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.
Need centralized deployment? Contact for a team rollout.
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.
What you get
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.
How it works in practice
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 and control.
Microsoft sign-in, metadata-driven filing, Outlook-native records, and straightforward billing.
Microsoft sign-in
Users sign in through Microsoft with the scopes needed for filing and mailbox actions.
Metadata-based filing
MailLedger files from sender, recipients, subject, date, and history signals.
The record stays in Outlook
MailLedger upgrades the Outlook folders you already use instead of moving the record somewhere else.
Stripe billing
Checkout and billing run through Stripe.
Centralized deployment
IT admins can deploy MailLedger across Microsoft 365, while solo users can install it themselves.
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
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
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.