Client-by-client memory
Keep the brief, the approvals, and the sent replies together so the folder tells the whole story.
Agencies and client delivery teams
Give every client account a living record, not a messy inbox.
MailLedger keeps briefs, feedback, approvals, vendor conversations, and sent replies in the same client folder so account teams can move faster and hand off work without confusion.
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
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 this workflow works
Creative work slows down when approvals live in scattered threads.
Agencies do not lose time because they lack communication. They lose time because the communication record is split across too many threads and inboxes. MailLedger gives every client folder a clean chronology that the next account lead can trust.
Feedback and approval history gets split between account leads, producers, and vendors.
New team members inherit partial context and re-ask questions the client already answered.
Billing and scope conversations are harder to defend when approvals are scattered.
One place to open, review, and trust
Faster account handoffs
New account leads can review the client history without waiting for a custom handoff deck.
Better scope defense
When scope or billing gets challenged, Pro gives you a clean export of the conversation history.
The workflow stays simple because it stays in Outlook
Works in the tool the team already lives in
MailLedger upgrades Outlook instead of asking creative and account teams to maintain a parallel system.
Preserves the outgoing side of approvals
Send & File matters because client work is won and lost in replies, not just inbound messages.
Export the chronology for billing or leadership review
Pro turns the folder into a portable record when the conversation needs to travel.
Trust and control
Straight answers on security
Short version: standard Microsoft sign-in, local ranking, and a record that never leaves your mailbox.
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.
Starter
File email and keep replies in the Outlook folders you already use.
$5.99per user / month
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 lookup
- Outlook web and desktop
Pro
Everything in Starter, plus exports when the record needs to leave Outlook.
$15.99per user / month
Best for audits, disputes, client reviews, and any workflow that needs a portable record.
- One-click PDF export
- One-click CSV export
- Shareable audit trail
Capability
Starter
Pro
Smart filing into Outlook folders
Keep sent mail in the same record
Fast folder lookup in Outlook
Portable PDF export
Portable CSV export
Billing runs through Stripe after your trial. Annual plans carry a 30-day money-back guarantee. Either way, cancel anytime and keep everything: the record lives in your Outlook folders.
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.