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Collabware CLM

collabware.com

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Spec score 8.0 #4 of 22 in Records Management Software

What it is

Collabware CLM manages the lifecycle of electronic, email, and physical records within SharePoint. It combines case management, search, workflow, and records management for organisations handling content through retention and disposition. Administrators can configure rules to classify electronic content and cases, set retention, and manage disposition across SharePoint. The product also tracks physical-record inventory and storage, with circulation handled through open or request-based processes. Advanced metadata queries help users locate records, and legal holds protect held content from modification. Users can build lifecycle workflows and generate dynamic audit reports in Excel format. CLM runs within existing SharePoint infrastructure and supports multiple farms through the Service Application model. It integrates natively with SharePoint 2013, 2016, and 2019, and includes documented in-process and web service APIs. The vendor identifies CLM 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, with tickets submitted by email or through the account-required Help Center.

Spec sheet

Purpose
Collabware CLM manages the content lifecycle within SharePoint, with case management, workflow, search, and records management capabilities.Read 3 Oct 2026 · collabware.com
Intended users
The vendor describes CLM for organizations seeking to manage electronic, email, and physical records through SharePoint.Read 3 Oct 2026 · collabware.com
Deployment
The product runs within existing SharePoint infrastructure, supports multiple farms via the Service Application model, and uses a lightweight installation tool.Read 3 Oct 2026 · collabware.com
Integrations
CLM integrates natively with SharePoint 2013, 2016, and 2019 as a SharePoint Service Application and includes documented in-process and web service APIs.Read 3 Oct 2026 · collabware.com
Security
CLM provides an additional security layer on top of SharePoint safeguards to help enforce least privilege.Read 3 Oct 2026 · collabware.com
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.Read 3 Oct 2026 · collabware.com
Headquarters
Vancouver, British Columbia, CanadaRead 28 Sep 2026 · collabware.com
Founded
2010Read 28 Sep 2026 · collabware.com
Company
Collabware says it was founded in 2010 by Graham Sibley.Read 3 Oct 2026 · collabware.com
Certification
The vendor identifies Collabware CLM as DoD 5015.2 certified.Read 3 Oct 2026 · collabware.com
Electronic records
It supports automated classification, retention, and disposition of content and cases, with centrally configured rules enforced across SharePoint.Read 3 Oct 2026 · collabware.com
Interoperability
CLM can import and work with content from other DoD-certified software.Read 3 Oct 2026 · collabware.com
Physical records
It manages records inventory and storage, including open or request-based circulation processes.Read 3 Oct 2026 · collabware.com
Search and holds
The product supports advanced metadata queries and legal holds that protect held content from modification.Read 3 Oct 2026 · collabware.com
Workflow and reporting
Users can build lifecycle workflows and generate dynamic audit reports in Excel format.Read 3 Oct 2026 · collabware.com

Plans and prices

Collabware CLM $192 a year billed annually minimum purchase of 100 users · volume discounts available Read 3 Oct 2026 · collabware.com

Every Collabware CLM plan and price →

Strong points and limits

Strong points

  • Automates classification, retention, and disposition rules.
  • Legal holds protect content from modification.
  • Tracks physical-record inventory and circulation.
  • Includes unlimited support and Excel audit reports.

Limits

  • Requires existing SharePoint infrastructure.
  • Minimum purchase is 100 users.
  • Annual price is $192 a year.

Who it suits

CLM suits organisations seeking to manage electronic, email, and physical records through SharePoint. Its rules, holds, workflows, and audit reports are relevant to teams with formal retention and disposition processes.

Verdict

Collabware CLM brings electronic and physical records management into SharePoint, with lifecycle controls, legal holds, and reporting. Its SharePoint dependency and 100-user minimum make deployment scale important to consider.

Where Specifiction places it

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