Microsoft 365 teams that hand work across people

Give every shared workflow a record the next person can trust.

MailLedger keeps client, project, deal, and matter threads in the Outlook folders your team already uses, so handoffs, reviews, and escalations start with the full chronology.

Outlook · MailLedger add-inInteractive demo

Search. File. Done.

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

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Clients / Acme / Tower Renovation

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Matters / West End / Discovery

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AI Enabled

Why this workflow works

Teams break down when context stays with one inbox owner.

A team record is only useful if the next person can open it and work immediately. MailLedger keeps inbound mail, sent replies, and folder history together so coverage changes, escalations, and leadership reviews do not begin from guesswork.

Handoffs still depend on memory even when everyone thinks the folder is the system of record.

Sent mail goes missing right when another teammate needs the full story.

Escalations slow down because leadership or support has to reconstruct the timeline first.

One place to open, review, and trust

Faster handoffs

The next teammate opens the folder and gets the actual history, not a partial summary.

Shared accountability

Client, project, and deal threads stay readable across roles instead of splitting across inboxes.

Review-ready exports

Package the chronology for leadership, finance, legal, or the client when the folder needs to travel.

The workflow stays simple because it stays in Outlook

Works inside Microsoft 365 Outlook

Teams stay in the system they already use instead of adopting another admin-heavy workflow.

Preserves the reply chain as part of the record

Send & File closes the gap that usually appears when work moves between people.

Scales from self-serve to admin rollout

Start with a few users or deploy across a tenant when the whole team needs the same record discipline.

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