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Clear Ideas Platform
Secure external collaboration, engagement analytics, and strong security controls for sensitive document sharing
External Collaboration & Sharing
Secure document sharing, permissions, notifications, and in-app viewing
Document Signing
Request signatures, verify signers, and generate audit-ready completion artifacts
Analytics & Insights
Real-time analytics, user journey mapping, and comprehensive reporting
Security & Compliance
Enterprise-grade security with encryption, watermarking, and audit trails
Feature Comparison
See how Clear Ideas compares to traditional VDRs and file sharing services
AI Features
AI Chat Grounded in Your Documents, Workflows, Builder, and Enhanced Search powered by leading AI models
Clear Ideas™ AI Platform
Do more with your private data with Clear Ideas' AI features.
AI Chat
Ask questions across approved documents and receive cited answers inside a governed workspace.
AI Workflows
Turn recurring document work into controlled, repeatable AI workflows.
AI Workflow Builder
Upload a finished document and turn it into a repeatable workflow automatically.
AI Workflow Designer
Describe what you need in plain language and AI designs the workflow for you.
AI Enhanced Search
Transform how you find information with advanced AI-powered search capabilities that understand context and meaning.
Automation & Integration
Extend capabilities with Public AI Chat, scheduled content automation, and desktop sync
Public AI Chat
Add an AI-powered chat interface for your website for lead generation and 24/7 visitor support
Content Automation
Automatically import and monitor content from external websites with scheduled imports
Desktop Sync App
Seamless two-way synchronization between your desktop and Clear Ideas cloud
Solutions
Solutions Overview
Due Diligence & Deal Rooms
Client Portals & File Exchange
Secure Document Sharing
Governed AI for Private Documents
Audit-Ready External Collaboration
Board & Investor Reporting
Audit & Compliance
AI Workflow Automation
ROI Calculator
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
Resources
Site Templates
Compare Clear Ideas
Book a Demo
Support Center
Announcements
Changelog
About Clear Ideas
Security & Trust
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Product
Clear Ideas Platform
Secure external collaboration, engagement analytics, and strong security controls for sensitive document sharing
External Collaboration & Sharing
Secure document sharing, permissions, notifications, and in-app viewing
Document Signing
Request signatures, verify signers, and generate audit-ready completion artifacts
Analytics & Insights
Real-time analytics, user journey mapping, and comprehensive reporting
Security & Compliance
Enterprise-grade security with encryption, watermarking, and audit trails
Feature Comparison
See how Clear Ideas compares to traditional VDRs and file sharing services
AI Features
AI Chat Grounded in Your Documents, Workflows, Builder, and Enhanced Search powered by leading AI models
Clear Ideas™ AI Platform
Do more with your private data with Clear Ideas' AI features.
AI Chat
Ask questions across approved documents and receive cited answers inside a governed workspace.
AI Workflows
Turn recurring document work into controlled, repeatable AI workflows.
AI Workflow Builder
Upload a finished document and turn it into a repeatable workflow automatically.
AI Workflow Designer
Describe what you need in plain language and AI designs the workflow for you.
AI Enhanced Search
Transform how you find information with advanced AI-powered search capabilities that understand context and meaning.
Automation & Integration
Extend capabilities with Public AI Chat, scheduled content automation, and desktop sync
Public AI Chat
Add an AI-powered chat interface for your website for lead generation and 24/7 visitor support
Content Automation
Automatically import and monitor content from external websites with scheduled imports
Desktop Sync App
Seamless two-way synchronization between your desktop and Clear Ideas cloud
Solutions
Solutions Overview
Explore all solutions for secure external collaboration and AI automation
Due Diligence & Deal Rooms
Secure data rooms with AI-assisted review for M&A and transactions
Client Portals & File Exchange
Professional portals with permissions, watermarking, and audit trails
Secure Document Sharing
Controlled sharing for clients, auditors, partners, and other external stakeholders
Governed AI for Private Documents
Grounded AI over approved documents with citations, permissions, and audit-ready controls
Audit-Ready External Collaboration
External collaboration with permissions, audit trails, analytics, and controlled access
Board & Investor Reporting
Secure board materials with engagement tracking and AI summaries
Audit & Compliance
Give auditors secure access with AI-generated evidence summaries
AI Workflow Automation
Turn approved documents into repeatable AI workflows for analysis and reporting
ROI Calculator
Estimate the financial impact of switching to Clear Ideas for your document workflows
Mergers & Acquisitions
Financial Services
Legal & Professional Services
Manufacturing
Not for Profit Organizations
Board Management & Governance
Real Estate
Property Management
Investment Management & Capital Markets
Resources
Site Templates
Start faster with professionally designed templates for secure collaboration sites.
Compare Clear Ideas
Compare Clear Ideas with file-sharing tools, VDRs, AI workflow platforms, and industry-specific tools.
Book a Demo
Talk to a solution expert about your team's needs
Support Center
About Clear Ideas
Security & Trust
How Clear Ideas protects sensitive external collaboration
Announcements
Changelog
Blog
Pricing
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