up to 50 GB
storage to manage documents and media
Make Your Organization AI-First, Without Losing Control
Your AI projects are scattered across tools with no single source of truth. Clear Ideas™ turns unstructured content into a governed system of record that your teams (and your AI) can trust. Customers report 70–90% reductions in manual processing time and 10x faster document analysis.
Ask across everything, with guardrails. AI Chat Grounded in Your Documents delivers grounded answers with source citations and permission awareness.
Automate real work, not demos. Repeatable AI Workflows follow defined steps — same sources, same logic, same quality checks — to generate board updates, QBRs, diligence packs, briefs, and summaries with consistent, defensible results. Upload a document or describe what you need — no code required.
Integrate on your terms. Connect leading models inside Clear Ideas and share governed context to external AI assistants securely.
Start Your AI Foundation
Sign up today to unlock premium features, receive personalized updates, and join our community of professionals
Get Started For Free
No credit card required
Powered by leading models: governed by your rules
Leadership teams face the same obstacles: knowledge is fragmented across systems, versions are unclear, and sensitive files leak into unmanaged tools. Clear Ideas addresses the root causes by establishing a governed virtual data room as the system of record for unstructured content. We make information findable and trustworthy with AI Enhanced Search and citations, then layer on AI Chat Grounded in Your Documents and repeatable AI Workflows — all under role-based permissions, analytics, and auditability.
Start by organizing documents in a secure structure that mirrors your business units and programs — choose from 100+ professionally designed templates to get started in minutes. Index the content and enable AI Enhanced Search so teams find the right version, every time. Use AI Chat Grounded in Your Documents for fast, grounded answers with citations. Productize your expertise by building workflows with two no-code paths: Build From Document reverse-engineers your best reports into reusable workflows, while Describe With AI generates production-grade workflows from a plain-language description. Schedule workflows to run automatically — hourly, daily, or weekly — or trigger them on demand and via webhooks from external systems. Finally, connect your broader AI stack by integrating external AI assistants with your governed data, so they can reference trusted sources without uncontrolled copying.
An AI-first organization starts with a reliable, governed data foundation, not ad-hoc tools. With Clear Ideas, teams get fast, trustworthy answers and leadership scales output safely. Every workflow includes automated quality benchmarking that scores outputs for readability, accuracy, clarity, and tone — so you can trust results at scale. Engagement analytics and a full audit trail provide the confidence to expand adoption from pilots to company-wide capability.
Why Clear Ideas is different
From scattered files to a governed system of record that powers secure AI chat, repeatable workflows with quality benchmarking, and analytics.
Governed System of Record
Unify unstructured content under one roof with 100+ industry templates. Get grounded answers with citations and build repeatable outputs on top of trusted sources.
Granular Permissions & Audit
Role-based access, watermarking, in-app viewing, and full audit trails keep sensitive information protected and provable.
Quality Benchmarking & Analytics
Automated quality scoring evaluates every workflow output for readability, accuracy, clarity, and tone. See what content drives engagement, how AI is used, and which workflows deliver value.
Open by Design
Work with models from multiple providers and safely share governed context with external AI assistants and tools.
Get started in 3 simple steps
From upload to insight in three simple steps. See how teams accelerate document analysis and intelligence generation.
1. Centralize & Govern
- Stand up your AI system of record in minutes with industry-specific templates.
- Automatic indexing with file previews for fast triage.
- Permission templates and watermarks applied consistently.
2. Ask with Confidence
- Cut time-to-answer from days to minutes.
- Grounded responses include citations to original sources.
- Permission-aware results—only see what you’re allowed to see.
3. Automate Outputs
- Two no-code paths: Build From Document or Describe With AI.
- Schedule workflows hourly, daily, or weekly — or trigger via webhooks.
- Automated quality benchmarking scores every output for accuracy and tone.
Choose the right plan for your team
Start free and scale as you grow. All plans include enterprise-grade security and AI-powered features.
