Mailatio Reviews & Product Details

Mailatio is email and attachment filing software for law firms and notary offices. It reads incoming correspondence, identifies the relevant client and matter, and files messages and documents in the correct folders and subfolders of the firm's existing CRM or practice-management software. It follows the firm's filing conventions and holds uncertain matches for human review. It also detects hearings and deadlines, prepares reply drafts, and supports unpaid-invoice follow-up. Outgoing messages require human approval. Data is hosted in the European Union, encrypted in transit and at rest, and is not used to train models. Firm-wide subscriptions include unlimited users. Filed documents remain in the firm's own systems after cancellation. A demonstration checks compatibility with existing tools and workflows.