
Clustdoc - Alternatives & Competitors
Automate and Streamline Client Onboarding Workflows
Clustdoc is client onboarding software that automates routine workflows, document collection, eSignature, and approval management for efficient client onboarding across industries.
Ranked by Relevance
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1
OkaySend Automate Client Document Collection with Ease
OkaySend streamlines the process of collecting documents from clients with automated reminders, secure client portals, and customizable workflows. Focused on eliminating tedious back-and-forth communication, it enhances productivity for professionals and teams of all sizes.
- Free Trial
- From 25$
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2
Smart Onboarding Automate and Simplify Employee Onboarding Processes
Smart Onboarding streamlines pre-boarding, onboarding, and off-boarding by digitizing workflows, reducing paperwork, and ensuring compliance for new hires, suppliers, and more.
- Contact for Pricing
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3
Setuply AI-Powered Client Onboarding and Lifecycle Management Platform
Setuply streamlines client onboarding and lifecycle management with AI-driven automation, integrated workflows, and secure data management for enhanced business growth and client retention.
- Contact for Pricing
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4
DoxFlowy AI-Powered Document Automation & Digital Workflows
DoxFlowy streamlines business documentation with AI-driven document automation, electronic signatures, and workflow management, offering an intuitive no-code platform for HR, legal, operations, and finance teams.
- Free Trial
- From 49$
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5
Docnify Streamline Digital Signatures with Secure, Easy e-Signature Solutions
Docnify is a user-friendly electronic signature platform enabling secure digital signing of documents from any device, with advanced workflow and sharing features for small teams and businesses.
- Freemium
- From 30$
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6
AODocs AI-Enabled Document Management System for Business-Critical Documents
AODocs is an advanced document management system that combines AI capabilities with enterprise-level document control, offering scalable solutions for managing billions of documents across multiple cloud platforms.
- Contact for Pricing
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7
DocuAlerts Effortless Document Management with Expiry Alerts
DocuAlerts is a smart document management platform that streamlines storing, organizing, and monitoring expiry dates for important business documents through automated alerts and secure cloud storage.
- Freemium
- From 27$
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8
eSigns eSign Your Next Contract with Grace and Agility!
eSigns is a cloud-based electronic signature and document management platform offering secure, compliant, and efficient solutions for businesses, featuring AI analytics.
- Free Trial
- From 10$
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9
Hubflo The All-in-One Hub to Work with Clients
Hubflo is a comprehensive client portal solution that streamlines business operations with integrated tools for file sharing, contracts, messaging, tasks, CRM, and billing. It helps service businesses improve client experience and operational efficiency.
- Freemium
- From 72$
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10
SmartDocuments Automate and Manage Document Creation Effortlessly
SmartDocuments streamlines document creation, template management, and automation for businesses and organizations, integrating with major platforms for enhanced workflow efficiency.
- Contact for Pricing
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11
SFTDox Secure and Centralized Document Management for Businesses
SFTDox is an AI-powered digital document management system designed for various industries, facilitating secure storage, collaboration, and workflow automation while ensuring data privacy and compliance.
- Free Trial
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12
Formisoft The Smart Client Intake Solution for Modern Professionals
Formisoft streamlines client intake with AI-powered form generation, appointment scheduling, and payment processing, all in one secure, compliant platform.
- Freemium
- From 50$
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13
Inspakt Digitize, Secure, and Automate Your Business Workflows
Inspakt streamlines business documentation and workflows through digital forms, biometric and electronic signatures, and customizable templates to enhance security, speed, and efficiency.
- Contact for Pricing
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14
klarity.ai Automate document processes end-to-end for accuracy, efficiency, and compliance.
Klarity provides AI-powered automation for document-centric business processes, focusing on accuracy, efficiency, and compliance in areas like accounting and operations.
- Contact for Pricing
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15
My CPA Dashboard Streamline Accounting Firm Management with Secure CRM Solutions
My CPA Dashboard is an all-in-one online CPA practice management software designed for accountants, CPAs, and bookkeepers, offering secure document storage, e-signatures, and streamlined client communication. Enhance efficiency and productivity with its robust client portal and efficient workflow features.
