Clear Ideas: Secure External Collaboration and AI Workflows

Key Features

• AI Chat with Citations

  Allows users to query approved documents and receive answers with direct source citations.

• No-Code AI Workflow Builder

  Supports the creation of repeatable, multi-step automation pipelines using plain-language prompts or by reverse-engineering existing documents.

• Page-Level Analytics

  Tracks which specific pages of a document external partners viewed and the time spent on each page.

• Secure Document Signing

  Supports requesting signatures on PDFs with routing, signer verification, and completion certificates.

• Role-Based Permissions

  Provides access controls with six distinct roles to manage what internal users and external collaborators can view, download, or upload.

• Document Watermarking

  Applies dynamic watermarks containing user identity and timestamps to help deter unauthorized sharing.

• Multi-Model AI Support

  Provides access to models from OpenAI, Anthropic, Google, Cohere, and xAI, with options to connect private models via MCP.

Use Cases

• M&A Due Diligence

  Setting up secure data rooms and using AI workflows to analyze financials and flag risks.

• Board and Investor Reporting

  Distributing board materials securely and tracking director engagement through page-level analytics.

• Audit Collaboration

  Providing auditors with secure access to organized materials and using AI to generate evidence summaries.

• Professional Client Portals

  Creating workspaces for file exchange with controlled permissions and audit trails.

Integrations

• Model Context Protocol (MCP)

FAQ

What is the difference between a User and a Collaborator in Clear Ideas?

A User is an internal teammate on a verified business domain and counts as a billed seat. A Collaborator is an external guest invited to specific sites who cannot manage billing or workspace settings.

Does Clear Ideas support document signing?

Yes, it includes PDF-based signing with routing and verification. This is available on Team, Business, and Enterprise plans, and as a limited trial on the Free plan.

How does the AI ensure accuracy in its answers?

The AI is grounded in the user's approved documents rather than the open web, and every answer includes source citations linking directly to the content used.

Can I use my own AI models with the platform?

Yes, Clear Ideas supports the Model Context Protocol (MCP), allowing you to connect your own AI providers and use your own keys.