Clustdoc 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Clustdoc

4.7

(61)

Pricing

Pricing available upon request

About Clustdoc

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and automate routine tasks from clients during the onboarding phase.

With Clustdoc, you can provide a secure online client portal where you can collect client information, documents and contracts signed - while ensuring a smooth and consistent experience for stakeholders and more.

Our intuitive interface allows your team to manage and verify clients submissions and signatures from a single platform, eliminating the need for paper documents and time consuming tasks.

By utilizing Clustdoc, you gain access to a comprehensive set of features that simplify automated workflows, including:

Branded and secure client portal
Onboarding checklist
Online form, document collection, Identity verification module and more
Shared inbox for both clients and teams
Unlimited onboarding process templates
Automated reminders and due dates
Approval workflows
Client management web application
API access

Take advantage of our 7-day free trial and witness firsthand how Clustdoc empowers you to create a seamless customer experience while bringing more clarity and...

Clustdoc Screenshots

Clustdoc Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Pro

Pricing available upon request

Plan includes:

Checklist builder
Online Form Builder
Document Collection
File sharing
Electronic Signatures
Automated Follow-Ups
Admin mobile App
Step & file approval/denial
Support via Email & Chat

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Clustdoc Features

Popular features found in Business Process Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Collaboration Tools
Data Import/Export
Document Management
Drag & Drop
Reporting/Analytics
Task Management
Third-Party Integrations
Workflow Management
More features of Clustdoc
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Archiving & Retention
Audit Trail
Authentication
Billing & Invoicing
Business Process Control
Calendar Management
Chat/Messaging
Checklists
Client Management
Client Portal
Client Tracking
Commenting/Notes
Compliance Management
Compliance Tracking
Configurable Workflow
CRM
Customer Engagement
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Security
Document Capture
Document Storage
Electronic Signature
Email Management
File Conversion
File Sharing
Forms Management
Milestone Tracking
Mobile Access
Mobile App
Mobile Signature Capture
Multi-Language
Multi-Party Signing
No-Code
Onboarding
Optical Character Recognition
Process Change Tracking
Process Modeling & Designing
Project Planning/Scheduling
Real-Time Chat
Real-Time Data
Real-Time Reporting
Real-Time Updates
Reminders
Reporting/Project Tracking
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
Secure Data Storage
Self Service Portal
SSL Security
Status Tracking
Task Progress Tracking
Team Collaboration
Templates
To-Do List
User Management
Version Control

Clustdoc Integrations

Dropbox Business

Zapier

Google Drive

Slack

Clustdoc User Reviews

Overall Rating

4.7

Ratings Breakdown

77%

18%

Secondary Ratings

Ease of Use

4.4

Value for money

4.7

Customer support

4.7

Functionality

4.3

Joseph W.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 2 years

Reviewed December 2020

Great for onboarding or other business processes

I've had really good overal. experience with Clustdoc. Customer service is quick to respond and are helpful. I'm sure the app will keep improving.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Clustdoc provides a professional method for us to onboard our clients and new employees.

Cons:

Some clients have voiced their concern with electronic signatures, primarily with the verification method. They don't always receive the confirmation email containing the code right away, which they must enter on a timed basis. We also had some issues with the e-signature form fields not where we originally designed.

Reasons for switching to Clustdoc

I wanted one tool to manage our onboarding processes.

Vendor Response

Hello Joseph, Thank you to bring that to our attention. Clustdoc has updated and thoses errors were corrected !

Replied August 2023

Laura A.

Verified reviewer

Law Practice

Self-Employed

Used daily for less than 12 months

Review source

Reviewed December 2023

Great document collection but it could be a 5/5 software with a few improvements

Overall it's great for document management but I see a lot of potential for it to become a holistic software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Clustdoc

Document collection was not manageable in the other softwares.

Chaz B.

Verified reviewer

Online Media

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed June 2020

Client onboarding simplified

Ratings Breakdown

Ease of use

Functionality

Pros:

Clust 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.

Cons:

The only thing I don't like about Clust is the name. This definitely isn't a deal breaker though.

Karnav S.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 2 years

Review source

Reviewed June 2021

Excellent platform to onboard client, manage documents

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Clustdoc

Poor interface Poor customer end Too much glitches No dynamic form creation features Lack of documents sign features

Vendor Response

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.

Replied August 2023

Kirk L.

Verified reviewer

Legal Services

Self-Employed

Used daily for less than 6 months

Reviewed November 2019

Great product with lots of potentials

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

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.)

Reasons for switching to 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.

Vendor Response

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

Replied June 2020

Sumeet M.

Verified reviewer

Legal Services

11-50 employees

Used daily for less than 6 months

Reviewed June 2020

The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox.

We're quite happy since using it and even our Clients too loving Clustdoc. But the mobile view can be improved.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The client on boarding is quite simple and easy. Plus they're providing the Digital Signature feature as well.

