Your System of Record for External Collaboration

Share documents securely with clients, auditors, and partners. Then unlock powerful AI insights from your trusted data. Professional-grade security with deterministic AI workflows that deliver repeatable results.

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One Prompt. Orchestrated Automation.

Describe what you need in plain language, and Clear Ideas designs, builds, and runs the workflow for you. Turn a simple request into a production-ready, multi-step automation without writing code.

NATURAL LANGUAGE PROMPT

Describe the workflow

“Each Monday, review our latest financial report, extract revenue, margins, and key ratios, flag unusual changes, and send leadership a concise summary with source citations.”

ORCHESTRATED WORKFLOW

Deterministic steps

Pull Finalized Files

Use approved materials from your system of record.

Extract Metrics

Capture financial values, dates, and notable changes.

Benchmark + Flag

Compare periods, surface anomalies, and score risk.

Draft Summary

Produce a board-ready update with recommendations.

From scheduled financial reports to upload-triggered document processing, automate any business process with AI that works the way your team works.

Describe It, AI Builds It

Tell Clear Ideas what you need in plain English. The Workflow Designer asks clarifying questions, then generates a complete multi-step workflow—ready to refine visually or run immediately. No drag-and-drop assembly required for your first version.

Runs When You Need It

Trigger workflows when new documents are uploaded, from webhooks in external systems, or on a schedule when that fits the job. Automated processing runs hands-free and delivers intelligence exactly when you need it.

Quality Gates Built In

Every workflow includes automated quality benchmarking that scores output for accuracy, readability, clarity, and tone. Multi-step validation ensures results meet your standards before they reach stakeholders.

This Is How AI Should Work

Clear Ideas becomes your authoritative system of record for unstructured data, so every workflow, answer, and insight is grounded in verified information. Use built-in AI models or connect the tools you already rely on through direct integrations.

Your System of Record Powers Everything

Finalized, immutable documents become your authoritative source of truth. Internal teams, external partners, and AI all work from the same verified data, so decisions move faster and outputs stay accurate.

No AI Model Lock-In. Your Choice, Your Control.

Access leading AI models from OpenAI, Anthropic, Google, Cohere, and xAI, all through one platform. Choose the best model for each task without separate subscriptions or vendor lock-in. It works from day one and grows with you as AI evolves.

Deterministic AI Workflows You Control

Build repeatable workflows powered by your system of record. Design once, run forever with consistent results. You control the logic, the inputs, and the outputs. Automate on schedules or trigger on-demand. Your AI, your rules.

Professional External Collaboration

Purpose-built infrastructure for clients, auditors, consultants, and partners. Professional-grade permissions, document watermarking, comprehensive audit trails, and real-time notifications. No personal email addresses or mixed-use accounts.

The Complete Platform for External Collaboration

Clear Ideas connects every step of your external collaboration workflow, from secure sharing to AI-powered intelligence, in one integrated platform.

1. Share Securely with External Partners

Clients, auditors, consultants, and partners access documents through professional-grade security. Role-based permissions, watermarking, and audit trails ensure complete control.

2. Build Your System of Record

Finalized documents become immutable, authoritative versions. Everyone works from the same source of truth, keeping teams aligned and data accurate.

3. Power Deterministic AI Workflows

Accurate data enables reliable AI. Create repeatable workflows that analyze documents, extract insights, and generate reports, all grounded in your verified system of record.

4. Gain Competitive Intelligence

Page-level analytics show exactly how partners engage with your content. AI-powered insights turn shared documents into strategic advantages and better decisions.

AI Powered by Your System of Record

Connect AI to your authoritative system of record to get reliable answers, repeatable workflows, and insights grounded in verified data. Use built-in models or extend the AI stack you already use, without lock-in.

Chat with Your Private Data

Ask questions and get instant answers from your system of record. Every response includes source citations linking directly to your documents. Deterministic answers grounded in your verified data, not generic web results.

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Build Workflows You Control

Design deterministic workflows powered by your data. You control the logic, inputs, and outputs, not a black box AI. Build once, run forever with repeatable results. Automate on hourly, daily, weekly schedules, or trigger on-demand. Your AI, your rules.

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Build From Document

Upload a finished document and Build From Document reverse-engineers it into a repeatable workflow. Extract structure, tone, and variables automatically so your best work becomes reusable automation.

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Describe With AI

Describe the workflow you want in plain language and AI drafts the process for you. Move from idea to a working multi-step workflow in minutes, then refine visually.

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AI Enhanced Search

Search that understands what you mean, not just what you type. AI-powered semantic search finds relevant content across all file types (documents, images, audio, video) with natural language queries and permission-aware results.

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Automate Content Creation

Turn approved workflows into repeatable content production. Generate first drafts, summaries, and structured deliverables using your system of record so every output stays consistent, auditable, and on-brand.

Explore Content Automation

Learn About AI Workflows

Private Data AI Chat

AI Chat with source citations. Every answer grounded in your system of record.

Private Data Citations

Private data citations are automatically attached to every answer, so it’s always clear which documents support each response.

Leading AI Models

Clear Ideas™ routes chat to leading AI models and handles model selection for you, so you get strong results without tuning prompts or juggling providers.

Productivity Features

Save, export and copy chat outputs with ease.

Visual AI Workflows

Drag-and-drop interface. Design complex deterministic workflows without writing code.

Drag-and-Drop Step Management

Visual connectors instantly update to show data flow, so even intricate workflows are easy to read and maintain.

