Works inside Outlook. No new apps to learn.

One folder per client. No more “which thread was that?”

MailLedger turns Outlook into a chronological timeline of briefs, creative feedback, approvals, and vendor threads. Hand off accounts and pull post-campaign audits in one click.

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Search Can’t Rebuild a Campaign.

Search for a client or campaign name and you get hundreds of results—briefs mixed with creative rounds, vendor quotes, and internal threads. When someone new joins the account or you need the full revision history for billing, you’re digging through folders and hoping nothing was in a different thread. You need one place per client: a single, chronological record from brief to final approval.

The Current Chaos

Enterprise Search / CRM
SYNC ERROR: 45 items failed to log to Salesforce. Retrying...
Search: "Project Alpha"4,320 results found
IDSubjFromDateStatusOwnerLast Act.Related
#9942ALERTMissing cont...jdoe...Oct 12Openmtwain...Oct 12, 4:45pm...Opp-2942...
#9941Re: FW: Update...asmith...Oct 12Stuckmtwain...Oct 12, 2:10pm...Acc-882...

MailLedger in Outlook

Search mail
Client Alpha · Chronological

From: me

To: Morgan Reed <mreed@clientbrand.com>

Subject: Q2 Campaign Brief – sent for approval

Attached is the Q2 campaign brief. Goals, audience, and deliverables as discussed. All Alpha correspondence will stay in this folder so we have one thread from brief to launch.

Thanks

No manual filing. No handoff docs that go stale.

Your team keeps using Outlook. MailLedger runs in the background and files every message into the right client folder. Briefs, feedback rounds, approvals, and vendor threads land in one place—automatically. When someone new takes over an account, they get the full history from the folder. No forwarding, no “check your inbox for the thread.”

A complete record of truth for every client.

The Self-Building Client File

Every email tied to a client—briefs, creative feedback, approvals, vendor quotes—is auto-filed into that client’s folder. Your client file builds itself. No more “which version had the green logo?”

Brief to Approval—Full Revision History

When you need to prove what was approved, bill for revisions, or prep the post-campaign report, the folder has the full thread in order. One place, one timeline—ready for the client, finance, or the next creative lead.

Hand Off Accounts Without the Forward Chain

When an account lead or AE moves to another client, share the MailLedger folder. The new person gets the entire chronological history—no forwarding 50 emails or building a handoff doc. They can click through every brief and feedback round from day one.

No New Tool to Learn

Everyone stays in Outlook. MailLedger organizes behind the scenes. No training, no new tabs—just connect and go. Creative, account, and production stay in sync without changing how they work.

One-Click Export for Billing & Audits

Need a time-stamped PDF or CSV for billing, the post-campaign report, or client compliance? Export the full client timeline in one click. Your paper trail is always audit-ready when someone asks what was approved and when.

Enterprise-grade security

We prioritize privacy by design. MailLedger processes message headers to organize your history, but we never store your email bodies. SOC2 compliant, Microsoft verified, and encrypted.

Own the evidence.

Choose Starter for filing and Send & File. Choose Pro when you also need one-click PDF and CSV exports.

Starter

Smart filing for Outlook teams that need the thread in the right folder every time.

$5.99/month
  • File messages and threads in Outlook
  • Send & File for outgoing email
  • Folder lookup by project, client, or deal
  • Works on Outlook on the web and desktop
Choose Starter
Best for exports

Pro

Everything in Starter, plus export-ready evidence when you need to prove what happened.

$15.99/month
  • Everything in Starter
  • One-click PDF exports
  • One-click CSV exports
  • Best fit for audit-ready mail histories
Choose Pro

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