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Collabware CLM

Collabware CLM manages electronic, email, and physical records within SharePoint.

Place
#6 of 22
Score
5.7
Collabware CLM's website

What Collabware CLM is

Collabware CLM manages electronic, email, and physical records within SharePoint. It combines case management, lifecycle workflows, search, and records management for organizations that want to control content through its retention and disposition stages. For electronic records and cases, administrators can set rules for classification, retention, and disposition and apply them across SharePoint. The product also tracks physical-record inventories and storage, with circulation handled through open or request-based processes. Metadata queries help locate records, while legal holds prevent held content from being modified. Users can build workflows and produce dynamic audit reports in Excel format. CLM runs within existing SharePoint infrastructure, supports multiple farms, and integrates natively with SharePoint 2013, 2016, and 2019. It includes in-process and web service APIs. The vendor identifies it 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.

Good

  • Automates classification, retention, and disposition
  • Tracks physical-record inventory and circulation
  • Legal holds protect content from modification
  • Includes unlimited support, according to the vendor

Watch out

  • Requires SharePoint infrastructure
  • Minimum purchase is 100 users
  • No free plan is listed

Who it suits

Collabware CLM is aimed at organizations managing electronic, email, and physical records through SharePoint. It may suit teams that need configurable retention rules, legal holds, and records workflows within existing SharePoint infrastructure.

Verdict

Collabware CLM brings electronic and physical records controls into SharePoint, with rules, holds, workflows, and audit reports. Its SharePoint dependency and 100-user minimum make it a fit to consider for organizations with that infrastructure and scale.

Plans and prices

From Collabware CLM's own pricing page, checked 3 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Collabware CLM$192 a yearminimum purchase of 100 users · volume discounts available · billed annually

The facts

Each one read from Collabware CLM's own pages, with the date it was checked.

What it does

Certification
The vendor identifies Collabware CLM as DoD 5015.2 certified.checked 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.checked 3 Oct 2026
Electronic records
It supports automated classification, retention, and disposition of content and cases, with centrally configured rules enforced across SharePoint.checked 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.checked 3 Oct 2026
Intended users
The vendor describes CLM for organizations seeking to manage electronic, email, and physical records through SharePoint.checked 3 Oct 2026
Interoperability
CLM can import and work with content from other DoD-certified software.checked 3 Oct 2026
Physical records
It manages records inventory and storage, including open or request-based circulation processes.checked 3 Oct 2026
Purpose
Collabware CLM manages the content lifecycle within SharePoint, with case management, workflow, search, and records management capabilities.checked 3 Oct 2026
Search and holds
The product supports advanced metadata queries and legal holds that protect held content from modification.checked 3 Oct 2026
Security
CLM provides an additional security layer on top of SharePoint safeguards to help enforce least privilege.checked 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.checked 3 Oct 2026
Workflow and reporting
Users can build lifecycle workflows and generate dynamic audit reports in Excel format.checked 3 Oct 2026

The company

Company
Collabware says it was founded in 2010 by Graham Sibley.checked 3 Oct 2026
Founded
2010checked 28 Sep 2026
Headquarters
Vancouver, British Columbia, Canadachecked 28 Sep 2026

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