Audience
Law firms and notary offices
About Mailatio
Mailatio automates email and attachment filing for law firms and notary offices. It reads incoming correspondence and documents, identifies the relevant client and matter, and files them in the correct folder and subfolder of the firm's existing CRM or practice-management software. It follows the firm's filing conventions and leaves uncertain matches for human review. Additional features include deadline and hearing detection, reply drafts, and invoice follow-up. Outgoing replies remain drafts unless the firm enables automatic sending for specific correspondents. Data is hosted in the European Union, encrypted in transit and at rest, and is not used to train models. Plans cover the whole firm with unlimited users. Filed emails and documents remain in the firm's own software after cancellation. A demonstration checks compatibility with existing tools and workflows.