Secure AI Platform for Private Data Intelligence
Clear Ideas™ transforms sensitive business documents into actionable intelligence through AI-powered workflows. Create multi-step analyses, generate custom reports, and extract insights from your private data—all within an enterprise-grade secure environment.
Private AI Analysis
Advanced AI operates within your secure private data environment.
Precision Information Sharing
Role‑based permissions, watermarking, and audit trails guarantee that the right people see the right content—no more, no less.
AI‑Powered Workflows
Automate complex document creation and analysis with no‑code workflows that embed your institutional knowledge.
Actionable Analytics
Real‑time engagement metrics reveal how stakeholders interact with your information, guiding data‑driven decisions.
How Clear Ideas™ Transforms Your Data Workflow
From upload to insight in four simple steps. See how teams accelerate their document analysis and intelligence generation.
1. Upload Documents
Securely upload your documents, spreadsheets, and files. Enterprise-grade encryption protects your data from the moment it arrives.
2. Build AI Workflow
Create multi-step analysis pipelines visually. No coding required—just drag, drop, and configure your intelligence process.
3. Generate Insights
Run your workflow across any dataset. AI analyzes content, extracts key information, and generates reports tailored to your needs.
4. Share & Track
Distribute results securely with role-based permissions. Monitor engagement analytics to see how stakeholders interact with your intelligence.
Secure AI Platform
Enterprise-Grade AI with Visual Workflow Builder
Automate document analysis, generate custom reports, and extract key insights from unstructured data. Our visual workflow builder connects industry-leading AI models to your private data, delivering verified results without compromising security.
Private Data AI Chat
Ask questions in natural language and get instant answers from your documents. Extract specific data points, summarize content, and generate insights—all grounded in your private data.
- Natural Language QueriesAsk 'What are the key risks in Q3 reports?' and get comprehensive answers.
- Interactive VisualizationsGenerate charts and graphs instantly to visualize trends and patterns.
- Source CitationsEvery answer links directly to the documents and pages that support it.
AI Workflows
Automate document processing, report generation, and data extraction with visual workflows. Create once, apply to any dataset—from financial analysis to compliance reporting.
- Visual Workflow BuilderDrag and drop components to create multi-step analysis pipelines without coding.
- Quality BenchmarkingAutomated scoring ensures consistent, high-quality outputs every time.
- Cross-Dataset DeploymentDesign workflows once, then apply to new documents instantly.
- Advanced AutomationInclude loops, conditions, and custom logic for sophisticated processing.
AI Workflow Builder
Upload an example document and get a ready-to-use workflow in minutes. Our AI analyzes your content structure and creates an automated pipeline that you can apply to similar documents.
- Document-to-Workflow GenerationUpload a sample report or document, and get a complete workflow that recreates the same analysis.
- Automatic Variable DetectionAI identifies key data points like names, dates, and amounts to create reusable templates.
- Ready-to-Run PipelinesGet a functional workflow in minutes that you can immediately test and deploy.
Clear Ideas™ connects leading AI models for enterprise-grade intelligence
Everything You Need for Intelligent Document Management
Clear Ideas™ combines secure collaboration, AI intelligence, and powerful analytics in one integrated platform.
Enterprise-Grade Security
Role-based permissions, audit trails, and document watermarking protect your sensitive data while enabling seamless collaboration.
Cross-Dataset Intelligence
Build AI workflows once and apply them to any new dataset. Perfect for due diligence, compliance reviews, or any recurring analysis process.
Real-Time Analytics
Track stakeholder engagement, monitor document performance, and gain insights into how your content drives decisions.
AI-Powered Virtual Data Rooms
Secure document sharing meets intelligent analysis. Accelerate due diligence, board governance, and client collaboration with AI-enhanced Virtual Data Rooms.
AI-Enhanced Due Diligence
Automate risk assessment, financial analysis, and compliance checking to accelerate M&A and investment processes.
Secure Client Collaboration
External stakeholder access with granular permissions, real-time notifications, and complete audit trails.
Board Communications
Streamlined board packet distribution with AI-assisted meeting preparation and engagement analytics.
Ready to Transform Your Data into Intelligence?
Start with a free trial and experience the power of AI-driven document intelligence in your secure environment.
Individual Professional
Perfect for experts who need to organize their knowledge base with enterprise-grade AI and security. Start individual, scale to teams when ready.
Teams & Organizations
Comprehensive platform for teams requiring secure collaboration, advanced analytics, compliance tools, and institutional knowledge management.
Not sure which solution fits best?
Ready to get started?
Experience the future of secure information sharing and analysis. Empower your team, protect your data, and unlock the full potential of your information with Clear Ideas™.
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Speak with our sales team to find the perfect plan for your organization.
Technical support & resources
Access our comprehensive support center, documentation, and help guides.