Clustdoc Client portal

Clustdoc provides a robust and flexible client portal system that you can easily integrate with your WordPress website.

With Clustdoc client portal plugin, you can handle through your WordPress website any document-based user workflow, such as self-serve loan applications, online submissions, client onboarding, KYC onboarding, vendor registration, and much more.

🚀Why you’ll love using Clustdoc plugin:

• It takes only 2 minutes to set up (yes we timed it).
• Deploy industry-specific intake processes through your WordPress portal.
• Increase website-visitors qualification and conversion.
• Automatically receive online submissions and build a pipeline of submissions you can easily review and approve.

Not yet a Clustdoc user? Enjoy a 7-day FREE trial (No credit card required) today and launch your first client-facing workflow on your WordPress website tomorrow.

Key features include:

• Branded and secure client portal
• Client onboarding checklist (online forms, file request, econtracts, identity verification module and more..)
• Shared inbox for clients and teams
• Ready-to-use process templates
• Guest access for stakeholders
• Automated reminders and due dates
• Approval workflows
• A free client management mobile app
• API Access (1500+ integrations)