Choose the files for the conversation.
Start AI Chat inside a Site for that Site’s context, or from Home for analysis across Sites you can access. Your membership and permissions still apply.
How chat uses sources →Product
Share documents. Get answers. Prepare what comes next.
Give clients and advisers access to the latest files. Ask AI to explain or compare documents, and use Agents to prepare recurring reports. The files, questions, and activity stay in Clear Ideas.
Sites
Share documents with controlled access.
Create a Site for a client, deal, or board. Add the latest documents, invite the people who need them, and decide what each person can see or download.
- Document access by role and Site
- Q&A, signing, and external review
- Activity attached to the engagement
Artificial Intelligence
Ask AI questions and check source citations.
Ask what changed between two reports or find a clause across several agreements. Open source passages from an answer and create a spreadsheet, document, or presentation with a supported model.
- Answers with links to the source passages
- Choose from models your organization allows
- Generated spreadsheets, documents, and presentations
Agents
Prepare recurring reports and reviews with Agents.
Save the steps for a monthly report or contract review as an Agent. Run it with new documents, pause for approval where needed, and keep the draft files and step history together.
- Reusable instructions and controlled tools
- Approval steps before sharing or taking action
- Outputs and run records kept together
Sharing, signing, analytics,
and document controls.
Explore the controls and everyday capabilities that support your team. Availability varies by plan; use the pricing guide to match the scope you need.
Document sharing
Permissions, external collaborators, and controlled access.
Questions & notes
Keep reviewer questions with the source material.
Signing
Prepare PDF requests and retain completion records.
Redaction & watermarking
Control what recipients can see and receive.
Engagement analytics
See which documents and PDF pages people viewed.
Private AI
Choose models that meet your organization’s data requirements.
Sync & import
Keep approved content current across your tools.
Governance
Set organization rules and export records for review.
Site exports & snapshots
Retain document indexes, scheduled snapshots, and the available review record.
Public AI Chat
Publish a guided AI experience over approved audience content.
Agent design & triggers
Build from an example or instruction, then schedule or trigger recurring work.
MCP access
Use your Clear Ideas documents from a compatible AI assistant, with access controls and an audit trail.
Built around your next engagement.
Set up a client portal, coordinate due diligence, prepare audit evidence, or explore solutions for your team, or use the evaluation checklist to assess Clear Ideas.
Choose the sources.
Set the review steps.
You decide which documents AI can use and where an Agent needs a person’s approval. Here’s how those choices fit into Clear Ideas.
Limit sources and tools.
Select the Sites, folders, and connections an Agent needs. Use read-only connections where possible; enable write access when the Agent needs to save or change something.
Configure Agent access →Pause before a sensitive step.
A Human Approval step pauses execution until a person confirms, corrects, or supplies information. Put it before the action that needs approval and explain what happens next.
Set a review checkpoint →Your reviewer checks citations, calculations, and generated files. A source citation or completed run does not establish that a conclusion is correct.
Questions about the workspace
Product
How do Sites, AI, and Agents fit together?
Sites hold the documents you share and control who can access them. AI helps people search, understand, and compare those documents. Agents repeat the steps for reports and reviews, with generated files and a history of each run.
Can I start with internal AI and add client collaboration?
Professional supports internal AI work. Team supports ongoing collaboration with external participants. Free includes a limited external-collaboration evaluation; review the current plan details for your audience.
Can we use our existing AI tools?
Compatible external AI clients can access permitted Clear Ideas context through MCP. Keep source permissions and audit logging in view when deciding which tasks belong in an external client or inside Clear Ideas.
Put sensitive collaboration under one set of controls.
Start with approved documents and the people who need them. Add cited AI and repeatable Agents as the process grows.
No credit card required. What’s included in Free
Already using Clear Ideas? Visit the support center →