Clustdoc

What Clustdoc Does

Clustdoc is client onboarding software built around structured document collection and workflow automation. Rather than a general-purpose collaboration tool, it's purpose-built for the intake phase: gathering forms, files, signatures, and payments from new clients in a single coordinated flow. The company is EU-based and positions compliance with GDPR and data-privacy regulations as a core selling point.

Core Features

The platform centers on a checklist-driven onboarding model. You build templates that define what information, files, and signatures you need from each client, then launch those workflows for individual contacts or in bulk. A key capability is conditional document requests — you can dynamically show or hide required items based on client profile, context, or predefined rules, which reduces confusion for clients who only need to complete what's relevant to them.

Document management handles the common pain points: no file size worries, no expired sharing links, no attachments lost in spam. Clients submit through a branded portal accessible from any browser or mobile device.

eSignature is built in rather than bolted on, and Clustdoc claims 40% faster turnaround on complex signing workflows. The approval system supports multi-stakeholder review chains, letting you route submissions through the right people before they're finalized.

Other notable features: - Shared inbox — centralizes client communications and internal team collaboration on submissions, with handoff between teammates - Automated follow-ups — scheduled email and SMS reminders for outstanding items - Payment collection — accept credit cards directly within a workflow - Audit trail — full activity log for compliance tracking - Automatic data deletion — set retention rules to purge client data after a specified period, supporting GDPR compliance - Identity verification — built-in checks as part of onboarding flows - Mobile apps — for the team-side management interface

White-Labeling and Embedding

Branding options are more flexible than most competitors. Beyond adding a logo and custom domain, you can fully embed the client portal into your own website via a plugin, so clients never leave your domain. Custom email domain is also supported.

Who It's Built For

The homepage calls out several specific verticals: real estate (property onboarding, rental applications), legal (case intake, signed contracts), financial services and insurance (compliance-driven document collection), and enterprise teams running digital transformation projects. The conditional logic and approval workflow features make it well-suited for regulated industries where different clients require different document sets.

Integrations

Clustdoc syncs with cloud storage services and connects to other business tools via integrations to automate processes, though the source material doesn't enumerate specific platforms. The general framing suggests Zapier-style connectivity rather than deep native integrations.

Pricing

Specific pricing tiers and dollar amounts aren't surfaced in the available source material. Given the feature depth and enterprise-adjacent positioning, it's worth checking their site directly for current plans — they offer multiple tiers based on team size and volume of onboarding workflows.

Limitations to Consider

Clustdoc is narrowly focused on the onboarding phase. If you need ongoing project collaboration, client communication beyond intake, or task management after the client relationship is established, you'll find the tool undersized. It's also not a CRM, so you'll need a separate system for pipeline management. Teams looking for a single tool to handle the full client lifecycle will likely need to pair it with something else.

Bottom Line

For teams whose main pain point is chaotic document collection during client intake — chasing down files, managing signature requests, routing approvals — Clustdoc is a focused, well-designed solution. The EU-based hosting and built-in compliance features make it a credible choice for financial services, legal, and real estate firms with regulatory obligations. It won't replace your CRM or project management tool, but as a dedicated onboarding layer, it covers the workflow comprehensively.