
Onboard new clients in days, not weeks.
Clustdoc is a client onboarding and document collection platform that automates intake, eSignatures, identity verification, and approval workflows in a single secure portal. Used in 70+ countries by financial services, legal, real estate, insurance, and government teams, it consolidates onboarding tasks, communications, and documents into a branded client experience.
Build digital intake checklists clients work through step by step with full progress visibility.
Request, receive, and organize files securely with dynamic, context-aware document requests.
Multi-party sequential eSignature workflows for contracts, NDAs, and onboarding forms.
Route submissions through internal reviewers and approvers with audit trails.
Mobile-friendly white-label portal with multi-language support for client-facing tasks.
Centralize all client communications so the whole team has context on each onboarding.
Built-in KYC-style identity checks and customer scoring for compliance-heavy intake.
Banks, lenders, and advisors use Clustdoc to collect KYC documents, run identity checks, and onboard new clients in a compliant flow.
Law firms automate engagement letters, document requests, and eSignatures so matters can be opened faster.
Agencies collect tenant or buyer paperwork, IDs, and signed contracts through a single branded portal.
Agencies digitize citizen application processes with structured forms, approvals, and audit logs.
Custom forms with conditional logic to capture structured client data upfront.
Automate end-to-end onboarding journeys with reusable process templates.
Full logged history of every action, signature, and document for compliance reporting.
Service businesses replace email chains with a single portal where new clients submit briefs, files, and signed agreements.

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