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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.
Clustdoc B2B Case Studies & Customer Successes
Case Studies
Showing 7 Clustdoc Customer Success Stories
How A.F.P Courtage improves customer experience with Clustdoc
A.F.P Courtage
Paul Minet
Head of sales
How Atlas Lane masters property onboarding using Clustdoc
Atlas Lane
Kelly Honeycutt
Asset Manager
How Autax uses Clustdoc to better help hundreds of clients with their tax preparation
Autax
Rajesh Verma
Tax Accountant SMSF Auditor
How MagCast teams scales content publishing all around the world
MagCast
Damian Loth
Managing Partner
How Clustdoc empowers Shelby Erectors teams to build more than bridges
Shelby Erectors
Rebecca Martin
HR Manager
How Stisi Group improves the client experience and team performance
Stisi Group
Claire Halbert
Broker
How Votre Avocat Virtuel successfully manages case management, entirely remotely
Votre Avocat Virtuel
Stephane Minson
Brillant Lawyer
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