Cons:

Nothing as such but the form UIUX is quite outdated and that of 70s with no good features like oembbed or partial save as available in Typeform or Paperform based UI and UX. Secondly they should also provide form to pdf and online doc creator as available with most of the competitors.

Reasons for choosing Clustdoc

It's quite fulfil our requirements and under our budget but still it's they've to develop many more advanced features.

Vendor Response

Hello Sumeet, Thank you for your feedback ! We take your observations in account. We have updated since your comment, we hope have attended to your expectations.

Replied August 2023

Christina M.

Verified reviewer

Marketing and Advertising

Self-Employed

Used weekly for less than 6 months

Reviewed November 2019

Simple and easy if you only need a few features

I highly recommend this for MOST small businesses. Obviously, if your needs are complex, it may not be for you, but 99.9% of my customers don't want massive features and the biggest complaint is cost for use...this was a great option.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

This is easy to create forms, create questions, create a login area for your customers, track progress, set up email reminders for progress, and great and easy to plug into a website. If you are a business that needs to collect forms and hate the email back and forth, this is great. I recommended this to several of my clients and it works great for one who is a headhunter and needs resumes, letters of recommendation, covers, pictures, copies of transcripts, etc. The other is someone who has an extensive question and review process and rather than house documents via back and forth email, clust offered a way to house this back and forth. It is also a clean interface, clear, etc.

Cons:

It doesn't have a lot of 'aesthetic' features (i.e. divide the form into 2 columns) and it does lack some more advanced features like perhaps having it adapt or an API to integrate mass email (like mailchimp).

Reasons for choosing Clustdoc

I had a hard time finding a 'simple' and 'affordable' product. Many of the membership type products were overkill, or if they did have the 1 feature I liked, it was horribly expensive and had a million other features I would never use. And building something custom to wordpress is really difficult and time consuming, so Clust helped me save a ton of coding and customization that now my clients can log into their clust and just check status of applicants, etc.

Vendor Response

Hello Christina, Thanks a lot for sharing your experience with Clust. Mailchimp's integrations are available through Zapier, do not hesitate to come back to us, so we can learn more.

Replied June 2020

Kasim A.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 6 months

Reviewed November 2019

I can't believe it took this long!

Great customer service, excellent price point, awesome functionality.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have been waiting for something like this forever. My company does advanced Google ads managment and client onboarding is the most difficult facet of our business to scale. I was using formstack portals but it's a half baked product and causes as many problems at it solves. This application is user friendly, intuitive, and understands the necessity of supporting the incremental submission of information in a way both the user and the admin can monitor the progress of. It's also easy to use and very feature rich. You can build conditional logic and customize quite a bit.

Cons:

It's not currently possible to bulk edit conditional logic so, for a very long form, you're setting logic manually. However, they've proven very receptive to feedback and have already made a significant number of updates in the short time I've been a customer.

Vendor Response

Dear Kasim, Thanks a lot for your great feedback. The forms have been improved, I hope you like better this experience. thanks

Replied June 2020

Leonardo W.

Verified reviewer

Information Services

2-10 employees

Used daily for less than 6 months

Reviewed November 2019

Necessary Onboarding and SOP tool

I'm very happy with this tool

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Clust 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. As a b2b focused company, we need to gather a huge amount of data when our work start. There was a LOT of back and forth using emails, misunderstandings and all sort of hell on earth situation. With Clust, things got way easier. We just set our SOP, assign the customer and that is it! The app will keep track for us and even notify the customer. If you have a business, you need this!

Cons:

The only thing I don't like, is the per-process portal, in an ideal world, this could be per-customer portal, this way, things would get even easier, and in opinion, makes more sense. With that being said, I think Clust is an essential tool, and this is a minor detail that I'm sure will be addressed soon.

Vendor Response

Dear Leonardo, Thank you for your feedback. It's greatly appreciated.

Replied June 2020

Christopher K.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 6 months

Reviewed November 2019

Exponential Potential yet Already Amazing

I have too many problems to list, but there is so much flexibility within the platform that it allows for me to develop creative solutions as well as collaborate with others and take the "If its not broken, don't fix it method".

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are few to if any limitations in what you can or can not create template wise. They are already GDRP compliant, which for those of us here in the U.S basically means they meet very strict standards for security and encryption of your data. Customer support is amongst the best I have had and the learning resources for how to use their platform is plentiful.

Cons:

I wish they had HIPPA compliancy but GDRP surpasses it, though I was told they are working on securing HIPPA so the use cases for medical records and forms make this a no brainer deal for me.

Vendor Response

Hello Christopher, Thanks for your great feedback. The scope of HIPAA is narrower than GDPR, so by complying with GDPR like we do, we also protect clients who need a compliant solution for HIPAA. Thank you

Replied June 2020

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