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.
eSignatures
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.
Approval/Denial
Review and approve or deny files from your admin portal with just a few clicks.
Reminders
Schedule and customize automated outgoing email & SMS follow-ups.
Direct Messages
Send and receive messages to/from recipients and team members.
Workflows
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.
Dashboard
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.
Flexible. Secure. Professional.
Join thousands of teams who get more work done using Clustdoc.
