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What is Clustdoc?

Clustdoc transforms client onboarding into a guided, collaborative experience that businesses can scale with confidence. By replacing disconnected emails, spreadsheets, and shared drives with a unified digital workspace, Clustdoc allows teams to manage onboarding from start to finish in one place. Information collection, document requests, task coordination, and approvals are orchestrated through structured workflows that keep everyone aligned. Clients move through clearly defined steps with full visibility into what’s required and what comes next. At the same time, internal teams track progress in real time, reduce friction, and ensure every onboarding follows a consistent standard. Built for service-led organizations, Clustdoc helps turn onboarding into a smoother path to engagement, activation, and long-term client relationships.

What is ClearClient?

ClearClient acts as a comprehensive solution for client intake and document management, aimed at simplifying the collection of documents, managing onboarding processes, processing contracts, generating invoices, and keeping client files organized within a cohesive and intuitive workspace. By removing the hassle of navigating through countless email threads, chaotic folders, and multiple spreadsheets, ClearClient offers teams a unified platform to effectively oversee every phase of the client experience, from the very first intake to the ultimate record-keeping. This groundbreaking method not only promotes time efficiency but also fosters better collaboration among team members, ensuring everyone is on the same page throughout the entire process. Moreover, by centralizing these tasks, ClearClient allows businesses to focus more on delivering exceptional service to their clients.

Media

Media

No images available

Integrations Supported

Dropbox
Google Drive
Integrately
Pabbly Connect
Quickwork
Slack
Wufoo
Zapier

Integrations Supported

Dropbox
Google Drive
Integrately
Pabbly Connect
Quickwork
Slack
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

€190/month
Free Trial Offered?
Free Version

Pricing Information

$19.99/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Clust Technologies

Date Founded

2019

Company Location

France

Company Website

clustdoc.com

Company Facts

Organization Name

ClearClient

Date Founded

2026

Company Location

United States

Company Website

www.clearclient.io

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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