Collabware CLM
5.7#6 in records management softwareFrom $192 a yearAPISelf-hostedWindows
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| Fact | Collabware CLM | Zasio Versatile |
|---|---|---|
| Deployment | The product runs within existing SharePoint infrastructure, supports multiple farms via the Service Application model, and uses a lightweight installation tool. | Versatile is available as Zasio-hosted SaaS or on-premises on the customer's infrastructure. |
| Electronic records | It supports automated classification, retention, and disposition of content and cases, with centrally configured rules enforced across SharePoint. | Electronic records can be stored in Versatile's repository or governed in place in connected repositories. |
| Founded | 2010 | 1987 |
| Headquarters | Vancouver, British Columbia, Canada | Boise, Idaho, USA |
| Integrations | CLM integrates natively with SharePoint 2013, 2016, and 2019 as a SharePoint Service Application and includes documented in-process and web service APIs. | Named connectors include SharePoint, OneDrive, Box, Dropbox, Google Drive, network file systems, FTP, and generic SQL databases. |
| Purpose | Collabware CLM manages the content lifecycle within SharePoint, with case management, workflow, search, and records management capabilities. | Versatile manages electronic and physical records and the retention schedules that govern them. |
| Security | CLM provides an additional security layer on top of SharePoint safeguards to help enforce least privilege. | Zasio states it holds a SOC 2 Type 2 attestation, which is available to customers and prospects confidentially. |
| 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. | Technical support is available Monday through Friday, 7 a.m. to 6 p.m. Mountain time, with customer portal access to downloads, documentation, webinars, and messaging. |
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.
Versatile suits organizations managing both electronic and physical records with retention rules, holds, and disposition workflows. It can fit organizations seeking either hosted SaaS or on-premises deployment.