TrailBlazer Insight — Records Compliance Review | TrailBlazer Consulting

TrailBlazer Insight

Records compliance review — built for how enterprise really works.

Scan, classify, and risk-score your organization’s files across 13 compliance frameworks. All processing runs locally on your Windows device — no data ever leaves your machine.

Talk to Our Team →

🏢25 Fortune 1000 clients

🏭11 industries

🔒Zero telemetry

⭐WBE Certified

Scan summary — sample

847 files classified
across 4 frameworks

23 critical findings
requiring review

614 records verified
and documented

HIPAA PII SOX GDPR PCI-DSS CCPA ITAR +6 more

🔷

The last-mile compliance tool for everything Microsoft Purview can’t reach. Purview governs your Microsoft 365 content. TrailBlazer Insight governs your local file systems, legacy archives, and non-M365 document repositories. Together, full-spectrum compliance coverage.

13 Compliance frameworks detected automatically

10+ Years of enterprise governance methodology

0 Bytes of your data transmitted externally

What It Does

Not just file scanning.
Structured compliance review.

TrailBlazer Insight does the work a records analyst does — at scale, in minutes, without touching a server.

🔍

Intelligent Classification

Files are classified by record type, sensitivity level, and contract status using filename signals, folder path signals, and content sampling — not just file extension.

🚨

Compliance Flag Detection

Detects 13 regulatory frameworks across file content. Every finding gets a confidence score from 0–100 and a sensitivity tier: Low, Moderate, High, or Critical.

📑

Contract Scoring

A weighted keyword engine identifies NDAs, MSAs, SOWs, vendor contracts, and lease agreements — and scores how likely each file is to be a contract.

✅

Review & Verify Workflow

Accept, reject, or verify each finding. Every decision is logged with the reviewer’s name and timestamp, building a defensible audit trail as you work.

📋

Destruction Requests & Certification

Manage destruction requests end-to-end with retention period, trigger event, legal hold status, and approval workflow. Generate a Records Cleanup Certification for auditors.

☁️

Microsoft 365 Native

Works natively with files synced from SharePoint, OneDrive, and Microsoft Teams via the Windows sync client. No API credentials, no configuration required.

How It Works

Scan a folder. Get defensible findings.

From folder selection to certified audit trail — the entire workflow runs on your machine.

Select Your Folder

Browse to any local folder, shared drive, or synced cloud directory. Confirm the file count and start the scan.

Insight Classifies

Every file is classified by type, sensitivity, and compliance framework. Contract scoring runs in parallel. All on-device.

Review Findings

Work through flagged records in the Review & Verify queue. Accept or reject each classification with one click.

Export & Certify

Export your scan results, audit log, and Records Cleanup Certification — ready for regulators, auditors, or legal counsel.

Coverage

13 frameworks. One scan.

Automatically detected from file content, filenames, and folder structure — no manual tagging required.

PII

Personally Identifiable Information

HIPAA

Health Insurance Portability & Accountability Act

GDPR

General Data Protection Regulation

CCPA/CPRA

California Consumer Privacy Act / Privacy Rights Act

PCI-DSS

Payment Card Industry Data Security Standard

SOX

Sarbanes-Oxley Act

ITAR

Int’l Traffic in Arms Regulations

CJIS

Criminal Justice Information Services

FTI

Federal Tax Information

CUI

Controlled Unclassified Information

CII

Critical Infrastructure Information

FERPA

Family Educational Rights and Privacy Act

FINANCIAL

Financial Company Data & Disclosures

Who Uses It

Built for the people who own the risk.

Every role that gets called when something goes wrong with records is a role that benefits from running Insight first.

⚖️ General Counsel

Know what’s in your file systems before opposing counsel does. Legal hold flagging and audit-ready certification built in.

🔐 Chief Privacy Officer

Surface PII, HIPAA, GDPR, and CCPA exposure across local repositories that cloud DLP tools can’t reach.

📊 Chief Compliance Officer

Defensible, timestamped audit trails for every classification decision. Executive Dashboard for board-ready reporting.

📁 Records & Information Manager

Scan profiles for recurring audits, destruction request workflows with retention tracking, and scan-to-scan comparison reports.

⚙️ CTO / IT Leadership

Zero infrastructure, zero cloud dependency, zero data egress. Approves in 10 minutes because there is nothing to configure.

🏛️ Legal Operations

Systematic records review before platform migrations, M&A due diligence, or regulatory response — in hours, not weeks.

📄

No Files Copied

Insight reads, never writes. Your files stay exactly where they are.

🔐

All Data Local

Scan results stored in your browser’s local database. Nothing leaves the device.

🌐

Zero Network Requests

No outbound calls with your data. Optional rule updates send zero file content.

📝

Complete Audit Trail

Every action logged with timestamps. Fully exportable for regulatory response.

Pricing

Start free. Scale when you need to.

Available in the Microsoft Store. No account required to start scanning.

Free

$0 forever

Everything you need to scan and review up to 200 files per session with no limits on time or features.

✓Scan up to 200 files per session
✓All 13 compliance frameworks
✓Review & Verify workflow
✓Destruction requests & certification
✓Full audit log export
✓PDF export (watermarked)

Download Free