Solutions
Solutions for Secure External Collaboration
Clear Ideas combines secure document sharing, governed AI, Governed Agents, analytics, and audit-ready controls for teams that work with sensitive information.
Planning & evaluation
Use the matrix for a single spreadsheet-style view of capabilities. Use the compare hub for narrative comparisons and deeper buying context.
Platform solutions
Choose the Clear Ideas capability that matches the collaboration, AI, or audit-readiness problem in front of you.
Secure data rooms with AI-assisted review for M&A and transactions
Professional portals with permissions, watermarking, and audit trails
Controlled sharing for clients, auditors, partners, and other external stakeholders
External collaboration with permissions, audit trails, analytics, and controlled access
Secure board materials with engagement tracking and AI summaries
Give auditors secure access with AI-generated evidence summaries
Approved content, external collaborators, Site AI, signing, analytics, public chat, and evidence in one governed workspace
Repeatable AI agents for governed Sites, approved connections, triggers, human review, generated files, and signed evidence
Industry solutions
Explore common ways regulated, document-heavy teams use Sites, AI, and Agents.
Accelerate due diligence with AI-assisted document review, automated summaries, and detailed audit trails. Manage complex M&A transactions with confidence.
Secure data rooms for investment analysis, regulatory compliance, and client collaboration. Strong controls support efficient, audit-ready workflows.
Quality control documentation, supplier management, and process records with Governed Agents grounded in your approved documents.
Secure handling of donor data, grant management, funder reporting, and AI-enhanced reporting for not-for-profit organizations.
Secure distribution of board materials, meeting facilitation, and regulatory compliance. Ensure board members have access to the right information at the right time.
Secure transaction management, document sharing, compliance records, and document-grounded AI for real estate professionals.
Streamline property operations with secure document management, tenant communication, and compliance tracking.
Secure data rooms for investment firms, capital markets transactions, and regulatory review with document-grounded AI and Governed Agents.
Evaluate and get started
Use templates, expert guidance, and migration support to move from evaluation to a working Site.
Start faster with professionally designed templates for secure collaboration sites.
Talk to a solution expert about your team's needs
Guided migration from an existing VDR, portal, or file-sharing environment with data transfer, setup assistance, and onboarding support.
Related Articles
Selected articles that help teams implement secure collaboration, governed AI, and Governed Agents in practice.
- Setting Up Your First Virtual Data Room - A practical starting point for data room structure, access, and launch readiness.
- Secure Document Sharing Checklist for External Stakeholders - A deployment checklist for governed sharing with outside reviewers.
- Client Portal Setup Checklist for Professional Services - Useful for teams building repeatable client-facing workspaces and portals.
- Governed AI Checklist for Private Document Analysis - A guide to grounded AI, permissions, auditability, and operating discipline.
- Governed Agent Checklist: From Documents to Repeatable Process - How to operationalize approved-document AI into repeatable business process.
- VDR Audit Trails: Meeting Compliance Requirements - A useful reference when solutions depend on review visibility and audit evidence.
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.