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 SharePoint, OneDrive and mail. If the sentences below sound familiar, you're in the right place.
Insurance & Risk Management
Build a full claims file without hunting across five inboxes.
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 a policyholder name, a claim number or a date range across mailboxes and SharePoint sites at the same time. Copy every hit into one claim library with the original metadata preserved for downstream review.
- · 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 constantly need to build matter packs and bundle evidence folders. Native browser downloads strip metadata — which is fatal to legal integrity. Purview is overkill for anything below a proper hold.
Gather responsive content into a dedicated SharePoint library with a clear audit trail and original metadata intact. Ready for outside counsel, expert review or handover — without a compliance-portal wait.
- · 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.
Sweep the whole tenant from one desktop. Run pattern searches across mailboxes and SharePoint together, capture matching documents and communications, and hand the package to the authority in a defensible format.
- · 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 every project site and library in one pass. Pull matching documents into a single working folder ready for the engineer or procurement lead.
- · 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.
21-day free trial, 500 operations included. No card required. Nothing leaves Microsoft 365.