Secure External Collaboration That Actually Becomes Useful

Share approved documents with clients, auditors, and partners in one secure workspace. Then use those same documents to power cited answers, repeatable workflows, and audit-ready collaboration.

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Share approved documents with clients, auditors, and partners in one secure workspace. Then use those same documents to power cited answers, repeatable workflows, and audit-ready collaboration.

Audit Trails

Document Watermarking

Encrypted Storage

Two-Factor Auth

Download Controls

Multiple AI Models

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

Repeatable, auditable 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.

How It Works

Each step builds on the last. Secure sharing creates authoritative content, authoritative content powers reliable AI, and AI delivers the insights that prove value.

1. Share Securely

Give clients, auditors, consultants, and partners a secure, professional place to work with you. Role-based permissions, document watermarking, audit trails, and real-time notifications keep external collaboration controlled and credible.

2. Organize Authoritatively

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

3. Automate Reliably

Build repeatable AI workflows grounded in your approved documents. Design once, run on schedules or on-demand with consistent results. Choose from leading AI models without vendor lock-in.

4. Monitor and Prove

Page-level analytics show exactly how partners engage with your content. Audit trails, engagement tracking, and AI-powered insights turn shared documents into measurable, defensible outcomes.

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 Grounded in Your Documents

Ask questions and get instant, cited answers from your approved documents. Every response links directly to source material. Reliable answers grounded in your verified data, not generic web results.

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Build Workflows You Can Review and Trust

Design repeatable workflows grounded in your approved documents. You control the logic, inputs, and outputs, not a black box AI. Build once, run on schedules or on-demand with consistent results. 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.

Explore Describe With AI

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.

Explore AI Search

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

AI Chat Grounded in Your Documents

AI Chat with source citations. Every answer grounded in your approved documents.

Document Citations

Source citations are automatically attached to every answer, so it’s always clear which approved 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 repeatable 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 Secure External Collaboration

Security, AI workflows, engagement analytics, and templates 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.

View Analytics

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.

Browse Templates

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 repeatable AI workflows that analyze financials, flag risks, and generate cited reports in hours.

Explore M&A Solutions

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.

Explore VDR Solutions

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 for secure external collaboration and AI automation, not generic file storage with extras bolted on

Feature Comparison

See how Clear Ideas compares to other solutions

Feature	Traditional VDR	File Storage Systems
AI Features
Repeatable AI Workflows Auditable, no-code workflows that deliver reliable results from your approved documents.
AI Chat Grounded in Your Documents Conversational AI with source citations from your approved 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
Security for Sensitive External Work Controls for sensitive collaboration without 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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View Full Feature Comparison

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.

Explore Public Chat

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 Put Your Collaboration to Work?

Start free and see how secure sharing, repeatable AI workflows, and engagement insights 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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Ready to get started?

Share sensitive information securely with clients, auditors, and partners. Then turn approved content into cited answers, repeatable workflows, and measurable engagement.

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Get personalized assistance

Speak with our sales team to find the perfect plan for your organization.

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Technical support & resources

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

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Secure External Collaboration That Actually Becomes Useful

One Prompt. Orchestrated Automation.

Describe the workflow

Repeatable, auditable steps

How It Works

Secure External Sharing Built for How You Actually Work

AI Powered by Your System of Record

AI Chat Grounded in Your Documents

Document 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 Secure External Collaboration

Built for How You Actually Work

Why Organizations Choose Clear Ideas™

Feature Comparison

Extend Your Capabilities

Ready to Put Your Collaboration to Work?