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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
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Governed Agents
by Industry
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Security & Trust
Governance & Evidence
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Security & Trust

Built for Sensitive External Work

Who Viewed What
Which Sources Were Used
Which Model Ran
Who Approved It
What Was Generated
What Evidence Was Exported

How Clear Ideas Protects Your Data

Every document, conversation, and agent run uses the same security architecture. Here is what is in place today.

Encryption at Rest and in Transit

All content is encrypted with modern TLS in transit and strong encryption at rest across storage and backups. Your data is protected whether it is moving or sitting still.

Comprehensive Audit Trails

Immutable logs of user actions, document access, AI interactions, and system events. Know exactly who did what and when, with records that cannot be altered.

Governed AI Execution

AI chats, agent runs, and governed MCP content access create records with policy versioning, byte-level hashes, controlled outbound access, and evidence export for replay or review.

Isolated Agent Runtime

Agent runs execute through a scoped runner contract with approved models, tools, connectors, continuation state, and structured events reported back to Clear Ideas.

Document Watermarking

Customizable watermarks with user identity, email, and timestamp for deterrence and attribution. Control how documents appear when viewed or printed.

Download and Export Controls

Per-site and per-role policy toggles for downloads and exports, including watermark-enforced view-only modes. You decide who can take content offline.

Two-Factor Authentication

Authenticator app support with enforcement policies to add a second layer of protection for every account.

Role-Based Permissions

Granular access control so internal users, managers, and external contributors each see only what they should. External stakeholders never get admin access.

AI Governance

AI outputs are only as good as the data behind them. Clear Ideas keeps AI grounded in approved content with controls that matter.

AI Grounded in Approved Content
AI chat and agent runs draw from your approved documents, not the open web. Every answer includes source citations linking directly to the content it used.
Controlled Agent Egress
Agent runs do not receive broad web access by default. Outbound access follows the run contract, approved model endpoints, enabled web tools, and configured connector destinations.
Benchmark and Review Gates
Benchmarks, structured outputs, validation warnings, and human approval checkpoints help teams review sensitive AI work before it becomes operational.
No Model Training on Your Data
Your documents are never used to train AI models. Content sent for processing is scoped to the minimum required, and provider-side handling is limited to secure processing and abuse monitoring controls.
Governed Replay and Evidence
Governed AI records keep policy version, integrity metadata, prompt references, and durable storage pointers together so teams can reconstruct what happened later without relying on hot application storage alone.
Multiple AI Models, No Lock-In
Choose from OpenAI, Anthropic, Google, Cohere, and xAI in Clear Ideas. Connect compatible external AI clients through MCP when they need governed access to permitted workspace context.
Clear Ideas governance activity and evidence verification montage
Local verificationVerify evidence reports against the manifest and receipts.
Evidence-ready activityFilter activity to actions that can be exported for review.

Go Deeper

Explore specific aspects of how Clear Ideas approaches security and compliance.

Security Approach
How Clear Ideas balances robust protection with usability through egress protection, best practices, and monitoring.
Read Security Overview
Governed Agents
How organization policy, permission-aware retrieval, immutable AI records, evidence export, and review support sensitive AI work.
Explore Governed Agents
Security Features in Detail
The full list of security and compliance capabilities, from encryption and audit trails to scoped access and backup.
View Security Features
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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