Who Viewed What
Which Sources Were Used
Which Model Ran
Who Approved It
What Was Generated
What Evidence Was Exported
Clear Ideas
A governed workspace for documents, AI, generated files, and evidence.
Clear Ideas helps teams turn sensitive documents into cited answers, generated deliverables, repeatable agent runs, analytics, and audit-ready evidence without scattering the work across disconnected tools.
A governed workspace for sensitive collaboration
Clear Ideas brings documents, people, AI tasks, approvals, generated deliverables, analytics, and evidence into one controlled place.
A system of record for approved documents
Sites organize finalized, current, permissioned content so teams and stakeholders work from the right source instead of scattered drives and email threads.
Permission-aware AI over trusted context
AI Chat answers, summarizes, compares, and drafts from approved materials with citations, policy controls, and permission awareness.
Generated files stay connected
Turn document-grounded AI analysis into editable PowerPoint, Word, Excel, and other generated outputs that remain tied to the run that produced them.
Governed AI operations
Use AI on sensitive work with the right controls around it.
For document-heavy teams, useful AI needs approved sources, citations, permissions, generated files, analytics, and a record of what happened.
Governed AI Chat
Use chat for real work: summarize long files, ask follow-up questions, extract themes, draft client-ready language, and generate editable deliverables from approved context.
Secure External Collaboration
Share documents with clients, auditors, investors, lenders, boards, and counterparties while keeping access, downloads, watermarks, and review activity under control.
Analytics After Sharing
See what stakeholders viewed, searched, asked AI, and returned to, so collaboration does not go dark after the link is sent.
Evidence and Auditability
Keep a record of substantive document access, AI activity, generated files, approvals, and agent runs for teams that need confidence and reviewability.
High-value use cases
Built for teams that work with sensitive documents and external stakeholders.
Clear Ideas supports the moments where shared information, AI assistance, and accountability all matter at the same time.
Board and investor materials
Create governed Sites for board books, investor updates, fundraising rooms, and ongoing reporting. Use AI to draft summaries and turn updates into presentations.
Diligence and transaction rooms
Centralize approved materials, manage stakeholder access, answer recurring questions, and generate diligence summaries without losing the audit trail.
Client and professional services portals
Give clients a clean place to review deliverables, ask questions, sign materials, and receive generated work product from the same governed workspace.
Audit, compliance, and policy review
Keep evidence, approvals, policy documents, AI prompts, generated files, and review records together when the work needs to be explainable later.
Recurring executive reporting
Use Agents to produce QBRs, operating reviews, market briefs, financial summaries, and board-ready updates from the same trusted source material.
Governed file generation
Generate PowerPoint presentations, Word documents, Excel workbooks, and other usable files from AI Chat and agent runs so AI output becomes work product.
How Clear Ideas Helps
Share sensitive information, use governed AI, and produce usable work in one place.
Clear Ideas helps teams move from scattered files and ad-hoc prompts to a governed workspace where documents, AI, generated files, analytics, and evidence stay connected.
Give important work a secure home
Create a Clear Ideas Site for the documents, people, questions, approvals, and deliverables around a client engagement, board cycle, audit, transaction, investor update, or internal review.
Use AI without losing the source of truth
Ask questions, summarize long documents, compare materials, draft responses, and generate files from approved content instead of copying sensitive information into unmanaged tools.
Turn recurring work into repeatable runs
Build Agents for reports, briefs, board updates, diligence summaries, policy reviews, QBRs, and other recurring outputs that need consistent steps and reviewable results.
See what happened after sharing
Track stakeholder views, searches, AI questions, file activity, generated deliverables, approvals, and evidence so teams can follow up with context and explain decisions later.
Ready to get started?
Share sensitive information securely with clients, auditors, and partners. Then turn approved content into cited answers, Governed Agents, 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 support resources, documentation, and help guides.