Clear Ideas® · Secure collaboration & AI

Share sensitive
documents.Get cited
AI answers.

Bring your clients, documents, and AI into one controlled workspace. Review files, collect signatures, and run repeatable Agents.

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Keep the engagement’s documents together.

Product capabilities

Share documents.
Find answers.
Prepare the next report.

Give clients, investors, and advisers a place to find the latest documents and ask questions. Use AI to understand those files and Agents to prepare recurring reports. Keep track of what you shared and what people viewed.

Sites

Share and review documents

Give clients and advisers a Site where they can find the latest files, ask questions, and sign PDFs.

Artificial Intelligence

Get answers from your documents

Summarize a report or compare agreements. Follow citations back to the documents, then turn your analysis into a spreadsheet or presentation with a supported model.

Agents

Prepare the next report with the same steps

Create an Agent for a recurring review or report. Give it the next set of documents, let it repeat the preparation, and review the draft before sharing.

Capabilities vary by plan and configuration. Compare feature availability.

See Clear Ideas in action.

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Review what recipients can see.

Identify terms or select regions in a PDF, review the proposed redactions, and check the recipient view before sharing.

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Understand the figures behind the report.

Summarize results, compare reporting periods, and explain changes with AI. Open supporting passages from the answer and keep generated files with the conversation.

Explore document AI →

Inspect each step of an Agent run.

See what each step produced, which documents it used, and where it needs your input. Add an approval step before an action that needs a person’s decision.

Explore Agents →

See what happens after sharing.

Review content activity, PDF page views, user engagement, and search patterns to prepare a more informed follow-up.

Explore engagement analytics →

Governed Agents

Your best process.
Ready for the next request.

Teach an Agent how you prepare a report or review an agreement. Choose the documents and steps, add a point for human approval, and run it again when the next request arrives. The draft files and a record of each step stay together.

Explore Agents →

Illustrative Agent process · generated file capabilities depend on the selected model

Prompt

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.

Agent Designer asks follow-up questions when the request needs more detail.

Governed Agent Run

Steps, Sources, Review

Read Approved Site Content

Use finalized reports and scoped source access.

Extract and Compare

Pull metrics, period changes, and source references.

Review Exceptions

Pause when values need human review or approval.

Generate Deliverables

Create files and evidence tied to the run record.

Generated Outputs

Files and Evidence

PowerPoint Brief

Board-ready slides

Excel Analysis

Structured workbook

Word Memo

Cited narrative draft

Run Evidence

Sources, events, tools

Outputs stay tied to the approved Site, run trace, model policy, and evidence.

Security & Trust

Control access.
Keep a record.

Decide who can open or download a document, which files AI can use, and when an Agent needs your approval. Keep a record you can return to later.

Document accessChoose what clients, investors, and advisers can see.
AI processingChoose from the models your organization allows.
Review & evidencePause an Agent for approval and review what happened.

Explore the controls

Clear Ideas run evidence showing source and tool activity

Solutions

Built for the moments
when sharing is only the start.

Share an investor update, answer a client’s question, or prepare a board pack. See how Clear Ideas helps with the documents and conversations around each one.

Engagement teams and their clients

Client portals →

Share deliverables, resolve document questions, and collect signatures.

Deal teams, advisers, and counterparties

Due diligence →

Control the review set and keep diligence questions connected to the evidence.

Finance teams, executives, and board reviewers

Board reporting →

Prepare the reporting pack and repeat the process with reviewed sources.

Control owners, finance teams, and external reviewers

Audit collaboration →

Assemble requested evidence and retain the context behind each response.

Investor relations teams, founders, finance teams, and their investors

Investor portals →

Share approved updates, answer investor questions, and keep disclosure under control.

Open source

Your infrastructure.
Clear Ideas controls.

Self-host Sites with Community Edition, or bring Agent Runtime into your own applications. Explore the source, deployment options, and operating responsibilities.

Share the latest files. Have the answers ready.

Give clients and investors current documents, answer questions from the same sources, and use Agents to prepare the next report or review.