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Sites
Approved files, external collaboration, permissions, Q&A, redaction, watermarking, content automation, signing, analytics, templates, and evidence
External Collaboration & Sharing
Secure document sharing, permissions, notifications, Q&A, in-app viewing, and approved content workflows
Organization Policy & Governance
Organization policy, governed records, signed evidence export, verification, access review, and lifecycle controls for sensitive Sites
Content Automation
Import websites on a schedule, extract metadata, and keep Sites, Public Chat, search, and agents current
Analytics
Page-level analytics, reading depth, search analytics, AI usage, access review, audit trail, and insights reports
Q&A and Notes
Private stakeholder questions, PDF anchors, reviewer answers, AI suggestions, notes, and announcements
Document Signing
Request signatures, verify signers, route fields, and generate audit-ready completion files and certificates
Redaction and Watermarking
Dynamic PDF watermarks, AI-assisted redaction, OCR-aware matching, preview-as-role validation, and role-aware delivery
Desktop Sync App
Two-way synchronization between desktop folders and Clear Ideas Sites with pause, resume, and manual sync controls
AI
Governed chat, semantic search, private model routing, and public website AI grounded in approved Site content
AI Chat
Ask questions across approved Site content and receive cited answers inside a governed workspace
AI Enhanced Search
Permission-aware semantic search across approved Site content, extracted text, OCR, and metadata
Private Models
Private model and Zero Data Retention provider paths for governed chat, agents, and document AI, with organization policy controls
Public AI Chat
Expose approved Site content through a controlled website assistant with lead capture, brand voice, allowed origins, and visitor tools
Agents
Governed agents, builders, source connections, triggers, generated files, run traces, and evidence
Agents
Repeatable AI processes that run against governed Sites with approved tools, triggers, review gates, generated files, and signed evidence
Agent Builder
Build, import, edit, and share repeatable agents with variables, source policies, generated outputs, and validation warnings
Agent Designer
Describe the process you need and generate a governed agent draft you can refine visually
Agent Connections
Connect agents to approved Sites and external systems with read/write modes, tool allowlists, authentication, egress controls, and evidence settings
Solutions
Solutions Overview
Due Diligence & Deal Rooms
Client Portals & File Exchange
Secure Document Sharing
Audit-Ready External Collaboration
Board & Investor Reporting
Audit & Compliance
Governed Sites
Governed Agents
by Industry
Mergers & Acquisitions
Financial Services
Legal & Professional Services
Manufacturing
Not for Profit Organizations
Board Management & Governance
Real Estate
Property Management
Investment Management & Capital Markets
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Solutions

Migration Services

Move to Clear Ideas with a migration plan built around your documents, permissions, and launch timeline

Whether you're moving from a VDR, file sharing service, or document management system, our migration services help structure the transfer, validate the setup, and prepare users for launch.

Schedule Migration ConsultationStart Free

Our Proven Migration Process

A systematic approach to ensure your migration is completed successfully with minimal disruption to your business operations.

Assessment & Planning
Review your current system and develop a migration roadmap for your organization.
  • Current system audit
    Inventory of your existing data and workflows
  • Migration strategy
    Custom plan tailored to your organization's needs
  • Timeline development
    Realistic schedule with key milestones and checkpoints
  • Risk assessment
    Identify and mitigate potential migration challenges
Data Migration
Secure transfer of documents, metadata, and user permissions with validation checkpoints.
  • Secure data transfer
    Encrypted migration with validation checkpoints
  • Metadata preservation
    All document properties and relationships maintained
  • Permission mapping
    User roles and access rights accurately transferred
  • Validation testing
    Verification of migrated data
User Training & Setup
Training and onboarding to support adoption.
  • Administrator training
    In-depth training for system administrators
  • End-user onboarding
    User-friendly training for all team members
  • Launch guide
    Practical guidance for getting value from Clear Ideas
  • Ongoing support
    Continued assistance during the transition period
Go-Live & Optimization
Smooth transition to production with ongoing optimization and support.
  • Phased rollout
    Gradual transition to minimize business disruption
  • Performance monitoring
    Real-time monitoring during go-live period
  • Workflow optimization
    Fine-tuning processes for maximum efficiency
  • Success measurement
    Track adoption metrics and ROI achievement
Get Migration Quote

Key Migration Actions

We'll help you migrate your data and set you up for success with Clear Ideas™.

Moving Your Key Documents

Your documents carry the record of the business. Our migration process is designed to transfer files, folder structures, and permission settings accurately.
  • File transfer planning for document types including PDFs, Office files, images, videos, and archives
  • Folder structure preservation to maintain your existing organization and hierarchy
  • Version history retention to preserve document history and audit trails
  • Metadata migration to transfer all custom fields, tags, and document properties
  • Link preservation to maintain internal document links and references
  • Bulk operations for efficient handling of large document collections

Implementing Best Practices

After the transfer, we help configure the controls, roles, and agent runs that make Clear Ideas useful from day one.
  • Security configuration for role-based permissions and access controls
  • Agent automation to set up Governed Agents that streamline your processes
  • User role design to optimize permission structures for your organization
  • Integration setup to connect with your existing tools and systems
  • Notification configuration to set up alerts and notifications for key activities
  • Analytics dashboard configuration for reporting and analytics tailored to your needs

Setting Up Governed Agents

Set up Governed Agents that run repeatable tasks against approved documents.
  • Document analysis agents for automated extraction of key information from documents
  • Report generation through AI-powered creation of summaries and reports
  • Content classification with automatic tagging and categorization of documents
  • Quality assurance through automated review and validation processes
  • Compliance monitoring with AI-driven compliance checking and reporting
  • Custom agent design tailored for your specific use cases
Expert Migration Support
Our dedicated migration team has successfully moved hundreds of organizations to Clear Ideas. We handle the technical complexity so you can focus on your business.
Schedule Migration Call
Planned Launch Window
A coordinated transition around your business schedule
Transfer Validation
Checks for files, metadata, permissions, and records
Dedicated Support Team
Expert guidance throughout the entire process
Flexible Timeline
Migration schedule that works for your business
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.
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Need help?
Get personalized assistance
Speak with our sales team to find the perfect plan for your organization.
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Technical support & resources
Access support resources, documentation, and help guides.
Visit our support center →