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Sites
Approved files, external collaboration, permissions, Q&A, redaction, watermarking, content automation, signing, analytics, templates, and evidence
External Collaboration & Sharing
Secure document sharing, permissions, notifications, Q&A, in-app viewing, and approved content workflows
Organization Policy & Governance
Organization policy, governed records, signed evidence export, verification, access review, and lifecycle controls for sensitive Sites
Content Automation
Import websites on a schedule, extract metadata, and keep Sites, Public Chat, search, and agents current
Analytics
Page-level analytics, reading depth, search analytics, AI usage, access review, audit trail, and insights reports
Q&A and Notes
Private stakeholder questions, PDF anchors, reviewer answers, AI suggestions, notes, and announcements
Document Signing
Request signatures, verify signers, route fields, and generate audit-ready completion files and certificates
Redaction and Watermarking
Dynamic PDF watermarks, AI-assisted redaction, OCR-aware matching, preview-as-role validation, and role-aware delivery
Desktop Sync App
Two-way synchronization between desktop folders and Clear Ideas Sites with pause, resume, and manual sync controls
AI
Governed chat, semantic search, private model routing, and public website AI grounded in approved Site content
AI Chat
Ask questions across approved Site content and receive cited answers inside a governed workspace
AI Enhanced Search
Permission-aware semantic search across approved Site content, extracted text, OCR, and metadata
Private Models
Private model and Zero Data Retention provider paths for governed chat, agents, and document AI, with organization policy controls
Public AI Chat
Expose approved Site content through a controlled website assistant with lead capture, brand voice, allowed origins, and visitor tools
Agents
Governed agents, builders, source connections, triggers, generated files, run traces, and evidence
Agents
Repeatable AI processes that run against governed Sites with approved tools, triggers, review gates, generated files, and signed evidence
Agent Builder
Build, import, edit, and share repeatable agents with variables, source policies, generated outputs, and validation warnings
Agent Designer
Describe the process you need and generate a governed agent draft you can refine visually
Agent Connections
Connect agents to approved Sites and external systems with read/write modes, tool allowlists, authentication, egress controls, and evidence settings
Solutions
Solutions Overview
Due Diligence & Deal Rooms
Client Portals & File Exchange
Secure Document Sharing
Audit-Ready External Collaboration
Board & Investor Reporting
Audit & Compliance
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Governed Agents
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Financial Services
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Board Management & Governance
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Investment Management & Capital Markets
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