Clustdoc

What Clustdoc is

Clustdoc is an onboarding platform for organizing processes involving clients, partners, and staff. Its workflow tools include checklists, intake forms, document collection, eSignatures, approvals, task management, and a client portal. Each application is one onboarding workflow for a particular user. Clients can use the portal in a browser or on an internet-enabled mobile device; teams have a desktop admin console and mobile app. Clustdoc serves financial services, real estate, legal services, staffing and recruitment, accounting and tax, and administration. Connections are available through native integrations, services such as Zapier and Make, or the API; the pricing page lists integrations with 1,500+ apps and unlimited API and webhooks among plan capabilities. Security controls include two-factor authentication, password-protected portals, roles and permissions, and audit trails. Clustdoc states that data is encrypted at rest, lists 128-bit SSL/TLS transfers and AES 256 document encryption, and says it is GDPR compliant; its About page lists SOC 2 Type II certification. PRO is $190/month with 3 user seats, 50 new applications monthly, and 25 GB storage; some eSignatures and reminders have limited usage. A 7-day trial is listed, but there is no free plan.