TrailBlazer Insight — Records Compliance Review Tool | TrailBlazer Learning Academy

TrailBlazer Insight — Records Compliance Review Tool

The practitioner's tool for records compliance review.

Scan, classify, and risk-score your organization's files across 13 compliance frameworks — entirely on your Windows device. Built on the same methodology TrailBlazer uses with Fortune 1000 clients across 11 industries. Now available to every practitioner.

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No account required — start scanning immediately

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Zero data transmitted — all processing on your device

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Free tier includes 13 frameworks and full audit trail

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Works natively with SharePoint, OneDrive, and Teams files

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View the User Manual (PDF)

compliance
frameworks

Fortune 1000
clients served

industries
covered

bytes of your data
ever transmitted

10+

years enterprise
IG methodology

Core Capabilities

Everything a records analyst does — in minutes, not weeks.

TrailBlazer Insight brings together classification, compliance detection, contract scoring, and disposition workflow in a single local application.

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Intelligent File Classification

Classifies every file by record category, sensitivity level, and contract status using filename signals, folder path context, and content sampling — not just file extension.

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Compliance Flag Detection

Detects 13 regulatory frameworks including HIPAA, GDPR, CCPA, SOX, PCI-DSS, ITAR, CJIS, FTI, CUI, and PII. Every finding scored 0–100 with Low / Moderate / High / Critical sensitivity tiers.

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Contract Scoring Engine

A weighted keyword engine identifies NDAs, MSAs, SOWs, vendor contracts, and lease agreements — and scores the probability that each file is a contract.

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Review & Verify Workflow

Accept, reject, or verify each classification. Every decision is logged with the reviewer's identity and timestamp — building a defensible, exportable audit trail as you work.

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Destruction Requests & Certification

Manage disposition end-to-end: record category, retention period, trigger event, legal hold status, approval workflow, and destruction method. Generate a Records Cleanup Certification for auditors.

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Microsoft 365 Native

Works natively with files synced from SharePoint, OneDrive, and Teams. No API credentials, no IT configuration. If it syncs to Windows, Insight can scan it.

Frameworks Detected

13 frameworks. One scan.

Automatically detected from file content, filenames, and folder structure. No manual tagging. Updated monthly by subscription.

PIIPersonally Identifiable Information

HIPAAHealth Insurance Portability & Accountability Act

GDPRGeneral Data Protection Regulation

CCPA/CPRACalifornia Consumer Privacy Act

PCI-DSSPayment Card Industry Data Security Standard

SOXSarbanes-Oxley Act

ITARInt'l Traffic in Arms Regulations

CJISCriminal Justice Information Services

FTIFederal Tax Information

CUIControlled Unclassified Information

CIICritical Infrastructure Information

FERPAFamily Educational Rights and Privacy Act

FINANCIALFinancial Company Data & Disclosures

Zero Telemetry Architecture

Your GC and DPO can approve this in 10 minutes.

Not a SaaS platform with a privacy policy you have to trust. A locally executed tool with nothing to configure and nothing that phones home.

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No Files Copied

Insight reads file content for classification. It never copies, moves, renames, or modifies your files.

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All Data Local

Results stored in your device's local database. Nothing is synchronized to any external server or cloud.

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Zero Data Egress

The only optional network call is a compliance rule version check — it sends zero file data.

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Full Audit Trail

Every action timestamped and logged. Exportable for regulatory response, litigation, or audit.

Who Uses TrailBlazer Insight

Built for the people who own the compliance risk.

Every role that gets called when something goes wrong with records 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 are 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 overhead, zero cloud dependency, zero data egress. Approves without IT review board in 10 minutes.

🏛️ Legal Operations

Records review before platform migrations, M&A due diligence, or regulatory response — in hours, not weeks of manual work.

Pricing

Start free. No account. No commitment.

Available directly in the Microsoft Store. Install and start scanning in under two minutes.

Free

$0forever

Full-featured scanning for individuals and small teams. No time limit, no credit card.

✓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

This isn't a startup tool. It's a decade of enterprise practice, packaged.

TrailBlazer Consulting has spent over ten years doing what TrailBlazer Insight now does in minutes — manually, in front of clients, in boardrooms and data centers across energy, healthcare, financial services, and government.

"Your organization generates thousands of files. Not all of them are records. Not all the records are managed. And not all the managed records are compliant. TrailBlazer Insight provides your legal, compliance, privacy, and technology leaders the clarity to find the differences — before a regulator, auditor, or opposing counsel points them out."

— TrailBlazer Consulting, LLC · WBE Certified · Information Governance Specialists

TrailBlazer Learning Academy

Insight shows you what's there.
We're building what comes next.

TrailBlazer Insight gives you the scan. But the methodology behind it — the Information Governance Accelerator Model™, built from over a decade of Fortune 1000 engagements — is the subject of a forthcoming practitioner's guide to information governance. Courses, assessments, and additional resources are in development. Stay connected for what's ahead.

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Forthcoming Publication

A Practitioner's Guide to Information Governance · Featuring the IG Accelerator Model™

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Visit the Academy

Be the first to know when new resources launch

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Enterprise Consulting

Available now · 25+ Fortune 1000 clients across 11 industries

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