Clustdoc
Summary
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.
Who it is for
Clustdoc suits organizations that need structured onboarding for clients, partners, or staff, especially in its listed industries. It may also suit teams that need client-facing portals, document collection, approvals, or eSignatures.
What is good
- Client portal is available on web and mobile devices.
- Workflow includes forms, documents, approvals, and eSignatures.
- Offers API, webhooks, and listed integrations with 1,500+ apps.
- All plans include roles, permissions, and audit trails.
What to know first
- No free plan is listed.
- PRO starts at $190/month.
- PRO limits new applications to 50 monthly.
- Some PRO eSignatures and reminders have limited usage.
Verdict
Clustdoc brings onboarding tasks, documents, approvals, and client access into a single workflow platform. Review PRO's seat, application, storage, and usage limits, or request a quote for the other listed plans.
Clustdoc plans and pricing
All plansCompared on supplier onboarding software
- Free plan
- Noclustdoc.com
- Paid from
- $190/moclustdoc.com
- Client portal
- Yesclustdoc.com
- E-signatures
- Yesclustdoc.com
- Document uploads
- Yesclustdoc.com
- Workflow automation
- conditionalclustdoc.com
- Payment collection
- Yesclustdoc.com
- Custom branding
- Yesclustdoc.com
Facts
- Product
- Clustdoc describes itself as an operating layer for compliant onboarding processes involving clients, partners, and staff.clustdoc.com · 3 Oct 2026
- Workflow tools
- The platform includes checklists, intake forms, document collection, eSignatures, approvals, task management, and a client portal.clustdoc.com · 3 Oct 2026
- Applications
- Clustdoc defines an application as an instance of an onboarding workflow for a specific user.clustdoc.com · 3 Oct 2026
- Industries
- Clustdoc lists financial services, real estate, legal services, staffing and recruitment, accounting and tax, and administration among the industries it serves.clustdoc.com · 3 Oct 2026
- Workflow access
- Clients can use the onboarding portal from a web browser or internet-enabled mobile device, while teams can use a desktop admin console and mobile app.clustdoc.com · 3 Oct 2026
- Integrations
- The pricing page says customers can connect through native integrations, connectors such as Zapier and Make, or the API, and claims integrations with 1,500+ apps.clustdoc.com · 3 Oct 2026
- API
- The pricing page lists unlimited API and webhooks among plan capabilities.clustdoc.com · 3 Oct 2026
- Security
- Clustdoc states that data is encrypted at rest and lists secure document transfers using 128-bit SSL/TLS and document encryption using AES 256.clustdoc.com · 3 Oct 2026
- Compliance
- Clustdoc says it is GDPR compliant and lists SOC 2 Type II certification on its About page.clustdoc.com · 3 Oct 2026
- Security controls
- All plans include features such as two-factor authentication, password-protected portals, roles and permissions, audit trails, and GDPR compliance.clustdoc.com · 3 Oct 2026
- Support
- Clustdoc says support agents can guide users through the platform and be contacted from the bottom-right corner of the user account.clustdoc.com · 3 Oct 2026
- Subscriptions
- The pricing page says licenses can be monthly or annual except for Ultimate, and customers can cancel when they do not wish to renew.clustdoc.com · 3 Oct 2026
- Company
- Clustdoc says it was founded in Paris in 2019 and serves more than 40 countries.clustdoc.com · 3 Oct 2026
Company
- Headquarters
- 101 Rue de Sèvres, 75006 Paris, Franceclustdoc.com · 28 Sept 2026
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Sources
- clustdoc.com/about-us/· checked 3 Oct 2026
- clustdoc.com· checked 3 Oct 2026
- clustdoc.com/pricing/· checked 3 Oct 2026
- clustdoc.com/security/· checked 3 Oct 2026