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What is Clustdoc?
Clustdoc offers a comprehensive digital platform to automate and streamline client onboarding processes for businesses in sectors such as finance, real estate, legal, and consulting. The platform provides tools such as multi-step forms, onboarding checklists, electronic signature workflows, and approval management, all centralized within a secure client portal. Clients can submit documents, complete forms, and interact with onboarding flows from any device, while teams manage and review submissions in real time.
With robust security and compliance features, Clustdoc facilitates seamless data collection, internal collaboration, and process orchestration. The solution integrates easily with existing business tools, supports industry-specific templates, and ensures that compliance requirements are met, reducing turnaround times and enhancing client engagement during onboarding.
Features
- Onboarding Checklists: Send structured task lists to clients for streamlined onboarding.
- Multi-step Forms: Collect key information through embedded, customizable forms.
- Document Collection: Request and review client files with flexible, secure uploads.
- eSignature Workflow: Obtain signatures in sequential order from multiple stakeholders.
- Approval Workflow: Centralize and automate internal review and approvals.
- Client Portal: Enable clients to interact and submit information from any device.
- Automated Reminders: Notify clients of outstanding tasks and ensure timely completion.
- Integration: Connect with CRM, ERP, and other business tools.
- Real-time Collaboration: Manage, comment, and transfer tasks within teams.
- Compliance Management: Enforce data privacy and process governance during onboarding.
Use Cases
- Automating new client onboarding for financial institutions.
- Managing tenant and property owner onboarding in real estate.
- Streamlining case intake and documentation for legal practices.
- Collecting applications for administrative and public services.
- Scaling HR onboarding and document collection processes.
- Accelerating digital transformation projects for consulting firms.
- Standardizing supplier onboarding workflows.
- Managing employee onboarding for organizations.
FAQs
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What types of businesses can use Clustdoc?
Clustdoc is designed for a wide range of industries including financial services, real estate, legal, administration, insurance, consulting, and more. -
How does Clustdoc ensure data security?
All information is encrypted at rest with AES-1256 encryption and managed according to strict data protection standards, complying with EU regulations. -
Can I integrate Clustdoc with my existing CRM or ERP?
Yes, Clustdoc offers integrations to connect with your CRM, ERP, and a variety of business tools for seamless data transfer. -
Is it possible to customize onboarding templates?
Users can create, edit, and run as many onboarding templates as needed to fit specific business requirements and workflows.
Helpful for people in the following professions
Clustdoc Uptime Monitor
Average Uptime
100%
Average Response Time
186.17 ms
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