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Collabware CLM
Vancouver, British Columbia, Canada
What it is
Collabware CLM manages electronic, email, and physical records within SharePoint, combining case management, search, workflows, and records management. For electronic records and cases, centrally configured rules can classify content, set retention, and control disposition across SharePoint. The product also tracks physical-record inventories and storage, with circulation handled through open or request-based processes. Advanced metadata queries help locate records, while legal holds protect selected content from modification. Users can create lifecycle workflows and dynamic audit reports in Excel format. CLM runs within existing SharePoint infrastructure, supports multiple farms through the Service Application model, and integrates natively with SharePoint 2013, 2016, and 2019. It includes documented in-process and web service APIs and can import and work with content from other DoD-certified software. The vendor identifies the product as DoD 5015.2 certified and says it adds a security layer over SharePoint safeguards. Pricing is $192 a year, billed annually, with a minimum purchase of 100 users; volume discounts are available. Unlimited support is included.
For and against
For
- Automates classification, retention, and disposition.
- Legal holds protect content from modification.
- Tracks physical-record inventory and storage.
- Includes documented APIs and unlimited support.
- Integrates with SharePoint 2013, 2016, and 2019.
Against
- Minimum purchase is 100 users.
- Requires existing SharePoint infrastructure.
- Pricing is billed annually.
The verdict
Collabware CLM combines records controls and workflows within SharePoint, including support for physical records and legal holds. Its 100-user minimum and SharePoint deployment requirement are important fit considerations.
Who it suits
Collabware CLM is aimed at organizations managing electronic, email, and physical records through SharePoint. It may suit teams that need retention rules, legal holds, physical-record tracking, and audit reports.
Plans and prices
Collabware CLM
minimum purchase of 100 users · volume discounts available
Read 3 Oct 2026 · collabware.com
On the record
- Certification
- The vendor identifies Collabware CLM as DoD 5015.2 certified.collabware.com · read 3 Oct 2026
- Company
- Collabware says it was founded in 2010 by Graham Sibley.collabware.com · read 3 Oct 2026
- Deployment
- The product runs within existing SharePoint infrastructure, supports multiple farms via the Service Application model, and uses a lightweight installation tool.collabware.com · read 3 Oct 2026
- Electronic records
- It supports automated classification, retention, and disposition of content and cases, with centrally configured rules enforced across SharePoint.collabware.com · read 3 Oct 2026
- Integrations
- CLM integrates natively with SharePoint 2013, 2016, and 2019 as a SharePoint Service Application and includes documented in-process and web service APIs.collabware.com · read 3 Oct 2026
- Intended users
- The vendor describes CLM for organizations seeking to manage electronic, email, and physical records through SharePoint.collabware.com · read 3 Oct 2026
- Interoperability
- CLM can import and work with content from other DoD-certified software.collabware.com · read 3 Oct 2026
- Physical records
- It manages records inventory and storage, including open or request-based circulation processes.collabware.com · read 3 Oct 2026
- Purpose
- Collabware CLM manages the content lifecycle within SharePoint, with case management, workflow, search, and records management capabilities.collabware.com · read 3 Oct 2026
- Search and holds
- The product supports advanced metadata queries and legal holds that protect held content from modification.collabware.com · read 3 Oct 2026
- Security
- CLM provides an additional security layer on top of SharePoint safeguards to help enforce least privilege.collabware.com · read 3 Oct 2026
- Support
- The vendor lists unlimited support as included with CLM; support tickets can be submitted by email or through its Help Center, which requires an account.collabware.com · read 3 Oct 2026
- Workflow and reporting
- Users can build lifecycle workflows and generate dynamic audit reports in Excel format.collabware.com · read 3 Oct 2026
