Zasio Versatile vs ZL Unified Archive

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.

ZL Unified Archive consolidates archived and in-place unstructured content in a repository for archiving and governance. It supports email, files, Microsoft Teams, Microsoft 365, SharePoint, social media, instant messages, legacy databases and archives, and formats including CSV, XML, and JSON. Search combines Boolean logic, wildcards, fuzzy logic, and proximity rules. For Teams, the system captures files, messages, reactions, and surrounding content for policy application, review, and selective archiving. Records management offers more than 20,000 manual and automated classifications, configurable lifecycle policies, an audit log of document actions, and one-click legal holds. eDiscovery capabilities include early case assessment, search and culling, hierarchical tagging, email threading, and customizable workflows within the archive. Deployment options are on-premises, cloud, and hybrid. ZL Technologies positions the platform for large enterprises, including financial institutions and government organizations, and lists requirements such as SEC, FINRA, MiFID II, GDPR, CCPA, and DoD 5015.02. It runs on web, API, and self-hosted deployments. Pricing is on request.