Clustdoc vs Rocketlane
Clustdoc
clustdoc.com
Rocketlane
rocketlane.comSide by side
| Figure | Clustdoc | Rocketlane |
|---|---|---|
| Price from | $190/mo | $49/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 3 |
| Spec score · Client Onboarding Software | 8.0 (#5) | 7.5 (#7) |
| Headquarters | 101 Rue de Sèvres, 75006 Paris, France | Wilmington, Delaware, United States |
| 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. | Listed integrations include Slack, Salesforce, Jira, Zapier, Workato, HubSpot, Google Calendar, and Outlook Calendar. |
| Product | Clustdoc describes itself as an operating layer for compliant onboarding processes involving clients, partners, and staff. | Rocketlane describes itself as an all-in-one professional services automation platform for service delivery. |
| 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. | The pricing page lists SOC 2, Cyber Essentials Plus, GDPR, ISO 27001, HIPAA, CSA STAR, CPRA, CASA, ISO 42001, and ISO 27701 credentials. |
| Support | Clustdoc says support agents can guide users through the platform and be contacted from the bottom-right corner of the user account. | Rocketlane says all customers can reach support by email and chat at any time, with optional premium support that includes a TAM. |
Plans
In their own words
Clustdoc
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.
Rocketlane
Rocketlane is a professional services automation platform for service delivery. It brings project delivery, resource management, time tracking, financial management, and a client portal into one system. Nitro AI agents can use customer context, including statements of work, emails, and calls, to generate project plans. The platform supports request intake, work tracking, file sharing, custom domains, and single sign-on. Listed integrations include Slack, Salesforce, Jira, Zapier, Workato, HubSpot, Google Calendar, and Outlook Calendar. Rocketlane is available through web, iOS, Android, and an API; its mobile app supports project, task, and timesheet updates. Plans are paid: Standard costs $49 member per month billed annually, with a five-member minimum, while Premium costs $69 member per month billed annually with the same minimum. Both include unlimited projects and customer members. A free trial is available, but there is no free plan.