WordPress plugin intelligence profile

Clustdoc Client portal

Provide a fully branded onboarding portal to easily collect new client documents, contracts and information through your WordPress website.

WP PlugIndex snapshot

Current directory snapshot

Tested up to WordPress 6.6
Current version4.1.0
WordPress coverageTested up to WordPress 6.6
Minimum stackWP 4.3 · PHP 5.3
Directory statusactive
Last directory update10 Oct 20242y ago
Active installations10Adoption metric — not a quality score
WordPress.org ratingNo WordPress.org ratings yet
Official packageDirect from WordPress.org

Repository metrics are context, not quality scores. Active installations measure adoption and can strongly reflect a plugin’s age and historical popularity. Ratings, recent updates and “Tested up to” metadata also do not guarantee modern code, error-free operation, security, feature completeness or suitability for a particular site. Why active installs don’t tell the whole story →

WP PlugIndex currently records Clustdoc Client portal version 4.1.0 as active, updated 2y ago and tested up to WordPress 6.6.

Overview

About this plugin

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)
WordPress.org metadata

Plugin tags

Topics listed for this plugin in the WordPress.org directory.

  • client onboarding
  • client portal
  • document collection
  • receive client applications
  • clustdoc
Compatibility & maintenance

Compatibility & maintenance

Tested up to WordPress 6.6

Not yet marked as tested with WordPress 7.1. WordPress.org currently lists Tested up to 6.6.

Current WordPress releaseWordPress 7.1
WordPress.org Tested up to6.6
Minimum requirementsWordPress 4.3 · PHP 5.3
Update activity10 Oct 20242y ago

“Tested up to” is directory metadata supplied by the plugin author. WP PlugIndex does not turn an older declaration into a claim that the plugin is incompatible.

Changes recorded by WP PlugIndex

Recent tracked changes

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Tracking & source

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