Compare Clustdoc vs. Copilot in 2025

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Description

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients. With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.

Description

Provide your clients with a comprehensive one-stop shop experience through a client portal that simplifies communication, payment processing, file sharing, access to help centers, and custom applications, among other features. Businesses leveraging technology—such as accounting firms, marketing agencies, startups, consulting firms, and real estate companies—utilize Copilot to deliver a cohesive, branded, and enjoyable user experience across both web and mobile platforms. Streamline your technology infrastructure with the built-in capabilities of Copilot, which includes messaging, billing, file-sharing, e-signatures, intake forms, and customer support systems. Additionally, the platform’s modular design allows you to begin with a single application and progressively enable more functionalities as your needs evolve. You can easily generate branded invoices and subscription plans, allowing clients to manage payments and access their invoice details effortlessly. Moreover, organize client files into folders, share them securely, and facilitate contract signing through eSignature requests, ensuring a smooth and efficient process for everyone involved. Embrace a more efficient way to engage with your clients and enhance your service delivery.