- Free Trial
- From 49$
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16
DoxAI Automate, Secure, and Accelerate Document and Data Processes with AI
DoxAI delivers a suite of AI-powered digital solutions for automating data and document management, identity verification, and regulatory compliance for businesses. It enhances efficiency, scalability, and security with modular and customizable features.
- Contact for Pricing
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17
Agree Send, Sign, and Get Paid.
Agree is an all-in-one agreements platform that streamlines contract creation, negotiation, signing, invoicing, and payments. It uses AI to enhance workflows and improve efficiency.
- Freemium
- From 25$
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18
welcomr Automate and Streamline Employee Onboarding Workflows
welcomr is a platform designed to simplify and automate new employee onboarding by providing structured workflows, real-time tracking, and feedback collection.
- Other
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19
MagicDocs Organize Chaos, Discover Simplicity
MagicDocs is an AI-powered document management solution that securely organizes, renames, summarizes, and extracts key data from documents, saving users significant time.
- Contact for Pricing
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20
Docubee Simple Contract Automation Software
Docubee is an intelligent contract automation platform that streamlines the creation, management, signing, and tracking of digital contracts.
- Free Trial
- From 10$
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21
S-Docs Seamless Document Generation and E-Signature for CRMs
S-Docs streamlines document generation and e-signature within Salesforce and HubSpot, automating workflows for improved operational efficiency across departments.
- Contact for Pricing
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22
Streamline AI Mission Control for In-House Legal Teams
Streamline AI is an intelligent platform for in-house legal teams, providing seamless request intake, triage, workflow automation, and matter management to enhance efficiency and provide data-driven insights.
- Contact for Pricing
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23
Anvil Automate Document Workflows with AI-Powered Tools
Anvil streamlines document processes by automating PDF filling, e-signatures, and complex workflows. It offers a comprehensive SDK and AI-powered tools for faster development.
- Usage Based
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24
Clientjoy All-in-One Agency Growth and Client Management Platform Powered by AI
Clientjoy streamlines agency operations with AI-powered tools for client management, sales automation, invoicing, and communication, all within a white-labeled portal. The platform enhances productivity and client experience from lead generation to payment collection.
- Paid
- From 49$
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25
Docusign Intelligent Agreement Management Platform
Docusign is an Intelligent Agreement Management platform offering secure electronic signature solutions and AI-powered tools to streamline the entire agreement lifecycle, from creation to management and analysis.
- Freemium
- From 10$
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26
AttachDoc Track, Analyze, and Secure Your Documents with Advanced Analytics
AttachDoc is a powerful platform that streamlines document sharing for businesses, offering real-time analytics, robust security features, and personalized branding to elevate workflow efficiency.
- Free Trial
- From 9$
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27
Realty Pilot Comprehensive Real Estate Asset and Transaction Management Platform
Realty Pilot is an all-in-one transaction management and asset management platform designed for real estate professionals, offering integrated CRM capabilities, back-office solutions, and automated workflow tools to streamline property management and business operations.
- Contact for Pricing
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28
KRYSTAL DMS Streamline Document Management and Workflow Automation
KRYSTAL DMS offers a comprehensive, secure, and AI-powered document management system that streamlines digital workflows, enhances collaboration, and ensures regulatory compliance for businesses of all sizes.
- Paid
- From 4$
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29
HoneyBook Client relationships start and grow on HoneyBook
HoneyBook is a comprehensive client management and business automation platform that helps independent businesses streamline their client workflows, from proposals and contracts to invoicing and payments.
- Freemium
- From 16$
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30
Klippa Automate Administrative Work and Focus on Core Tasks
Klippa offers AI-powered solutions for intelligent document processing (DocHorizon) and spend management (SpendControl), automating workflows to save time, reduce costs, and prevent fraud.
- Contact for Pricing
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31
Moxo Orchestrate and automate customer workflows with intelligent AI.
Moxo is an AI-powered workflow orchestration platform that streamlines complex, human-driven business processes across organizations and departments through automation, integrations, and intelligent decision support.
- Freemium
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32
docAnalyzer.ai Chat & employ smart AI agents to optimize document analysis workflows
docAnalyzer.ai is an intelligent document analysis platform that enables dynamic, context-aware interactions with documents through AI-powered chat and automation agents. It supports multiple document formats and offers advanced features like OCR, custom workflows, and secure document sharing.
