Outlook add-in for clean records

Your email is the record. Keep it like one.

MailLedger files Outlook email into folders you already use, keeps sent mail in place, and hands you one export-ready timeline.

Outlook · MailLedger add-inInteractive demo

Search. File. Done.

Find the right folder and file the message in two clicks.

Acme Tower

Clients / Acme / Tower Renovation

Smart Suggestions

Recent

Harbor Point

Clients / Harbor Point / Leasing

West End Legal

Matters / West End / Discovery

June Renewal

Accounts / Northstar / Renewals

AI Enabled
Built for Microsoft 365
Runs inside Outlook on desktop and web. Deploy per user or through the admin center.
Sign in with Microsoft
No new passwords. Standard Microsoft 365 permissions, revocable anytime.
Cancel and keep everything
The record lives in your Outlook folders, not on our servers. Leaving costs you nothing.

Search never works when you need it

In a handoff, dispute, renewal, or closing, nobody wants search results. They want the timeline. MailLedger keeps one, per client, deal, or matter.

Today: five places, no record

RE: RE: RE: lease redline

Inbox, page 4 of search

Fwd: updated rent schedule

Buried under 60 unread

signed LOI attached

Sent mail, not in the folder

tenant improvement quote v3

Somewhere in a thread

call notes from Tuesday

A colleague's mailbox

Clients / Harbor Point / Leasing

Harbor Point

Sample record

  1. Mar 04Letter of intent signedSent
  2. Mar 11Updated rent schedule confirmed
  3. Mar 18TI allowance quote approvedSent
  4. Mar 26Lease redline, round two
  5. Apr 02Executed lease distributedSent

Complete, including sent mail

Export-ready: PDF / CSV

Three moves, one habit

MailLedger adds a small panel to Outlook. Everything it does fits in three verbs.

See the full walkthrough

File

Type a client, matter, job, or deal. MailLedger suggests the likely folder first and creates subfolders on the fly.

Two clicks

Browse

Open any folder and read the full chronology without leaving Outlook. Sent mail is already there, because Send & File captured your replies.

One timeline

Export

When leadership, legal, or a client needs the thread outside Outlook, Pro generates a clean, dated chronology in one click.

PDF / CSV

The math on a cleaner record

Filing, searching, and rebuilding context are quiet costs. Priced against the ROI calculator's default assumptions, they stop being quiet.

Monthly statement

Team of 6, 18 min/day, $45/hr

    Search and filing time recovered each month0 hrs
    Handoff and escalation time recovered each month0 hrs
    Estimated value recovered each month$0

Starter for the same team: $35.94 / month

Run your own numbers

The workarounds, retired

Search, rules, and CRMs all try to solve email chaos. MailLedger keeps the record clean inside Outlook, with no migration and no training.

Full context

Regular email

Search results, not a timeline. Rules are easy to break.

Dedicated CRM

The record stays split unless the team logs everything.

MailLedger

One folder, one chronology.

Sent mail

Regular email

Easy to miss; sent replies land in Sent Items, not the matter folder.

Dedicated CRM

Needs sync rules, BCC habits, or manual logging.

MailLedger

Send & File keeps it together.

Handoffs

Regular email

Depends on memory. Exceptions create gaps.

Dedicated CRM

New owners still chase email outside the system.

MailLedger

Open the folder and start.

Exports

Regular email

Copy-paste at best. Not built for review.

Dedicated CRM

Strong on fields, weaker on the actual mailbox thread.

MailLedger

PDF and CSV on Pro.

Overhead

Regular email

Low structure and high mess, or constant upkeep.

Dedicated CRM

Setup, mapping, training, and admin overhead.

MailLedger

Works in Outlook on day one.

Trust and control

Straight answers on security

Short version: standard Microsoft sign-in, local ranking, and a record that never leaves your mailbox.

Read the security page

Microsoft sign-in

Users sign in through Microsoft with the scopes needed for filing and mailbox actions. Nothing more.

Ranking happens locally

Suggestions are ranked from sender, recipients, subject, folder history, and Outlook's short preview text, inside the add-in.

The record stays in Outlook

MailLedger upgrades the folders you already use. Your record never moves to someone else's database.

Stripe billing

Checkout and billing run through Stripe, never through us.

Centralized deployment

IT can deploy across Microsoft 365 from the admin center. Solo users can install it themselves.

Leave with everything

Cancel and your folders, filing, and history remain exactly where they are: in your mailbox.

Pricing

Start free, keep the record in Outlook

Every plan starts with a 14-day free trial. A card is required, and you pay nothing if you cancel before the trial ends.

Compare plans in full

Starter

File email and keep replies in the Outlook folders you already use.

$5.99per user / month
Best for exports

Pro

Everything in Starter, plus exports when the record needs to leave Outlook.

$15.99per user / month

Asked before starting

Trial terms, migration, privacy, and rollout. Everything else lives on the support page.

Visit support

Yes. MailLedger works for solo professionals, owner-operators, and teams that file email by client, project, matter, deal, or account.

Start free. Roll out when you're ready.

Start a 14-day self-serve trial, or contact us for centralized deployment and billing-owner approval.