Feature comparison
Choose a real document task. Check the sources, access, reviewed output, and records you need before choosing a platform.
Capabilities and buying decisions
Clear Ideas keeps document sharing, AI, and Agents together. For your current setup, establish how the selected edition and connected services meet the same requirements.
| Requirement | Clear Ideas | your current setup · what to establish |
|---|---|---|
| Approved document workspace | Sites combine versions, participants, roles, questions, and sharing controls. | Where is the approved version identified, and how is external access maintained? |
| AI context and source references | Search and AI answers use documents the person can access, with citations to the sources. | Which source set and permissions govern the answer? Can a reviewer inspect its references? |
| Recurring reports and reviews | Agents define steps, variables, sources, tools, triggers, and Human Approval. | Which edition or connected services provide the process and its review checkpoints? |
| Editable files | Supported models produce Excel, Word, and PowerPoint files attached to the chat or run. | Where do generated files live, and how do they remain connected to the inputs and execution? |
| Engagement after sharing | Document activity, PDF page views, search, AI usage, and user journeys support follow-up. | Which recipient activity is available for the selected audience and plan? |
| Evidence and policy | Organization policy, scoped tools, run records, and available signed evidence exports support review. | What can be inspected and exported, under which retention and access rules? |
Availability depends on plan, model, configuration, and applicable terms. Questions identify evaluation gaps; they do not imply a competing product lacks a capability. Clear Ideas plan details →
Your evaluation criteria
Clear Ideas brings Sites, AI, and Agents together for sensitive document work. Use the questions below to assess that fit. Product capabilities vary by edition, configuration, and date; ask every provider to demonstrate the process you intend to run.
External access
Sites provide roles, user groups, version history, access expiry, watermarking, and viewing or download controls.
Invite an internal reviewer and an external collaborator to your sample Site. Check their permitted documents and actions, then revoke access. Download controls cannot recall a copy already downloaded.
Review sharing controls →AI sources and citations
AI answers and search use permitted document context. Cited answers give reviewers a path back to the supporting material.
Ask the same bounded question as two users with different access. Open the citations and check the original context. A citation makes an answer checkable; it does not guarantee correctness or source completeness.
Review private document AI →Repeatable work and usable files
Agents support defined steps, variables, triggers, Human Approval, and generated files. Supported models can produce spreadsheets, documents, and presentations connected to the run.
Run a representative report twice with different approved inputs. Check figures, missing information, citations, and the review checkpoint. Repeatable execution does not promise identical or correct AI judgments.
Review Agent execution →Model and tool policy
Organization policy, approved sources, scoped Agent execution, and controlled tool access govern the process. Compatible external AI clients can access permitted context through MCP.
Inspect the actual model route, connection permissions, and outbound access for your task. Private execution and Zero Data Retention depend on the selected provider path, configuration, and supported arrangements.
Review AI operations →Activity and evidence
Activity logs, engagement analytics, AI records, and run evidence support review. Governed evidence exports can include generated file binaries, metadata, and signed hashes.
Inspect a completed run and its export. Distinguish event logs from substantive AI evidence; not every MCP operation creates a full evidence bundle. Page views and time spent are engagement signals, not proof of understanding or approval.
Review the record →Plan and operational fit
Professional is for internal use. Team is the starting path for ongoing external collaboration. Free provides an evaluation with a limited collaborator access window.
Confirm seats, external collaborators, storage, AI usage, billing period, support, and any Enterprise requirements. Test the user journey and export needs before planning a wider rollout.
Compare plans and limits →Illustrative evaluation
Record what worked, what required manual effort, and which requirements remain unmet. This is a sample test process, not a customer result or a promise of automated approval.
Explore client, diligence, board, and audit processes →Explore specific comparison pages, review the security controls, and confirm the plan that fits your audience.
No. It provides requirements and practical checks you can apply to Clear Ideas and other shortlisted products. Compare the specific edition, configuration, and current documentation for each candidate rather than assuming every product in a category behaves the same way.
It is worth evaluating when sensitive document sharing, external stakeholders, cited AI answers, repeatable Agent work, and a reviewable record belong in the same process. Start with a concrete client, audit, board, investor, or diligence task and check the result against your requirements.
The workspace supports controlled document collaboration and AI-assisted preparation. Requirements such as accounting, portfolio administration, specialized board meeting orchestration, or safety-critical engineering validation should be assessed separately. Your existing systems may remain authoritative for those functions.
Request a demonstration using representative approved or anonymized material, inspect the sources and generated output, test collaborator permissions, and review the relevant activity and evidence exports. Confirm commercial terms and any security requirements against current documentation and the configuration you intend to use.
Give clients and advisers the latest files, compare documents with AI, and prepare recurring reports with Agents.
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