Stop Chasing Sensitive Documents Across Files, Prompts, and Spreadsheets
Clear Ideas gives teams one governed workspace for approved content, external collaborators, cited AI, repeatable agents, generated files, approvals, analytics, and evidence.
Clear Ideas gives teams one governed workspace for approved content, external collaborators, cited AI, repeatable agents, generated files, approvals, analytics, and evidence.
Sensitive collaboration
The hard part starts after the file is shared.
Sensitive collaboration rarely stays inside one tool. A client asks a question in email. An auditor asks for evidence. A board member needs context. Someone pastes a document into an AI chat. A report gets rebuilt from scratch. By the time decisions matter, the record is scattered.
Clear Ideas
One place for the content, the people, the AI, and the evidence.
Clear Ideas starts where sensitive collaboration actually starts: a controlled workspace for the approved material and the people who need it.
From there, AI runs inside the same boundary. Teams can ask cited questions, search with permissions, run agents against approved sources, route review, generate files, and export evidence.
That shared boundary keeps documents, collaboration, AI outputs, approvals, and evidence in one record that can stand up later.
Sites
Start With a Workspace That Keeps Everything Together
Sites organize approved files, external collaborators, permissions, analytics, signing, Q&A, Site AI, and evidence for collaboration that starts as sensitive sharing and turns into questions, decisions, deliverables, and accountability.
External collaboration
Turn Sharing Into a Controlled Process
Clear Ideas helps before a team ever runs an agent. A Site can support an audit, board cycle, investor update, client engagement, transaction review, partner project, or internal knowledge base. Each one gives the right people access to approved content, then preserves the record of what they reviewed, signed, asked, searched, and used.
Agents
Run AI Where the Context and Controls Already Live
Each run keeps the request, definition, model policy, approved sources, tool access, generated files, review checkpoints, and evidence tied together.
Agent deliverables
Stop Rebuilding the Same Deliverable
Start with the outcome you need. Clear Ideas helps turn recurring analysis, reporting, evidence, and content tasks into governed agent runs with approved sources, review gates, generated files, and a record of what happened.
Describe the Request
Each Monday, review the latest portfolio report, extract revenue, margins, and key ratios, flag unusual changes, and prepare a leadership update with source citations.
Steps, Sources, Review
Use finalized reports and scoped source access.
Pull metrics, period changes, and source references.
Pause when values need human review or approval.
Create files and evidence tied to the run record.
Files and Evidence
Board-ready slides
Structured workbook
Cited narrative draft
Sources, events, tools
AI security controls
Governed AI execution over approved content.
Clear Ideas governs sensitive documents, collaborators, AI models, agent tools, generated deliverables, and evidence together. The controls map to what security and compliance teams worry about most: data exposure, model retention, tool autonomy, source provenance, review, and auditability.
AI reads from approved Site content and follows the same access model as the workspace. Users should not surface documents through AI that they could not open directly.
Agent runs execute through a scoped contract. Code steps are sandboxed, while sources, tools, connectors, model settings, continuation state, and events stay explicit.
Choose private model execution or Zero Data Retention provider paths where policy permits, with model selection visible in the run record.
Agents do not need broad web or connector access by default. Tool scope, source connections, and outbound access stay tied to the approved run.
Human checkpoints, validation warnings, structured outputs, and benchmark checks give teams places to stop, inspect, and approve sensitive runs.
Keep model, policy, source usage, tool events, generated files, reviews, and evidence exports attached to the session or agent run.
Start here
Bring documents, AI, and evidence into one governed place.
Use Clear Ideas when important collaboration keeps crossing files, stakeholders, prompts, approvals, generated deliverables, analytics, and evidence.