Clear
Thomson Reuters CLEAR is a Salesforce-integrated investigation and risk-assessment platform that gives compliance, legal, and corporate-security teams direct access to billions of proprietary and public records without leaving their CRM.
Publisher review
Thomson Reuters CLEAR is a Salesforce-integrated investigation and risk-assessment platform that gives compliance, legal, and corporate-security teams direct access to billions of proprietary and public records without leaving their CRM. Launched in 2008 and headquartered in Toronto, Canada, the tool is designed for organizations that need to run frequent identity verification, fraud detection, and background checks on individuals and businesses — for example, vetting new vendors, performing beneficial-owner reputational checks, or screening tenants. It sits inside Salesforce as a native connector, so users can trigger searches from existing business logic and receive results mapped directly into Salesforce fields.
CLEAR ingests data from top credit agencies, phone-file databases, FEIN records, corporate filings, and a comprehensive court-record repository that includes criminal, civil, bankruptcy, liens, judgments, and UCC filings. It also pulls real-time incarceration and arrest records and offers license plate recognition. The platform’s entity resolution capabilities link disparate records to a single person or business, and its alerting system sends continuous notifications when key information changes. Users can configure customized risk scoring, data preferences, and filters to enforce a consistent risk-analysis policy across their Salesforce portfolio. Quick-analysis flags display a high-level overview of risk possibilities with simple Yes/No results — such as whether criminal records, bankruptcies, or multiple SSNs exist.
CLEAR competes in the legal-investigation and due-diligence software market against tools such as LexisNexis Risk Solutions, TLOxp, and IDI (Integrated Data Intelligence). While Thomson Reuters also offers Westlaw for legal research, CLEAR is distinct: it focuses on investigative and background-check workflows rather than case-law research. The platform is part of Thomson Reuters’ larger suite of solutions, which includes practical law, document management, and legal-services offerings. Its tight Salesforce integration gives it an edge for organizations already running on that CRM, but that same dependency can be a limitation for teams using other platforms.
The honest trade-offs: CLEAR’s subscription-based pricing — with varying plans and features — can become expensive for smaller firms or occasional users, especially once the auto-pull add-on and premium expanded-search capabilities are factored in. The tool is heavily optimized for Salesforce environments; organizations on other CRMs may face integration friction or missing functionality. While users report sufficient and reliable results for entity and beneficial-owner checks, the platform’s court-record coverage may not match the depth of dedicated legal-research tools like Westlaw or Lexis for complex litigation support. Finally, the alerting system, though useful, can generate noise if filters are not carefully tuned, requiring ongoing administrative attention.
How it works
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Public & proprietary record access
Access billions of records from credit agencies, phone files, FEIN data, incarceration and arrest data, and corporate filings.
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Salesforce CRM integration
Native connector maps CLEAR ID Confirm and Risk Inform data directly into Salesforce fields, enabling searches from existing business logic.
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Real-time incarceration & arrest records
Pulls current incarceration and arrest data to support immediate risk assessments and background checks.
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License plate recognition
Enables searches and identification using license plate data, useful for asset and location investigations.
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Customized risk scoring & filters
Configure data preferences, filters, and risk scoring to enforce a consistent risk-analysis approach across the Salesforce portfolio.
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Alerting system for continuous monitoring
Sends continuous notifications when key information changes on a person or business, reducing manual re-checks.
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Quick-analysis risk flags
Displays a high-level overview with simple Yes/No results for criminal records, bankruptcies, or multiple SSNs before ordering a full report.
Strengths and trade-offs
Strengths
- Centralized management within Salesforce eliminates the need to switch between separate investigation tools and CRM workflows.
- Users report sufficient and reliable results for entity and beneficial-owner reputational checks, according to GetApp reviews.
- Ease of use is cited as a key strength, with a unified environment that simplifies access to billions of public and proprietary records.
- Customer support and document management features receive positive feedback, helping teams organize and store investigation results.
Trade-offs
- Subscription-based pricing can become expensive for smaller firms, especially when adding the auto-pull add-on and premium expanded-search capabilities.
- Heavy reliance on Salesforce integration means organizations using other CRMs may face limited functionality or additional integration costs.
- Court-record coverage, while comprehensive for criminal, civil, and bankruptcy filings, may not match the depth of dedicated legal-research platforms like Westlaw or LexisNexis for complex litigation.
