Smart checklist

Display an intuitive checklist of everything needed for submissions as well as SOPs.

Form builder

Use our straightforward form builder to collect information and requests from anyone.

File request

Easily request a list of files or documents, or share your own.


Get your contracts, business proposals and documents signed all on Clustdoc.

Online payment

Get paid by popular credit cards no matter where your clients are.


Review and approve or deny files from your admin portal with just a few clicks.


Schedule and customize automated outgoing email & SMS follow-ups.

Direct Messages

Send and receive messages to/from recipients and team members.


Define how your workflows look and function based on your needs.

Guest access

Work with third parties by easily sharing submissions for comment and approval.

Tasks & Todo lists

Effortlessly assign tasks to your clients and create to-do lists to share with your team.

Cloud export

Synchronize your account with your favorite Cloud Storage service.

Branded portal

Recipients can submit information from a secure, attractive branded portal.

Team mobile app

Your team can manage client submissions easily using our free mobile app.

WordPress Plugin

Using our client portal plugin you can collect applications via your own website.

API integrations

Connect Clustdoc with your favorite business tools and automate your processes.


Customize your submissions views and manage your account with your fingertips.

Templates library

Get a head start with our library of professional ready-to-use process examples.

White label

Add your logo, domain name and company email to create a smarter client experience.

Audit trail

Benefit from a 360° view of where things stand by using the audit trail.

Instant benefits guaranteed

Discover even more features by creating a Clustdoc account. It's free for 15 days, with no commitment.



Our security features such as data privacy control, consent capture, bulk data deletion and more help you efficiently comply to data regulations.



We’ve streamlined the way you onboard stakeholders to help reduce time-consuming admin processes and implement standard operating procedures to keep things moving.



Many of our clients get positive reviews of their branded Clustdoc portals. Speed up your business, bring transparency to your processes and impress your clients with Clustdoc.

Flexible. Secure. Professional.

Join thousands of teams who get more work done using Clustdoc.