Clear Ideas Platform

Organization Policy & Governance

A governance layer for sensitive document work, not just a collection of isolated controls

Clear Ideas combines organization policy, governed AI records, signed evidence export, site lifecycle controls, and audit visibility inside one workspace. The result is a platform where teams can collaborate, automate, and use AI without losing control over retention, evidence, or reviewability.

Why Governance Matters Here

The value of governance is not that it adds friction. It is that it makes sensitive collaboration, AI use, and external review easier to trust as your workspace grows.

Policy at the Workspace Layer
Set organization-level rules for how governed AI records should behave, including deletion prevention and policy history that can be reviewed over time.
Governed AI Records
AI Chats, AI Workflows, and AI Workflow Jobs can produce governed records with signed evidence export, durable retention, and replay-ready structure.
Practical Lifecycle Controls
Archive and read-only modes let teams keep active views clean while protecting sensitive sites, records, and workspaces from unwanted change.

Governance Capabilities

Clear Ideas brings together the controls teams usually end up stitching together across file tools, AI tools, and review workflows.

Organization Policy
Use organization-level policy to control deletion behavior for governed AI records and maintain a visible history of policy changes over time.
Signed Evidence Export
Export governed AI evidence from Governance Activity as a controlled package with signed receipts and hashes when review, retention, or internal investigation requires a durable record.
Local Export Verification
Verify downloaded evidence ZIPs in the browser without uploading the bundle, using the included receipt, manifest, public key metadata, and exported file hashes.
Organization AI Usage
Review credits, tokens, model usage, and usage by organization member across AI Chat and user-owned workflows from one administrative analytics view.
Deletion Prevention
Prevent deletion where retention matters, while still letting users archive records so day-to-day interfaces do not become cluttered.
Site Read-Only Mode
Lock a site against new edits without removing access, so teams can preserve the working state of sensitive materials while still allowing review.

Governance Builds on Security

Governance is more useful when the underlying protection model is already strong. Clear Ideas governance works alongside encryption, permissions, watermarking, redaction, and audit trails rather than replacing them.

Security & Data Protection
See the protection layer behind governance, including encryption, role-based access, watermarking, redaction, and audit visibility.

Where Governance Shows Up

Governance in Clear Ideas is most useful because it applies to the real work your team is already doing.

AI Chat

Governed AI Chats can be archived, protected from deletion by policy, and exported with verifiable evidence when the conversation becomes part of a review process.

AI Workflows and Jobs

Workflow definitions, runs, outputs, and associated chat records can stay connected so automation remains reviewable after execution.

Sites and Content

Archive and read-only controls help teams preserve sensitive sites and their contents without relying only on user-role changes.

Audit and Review

Governance Activity and AI Usage help teams answer practical questions about who did what, when, under which policy, and how governed AI was consumed across the organization.

Frequently Asked Questions

What is organization policy in Clear Ideas?

Organization policy gives teams a central way to define how sensitive work should behave across the workspace. Today that includes AI deletion-prevention controls and policy version history, and it sits alongside site lifecycle controls such as archive and read-only mode.

What makes Clear Ideas governance different from generic AI tools?

Clear Ideas keeps AI inside the same governed workspace as your documents, permissions, sites, analytics, and audit trail. Chats, workflows, and workflow jobs can produce governed records with controlled evidence export, rather than leaving teams to reconstruct what happened across disconnected tools.

Can I prevent people from deleting sensitive AI records?

Yes. Organization policy can prevent deletion of AI Chats, AI Workflows, and AI Workflow Jobs when retention matters. Teams can still archive records to keep day-to-day views clean without losing governed history.

How do read-only and archive differ for sites?

Read-only keeps a site visible while preventing new edits, uploads, renames, moves, and deletions. Archive is the stronger lifecycle control: it removes the site from normal active work while preserving the underlying records and history.

What does evidence export include?

Evidence export bundles the governed records associated with an AI Chat, AI Workflow, or AI Workflow Job into a single downloadable package. Signed exports can include Ed25519 receipts, file hashes, and key metadata so reviewers can verify the bundle after download. Organization administrators retrieve and verify exports from Governance Activity, which keeps review and evidence retrieval in one place.

Is this only for large enterprises?

No. The point of Clear Ideas governance is to bring stronger controls into a workspace that is still practical for growing teams. You do not need a separate enterprise governance stack to get controlled AI, audit visibility, and workspace-level policy.

Ready to get started?
Share sensitive information securely with clients, auditors, and partners. Then turn approved content into cited answers, repeatable workflows, and measurable engagement.
Start Free
No credit card required
Book a Demo
Need help?
Get personalized assistance
Speak with our sales team to find the perfect plan for your organization.
Technical support & resources
Access our comprehensive support center, documentation, and help guides.