Pricing
Simple pricing. Flexible deployment.
Organize project correspondence, add AI when you need it, and choose how much control your organization wants over Microsoft 365 authentication and AI infrastructure. Try AI Pro free for 30 days.
Free
Try Clever Clerk with a small team, no card required.
$0
Forever free
Up to 5 users. Upgrade to add more.
- Core project mapping
- Outlook integration
- Thread-follow mapping
Basic
Organized mapping and search, no AI overhead.
$12/user/mo
Billed monthly
- Everything in Free
- Unlimited projects & sub-projects
- Keyword search
AI
For teams that want project intelligence, not just mapping.
$24/user/mo
Billed monthly
- Everything in Basic
- AI Chat & mapping
- 1,500 AI credits/user/mo, team-shared
- 30-day free trial
AI Pro
For teams that live in it — deeper AI, more headroom.
$36/user/mo
Billed monthly after trial
- Everything in AI
- Deep Portfolio Chat
- 3,000 AI credits/user/mo, team-shared
Want to use your own Microsoft 365 app? It's self-serve and free on Basic, AI, and AI Pro — available anytime from Settings. Need a fully dedicated deployment instead? See Enterprise below.
Compare plans
See exactly what's included
Hover any underlined feature for a plain-language explanation.
Free
$0Price / user / month$0
Annual / user / month$0
UsersUp to 5
Project ManagementLimited
Create & manage projects/sub-projects3 Projects/sub-projects
Project members & permissionsIncluded
Confidential projectsNot included
Email & CorrespondenceLimited
Outlook integrationIncluded
Map emails to projectsIncluded
Attachment managementIncluded
Keyword searchIncluded
Thread-follow mappingIncluded
Mark emails as privateNot included
IntelligenceNot included
Auto-taggingNot included
Project digestNot included
AI-powered mappingNot included
AI ChatNot included
Deep Portfolio ChatNot included
Relationship GraphNot included
Email SentimentNot included
AI recommendationsNot included
AI credits / user / monthNot included
IntegrationsNot included
Webhooks (outbound)Not included
MCP IntegrationNot included
Microsoft 365 AuthenticationCleverClerk App
Own Microsoft 365 appNot included
Basic
$12 /user/moPrice / user / month$12
Annual / user / month$10
UsersPaid seats
Project ManagementIncluded
Create & manage projects/sub-projectsUnlimited
Project members & permissionsIncluded
Confidential projectsIncluded
Email & CorrespondenceIncluded
Outlook integrationIncluded
Map emails to projectsIncluded
Attachment managementIncluded
Keyword searchIncluded
Thread-follow mappingIncluded
Mark emails as privateIncluded
IntelligenceNot included
Auto-taggingNot included
Project digestNot included
AI-powered mappingNot included
AI ChatNot included
Deep Portfolio ChatNot included
Relationship GraphNot included
Email SentimentNot included
AI recommendationsNot included
AI credits / user / monthNot included
IntegrationsLimited
Webhooks (outbound)Included
MCP IntegrationNot included
Microsoft 365 AuthenticationCleverClerk App
Own Microsoft 365 appSelf-serve
AI
$24 /user/moPrice / user / month$24
Annual / user / month$20
UsersPaid seats
Project ManagementIncluded
Create & manage projects/sub-projectsUnlimited
Project members & permissionsIncluded
Confidential projectsIncluded
Email & CorrespondenceIncluded
Outlook integrationIncluded
Map emails to projectsIncluded
Attachment managementIncluded
Keyword searchIncluded
Thread-follow mappingIncluded
Mark emails as privateIncluded
IntelligenceLimited
Auto-taggingIncluded
Project digestIncluded
AI-powered mappingIncluded
AI ChatIncluded
Deep Portfolio ChatNot included
Relationship GraphNot included
Email SentimentNot included
AI recommendationsNot included
AI credits / user / month1,500
IntegrationsIncluded
Webhooks (outbound)Included
MCP IntegrationIncluded
Microsoft 365 AuthenticationCleverClerk App
Own Microsoft 365 appSelf-serve
AI Pro
$36 /user/moPrice / user / month$36
Annual / user / month$30
UsersPaid seats
Project ManagementIncluded
Create & manage projects/sub-projectsUnlimited
Project members & permissionsIncluded
Confidential projectsIncluded
