How MailLedger works

A workflow you already understand.

MailLedger upgrades Outlook instead of fighting it. File mail, keep replies in the record, and export the thread when it has to travel.

Need centralized deployment? Contact for a team rollout.

Interactive walkthrough

See every feature in action.

Click through File, Browse, and Export to see how MailLedger works inside Outlook.

Find the right folder and file in seconds.

Type a name — client, matter, job, deal — and MailLedger surfaces the right folder instantly. Pick it, and the message is filed. No scrolling through nested trees, no dragging.

Smart folder search across your entire mailbox
Create new subfolders without leaving the add-in
AI-powered suggestions that improve with every filing

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

Why it works

Four principles behind the workflow.

Keep the folder structure you already use

Clients, jobs, matters, deals, and reference folders stay exactly where you already use them.

Let real filing sharpen suggestions

Sender, subject, thread history, and corrections improve accuracy over time.

Keep outgoing mail in the same story

Send & File keeps replies with the folder so the record stays complete.

Export when the thread has to travel

Pro packages the folder into PDF or CSV for legal, finance, leadership, or the client.

In practice

MailLedger keeps the record complete, readable, and ready to share.

Start free

How it works

Five things MailLedger does for you.

Less admin. Faster retrieval. Stronger records.

File email where it belongs

MailLedger uses sender, subject, thread history, and your corrections to suggest the right folder.

Keep sent mail in the same record

Send & File keeps replies in the same timeline.

Find the right folder fast

Search by project, client, deal, or matter instead of digging through Outlook trees.

Get better suggestions over time

Real filing behavior improves future suggestions without brittle rules.

Export when the thread has to travel

Pro exports the record for audits, disputes, handoffs, and review.

Pricing

Start free. Keep the record in Outlook.

Every plan starts with a 14-day free trial. Card required. Cancel before renewal and pay nothing.

Starter

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

$5.99/month

14-day free trial. Card required.

Best for solo users, owner-led businesses, and lean teams that need a clean record without changing workflow.

  • Smart filing inside Outlook
  • Send & File for replies
  • Fast folder search
  • Outlook web and desktop
Start Starter free
Best for exports

Pro

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

$15.99/month

14-day free trial. Card required.

Best for audits, disputes, client reviews, and any workflow that needs a portable record.

  • Everything in Starter
  • One-click PDF export
  • One-click CSV export
  • Shareable audit trail
Start Pro free
Capability
Starter
Pro
Autofile conversations into Outlook folders
Included
Included
Keep sent mail in the same record
Included
Included
Fast folder lookup in Outlook
Included
Included
Portable PDF export
-
Included
Portable CSV export
-
Included

Billing runs through Stripe after your trial. Cancel anytime.

Team rollout

Need centralized deployment or billing-owner approval?

Self-serve works for individual buyers. MailLedger can also be rolled out through the Microsoft 365 admin center for larger teams and controlled deployments.

Contact for team rollout