Document Analytics and Engagement Tracking

Track exactly how stakeholders interact with your documents and insights through comprehensive analytics that reveal which sections capture the most attention, identify critical content gaps, and optimize your data strategy. Transform document sharing from an opaque black box into a strategic advantage with real-time insights into stakeholder behavior, content performance, and engagement patterns that drive better business outcomes.

Real-time engagement tracking. See exactly which pages users spend time on and what documents they download or share.

User journey mapping. Follow how different stakeholders navigate through your content library and identify behavioral patterns.

Content optimization insights. Data-driven recommendations for improving low-performing content and amplifying high-value documents.

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Powered by leading models: governed by your rules

Business teams share documents blindly without visibility into stakeholder behavior, content engagement, or communication effectiveness. Clear Ideas addresses these challenges by providing comprehensive Document Analytics that track exactly how stakeholders interact with your content and identify optimization opportunities.

Start by enabling analytics tracking across your document ecosystem. Monitor real-time engagement patterns, search behaviors, and user journeys through detailed dashboards. Identify content gaps and optimize document organization based on data-driven insights. Measure ROI through improved stakeholder experiences.

A data-driven approach starts with visibility into user behavior, not assumptions. With Clear Ideas, teams transform document sharing from opaque processes into strategic, measurable communications. Behavioral segmentation and predictive analytics enable personalized content strategies and continuous improvement.

Why Document Analytics are different

From guessing stakeholder behavior to data-driven insights that reveal exactly what matters most and how to optimize engagement.

Real-Time Visibility
See exactly which pages users spend time on, what documents they download or share, and how they navigate your content ecosystem.
Search Intelligence
Understand what information stakeholders are looking for, which searches succeed or fail, and optimize discovery accordingly.
Behavioral Insights
Map user journeys and identify patterns across different stakeholder groups to optimize content organization and engagement.
Content Optimization
Data-driven recommendations for improving low-performing content and amplifying documents that drive stakeholder decisions.
Get started in 3 simple steps
From setup to insights in three simple steps. See how teams establish analytics tracking and optimize stakeholder engagement.
1. Set Up Tracking
Configure comprehensive analytics to track user interactions, engagement patterns, and document performance across your content ecosystem.
  • Enable real-time engagement tracking.
  • Configure user journey mapping.
  • Set up search analytics monitoring.
2. Monitor Performance
Use live dashboards to monitor stakeholder activity, identify engagement patterns, and track content performance metrics.
  • Access real-time activity dashboards.
  • Monitor document view and download patterns.
  • Track search success and failure rates.
3. Optimize Strategy
Apply data-driven insights to improve content effectiveness, optimize document organization, and enhance stakeholder engagement.
  • Identify content gaps and optimization opportunities.
  • Reorganize documents based on user behavior.
  • Amplify high-performing content strategies.

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
Advanced features for individual users with limited sharing needs
$15/month
up to 50 GB
storage to manage documents and media
Expansive Content Indexing
50K page equivalents, nominal charge thereafter
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
Business
Advanced AI, security, and management capabilities for organizations
$249/month
up to 1 TB
storage to manage documents and media
Expansive Content Indexing
250K page equivalents, nominal charge thereafter
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 Sales
Enterprise controls that scale
Document Analytics bring together governance, security, and intelligence so you can track engagement with confidence.
Role-Based Permissions
Map access to org structure, projects, and stakeholders. Aligns with least-privilege by default.
Audit & Watermarking
Track views, searches, AI interactions, and downloads. Watermark sensitive docs; view in-app without downloads.
Multi-Model Access
Use leading models within analytics and connect others via MCP. Swap providers as your strategy evolves.
Integration-Ready
Expose governed context to external assistants and apps. No uncontrolled data copies; policy and permissions enforced.
Frequently Asked Questions

Real-time Engagement Tracking provides comprehensive visibility into exactly which pages users spend their time on, what specific documents they download or share, and how they navigate through your entire content ecosystem. This detailed intelligence transforms document sharing from an opaque black box into a strategic advantage by clearly showing which sections receive the most attention, what specific information stakeholders find most valuable, and exactly where users get stuck or confused in their document journey.

Search Analytics deliver deep insights into the most frequently searched terms and phrases across your document library, comprehensive search success rates and detailed failed query analysis, systematic content gap identification based on patterns of unsuccessful searches, and popular content discovery patterns that reveal user navigation strategies. This rich data enables you to optimize content organization and creation strategies while understanding exactly what information stakeholders are actively looking for within your documents.

User Journey Mapping provides complete visibility into how different user types and stakeholder groups navigate through your content library, systematically identifies behavioral patterns and preferences, and reveals critical entry and exit points for different user types. This comprehensive understanding creates detailed conversion funnels from initial document viewing to desired business actions and enables sophisticated behavioral segmentation based on engagement patterns to optimize document organization for maximum stakeholder satisfaction and business outcomes.

Organizations implementing document analytics experience substantial ROI improvements including a 25% improvement in overall document effectiveness through systematic, data-driven optimization strategies, a 40% reduction in time to decision-making as stakeholders locate relevant information faster and more efficiently, a 60% increase in stakeholder engagement through better content organization and strategic document placement, and 15% higher conversion rates in sales and business development processes driven by improved stakeholder experiences and engagement.

Document analytics provides comprehensive optimization for M&A due diligence by tracking exactly which due diligence documents investors review most thoroughly and which specific sections receive the deepest scrutiny, identifying particular sections that consistently raise questions or concerns among different stakeholder groups, optimizing data room organization and document sequencing based on observed user behavior patterns, and measuring detailed investor engagement levels throughout the entire M&A process from initial review to final decision-making.

Document analytics is designed with privacy as a foundational principle, focusing on aggregated data patterns while completely protecting individual user behavior through comprehensive anonymization techniques, meeting the strictest requirements of global privacy regulations, maintaining complete and immutable audit trails of who accessed what documents and when for compliance purposes, and respecting existing document access controls throughout the system. Analytics insights remain fully permission-aware, ensuring users only see data from documents they're authorized to access.

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