ROI Calculator

Estimate potential return on investment using scenario-based assumptions, overlap adjustments, and plan-aware pricing. Use this as a planning model before a detailed sales review.

Your Inputs

Use quick estimates. This is designed for fast planning, not precise forecasting.

Estimate Settings

Your Team

Team Size

Average Hourly Rate ($)

Finding Information

Document Searches/Month

Searches for specific documents, clauses, or information

Average Time per Search (minutes)

Creating Deliverables

Reports/Summaries per Month

Executive summaries, due diligence reports, investment memos

Time per Report (minutes)

Complex Analyses per Month

Market analysis, risk assessments, comprehensive due diligence reports

Time per Complex Analysis (minutes)

Responding to Stakeholders

Q&A Requests per Month

Due diligence questions, information requests from stakeholders

Time per Q&A Response (minutes)

Running AI Workflows

Workflow Runs per Month

Recurring AI workflow executions for reporting, analysis, or automation

Manual Time Replaced per Workflow Run (minutes)

Projected Impact

Illustrative estimate based on configurable assumptions

1484%

Projected Annual ROI

$40,776

Projected Net Annual Value

1 months

Estimated Payback

Scenario Range (Monthly Savings)

Conservative

$2,163

Expected

$3,627

Aggressive

$5,120

Monthly Savings Breakdown

AI Enhanced Search

$1,031

55% faster document discovery

Report Generation

$1,170

65% report drafting reduction

Complex Analysis

$1,125

50% analysis time reduction

Q&A Response

$844

60% Q&A response time reduction

AI Workflow Execution

$98

65% execution effort reduction

Cross-Workstream Overlap Adjustment

85%

Total Monthly Savings

$3,627

Annual Savings

$43,524

Clear Ideas™ Investment (Business Plan)

-$2,748

Estimated AI Credit Cost

In excess of included monthly AI Credits.

-$0

Net Annual Benefit

$40,776

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Calculation Methodology

Based on real customer results and industry benchmarks

Time Savings

Baseline scenario: Expected with an overlap adjustment of 85%.
Search reduction: 55%
Report drafting reduction: 65%
Complex analysis reduction: 50%
Q&A response reduction: 60%
AI workflow execution reduction: 65%

AI Credit Assumptions

Report/Summary: 50,000 credits each
Complex Analysis: 200,000 credits each
Q&A Response: 100,000 credits each
AI Workflow Execution: 50,000 credits each
Overage price assumption: $10 per 1,000,000 credits

Important Notes

This calculator is an illustrative planning tool, not a guarantee of outcomes.
Results depend on process maturity, user adoption, and workload mix.
Pricing is modeled from current plan data and may not include negotiated enterprise terms.
Additional benefits may include reduced errors and stronger governance.
Last methodology update: February 5, 2026.

Key ROI Drivers

Understanding the primary sources of value from Clear Ideas™ implementation across time savings and cost reductions.

Time Savings

AI automation dramatically reduces time spent on search, document generation, Q&A responses, and data room setup.

Workflow Creation Modes
Create repeatable workflows from either finished documents or plain-language prompts
AI Enhanced Search
Faster document discovery with natural language queries
Multi-Step AI Workflows
Repeat complex processes with different data sets automatically
Private Data AI Chat
Get instant answers from your private data instead of manual research

Cost Reductions

Measurable cost savings across document processing, due diligence, and operational overhead.

Faster report generation
AI produces high-quality drafts reducing manual writing time
Faster Q&A responses
Private Data AI Chat eliminates time-consuming research
Faster complex analysis
AI provides structured insights and recommendations
Faster data room setup
Templates and automation reduce manual organization

Growth Opportunities

When all unstructured data becomes instantly accessible and any document can be created in minutes, new business possibilities emerge.

Faster deal cycles
Complete due diligence and decision-making in days, not weeks
Higher-value client services
Offer sophisticated analysis and insights previously impossible at scale
Competitive differentiation
Deliver superior client experiences with instant, comprehensive responses
New revenue streams
Transform institutional knowledge into scalable, automated service offerings

Maximize Your ROI with Expert Support

Our customer success team works with you to ensure you achieve the ROI projections from day one. We provide implementation planning, user training, workflow optimization, and ongoing support to maximize your investment.

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Custom Implementation Roadmap

Tailored plan for your organization's needs

User Training & Adoption Programs

Comprehensive training for maximum adoption

Ongoing Optimization Recommendations

Continuous improvement for better ROI

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