Clustdoc
Clustdoc: A workflow-rich intake platform for enterprise onboarding, priced from $190 per month. Ranked #23 of 27 in Client Intake Software by our editors (7.0/10); pricing: 7-day trial; best for enterprise onboarding with deep workflow controls.
At a glance
- Editor score7.0 / 10
- Pricing7-day trial
- Best forEnterprise onboarding with deep workflow controls
- Free planNo
- Paid from$190/mo
- Client portalYes
- Facts checked20 Sep 2026
Where it wins
- Conditional approvals, reminders, audit trails, and role-based permissions
- Branded client portals with forms, documents, signatures, and payments
- Integrations with Zapier, Make, Pabbly Connect, and major CRMs
Where it doesn't
- Pro starts at $190 per month on monthly billing
- Expert and Ultimate require quote-based pricing
- May be more than needed for simple intake workflows
Our verdict on Clustdoc
Clustdoc is a cloud-based client intake and onboarding platform for teams that collect forms, documents, signatures, payments, and other client information in structured workflows. Its audience includes financial services, legal, accounting, HR, education, and other client-facing operations with document-heavy processes. Core capabilities include intake forms, a digital checklist builder, document collection, branded client portals, eSignatures, payment capture, approvals, reminders, messaging, audit trails, and role-based permissions.
Pricing is aimed at organizations that need more than a basic form tool. The Pro plan costs $190 USD per month when billed monthly and includes the digital checklist builder, intake forms, document collection, payment capture, eSignatures, and a client portal. Expert and Ultimate add conditional display and approval sequences alongside the checklist builder, document collection, eSignatures, and client portal, with quote-based pricing. A 7-day free trial is available, while the published plans do not include a free tier. Monthly and annual licenses are available, though annual amounts are not published.
Workflow depth is the clearest reason to choose Clustdoc. Sequential and parallel signature workflows, conditional logic, approval workflows, automated email and SMS reminders, audit trails, and role-based permissions support controlled onboarding processes. Its web, API, and Chrome extension access, plus integrations with Zapier, Make, Pabbly Connect, Pipedrive, Monday, HubSpot, and Salesforce, give it a broad platform fit. Teams should choose Clustdoc when approvals, payments, documents, and client access need to work together; smaller teams with straightforward intake needs may prefer a simpler, lower-cost option.
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Clustdoc pricing
All 3 Clustdoc plans and prices →
Clustdoc fact sheet
| Free plan | No |
|---|---|
| Paid from | $190/mo |
| Client portal | Yes |
| E-signatures | Yes |
| Document uploads | Yes |
| Workflow automation | Conditional |
| Payment collection | Yes |
| Custom branding | Yes |
| Free trial | 7 days |
| Deployment | Cloud, Mobile, Browser extension |
| Platforms | Web, Chrome extension |
| Compliance & security | GDPR, 2FA |
| Support | Email, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 7,000+ integrations: Zapier, Make, Pabbly Connect, Pipedrive, Monday, HubSpot … See all → |
| Pricing | 7-day trial (source) |
| Website | clustdoc.com |
| Facts checked | 20 Sep 2026 |
Clustdoc integrations
Clustdoc lists 7,000+ integrations on its own site — the 7 named here are the ones its pages call out.
- Zapier
- Make
- Pabbly Connect
- Pipedrive
- Monday
- HubSpot
- Salesforce
See all Clustdoc integrations →
Alternatives to Clustdoc
- PorticoA broad client intake workflow with a free plan and paid automation tiers.9.4
- IntakeA low-cost intake platform with AI classification, payments, signatures, and automation access.9.2
- LaunchBayA paid web platform for turning client intake into structured project workflows.9.0
See all Clustdoc alternatives →
Also Ranked In
Clustdoc is ranked in 5 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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