Collabware CLM vs Zasio Versatile

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.

Zasio Versatile manages electronic and physical records and the retention schedules that govern them. Electronic records can be held in its repository or governed in place through connected repositories. Its retention schedule database contains more than 183,000 verified legal citations across 170 countries. Electronic Records Management comes in Standard and Advanced tiers, and customers choose one tier rather than both. Advanced adds manage-in-place integrations, legal holds, disposition approval workflow, folder rules, workflow templates, revision history, country-based retention, profiles, and advanced search. Named connectors include SharePoint, OneDrive, Box, Dropbox, Google Drive, network file systems, FTP, and generic SQL databases. The browser client provides access to content, schedules, legal research, physical records, dispositions, holds, dashboards, and administration. Versatile can be deployed as Zasio-hosted SaaS or on-premises. Zasio states that it holds a SOC 2 Type 2 attestation, available confidentially to customers and prospects. Pricing is on request.