Documentation

Documentation

Clear Ideas®Documentation

Set up Sites for clients and colleagues, use AI to understand your documents, and create Agents for recurring reports and reviews.

Create a Site Browse Site guides
SitesAIAgents
Start with what you need to do
Share files, find answers, prepare a report, or set up a recurring review.
Share documents
Create a Site for clients or colleagues.
Get cited answers
Ask AI to summarize or compare your documents.
Create files
Create spreadsheets, reports, and slides.
Build an Agent
Describe the steps for a recurring report or review.

Product docs

Sites, AI, and Agents

Share documents in Sites, use AI to understand them, and create Agents to prepare the next report. Find setup instructions and detailed feature guides below.

Share and review documents

Sites

Give clients and colleagues a place to find current files, ask questions, and sign PDFs. You control who can see each document.Browse Site guides
Create a Site Set up a Site for a client, deal, board, or internal team.Share a Site Invite people and choose which files they can access.Add users in bulk Import a list, share Sites, or create a Site for each person.Manage user access Set roles, access expiry dates, and invitation preferences.Site templates Start with a folder structure suited to your use case.Organize files Arrange documents in folders so people can find them.Questions and notes Keep document questions and replies together.PDF signing Prepare documents and send signature requests.Analytics See file views, searches, and activity after sharing.PDF redaction Remove sensitive text before sharing a PDF.

Artificial Intelligence

AI

Ask questions, compare agreements, and follow citations to the source. Create spreadsheets, documents, and presentations with a supported model.Browse AI guides
AI Chat Ask questions about your documents and get cited answers.Generate files Create Excel, Word, and PowerPoint files with supported models.AI models Choose a model for analysis, writing, or file generation.AI Connections Connect provider accounts and choose how requests are routed.Model policy Choose which models people can use in Chat and Agents.Private Models Learn when to use Clear Ideas-managed private execution.Prompt templates Save and reuse instructions for common questions and reviews.Public Chat Embed an assistant that answers from selected Site content.Connect AI clients with MCP Give compatible assistants access to permitted Site content.Decisions API Request structured AI decisions from your application.

Repeat reports and reviews

Agents

Define the steps for a recurring report, comparison, or review. Give an Agent the next set of documents and keep its outputs and run history together.Browse Agent guides
How Agents run Understand steps, inputs, generated files, and review controls.Agent Builder Build an Agent from an example report or reference document.Agent Designer Describe a report or review to draft its Agent steps.Connections Connect an Agent to Sites, external sources, and tools.Run history and outputs Review generated files, sources, tool calls, and each step.Schedules Set an Agent to prepare reports at regular intervals.Triggers and webhooks Start an Agent when a connected event occurs.Create Agents through MCP Use a compatible AI client to create and update Agents.
See how Sites fit your industry
Explore examples of document sharing, AI analysis, and recurring reporting for your team.
Financial Services
Share client reports and prepare financial reviews.
Mergers & Acquisitions
Organize diligence documents for buyers and advisers.
Manufacturing
Review supplier documents against current specifications.
Real Estate
Share property records with buyers, lenders, and advisers.
Not-for-Profit Organizations
Prepare grant reports and share supporting records.
Board Management & Governance
Prepare board packs and keep questions with the papers.
Property Management
Prepare owner updates from property reports and leases.
Investment Management & Capital Markets
Prepare investor updates and answer reporting questions.
Legal & Professional Services
Review agreements and share documents with clients.

Sharing with clients or investors? Explore client portals and investor portals.

Need a hand?

Search for a feature, browse the setup guides, or contact us for help with your account.

Getting started
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