Collabware CLM vs Gimmal Records

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.

Gimmal Records manages records across enterprise repositories without requiring content to be moved elsewhere. A centralized dashboard provides visibility into information held across those repositories, while file plans, retention schedules, record classes, rules, and triggers help classify information and manage it through its lifecycle to disposition. Record controls include declaration actions, legal holds, record properties, and time-stamped audit entries; audit reports can be filtered and exported. A legal hold can pause a record's lifecycle and prevent disposition or modification while the hold remains active. Disposition can use ongoing inbox approvals or optional batch processing based on predefined rules. Documented connectors include Box, SharePoint Server, Documentum, FileNet, SharePoint Online, and Universal File Share, although some SharePoint connectors are marked deprecated. Deployment options include Gimmal-hosted cloud, customer servers, and customer cloud servers such as Azure. On-premises requirements include Windows Server 2016 or later, SQL Server 2016 or later, HTTPS, and TLS 1.2. Pricing is on request.