Legal and compliance teams

Every matter thread in one folder, ready for review.

MailLedger keeps discovery correspondence, client instructions, and sent replies inside the matter folder so legal teams can review the chronology without rebuilding it from search.

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

Why this workflow works

Discovery gets expensive when the email record is fragmented.

Matter history should not depend on who remembers the right keyword. MailLedger keeps the correspondence together in Outlook so the working record is already organized before counsel, compliance, or leadership asks for it.

Matter correspondence is spread across inboxes, folders, and forwarded chains.

Sent mail is often missing from the folder people think is the system of record.

Responding to audits or discovery requests becomes a manual reconstruction exercise.

One place to open, review, and trust

Matter-by-matter chronology

Open a folder and review the thread in order instead of guessing from disconnected search hits.

Portable exports

Share a PDF or CSV record when the audience is outside Outlook or the matter needs escalation.

Instant transfer of context

When another attorney or compliance lead steps in, the full correspondence trail is already together.

The workflow stays simple because it stays in Outlook

Works inside Microsoft 365 Outlook

No separate database for attorneys to keep updated and no parallel process for teams to adopt.

Uses metadata to drive filing

Sender, subject, and thread patterns help MailLedger keep related correspondence with the right matter.

Exports when the audience needs a package

Pro is built for the moment the chronology needs to leave Outlook in a clean, time-stamped format.

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.

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
Best for exports

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.

Contact for team rollout