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.

Need centralized deployment? Contact for a team rollout.

Search. File. Done.

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

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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.

What you get

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.

How it works in practice

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 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
Start Starter free
Best for exports

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
Start Pro free
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.

Contact for team rollout