Pricing Packages

View our pricing below

Creator Plan
$ 50.00 USD
/month

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

100 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 and market analysis tools.
Configuration tools to manage your client portal.
Realtime charting and fundamental data.
No compliance suite.
Contact sales
Professional Plan
$ 350.00 USD
/month

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

All Basic Plan features
250 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 and market analysis tools.
Configuration tools to manage your client portal.
Realtime charting and fundamental data.
contact sales
Growth Plan
$ 750.00 USD
/month

For scaling organizations with heavier client interaction.

All Standard Plan features
2,000 client questions answered per month, any additional is charged at $.05 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
Creator Plan
$ 540 USD
/yearly

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

100 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 and market analysis tools.
Configuration tools to manage your client portal.
Realtime charting and fundamental data.
No compliance suite.
Contact sales
Professional Plan
$ 3,800 USD
/yearly

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

All Basic Plan features
250 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 and market analysis tools.
Configuration tools to manage your client portal.
Realtime charting and fundamental data.
contact sales
Growth Plan
$ 8,100 USD
/yearly

For scaling organizations with heavier client interaction.

All Standard Plan features
2,000 client questions answered per month, any additional is charged at $.05 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

Frequently Asked Questions

Is There a Free Trial or Free Version?

The Sandbox is our free tier designed for testing and setup. It gives you access to Ask Clio with a daily cap of 50 questions, so you can explore the platform, configure your copilot, and see how it works before upgrading. It’s ideal for experimentation, but not intended for production use or regulated client interactions.

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.

Is there an enterprise plan?

The Enterprise plan is built for large organizations with advanced compliance, security, and scale requirements. It includes everything from the Growth tier plus custom question limits, dedicated onboarding, premium support, and integrations with archiving and compliance tools. Pricing is bespoke and tailored to your firm’s needs.

Reach out to sales@askclio.ai for more information.

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.