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Defensible decision record for Microsoft Teams

Reconstruct requests, approvals, exceptions, and evidence into one defensible timeline.

DecisionTrail is built for compliance, legal, risk, and investigations teams that need to make Microsoft Teams auditable without pretending that message fragments alone are enough.

Microsoft Teams first Approval, exception, and investigation workflows Background QA by default

Product outcome

From fragmented chat evidence to a reviewable decision record.

The product is designed to help teams inspect chronology, actors, rationale, and source references instead of stitching together isolated searches by hand.

Where it fits

Regulated financial workflows first

The current public scope is aimed at banks, asset managers, hedge funds, and adjacent teams where approvals and exceptions often spill across multiple Teams surfaces.

Core features

The feature set is built around defensible reconstruction, not generic chat search.

See the workflow page

Coverage

Tenant-wide Teams scope with operator control

Channels and group chats are included by default, while private-chat coverage remains an explicit admin decision.

Reconstruction

Entity-linked timelines across conversations

DecisionTrail correlates explicit business identifiers so requests, approvals, exceptions, and execution handoffs can be reviewed in order.

Trust controls

Background QA with auditable corrections

Clear evidence auto-publishes by default. QA sampling, audited corrections, and optional stricter holdbacks cover the edge cases.

Output

Narrative export with source references

The end state is an audit-ready narrative report that humans can review, challenge, and use in oversight workflows.

Public proof assets

The proof path is now visual, operational, and buyer-safe.

Buyers no longer need to infer how the workflow operates. The public proof pack now includes product-faithful visuals, the background-QA workflow, the privacy-safe deployment diagram, the sample report, and the pilot brief.

What buyers can verify today

Trust signals grounded in the actual product story.

This page uses only public proof that the current site can substantiate without inventing customer claims.

Visual proof pack

Inspect the workflow before the call

The proof pack now includes product-faithful visuals, the background-QA workflow, the deployment boundary, and the sample report in one buyer-facing path.

Open proof pack

Background QA

Automatic by default, stricter when needed

The default operating model auto-publishes clear evidence and uses QA sampling plus audited corrections instead of requiring a standing analyst team.

See how trust controls work

Deployment boundary

Client data can stay in a client-owned Azure environment

The public website, Helios control plane, and client data plane stay separate so the deployment model can match regulated evidence handling requirements.

Review privacy and deployment

Pilot promise

Built around one high-cost workflow and measurable pilot gains

The public-facing pack now explains pilot scope, minimal operating overhead, weekly success metrics, and what buyers should expect during an 8-12 week design-partner pilot.

Read pilot brief

Compliance fit

Supports workflows associated with regulated oversight, review, and investigations.

The site should describe workflow fit carefully. It should not claim that a public marketing page by itself proves regulatory compliance.

SEC and FINRA supervision workflows

Supports investigation, exception review, and approval reconstruction workflows associated with supervisory review and recordkeeping expectations.

Internal audit and investigations

Helps teams assemble who requested action, who approved it, what evidence supports it, and what happened next when reconstructing a decision path.

Controlled deployment and evidence handling

Supports operating models where sensitive message content, exports, and secrets remain within a client-owned Azure environment.

Commercial expectations

Guided pilot deployment, not self-serve pricing

DecisionTrail is currently sold through guided pilot conversations rather than public self-serve tiers. Pricing depends on workflow scope, deployment model, and operator needs.

Use the demo conversation to align on one high-cost workflow, the deployment boundary, minimal operating overhead, and the pilot success metrics before commercial scoping.

Visual proof is now part of the public path

The site now ships a proof pack that includes product visuals, the background-QA workflow, and the deployment-boundary diagram. The live demo remains the runtime validation step, but buyers no longer need to rely on text alone before the call.