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Clear Ideas™ Documentation

Transform your sensitive data into actionable business intelligence with our secure AI-powered platform.

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Quick Start Guides
New to Clear Ideas™? Start with these essential guides to get up and running quickly.
Video Tour
Complete platform overview
Create Your First Site
Set up your secure workspace
Site Templates
Use pre-built industry templates
File Organization
Structure your content effectively
AI-Powered Intelligence
Private Data AI Chat
Query your data with natural language
AI Workflows
Automate document generation and analysis
AI Workflow Builder
Create workflows from existing documents
AI Credits
Understand usage and billing
Secure Collaboration
Sites
Organize and secure your data repositories
Managing Users
Control access with Role-Based Permissions
Sharing Sites
Collaborate securely with external partners
Document Watermarking
Protect sensitive content
Industry Solutions
Clear Ideas™ serves diverse industries with specialized features and compliance capabilities
Financial Services
Secure client communications and regulatory reporting
Mergers & Acquisitions
Due diligence and transaction management
Manufacturing
Streamlined operations and compliance management
Real Estate
Property documentation and transaction security
Not-for-Profit Organizations
Grant management and donor data protection
Board Management & Governance
Secure board materials and compliance
Property Management
Efficient property operations and tenant communications
Investment Management & Capital Markets
Secure deal management and regulatory compliance

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Can't find what you're looking for? Our documentation covers everything from basic setup to advanced AI automation.

Getting Started
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