Site Selection

Scope a workflow to one or more Clear Ideas Sites so it pulls only the private data that you authorize. The same AI Workflow can roll out across multiple sites while respecting local context.

Output Templates

Include any step in output or use the output template to merge results into a final deliverable.

Clear Ideas™ connects leading AI models for professional-grade intelligence

Everything You Need for External Collaboration

Clear Ideas™ brings security, AI, analytics, and templates together in one platform, so your external collaboration stays organized, your data stays trustworthy, and your team moves faster.

Security You Can Rely On

Role-based permissions, document watermarking, comprehensive audit trails, and real-time notifications make it easy to protect sensitive data and show stakeholders exactly how it’s governed.

Security Details

Real-Time Analytics & Engagement Tracking

Track stakeholder engagement at the page level, monitor document performance, map user journeys, and analyze search behavior. See exactly how external partners interact with your content and turn that visibility into better follow-up and better decisions.

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100+ Industry-Specific Site Templates

Start fast with pre-built templates for M&A due diligence, board governance, client portals, financial services, manufacturing, real estate, and not-for-profit organizations. Each template includes the structure, permissions, and workflows needed to launch quickly with less setup.

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Desktop Sync Application

Seamlessly synchronize content across all devices with offline access. Drag-and-drop files, maintain local copies, and stay productive whether online or offline.

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Built for How You Actually Work

See how organizations use Clear Ideas to transform external collaboration across industries, from M&A due diligence to board governance and audit preparation.

M&A Due Diligence

Before: Email chains with hundreds of documents, unclear ownership, and weeks to compile diligence reports. After: A secure data room with deterministic AI workflows that analyze financials, flag risks, and generate cited reports in hours.

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Board Governance

Before: Manual board packet assembly, no visibility into director engagement, and scattered feedback across emails. After: Streamlined board portal with page-level analytics showing exactly who read what. AI chat answers director questions instantly with source citations from meeting materials.

Explore Board Solutions

Client Collaboration

Before: Lost files in email attachments, unclear next steps, and no insight into client engagement. After: A professional client portal built on your system of record, with visibility into access, automated status reporting, and complete audit trails.

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Audit Preparation

Before: Scrambling to collect documents, auditors waiting for information, and manual evidence compilation. After: Secure audit workspace where auditors access pre-organized materials. AI workflows automatically generate evidence summaries and compliance reports, saving weeks of preparation time.

Explore Audit Solutions

Why Organizations Choose Clear Ideas™

Built as a system of record, not generic file storage with extra features bolted on

Feature Comparison

See how Clear Ideas compares to other solutions

Feature	Traditional VDR	File Storage Systems
AI Features
Deterministic AI Workflows Repeatable, no-code workflows that deliver reliable results from your system of record.
Private Data AI Chat Conversational AI with source citations from your documents.		Basic
External Collaboration
Purpose-Built for External Partners Designed for clients, auditors, consultants—professional collaboration without personal accounts.		Mixed-Use Accounts
System of Record Management Immutable, finalized documents as your single source of truth.	Version Control Only	Interim Versions
Analytics
Page-Level Analytics Track exactly which pages external partners viewed and for how long.
Security
Enterprise-Grade Security Enterprise-grade security without the enterprise complexity or pricing.	Enterprise Only
User Experience
Modern Interface Consumer-grade UX that requires minimal training.	Legacy Interface	Basic Interface
Automation
Scheduled Content Monitoring Automatically import and track changes from external sources.

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Extend Your Capabilities

Beyond VDR and AI workflows, Clear Ideas delivers solutions for website engagement, content monitoring, and automated intelligence.

Public AI Chat

Add an AI-powered chat interface to your website that answers visitor questions from your knowledge base. Capture leads at the perfect moment with 24/7 availability and voice chat support.

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Scheduled Content Automation

Automatically monitor competitor websites and external sources with scheduled imports. Track changes, trigger AI analysis workflows, and maintain competitive intelligence, hands-free.

Explore Content Automation

Automated Workflow Scheduling

Run AI workflows on hourly, daily, weekly, or monthly schedules. Perfect for routine reporting, compliance checks, and automated analysis of imported content. Intelligence delivered on your schedule.

Discover AI Workflows

Ready to Elevate Your External Collaboration?

Start free and see how secure collaboration, verified data, and AI workflows can help your team move faster with clients, auditors, and partners.

Individual Professional

Perfect for experts who need to organize their knowledge base with professional-grade AI and security. Start individual, scale to teams when ready.

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Teams & Organizations

A complete platform for teams that need secure collaboration, advanced analytics, compliance controls, and a durable system of record.

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Not sure which solution fits best?

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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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Technical support & resources

Access our comprehensive support center, documentation, and help guides.

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Your System of Record for External Collaboration

One Prompt. Orchestrated Automation.

Describe the workflow

Deterministic steps

This Is How AI Should Work

The Complete Platform for External Collaboration

Secure External Sharing Built for How You Actually Work

AI Powered by Your System of Record

Private Data AI Chat

Private Data Citations

Leading AI Models

Productivity Features

Visual AI Workflows

Drag-and-Drop Step Management

Site Selection

Output Templates

Clear Ideas™ connects leading AI models for professional-grade intelligence

Everything You Need for External Collaboration

Built for How You Actually Work

Why Organizations Choose Clear Ideas™

Feature Comparison

Extend Your Capabilities

Ready to Elevate Your External Collaboration?