ClustdocClust Technologies
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Related Products
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About
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.
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About
Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale.
Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace.
Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment.
From the first interaction to full activation, clients always know what to do next.
Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently.
Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Professional service firms wanting a tool provided a branded client portal to unify communication, billing, and collaboration
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Audience
Clustdoc is built for service-based and relationship-driven organizations that manage structured client onboarding processes.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$39 per month
Free Version
Free Trial
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Pricing
€190/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAssembly
Founded: 2020
United States
assembly.com
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Company InformationClust Technologies
Founded: 2019
France
clustdoc.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
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Integrations
Google Drive
Slack
Zapier
Airtable
App Store
Cal.com
Calendly
Dropbox
Figma
Google Docs
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Integrations
Google Drive
Slack
Zapier
Airtable
App Store
Cal.com
Calendly
Dropbox
Figma
Google Docs
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