Account continuity
New owners open the folder and immediately see the conversation history, not a summary with gaps.
Client success and account teams
Hand off accounts without forwarding half the story.
MailLedger keeps requests, escalations, renewals, and sent replies in the same account folder so the next owner inherits the real history, not a rushed handoff note.
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
Account continuity breaks when the inbox is the only memory.
Client-service teams lose trust when history is trapped in one person's inbox. MailLedger keeps the account record in the shared Outlook workflow so handoffs, escalations, and renewals start from facts instead of memory.
Outgoing account managers forward a few threads, but the real context stays buried.
Escalations revisit the same questions because nobody can see the full history fast.
Renewal risk rises when promises and sent replies are not preserved in one place.
One place to open, review, and trust
Better escalation prep
Support and leadership can review what happened before joining the customer call.
Renewal confidence
Keep commitments, objections, and follow-ups in the same account ledger over time.
The workflow stays simple because it stays in Outlook
No separate CRM workflow to maintain
Teams stay in Outlook instead of splitting history between the inbox and another tool.
Sent replies stay with the client record
MailLedger keeps the back-and-forth intact so the folder reads like a true timeline.
Export for QBRs or exec review
Pro gives teams a clean record to share when the review audience is outside the mailbox.
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.