Clustdoc

About Clustdoc

Tired of chasing clients or partners for their information?

Use Clustdoc instead to automate your onboarding processes and remotely capture required documents, files, Signatures, payments, and overall information as part of your customer or admin onboarding procedures.

We transform your onboarding workflows into a highly-converting & unique experiences that will delight your stakeholders and help your team process more easily submitted information. No delay, no mistakes.

Use Clustdoc to streamline all your processes including:
• Client onboarding/registration
• Tenant/Landlord application
• Student enrollment
• Partner registration
• Case management
• Vendor sourcing
• Annual tax report
• Company registration
• Due diligence/ Valuation process
• Loan application
• Anything!

Visit clustdoc.com for a free trial

Website	https://clustdoc.com
Employees	11-50 employees View all Clustdoc employees
Industry	Technology, Information and Internet
Phone number	0173793900
Headquarter	Paris, paris, ile-de france 75017, FR
Founded	2018
Keywords	Client Portal, Digital Onboarding, Client Onboarding Automation, Kyc Onboarding, Approvals Workflow Automation, Esignature Workflow, Esigning Worfklow, Onboarding Workflow Automation, Workflow Builder

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Frequently Asked Questions about Clustdoc

Who is the CEO of Clustdoc?

Marie Asse is the CEO of Clustdoc. To contact Marie Asse email at [email protected] or [email protected].

What is Clustdoc and how does it help with client onboarding?

Clustdoc is a digital onboarding platform designed to streamline the process of collecting information from clients and partners. It automates the onboarding workflow by allowing businesses to create customized workflows that capture required documents, files, signatures, and payments. This reduces the time spent chasing clients for information and enhances the overall client experience.

What industries can benefit from using Clustdoc?

Clustdoc is versatile and can be utilized across various industries, including finance, legal, healthcare, real estate, and education. Any business that requires a structured onboarding process or needs to collect sensitive information from clients can benefit from Clustdoc's automation capabilities.

How does Clustdoc ensure the security of sensitive client information?

Clustdoc prioritizes the security of client information by implementing robust security measures, including data encryption, secure access controls, and compliance with industry standards such as GDPR. This ensures that all sensitive documents and information are protected throughout the onboarding process.

Can Clustdoc integrate with other software tools?

Yes, Clustdoc offers integration capabilities with various third-party applications, including CRM systems, payment gateways, and document management tools. This allows businesses to create a seamless workflow and enhance their existing processes by connecting Clustdoc with the tools they already use.

What features does Clustdoc offer for automating workflows?

Clustdoc provides a range of features for automating workflows, including a customizable workflow builder, e-signature capabilities, document requests, payment collection, and approval workflows. These features enable businesses to create tailored onboarding processes that meet their specific needs and improve efficiency.

Is there a trial period available for Clustdoc?

Yes, Clustdoc offers a free trial period for new users. This allows businesses to explore the platform's features and functionalities without any commitment. During the trial, users can set up workflows, collect information, and experience the benefits of automated onboarding before deciding to subscribe to a paid plan.