Clustdoc is a leading onboarding automation software that helps you streamline and systemize the way you work with new clients. Use Clustdoc to run onboarding workflows and handle new client documents, contracts and information in a compliant way.
“So we are constantly hiring. We stumbled upon Clustdoc, which is an all-in-one way to gather all of the application information we need: IDs, compliance, anything and everything we need …
“So we mainly use the systems for onboarding owners to gather all of their information for the property that we will be managing. So that entails anywhere from their information …
”We used to work already with one of the first legal intake software created on the Cloud. However, there was something missing. This software didn't necessarily provide all the tools …
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