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Digital onboarding solutions your team will love.

Clustdoc provides superior digital onboarding solutions built for teams who want fewer delays and happier customers.

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customer onboarding solutions

From digtial onboarding to engagement in 3 steps.

Digital onboarding becomes predictable and stress-free when your customer onboarding software turns each step into a clear, repeatable process for your team and clients.

1

Collect the right info, right on time

Define upfront in a digital checklist what’s required, so clients know exactly what to provide and your team receives clean, usable data without delays.
2

Automate every follow-up or manual task

Keep the onboarding process flowing with reminders and automated actions that ensure clients never wonder what’s next, while your team avoids repetitive admin.
3

Keep customers engaged at every step

Give clients a transparent onboarding experience and a clear sense of progress, so they stay motivated and your team builds stronger customer success outcomes.

Digital onboarding solutions for process-driven industries.

Clustdoc helps organizations in finance, law, HR, education, real estate, and public administration deliver secure and compliant onboarding experiences.

financial services persona

FINANCIAL SERVICES

Automate customer onboarding workflows and compliance checks so your team reduces manual work and serves clients faster.

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ADMINISTRATION

Digitize application processes for companies and individuals, ensuring accurate data collection and smoother onboarding.

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Centralize intake, contracts, and case files in one portal to accelerate client onboarding and keep records under control.

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HUMAN RESOURCES

Give employees and candidates a secure space to complete onboarding tasks, share documents, and start with confidence.

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EDUCATION

Offer students and program applicants a guided onboarding experience, from applications to approvals, all in one place.

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REAL ESTATE

Manage buyer, tenant, and seller applications from one place, reducing paperwork and speeding up the onboarding process.

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Can’t find your exact industry?

That’s not a problem, Clustdoc customer onboarding solutions are flexible and can be configured to match the specific onboarding requirements of your organization.

Digital onboarding solutions that move you forward

Frustrating experience

When digital onboarding feels like a burden.

  • Endless back-and-forth that drains energy on both sides
  • Clients guessing what’s next and feeling lost in the process
  • Deadlines slipping through the cracks and slowing down trust
  • Teams stretched thin with chaotic, low-value work

Effortless experience

When onboarding becomes second nature.

  • Clients feel guided and confident from the very first step
  • Every interaction builds trust instead of creating friction
  • Progress moves forward without constant chasing or stress
  • Teams have the headspace to focus on strategy, not admin

Results that speak louder than features

Hear how law firms, financial services, and global teams simplified client intake and never looked back.

What I like most is that you can easily create templates to use over and over again but you also have the flexibility to customize single applications using a template first. You can sort incoming applications into folders for better organization and overview of various processes.

Sarah review shared on 11.19

The amount of documentation and data that we need to be not only collected, but organized in a way that provides easy access is staggering. Clustdoc provides a highly customizable solution to this problem that is so commonplace among multiple industries.

James review shared on 04.22

Clustdoc makes systematizing your client onboarding easier than ever. Not only this though, it makes reminding your clients about outstanding items as easy as a click of a button.

Chaz review shared on 06.20

This tool is flexible to use for both our clients and organization to maintain quality standards for information collection and process management. I like the fact that it keeps our on-boarding of new clients focused with information collecting in one easy process.

Joaquin review shared on 01.20

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.

Kirk review shared on 11.19

A solution that will save you time and help you keep track of your customer records. You are looking for an efficient and secure 100% online document collection and file verification tool! Then this tool is for you.

Nourredine review shared on 07.20

We're quite happy since using it and even our Clients too loving Clustdoc. The client on boarding is quite simple and easy. Plus they're providing the Digital Signature feature as well.

Sumeet review shared on 06.20

Clustdoc is one of the best investment I have made. This document service has a long term value given the global remote working trend and it's a huge time saver / productivity tool.

Parag review shared on 06.20

Clustdoc has brought to us a very innovative way of working. We used to gather all client documents on our website with a poorly designed contact form and the rest of the work was made manually. This software is really good and modern.

Fabienne review shared on 11.19

Clustdoc is a essential tool for anyone that want to improve any kind of process. We use it mainly for onboarding and to automate this process. If you have a business, you need this!

Leonardo review shared on 11.19

We're a Legaltech startup and for us onboarding, collection and management of client document is one big cumbersome task. We tried and tested different tools but none of them fit to the need as much the Clustdoc.

Hermant review shared on 07.20

Clustdoc solves many problems. It acts as a centralized hub for customers to share and upload the requested information in a simple checklist manner. The customer service is very good. They are responsive and very easy to work with.

Jay review shared on 09.19

Choose how to start with Clustdoc

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Have a specific use case or question? We’ll help you map Clustdoc to your onboarding goals.

Digital onboarding solutions with measurable ROI.

93% of users would recommend Clustdoc to a peer. No Credit card required.

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