Clustdoc is the new way to manage clients, immigration and legal cases from a branded portal.
We focus on providing a professional, modern and trustworthy environment for your team and clients. Get access to a customizable client portal and free agent app to run your law firm.
You can manage and handle as many online forms as needed as part of your client cases and procedures. The data is easy to export.
Move to a paper-free document collection process from day one, Clustdoc helps you collect and organize your case documents.
Assign to clients or teammates a list of tasks. Make sure online applications are completed on time by each client.
Upload any of your official forms, contracts or proposal and have them signed from a password protected & mobile friendly portal.
Send online invitations and reminders to help your clients submit their information in a timely from a beautiful branded portal. Using our automation features, you can save some precious time with automated data entry, event-trigger messages and workflows.
Track cases with real-time updates on any change in a case status. With Clustdoc, your team knows exactly how to process each client's case and works collaboratively without emails. Your robust admin interface allows you to loop in any other person needing to share approval or jump in throughout the case management process.
We are compliant to the highest European Security standards and are committed to apply the best practices protecting your business and clients. Our suite of Security features instantly helps you compliant to the GDPR: Data privacy control, bulk auto-deletion, Consent capture, T&Cs approval and more.
Clustdoc is the simplest way to receive, handle and approve online applications as part of your client onboarding.
Grow your business with a simple case management system built for modern legal specialists. It's easy to start using our templates library.