Email & CorrespondenceIncluded
Outlook integrationIncluded
Map emails to projectsIncluded
Attachment managementIncluded
Keyword searchIncluded
Thread-follow mappingIncluded
Mark emails as privateIncluded
IntelligenceIncluded
Auto-taggingIncluded
Project digestIncluded
AI-powered mappingIncluded
AI ChatIncluded
Deep Portfolio ChatIncluded
Relationship GraphComing soon
Email SentimentComing soon
AI recommendationsComing soon
AI credits / user / month3,000
IntegrationsIncluded
Webhooks (outbound)Included
MCP IntegrationIncluded
Microsoft 365 AuthenticationCleverClerk App
Own Microsoft 365 appSelf-serve
| Feature | Free$0 | Basic$12 /user/mo | AI$24 /user/mo | AI Pro$36 /user/mo |
|---|---|---|---|---|
| Price / user / month | $0 | $12 | $24 | $36 |
| Annual / user / month | $0 | $10 | $20 | $30 |
| Users | Up to 5 | Paid seats | Paid seats | Paid seats |
| Project Management | Limited | Included | Included | Included |
| 3 Projects/sub-projects | Unlimited | Unlimited | Unlimited | |
| Included | Included | Included | Included | |
| Not included | Included | Included | Included | |
| Email & Correspondence | Limited | Included | Included | Included |
| Included | Included | Included | Included | |
| Included | Included | Included | Included | |
| Included | Included | Included | Included | |
| Included | Included | Included | Included | |
| Included | Included | Included | Included | |
| Not included | Included | Included | Included | |
| Intelligence | Not included | Not included | Limited | Included |
| Not included | Not included | Included | Included | |
| Not included | Not included | Included | Included | |
| Not included | Not included | Included | Included | |
| Not included | Not included | Included | Included | |
| Not included | Not included | Not included | Included | |
| Not included | Not included | Not included | Coming soon | |
| Not included | Not included | Not included | Coming soon | |
| Not included | Not included | Not included | Coming soon | |
| Not included | Not included | 1,500 | 3,000 | |
| Integrations | Not included | Limited | Included | Included |
| Not included | Included | Included | Included | |
| Not included | Not included | Included | Included | |
| CleverClerk App | CleverClerk App | CleverClerk App | CleverClerk App | |
| Not included | Self-serve | Self-serve | Self-serve |
How AI credits work
A shared monthly pool for your team
Automatic mapping and tagging never touch it — credits only cover the AI you choose to use on demand.
Two kinds of AI, only one is metered
Auto-mapping, auto-tagging, and your account's very first digest run automatically in the background — they're included, uncapped, and never draw from your credit pool. If your team's credits run out, mapping never stops.
On-demand AI you actively ask for — chat, advanced retrieval, and refreshing a digest after the first one — draws from a shared pool that renews every month. The whole team's credits sit in one pool, not walled off per person.
- Credits reset monthly — unused credits don't roll over
- Out of credits? Wait for the reset, or buy a one-time top-up
- No surprise charges — top-ups are always opt-in
Background AI never stops, even at zero credits
- AI
- 1,500credits / user / mo
- AI Pro
- 3,000credits / user / mo
- Top-up
- $10per 1,000 credits
Enterprise
Clever Clerk, deployed in your environment
For organizations that require a dedicated deployment and full control over their cloud and AI infrastructure.
- Customer-owned Azure app
- Deployed in your own cloud
- Your own AI infrastructure
- Dedicated to your organization, not shared infrastructure
- Enterprise security and deployment requirements
- Enterprise support and SLA options
Pricing
Custom pricing
Priced on deployment scope and enterprise requirements
One-time setup fee, scoped to deployment
Contact usResponse within one business day
Pricing FAQ
Looking for something else?Not sure which plan fits your team?
Talk to us about your project volume, security requirements, and deployment preferences.