Built for the teams who feel it every day.
Sightline 365 isn't aimed at the CIO — it's aimed at the Operations Directors, Practice Managers and Specialist Consultants who actually spend their week hunting through what's written inside SharePoint, OneDrive and mail — not just filenames. If the sentences below sound familiar, you're in the right place.
Insurance & Risk Management
Collect accessible claims documents and your own communications.
Claims handlers and adjusters spend hours pulling historical emails, policy wordings and endorsements to build claim files or underwriting packages. The evidence is always there — it just lives in twelve places at once.
Search accessible SharePoint sites and your own mailbox for a policyholder or claim number. Select relevant hits and save a local ZIP with read access. Library copying is optional, with a separate write opt-in.
- · Claims Operations Manager
- · Claims Adjuster
- · Director of Risk Management
- · Insurance Underwriter
- · Compliance Officer
Legal Operations & Litigation Support
eDiscovery-light without the eDiscovery-heavy cost.
Firms repeatedly gather documents and messages for matter preparation. A folder of downloads alone can leave the next reviewer reconstructing source locations, selection choices and missing items. Formal legal discovery and holds require their own compliance workflow.
Collect selected accessible documents and your own messages into a local ZIP for matter preparation, with recorded outcomes. Optional library copying requires separate write access. This does not apply legal holds or replace formal compliance discovery.
- · Head of Legal Operations
- · Litigation Support Specialist
- · Legal Technology Manager
- · Paralegal / Practice Manager
Forensic Accounting, Audit & Insolvency
Take control of a distressed tenant on day one.
When auditors or insolvency practitioners take over a distressed company, they must rapidly search the legacy Microsoft 365 tenant for specific transaction IDs, contract lines or supplier references — and package them for court or tax authorities.
Search SharePoint content the reviewer can access alongside their own mailbox and OneDrive. Package selected results locally for review. Signing in as an administrator does not turn own-mailbox/own-drive search into a tenant-wide custodian sweep.
- · Forensic Accountant
- · Internal Auditor
- · Insolvency Practitioner
- · Director of Financial Compliance
Supply Chain, Logistics & Aviation Procurement
Find every last part reference across disorganised project sites.
Engineering and parts specialists constantly look up complex serial numbers, bills of materials or old supplier invoices scattered across dozens of project SharePoint sites. Nobody agrees where the master copy lives.
Search a part number, BOM revision or supplier reference across accessible SharePoint sites. Save selected documents in a local ZIP for the engineer or procurement lead, without granting tenant write access.
- · Procurement Manager
- · Document Controller
- · Supply Chain Specialist
- · Parts Operations Lead
Not everyone needs Microsoft Purview.
If your team's job is a claim pack, a matter bundle, an audit trace or a parts sweep — you probably don't need enterprise eDiscovery. See the practical comparison.
Sightline 365 vs Microsoft Purview →See it on your own tenant.
Discover for free. Start a 21-day, 500-operation collection trial when ready. No card required.