LEARN BY DOING

Explore ClearDBS.
Try it for yourself.

Short guided demos take you to the right screen, highlight what matters and let you practise with sample data.

For everyone

Start with the right workspace

Choose a demo or real account, understand the two workspace modes, and find the right guide.

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For everyone

Explore the synthetic demo safely

Learn what changes in a demo, what never leaves it, and how to practise complete workflows.

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For everyone

Use the AI workspace

Ask grounded questions, follow sources, manage conversations and recover from interrupted answers.

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For everyone

Review and approve AI actions

Understand proposals, exact effects, expiry, revisions and execution receipts before changing a record.

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For everyone

Understand access and privacy

Learn why records and controls differ by account, how to share safely and what to keep out of chat.

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Organisation

Read the organisation overview

Interpret the dashboard summary, trends and activity before deciding what to do next.

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Organisation

Request and manage organisation checks

Follow a check from request through applicant activity and review without confusing each party’s responsibilities.

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For everyone

Understand check and stage statuses

Separate applicant tasks, human review, processing and illustrative results.

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Organisation

Invite and manage organisation members

Choose a role, follow invitation status and manage pending access requests.

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Organisation

Create teams and organise membership

Build a team, choose its lead and maintain membership without changing organisation permissions.

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For everyone

Understand billing, orders and credits

Read payment and invoice information, understand credit use and follow the dedicated payment flow.

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Organisation

Read the audit trail

Find what happened to a check, who recorded it and when, and understand what an entry can and cannot tell you.

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For everyone

Read and sign a contract

Open the dedicated contract page, review parties and document content, and complete only your authorised signing steps.

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Organisation

Maintain your organisation profile

Review company details, affiliation and account settings in the correct workspace.

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Organisation

Understand integrations and connections

Review connection state and permissions without confusing a connected account with successful data synchronisation.

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Individual

Complete your own check

Follow the individual check journey from your dashboard to review and the next action.

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Individual

Enter and review personal details

Keep names and address history consistent, resolve validation and correct information before declaration.

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For everyone

Provide and review identity documents

Capture readable evidence, understand document outcomes and respond to a targeted retake.

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Individual

Complete a face capture

Prepare your camera, follow the capture prompts and understand the human review boundary.

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Individual

Review details and complete a declaration

Check the information carefully and complete your own explicit declaration through the check page.

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For everyone

Read results and next steps

Separate simulated completion, workflow outcomes and official documentation.

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For everyone

Manage your personal profile and sign-in

Distinguish personal account details, organisation affiliation and application identity information.

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For everyone

Control notifications and follow activity

Set personal notification preferences and distinguish saved preferences from message delivery.

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For everyone

Choose your interface appearance

Use account interface settings and keep controls readable in light and dark themes.

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For everyone

Recover when a workflow gets stuck

Check the current record, identify the failed step and ask for help without creating duplicate work.

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Organisation

Understand Team & access

This settings panel combines recorded workspace limits with the contact and default role used for accountable access. Read it when configuring an organisation, rather than when editing the members of a particular team.

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Organisation

Understand billing settings

This panel contains billing configuration. The main Billing section contains order and invoice records. Start here for billing contacts or payment-method settings, and use the record list when investigating a particular transaction.

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Organisation

Read Data & compliance

Data & compliance brings together the organisation-level records available to an administrator. It does not replace consent, eligibility or identity checks on an individual application. Begin by identifying which kind of record your question concerns.

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Organisation

Explore the organisation Profile

Profile identifies the organisation whose workspace you are using. Read its registered details and recorded limits before requesting changes. This is distinct from the personal account profile reached through your account menu.

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