Professional
For solo operators building internal AI-assisted workflows
$15/month
Content Indexing Included
indexing included with your storage allocation
1 User Seat
Included in plan
No External Collaborators
Internal use only
Full Access to AI Workflows
to automate document generation
250K AI Credits per month
purchase additional AI credits; BYO via MCP supported
Team
Most Popular
For client-facing teams running secure external collaboration
$99/month
up to 100 GB
expand with storage add-ons as you grow
Content Indexing Included
indexing included with your storage allocation
5 User Seats
From same business domain, $10 per additional seat per month
Unlimited External Collaborators
Collaborate with external partners
Full Access to AI Workflows
to automate document generation
1M AI Credits per month
purchase additional AI credits; BYO models via MCP supported
Business
For organizations that need stronger controls, analytics, and automation at scale
$249/month
up to 1 TB
storage to manage documents and media
Content Indexing Included
indexing included with your storage allocation
25 User Seats
From same business domain, $10 per additional seat per month
Unlimited External Collaborators
Collaborate with external partners
Full Access to AI Workflows
to automate document generation
5M AI Credits per month
purchase additional AI credits; BYO models via MCP supported
Need more users or custom features?
Contact SalesEnterprise controls that scale
Clear Ideas brings together governance, security, and openness so you can scale AI with confidence.
Role-Based Permissions
Audit & Watermarking
Model Flexibility
Integration-Ready
Related Content & Next Steps
Build on Your Foundation
Guides & Templates
- The Complete Guide to AI Workflows - From document analysis to automated reports
- Setting Up Your First Virtual Data Room - Step-by-step VDR setup guide
- Virtual Data Room Checklist for Due Diligence - Complete due diligence preparation checklist
- 10 Site Templates Every SMB Should Know - Ready-made data room structures
Frequently Asked Questions
How is this different from putting files in shared drives?
Clear Ideas provides a governed virtual data room (your AI system of record) with Role-Based Permissions, Audit Trails, Watermarking, AI Enhanced Search, and AI Chat Grounded in Your Documents. It turns static files into a trusted, searchable foundation for repeatable AI workflows. Choose from 100+ industry-specific templates to set up in minutes.
What can we automate first to show quick value?
Start with recurring outputs your leadership already expects: board updates, QBR summaries, diligence packs, and policy or market updates. Upload your best example and Build From Document will reverse-engineer it into a reusable workflow — or describe what you need with Describe With AI. Customers report 70–90% reductions in manual processing time.
How do we prevent sensitive content from leaking into external tools?
Keep documents in-app with viewing and watermarking, and enforce role-based access. AI Chat and workflows run only against permissioned content. Citations keep teams anchored to approved sources, and a full audit trail makes usage provable.
What's the difference between AI chat and AI workflows?
AI Chat Grounded in Your Documents is ideal for ad-hoc questions — ask anything across your documents and get grounded answers with citations. Repeatable AI Workflows are structured, multi-step processes that follow defined logic every run. Workflows produce consistent, defensible outputs like board packs, compliance reports, and client summaries. Each approach complements the other.
Can workflows run automatically?
Yes. Schedule any workflow to run hourly, daily, weekly, or monthly. You can also trigger workflows on demand or via webhooks from external systems like CRMs and automation tools. Scheduled workflows store outputs for historical comparison and trend analysis.
How do we know the AI outputs are good enough?
Every workflow includes automated quality benchmarking that scores outputs for readability, accuracy, clarity, and tone. You can also add custom validation steps that check against your internal standards. The combination of repeatable steps, source citations, and quality scoring means outputs are defensible — not just polished.
What models do you support and can we integrate external AI tools?
Clear Ideas supports leading models including OpenAI, Anthropic, Google Gemini, and others inside the platform. Workflows can use different models for different steps — sophisticated models for complex reasoning and efficient models for extraction. You can also securely connect external AI assistants and tools to your governed data under your policies and permissions.
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
Book a DemoNo credit card required
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.