Clear Ideas Features

Core Platform Features

Elevate your information management with Clear Ideas—the secure, intelligent, and user-friendly solution designed to meet the needs of modern organizations.

Clear Ideas™ Platform Features

Experience the full power of our comprehensive feature set designed to transform how your organization shares, analyzes, and protects sensitive information.

AI-Powered Intelligence

Advanced AI capabilities including chat, workflows, and semantic search to unlock insights from your private data.

Explore AI Features

Advanced Analytics

Real-time monitoring, user journey mapping, and comprehensive reporting to understand engagement and optimize performance.

Explore Analytics

Enterprise Security

Comprehensive security features including encryption, watermarking, audit logs, and granular permission controls.

Learn About Security

Seamless Collaboration

Intuitive sharing, real-time notifications, and in-app viewing for secure collaboration without compromising data protection.

Explore Collaboration

Core Features Overview

Explore Clear Ideas™ comprehensive feature set designed to enhance productivity, security, and collaboration across your organization.

Secure Document Sharing

Share documents, files, videos, and media securely with external users using controlled access permissions and role-based security.

Real-time Notifications

Stay informed with configurable notifications when new documents are added or when users interact with your content.

In-App Document Viewing

View documents and media within the app without downloads, keeping content within the secure environment.

Document Watermarking

Protect your documents with customizable watermarks including user names, emails, and other identifiers to deter unauthorized sharing.

User Activity Tracking

Monitor all user interactions including views, downloads, search queries, and AI interactions with detailed analytics and reporting.

Advanced Search Capabilities

Lightning-fast full-text search with AI enhancement, automatic OCR for scanned documents, and encrypted search for enterprise customers.

User Permissions Management

Easily manage access and roles with streamlined permission categories, user groups, and advanced enterprise security options.

Notification Management

Configure when and how you receive notifications with custom schedules, instant alerts, and enterprise-grade notification settings.

Clear Ideas™ Sync Desktop Application

Seamlessly bridge your local files with Clear Ideas™ cloud security. Keep your local files and Clear Ideas™ sites perfectly synchronized with real-time updates, offline access, and intelligent conflict resolution.

View Download Options

Automatic Two-Way Synchronization

Real-time updates in both directions between desktop and cloud

Offline Access with Smart Conflict Resolution

Work offline and intelligently resolve conflicts when reconnecting

Secure File Transfer

End-to-end encryption maintaining Clear Ideas™ security standards

Selective Sync Controls

Choose which sites to sync for optimized storage

Cross-Platform Support

Available for Windows and macOS with native OS integration

File Explorer Integration

Access synchronized files directly from your operating system

Feature Solutions for Your Industry

Discover how organizations across different industries leverage Clear Ideas™ features to solve complex challenges and drive business success.

Financial Services Features

Secure client communication, compliance reporting, AI-driven analysis, and virtual data rooms for investment firms and banks.

Board & Governance Tools

Secure board packets, meeting management, AI-assisted minutes, and governance analytics for effective oversight.

Manufacturing Solutions

Supplier documentation management, quality control workflows, and operational insights in one secure platform.

Explore All Solutions

Instant Notifications

Stay informed with configurable real-time notifications when new documents are added or when users interact with your content.

Customizable Alerts
Set up notifications tailored to your preferences with flexible triggers and delivery methods.
Real-Time Updates
Receive immediate alerts on document views, downloads, and user interactions as they happen.
Stay Connected
Keep all stakeholders informed and engaged with automated notification workflows.
Smart Filtering
Configure intelligent filters to receive only the most relevant notifications for your role.

In-App Document Viewing

View documents and media within the app without downloads, keeping content within the secure environment.

Secure Access
Keep documents within the secure environment without requiring downloads or external applications.
Universal Compatibility
View PDFs, images, videos, presentations, and more directly in your browser with high-quality rendering.
No Downloads Required
Reduce security risks by eliminating the need for file downloads while maintaining full functionality.
Enhanced User Experience
Provide seamless document access with fast loading times and intuitive navigation controls.

Document Watermarking

Protect your documents with customizable watermarks including user names, emails, and other identifiers to deter unauthorized sharing.

Personalization
Include user name, email, timestamp, and other custom identifiers in document watermarks.
Deterrence
Discourage unauthorized sharing and distribution with visible and traceable watermarks.
Customization
Tailor watermark appearance, position, and content to match your branding and security requirements.
Dynamic Generation
Automatically generate unique watermarks for each user and document access session.

User Activity Tracking

Monitor all user interactions including views, downloads, search queries, and AI interactions with detailed analytics and reporting.

Detailed Metrics
Track views, downloads, page-level interactions, time spent, and engagement patterns across all content.
Search and AI Analysis
Understand how users engage with search and AI features through comprehensive interaction analytics.
Real-Time Monitoring
Stay informed about user activities as they happen with live dashboards and instant alerts.
Comprehensive Reporting
Generate detailed reports on user behavior, content performance, and system usage patterns.

Real-time Notifications

Configure when and how you receive notifications with custom schedules, instant alerts, and enterprise-grade notification settings.

Instant Alerts
Receive immediate notifications on document views, downloads, user registrations, and security events.
Custom Schedules
Configure notification timing, frequency, and delivery methods to match your workflow preferences.
Enterprise Options
Advanced notification settings.
Smart Grouping
Automatically group related notifications to reduce noise while ensuring important alerts are never missed.

Straightforward User Permissions

Easily manage access and roles with streamlined permission categories, user groups, and advanced enterprise security options.

Simple Permissions
Streamlined permission categories designed for ease of use without sacrificing security granularity.
User Groups
Manage permissions for multiple users efficiently with role-based access control and group inheritance.
Advanced Enterprise Options
Access enterprise-grade security features and compliance controls.
Audit Trail
Complete logging of all permission changes and access attempts for compliance and security monitoring.

Find Information Instantly

Lightning-fast full-text search with AI enhancement, automatic OCR for scanned documents, and encrypted search for enterprise customers.

Lightning-Fast Search
Quickly access content across all documents with optimized indexing and instant results.
AI Enhancement
Leverage semantic search capabilities to find relevant content even when exact keywords don't match.
Automatic Text Extraction
Scanned documents and images are automatically processed and made fully searchable.
Advanced Enterprise Features
Encrypted search capabilities and advanced filtering options for sensitive data environments.

Additional Resources

Explore tools and guides to maximize your Clear Ideas™ experience and achieve better outcomes.

Feature Comparison

See how Clear Ideas™ compares to traditional VDRs and file sharing services across key capabilities.

Compare Features

ROI Calculator

Calculate your potential return on investment with Clear Ideas™ platform using real customer data.

Calculate ROI

Use Cases

Discover how organizations across industries transform their operations with Clear Ideas™.

Explore Use Cases

Best Practices

Maximize your success with proven strategies and expert recommendations from our team.

View Best Practices

Ready to get started?

Experience the future of secure information sharing and analysis. Empower your team, protect your data, and unlock the full potential of your information with Clear Ideas™.

Get Started For Free

No credit card required

Watch Demo

Need help?

Get personalized assistance

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

Contact our sales team →

Technical support & resources

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

Visit our support center →