- The alerting system can generate excessive notifications if filters are not carefully configured, requiring ongoing administrative tuning to avoid noise.
Pricing context
Subscription-based pricing with varying plans and features; specific tier names and dollar amounts are not publicly listed on the Thomson Reuters CLEAR plans and pricing page.
Getting started with Clear
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Sign up for CLEAR
Visit the Thomson Reuters CLEAR website and complete the registration form to create an account. Provide your organization details and verify your email to activate your subscription.
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Connect to Salesforce
Install the CLEAR native connector from the Salesforce AppExchange. Log in to your Salesforce instance and authorize the integration to map CLEAR data fields into your CRM records.
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Configure risk scoring
Set up customized risk scoring rules and data filters within the CLEAR settings panel. Define thresholds for flags like criminal records or bankruptcies to enforce consistent analysis across your portfolio.
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Run a background check
Open a Salesforce record for a person or business and trigger a CLEAR search. Review the quick-analysis flags for Yes/No results on key risk indicators before ordering a full report.
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Set up alerts
Configure the alerting system to monitor changes on entities you track. Adjust notification filters to reduce noise, ensuring you receive only relevant updates for continuous monitoring.
Frequently Asked Questions
What is Thomson Reuters CLEAR and what does it do?
Thomson Reuters CLEAR is a Salesforce-integrated investigation and risk-assessment platform for compliance, legal, and corporate-security teams. It provides access to billions of public and proprietary records for identity verification, fraud detection, and background checks on individuals and businesses.
How does CLEAR integrate with Salesforce?
CLEAR offers a native Salesforce connector that maps CLEAR ID Confirm and Risk Inform data directly into Salesforce fields. Users can trigger searches from existing business logic and receive results within their CRM, eliminating the need to switch between separate tools for investigations.
What types of records does CLEAR access for background checks?
CLEAR ingests data from credit agencies, phone-file databases, FEIN records, corporate filings, and a comprehensive court-record repository including criminal, civil, bankruptcy, liens, judgments, and UCC filings. It also pulls real-time incarceration and arrest records and offers license plate recognition.
What are the main competitors to Thomson Reuters CLEAR?
CLEAR competes with LexisNexis Risk Solutions, TLOxp, and IDI (Integrated Data Intelligence) in the legal-investigation and due-diligence software market. Unlike Westlaw, which focuses on case-law research, CLEAR is designed for investigative and background-check workflows.
What are the limitations of CLEAR's pricing and Salesforce dependency?
CLEAR's subscription-based pricing can become expensive for smaller firms, especially with auto-pull add-ons and premium expanded-search features. The platform is heavily optimized for Salesforce, so organizations using other CRMs may face integration friction or limited functionality.
Does CLEAR's alerting system require much maintenance?
Yes, CLEAR's alerting system sends continuous notifications when key information changes, but it can generate excessive noise if filters are not carefully configured. This requires ongoing administrative attention to tune alerts and avoid irrelevant notifications, as noted in user feedback.
Alternatives
How Clear compares
Direct head-to-head against 2 competitors. Picked by 7wData.
Clear
- Pricing
- Subscription-based pricing with varying plans and features; specific tier names and dollar amounts are not publicly listed on the Thomson Reuters CLEAR plans and pricing page.
- Target
- Thomson Reuters CLEAR is a Salesforce-integrated investigation and risk-assessment platform that gives compliance, legal, and corporate-security teams direct access to billions of proprietary and public
- Strength
- Centralized management within Salesforce eliminates the need to switch between separate investigation tools and CRM workflows.
- Watch for
- Subscription-based pricing can become expensive for smaller firms, especially when adding the auto-pull add-on and premium expanded-search capabilities.
Invisalign
- Pricing
- Insurance may cover up to $3,000, custom quotes via providers
- Target
- Orthodontists and consumers seeking premium aligners
- Deployment
- In-office only
- Strength
- 25 years of clinical data, SmartTrack material
- Watch for
- Higher cost than DTC options, requires in-person visits
SmilePerfect
- Pricing
- $599 complete package (discounted from $849)
- Target
- Budget-conscious consumers with mild alignment issues
- Deployment
- DTC with at-home kits
- Strength
- Low upfront cost, premium add-ons available
- Watch for
- Limited professional supervision, basic cases only
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Sources
Reporting on this tool draws on these publicly available sources.