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Clear Ideas Platform
Secure collaboration, real-time analytics, and enterprise-grade security for external stakeholders
External Collaboration & Sharing
Secure document sharing, permissions, notifications, and in-app viewing
Analytics & Insights
Real-time analytics, user journey mapping, and comprehensive reporting
Security & Compliance
Enterprise-grade security with encryption, watermarking, and audit trails
Feature Comparison
See how Clear Ideas compares to traditional VDRs and file sharing services
AI Features
AI Chat Grounded in Your Documents, Workflows, Builder, and Enhanced Search powered by leading AI models
Clear Ideas™ AI Platform
Do more with your private data with Clear Ideas' AI features.
AI Chat
Powered by industry-leading AI Models, Clear Ideas allows you to have interactive conversations with your documents.
AI Workflows
Re-imagine knowledge work and put creativity on autopilot.
AI Workflow Builder
Upload a finished document and turn it into a repeatable workflow automatically.
AI Workflow Designer
Describe what you need in plain language and AI designs the workflow for you.
AI Enhanced Search
Transform how you find information with advanced AI-powered search capabilities that understand context and meaning.
Automation & Integration
Extend capabilities with Public AI Chat, scheduled content automation, and desktop sync
Public AI Chat
Add an AI-powered chat interface for your website for lead generation and 24/7 visitor support
Content Automation
Automatically import and monitor content from external websites with scheduled imports
Desktop Sync App
Seamless two-way synchronization between your desktop and Clear Ideas cloud
Solutions
Solutions Overview
Due Diligence & Deal Rooms
Client Portals & File Exchange
Board & Investor Reporting
Audit & Compliance
AI Workflow Automation
by Industry
Mergers & Acquisitions
Financial Services
Legal & Professional Services
Manufacturing
Not for Profit Organizations
Board Management & Governance
Real Estate
Property Management
Investment Management & Capital Markets
Resources
Site Templates
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Support Center
Announcements
Changelog
About Clear Ideas
Security & Trust
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Guides & Tutorials

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Technical support & resources
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