Clustdoc
clustdoc.com
What it is
Clustdoc is an onboarding platform for processes involving clients, partners, and staff. Its workflow tools include checklists, intake forms, document collection, eSignatures, approvals, task management, and a client portal. An application is one onboarding workflow for a specific user. Clients can access the portal through a browser or internet-enabled mobile device; teams have a desktop admin console and mobile app. Listed industries include 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; 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 for document transfers and AES 256 document encryption, and says it is GDPR compliant; its About page lists SOC 2 Type II certification. PRO costs $190/month and includes 3 user seats, 50 new applications per month, and 25 GB storage; some eSignatures and reminders have limited usage. A 7-day trial is listed, but there is no free plan.
Spec sheet
- Product
- Clustdoc describes itself as an operating layer for compliant onboarding processes involving clients, partners, and staff.Read 3 Oct 2026 · clustdoc.com
- API
- The pricing page lists unlimited API and webhooks among plan capabilities.Read 3 Oct 2026 · clustdoc.com
- 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.Read 3 Oct 2026 · clustdoc.com
- 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.Read 3 Oct 2026 · clustdoc.com
- Compliance
- Clustdoc says it is GDPR compliant and lists SOC 2 Type II certification on its About page.Read 3 Oct 2026 · clustdoc.com
- Support
- Clustdoc says support agents can guide users through the platform and be contacted from the bottom-right corner of the user account.Read 3 Oct 2026 · clustdoc.com
- Headquarters
- 101 Rue de Sèvres, 75006 Paris, FranceRead 28 Sep 2026 · clustdoc.com
- Company
- Clustdoc says it was founded in Paris in 2019 and serves more than 40 countries.Read 3 Oct 2026 · clustdoc.com
- Applications
- Clustdoc defines an application as an instance of an onboarding workflow for a specific user.Read 3 Oct 2026 · clustdoc.com
- Industries
- Clustdoc lists financial services, real estate, legal services, staffing and recruitment, accounting and tax, and administration among the industries it serves.Read 3 Oct 2026 · clustdoc.com
- Security controls
- All plans include features such as two-factor authentication, password-protected portals, roles and permissions, audit trails, and GDPR compliance.Read 3 Oct 2026 · clustdoc.com
- 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.Read 3 Oct 2026 · clustdoc.com
- 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.Read 3 Oct 2026 · clustdoc.com
- Workflow tools
- The platform includes checklists, intake forms, document collection, eSignatures, approvals, task management, and a client portal.Read 3 Oct 2026 · clustdoc.com
Plans and prices
Strong points and limits
Strong points
- Client portal and eSignatures are available
- Supports web, Android, and iOS
- Lists integrations with 1,500+ apps
- All plans include audit trails and roles
Limits
- No free plan
- PRO costs $190/month
- Some PRO eSignatures and reminders have limited usage
Who it suits
Clustdoc may suit teams handling client, partner, or staff onboarding in its listed industries. Its portal and workflow tools are relevant to organizations collecting documents, signatures, approvals, and payments.
Verdict
Clustdoc combines onboarding tasks, document collection, approvals, and a client portal, with security controls listed across all plans.
Where Specifiction places it
- Supplier Onboarding Software#8 of 388.0
- Onboarding Software#4 of 188.1
- Client Onboarding Software#5 of 178.0
- Document Workflow Software#17 of 328.0
- Client Intake Software#17 of 277.9