- Freemium
- From 6$
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33
FlowForma AI-Driven Process Automation for Business Excellence
FlowForma is an AI-powered process automation platform designed to streamline workflows, automate forms, and generate business insights for rapid operational transformation.
- Free Trial
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34
Automaited Automate your document-centric business processes
Automaited automates document-centric business processes by capturing, validating, and integrating document data directly into your workflows, reducing errors and boosting efficiency.
- Contact for Pricing
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35
OneSpan Documentation Portal Comprehensive Guide for Secure Digital Agreement Solutions
The OneSpan Documentation Portal offers extensive resources and documentation to support users implementing secure e-signature, authentication, and fraud prevention solutions.
- Free
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36
BunnyDoc Electronic Signature that scales with your workflow
BunnyDoc offers legally-binding electronic signatures to sign documents online, generate agreements, and negotiate contracts. It streamlines digital contract signing with features like audit trails, user management, and integrations with popular applications.
- Freemium
- From 18$
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37
DocuEase Automating Document Work For Your Business
DocuEase is an AI-powered document analysis platform that helps businesses and legal professionals streamline document review, summarization, and analysis with up to 80% time savings and 95% accuracy.
- Freemium
- From 15$
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38
Flowtrics The Leader in AI Data, Task, Contract & Document Workflow Automation
Flowtrics is an AI-powered platform designed to automate data, tasks, contracts, and document workflows, enhancing business process efficiency.
- Contact for Pricing
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39
CloseSync Transaction Management Simplified for Real Estate Companies
CloseSync is an AI-powered transaction management platform that helps real estate companies streamline their closing processes from contract to completion, featuring automated document handling, task management, and commission disbursement.
- Free Trial
- From 14$
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40
airSlate WorkFlow Automate Document Workflows with No-Code AI
airSlate WorkFlow is a no-code platform that automates document workflows, enabling users to create, route, and sign documents seamlessly while eliminating manual errors and saving time.
- Freemium
- From 399$
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41
Dropbox Sign Effortlessly Prepare, Send, Sign, and Track eSignatures
Dropbox Sign provides a legally-binding eSignature solution to prepare, send, sign, and track documents, streamlining agreement workflows and accelerating business processes.
- Free Trial
- From 15$
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42
DocuStack.ai Powering enterprises with AI Agents
DocuStack.ai is an enterprise-ready AI platform that provides custom-built AI agents to transform customer interactions and business workflows with no-code deployment options.
- Paid
- From 399$
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43
Ironclad AI-Powered Contract Management Software
Ironclad is an AI-powered contract management platform that streamlines the entire contract lifecycle for businesses. It offers tools for drafting, negotiation, storage, analytics, and e-signature.
- Contact for Pricing
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44
ClickHelp AI-powered all-in-one documentation tool
ClickHelp is an AI-powered documentation platform that enables teams to author, host, and deliver technical content efficiently within a unified portal.
- Free Trial
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45
Inkit AI-Powered File Intelligence Platform for Secure Document Management
Inkit is a secure File Intelligence Platform that leverages AI-driven search and automation to organize, search, sign, and manage documents with compliance-first security.
- Contact for Pricing
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46
SwiftCliq The Ultimate Client Portal for Freelancers and Clients
SwiftCliq is an all-in-one client portal designed for freelancers and clients to streamline project management, communication, file sharing, and invoicing through a unified dashboard.
- Other
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47
Floify Mortgage Automation Platform for Lenders & Brokers
Floify is a digital mortgage automation platform that streamlines the loan origination process for lenders, brokers, and financial institutions with configurable workflows and advanced borrower experiences.
- Paid
- From 74$
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48
Formstack Build Powerful Forms Without Code
Formstack empowers organizations with no-code tools to build online forms, automate workflows, and integrate systems. Streamline data collection and transform it into a strategic asset.
- Freemium
- From 50$
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49
GoFormz Digital Forms with Automation and AI-Powered Data Capture
GoFormz offers an advanced digital forms platform, empowering businesses to create, distribute, and automate data-driven forms with powerful AI features and seamless integrations.
- Freemium
- From 24$
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50
EmailMeForm Secure, Compliant Online Forms and Payment Processing
EmailMeForm is a fully compliant online form builder offering secure data collection, payment processing, and workflow automation for businesses of all sizes.
- Freemium
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