Messages and calls.

Slack, Microsoft Teams, Gmail, Zoom, and Gong can preserve the thread around a decision. Call transcripts are a distinct record: rights, participant consent, audio quality, and transcript accuracy need review.

Financial and project systems.

QuickBooks, Xero, NetSuite, CAD, BIM, and project platforms can connect work to its outcome. Continuous history, corrections, approvals, and exceptions are more informative than a one-time snapshot.

Start with an inventory.

Note what exists, who administers the system, how far the record goes back, and whether rights are clear. These are source guides, not a request to export. Access and extraction only follow an agreed scope.