ClustdocClust Technologies
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Related Products
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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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About
ShieldFive is document-collection software for accounting, immigration and mortgage firms. A firm sends a client one secure upload link and a PIN; the client uploads from a phone or computer with no account, app or password. Every file is encrypted in the client's browser before upload, so only the firm can open it and ShieldFive stores ciphertext. Firms build request checklists (templates for Form 1040, I-130, I-485 and mortgage applications), see which items are still missing, mark items received, and can add the client's email so ShieldFive reminds them up to twice. On the paid plan and during the trial, the firm's name and logo appear on the client upload page. Encryption is post-quantum hybrid (ML-KEM-1024 with X25519); the crypto core is open source. EU hosted. Free for 14 days, then 3 active requests free; EUR 29 per seat per month. Clients never pay. Intake only: no e-signatures.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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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Audience
Accounting, immigration law, and mortgage firms
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
€190/month
Contact us
Free Version
Not Supported
Free Trial
Supported
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Pricing
EUR 29/month/seat
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationClust Technologies
Founded: 2019
France
clustdoc.com
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Company InformationShieldFive
Founded: 2026
Spain
shieldfive.com
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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Portal Features
Chat
Not Supported
Collaboration
Supported
Content Management
Not Supported
Document Management
Supported
File Sharing
Supported
Search
Not Supported
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Integrations
Dropbox
Supported
Google Drive
Supported
Integrately
Supported
Pabbly Connect
Supported
Quickwork
Supported
Slack
Supported
Wufoo
Supported
Zapier
Supported
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Integrations
Dropbox
Not Supported
Google Drive
Not Supported
Integrately
Not Supported
Pabbly Connect
Not Supported
Quickwork
Not Supported
Slack
Not Supported
Wufoo
Not Supported
Zapier
Not Supported
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