Clustdoc Client portal
Provide a fully branded onboarding portal to easily collect new client documents, contracts and information through your WordPress website.
Consider an alternative
Clustdoc Client portal shows warning signs in 2026 — compare the alternatives below before installing. It runs on 10+ sites and was last updated 2 years ago, and scores 26/100 on our health check.
- Small user base (10+ active installs)
- Very few reviews so far
- No update in over a year
- Only tested up to WordPress 6.6 (latest is 7.1)
How does it stack up?
Side-by-side on installs, updates, ratings & supportDaily downloads
Download spikes usually follow a new release — each site that auto-updates counts as a download.
Rankings
Where Clustdoc Client portal stands todayWordPress.org search rankings
Live position in the plugin search, top 100| Keyword | Position |
|---|---|
| client onboarding | >100 |
| client portal | >100 |
| clustdoc | #1 |
| document collection | >100 |
| receive client applications | >100 |
Version adoption
Share of active sites per release.
About Clustdoc Client portal
From the official readme · v4.1.0Description
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)
Installation
- Visit the Plugin directory page, and search for ‘Clustdoc’ or ‘Clustdoc client portal’.
- Install and Activate the plugin.
⚠️ IMPORTANT: If you’re using the version 1.x of this plugin, please create a new Clustdoc portal BEFORE updating this plugin.
After activating the plugin - Go to plugin settings page
- Enter your Clustdoc API Key. (No coding required, just create a Token and copy/paste it into your WordPress plugin settings)
You can find it in your Clustdoc account by clicking Clustdoc Developers in your Account team settings tab. - Validate the key and head over to the page or post where you’d like to insert the portal
Inserting the client portal to a page or post - Insert the Clustdoc Portal block into your page.
- Select the portal you want to display.
- Refresh your page.
- Go to preview and check the portal.
Need help? We’re here to help, Contact us
Frequently asked questions
I need help setting up my Clustdoc portal
Please visit these quick links: Register to a free Clustdoc trial account Build your onboarding process
How many portals can I install?
1 Clustdoc Process= 1 Clustdoc portal access and they are unlimited, you could add for examples 10 processes: each on a page of your website. Depends on your services/processes and needs.
Changelog
***IMPORTANT *** : If you're using the version 1.x of this plugin, please be sure you're using [Clustdoc portals] (https://clustdoc.com/app/portals "Portals") BEFORE updating this plugin.
2.0
- New version of Clustdoc plugin totally revamped
- Use of new Clustdoc portals
- Use of Gutenberg (WP blocks)
- If you’re using the version 1.x of this plugin, please be sure you’re using [Clustdoc portals] (https://clustdoc.com/app/portals “Portals”) BEFORE updating this plugin.
1.1
- Bug fixes.
3.0
- three version
4.0
- Improve navigation adn update core API
4.1
- Improve documentation
- Changes banners
For developers
Is this your plugin? Show off the numbers.
Add a live badge to your site, docs or GitHub README. It updates on its own — no account needed.
Best Clustdoc Client portal alternatives
All client onboarding plugins →| Rank | Plugin | Active installs |
|---|---|---|
| 2 |
NR Brief Builder
Smart client brief builder for freelancers and agencies. Drop a multi-step brief form…
|
<10 |
FAQ
Clustdoc Client portal: quick answers
Straight answers, pulled from live WordPress.org data.
Live data from WordPress.org · checked Sep 30, 2026
Is Clustdoc Client portal free?
Yes. Clustdoc Client portal is free to download and use from the official WordPress.org plugin directory.
Is Clustdoc Client portal safe to use in 2026?
Clustdoc Client portal shows warning signs in 2026 — compare the alternatives below before installing. It runs on 10+ sites and was last updated 2 years ago, and scores 26/100 on our health check.
How many websites use Clustdoc Client portal?
Clustdoc Client portal is active on 10+ WordPress websites and has been downloaded 5,180 times since it launched in March 2019. It was downloaded 190 times in the last 30 days.
Does Clustdoc Client portal work with WordPress 7.1?
Clustdoc Client portal is officially tested up to WordPress 6.6.9, while the latest release is 7.1.2. It may still work, but try it on a staging site first.
What PHP version does Clustdoc Client portal need?
Clustdoc Client portal requires PHP 5.3 or higher. Most hosts run PHP 8.x today, so it works on any modern WordPress hosting.
When was Clustdoc Client portal last updated?
The latest version, 4.1.0, was released on October 10, 2024 (2 years ago).
Who makes Clustdoc Client portal?
Clustdoc Client portal is developed and maintained by clusttech.
What are the best alternatives to Clustdoc Client portal?
The most popular alternatives to Clustdoc Client portal are NR Brief Builder (<10 installs).
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