Clustdoc pricing, explained (2026)

Clustdoc pricing has one published number and two quotes. The number: PRO at $190/month (or €190, the same price in both currencies), which buys 3 user seats, 50 new applications per month, 25 GB of storage, and one standard process. Everything above that (Expert with its 5+ seats and 10 processes, Ultimate with custom limits) is "on quote."

So the practical question for a small firm is not "what does Clustdoc cost" but "does my work fit inside the PRO box?" Here is the box, measured, from Clustdoc's own pricing page as of July 2026.

I am the founder of Portico, which competes with Clustdoc on onboarding and document collection (though not on its compliance features), so I have an interest here. Every number is Clustdoc's own, linked in Sources, and the section on when Clustdoc is the right buy is genuine. The disclosure is at the bottom.

The published plan, unpacked

Three limits do the real work in that table:

1. One process. A "process" is a reusable workflow, your standardized intake. One is enough if every client goes through the same pipeline. The moment a second service line needs a different workflow, you are in quote territory. This is the most common upgrade trigger, and it is worth naming plainly: the second process is where Clustdoc's price stops being public.
2. Fifty applications a month. An application is a running instance of your process: one client going through intake. Fifty covers most small firms comfortably; a high-volume operation (lettings, admissions, lending) burns through it and needs Expert's 150.
3. Three seats. Enough for a small team, but note the shape: seats, processes, and applications all scale together only by leaving the published tier.

What the $190 actually buys

Clustdoc's plans share the full feature set; the tiers differ by limits, not features. That $190 includes the things that make it the serious choice for regulated intake: ISO 27001 certification, KYC/KYB verification workflows, risk scoring, approval chains, audit trails. The full Clustdoc review covers how those hold up in use; the short version is that this is compliance software that collects documents, not document software with a compliance checkbox.

Two caveats from the pricing page itself: eSignatures and reminders are marked as "limited usage" on PRO (the limits are not published, so ask sales what they are for your volume), and the trial is 7 days, shorter than the category's usual 14. Map your process before you start the clock.

The math by firm type

• A 2-partner advisory firm, one intake, ~10 new clients/month: fits PRO with room to spare. $2,280/year. The question is not fit but need: if none of your intake is regulated, you are paying for ISO certification you do not use.
• A lettings agency, 3 staff, ~80 applications/month: over the application cap. Expert quote required, so budget accordingly and get the number in writing before migrating templates.
• A compliance-driven lender with KYC on every file: this is who Clustdoc is priced for. $190/month replacing a manual KYC checklist pays for itself on the first prevented error, and the alternatives below mostly cannot do this job.

Clustdoc against the cheaper category

For non-regulated document collection and onboarding, the same jobs price very differently. Content Snare runs $35 to $119/month (annual) for pure document collection. The Content Snare vs Clustdoc comparison maps that trade in detail. Our own tool covers onboarding, intake forms, e-signatures, and document collection from free (3 active onboardings/month) to $149/month, with unlimited team members on every plan, metered by workload rather than seats. And TaxDome-style practice suites bundle intake into a much bigger per-seat contract.

When Clustdoc is the right purchase

Playing it straight: for KYC/KYB-driven intake (lending, lettings, admissions, corporate services), Clustdoc is one of the few tools in this price range built for the compliance officer and the client at the same time. Reviewers consistently rate it well (4.7 on Capterra), and its process-instance model maps cleanly onto application-style workflows. Buy it when compliance is a requirement, take the 7-day trial seriously, and get the Expert quote in writing if you have any chance of needing a second process within a year, because pricing surprises are cheaper before migration than after.

Disclosure

As stated up top, we make a competing onboarding tool, and the overlap is document collection and client onboarding, not Clustdoc's compliance layer. All prices from Clustdoc's pricing page, checked July 13, 2026, with sources linked. Spot a stale number? Email support@portico.run and it will be corrected within 24 hours.