Clustdoc

What Clustdoc is

Clustdoc provides tools for managing onboarding workflows with clients, partners, and staff. A workflow can bring together checklists, intake forms, document collection, eSignatures, approvals, task management, and a client portal. Each application is one instance of a workflow for a particular user. Clients can access the portal in a browser or on an internet-enabled mobile device, while teams have a desktop admin console and mobile app. Clustdoc serves fields including financial services, real estate, legal services, staffing and recruitment, accounting and tax, and administration.

Connections are available through native integrations, connectors such as Zapier and Make, or the API; Clustdoc lists integrations with 1,500+ apps and unlimited API and webhooks among plan capabilities. Security features across plans include two-factor authentication, password-protected portals, roles and permissions, audit trails, and GDPR compliance. Clustdoc also states that data is encrypted at rest, with 128-bit SSL/TLS for transfers and AES 256 for documents, and lists SOC 2 Type II certification. PRO costs $190/month and includes 3 user seats, 50 new applications per month, and 25 GB of storage; some eSignatures and reminders have limited usage. A 7-day trial is available, and there is no free plan.

Who it suits

Clustdoc suits teams that manage structured onboarding for clients, partners, or staff, especially in the industries it lists. It may fit organizations that need document collection, approvals, a client portal, and connections to other apps.

Limits

The lowest listed plan, PRO, costs $190/month and includes 3 user seats, 50 new applications per month, and 25 GB of storage. Some eSignatures and reminders have limited usage on PRO.

Getting started

1. Visit https://clustdoc.com/.
2. Choose whether to review PRO or a quote-based plan.
3. Use the listed 7-day trial to explore the platform.
4. Access the onboarding portal through a browser or internet-enabled mobile device, or use the team admin console or mobile app.

Verdict

Choose Clustdoc if your team needs a portal-based onboarding workflow with document handling, approvals, and integrations. PRO provides 3 seats, 50 new applications per month, and 25 GB of storage for $190/month. Teams needing more seats, applications, or storage can consider the quote-based plans; there is no free plan, and some PRO eSignatures and reminders have limited usage.