc enables collaborative approvals by orchestrating multi-level workflows: whether it’s a compliance officer, manager, or external stakeholder, everyone is included in the process with clarity on their role.
While building your client onboarding process, you can easily assign approvers and create layered approval chains.
CONTROL
We make sure you get confidence that approvals are happening on time and in compliance with policies.
Using Clustdoc every approval is logged automatically, every approver is accountable, and your activity dashboard show exactly where things stand in real time.
Before you start, here are some answers to most frequently asked questions.
The Clustdoc platform helps in approving documents efficiently and provides real-time approval status updates, so you always know where each document stands in the workflow.
We also offer robust version tracking enabling teams to manage document revisions and maintain accuracy throughout the approval process.
Such features include : approval workflows, approval sequences, audit trails, assignment rules, internal tasks and much more. Register for a free account to browse through the features used by world-class companies using Clustdoc.
Approvals are often a critical checkpoint during client onboarding, especially when sensitive documents or compliance requirements are involved. With Clustdoc, approvals are not treated as separate tasks but embedded directly into the onboarding workflow.
This means clients submit documents, and approvers review them within the same structured flow, ensuring clarity, speed, and full accountability at every stage.
Yes. Clustdoc makes it easy to involve external parties in your approval workflows when needed.
You can assign approvals to partners, auditors, or regulators securely, with each action logged in an audit trail.
This flexibility allows your business to manage multi-party validations without breaking the flow of the onboarding process.
Clustdoc helps you prevent bottlenecks by assigning due dates and escalation rules to every approval.
If an approver misses a deadline or is unavailable, the workflow can automatically notify a backup approver or escalate the request to the next level.
This way, client onboarding never stalls because of individual delays, and your business maintains its momentum.
93% of users would recommend Clustdoc to a peer. No Credit card required
