Pricing Packages

View our pricing below

Basic Plan
$ 350.00 USD
/month

The basic plan is a great option to get started with Ask Clio.

250 client questions answered per month, any additional is charged at $.20 per question.
Human agent support and interface for your team with unlimited seats.
Client portfolio analysis tools.
Configuration tools to manage your client portal.
Realtime charting and fundamental data.
Security and compliance suite.
Contact sales
Standard Plan
$ 500.00 USD
/month

The Standard plan is great for organizations looking to scale their offering.

All Basic Plan features
1,000 client questions answered per month, any additional is charged at $.15 per question.
Human agent support and interface for your team with unlimited seats.
Client portfolio analysis tools.
Configuration tools to manage your client portal.
Realtime charting and fundamental data.
contact sales
Enterprise
Contact Sales

For organizations looking to scale beyond our standard plans, please reach out to sales.

All Standard Plan features
Bespoke question limits and charges.
Human agent support and interface for your team with unlimited seats.
Client portfolio analysis tools.
Configuration tools to manage your client portal.
Realtime charting and fundamental data.
contact sales
Basic Plan
$ 3,800 USD
/yearly

The basic plan is a great option to get started with Ask Clio.

250 client questions answered per month, any additional is charged at $.20 per question.
Human agent support and interface for your team with unlimited seats.
Client portfolio analysis tools.
Configuration tools to manage your client portal.
Realtime charting and fundamental data.
Security and compliance suite.
Contact sales
Standard Plan
$ 5,400 USD
/yearly

The Standard plan is great for organizations looking to scale their offering.

All Basic Plan features
1,000 client questions answered per month, any additional is charged at $.15 per question.
Human agent support and interface for your team with unlimited seats.
Client portfolio analysis tools.
Configuration tools to manage your client portal.
Realtime charting and fundamental data.
contact sales
Enterprise
Contact Sales

For organizations looking to scale beyond our standard plans, please reach out to sales.

All Standard Plan features
Bespoke question limits and charges.
Human agent support and interface for your team with unlimited seats.
Client portfolio analysis tools.
Configuration tools to manage your client portal.
Realtime charting and fundamental data.
contact sales

Frequently Asked Questions

Is There a Free Trial or Free Version?

For startups and other early organizations, Ask Clio may offer a trial period.

You can request a trial by reaching out to sales@askclio.ai - they are happy to help!

What payment methods do you accept?

Payments can be accepted via wire, credit card or debit card.

Please reach out to sales@askclio.ai and they will be able to assist getting you started!

Can I Upgrade or Downgrade My Plan at Any Time?

This depends on the plan you select. Please reach out to sales@askclio.ai for more information.

Generally, the basic and standard plans will allow for easy upgrades and downgrades. Enterprise plans are subject to longer-term commitments.

What Happens if I Exceed the User or Project Limits?

If you exceed the number of AI-driven questions answered for your tier, you will be charged at the base rate for any additional questions. This includes both questions answered for your team and for your clients. You can request a limit on the number of queries answered if you would not like to go over a certain billing threshold.

Reach out to support@askclio.ai for assistance setting rate limits.

Empower your Team and Clients

Discover how Ask Clio can empower both your team and your clients to do more with less, in less time.