Collabware CLM

What Collabware CLM is

Collabware CLM manages the lifecycle of electronic, email, and physical records within SharePoint. It brings together case management, workflow, search, and records management for organizations that want to control content across its lifecycle. For electronic content and cases, centrally configured rules can automate classification, retention, and disposition across SharePoint. The product also tracks physical-record inventories and storage, including circulation through open or request-based processes. Users can search with metadata queries and apply legal holds that protect held content from modification. CLM supports lifecycle workflows and dynamic audit reports in Excel format. It runs within an organization’s existing SharePoint infrastructure, can support multiple farms through the Service Application model, and has a lightweight installation tool. Native integration is available for SharePoint 2013, 2016, and 2019, with documented in-process and web service APIs. CLM can import and work with content from other DoD-certified software. Collabware identifies the product as DoD 5015.2 certified and says it adds a security layer over SharePoint safeguards to help enforce least privilege. The paid plan costs $192 a year, billed annually, with a 100-user minimum purchase; volume discounts are available. Unlimited support is included, with tickets submitted by email or through an account-required Help Center.

Who it suits

Collabware CLM suits organizations that need to manage electronic, email, and physical records through SharePoint. It is aimed at teams that need centrally governed retention, legal holds, lifecycle workflows, and records reporting in an existing SharePoint environment.

Limits

The annual plan is $192 a year and requires a minimum purchase of 100 users. No free plan is available.

Getting started

1. Confirm that your environment uses SharePoint 2013, 2016, or 2019.
2. Purchase the paid plan, which has a 100-user minimum and annual billing.
3. Install CLM within your existing SharePoint infrastructure using its installation tool.
4. Configure classification, retention, and disposition rules for SharePoint content and cases.
5. Set up workflows, metadata queries, and legal holds as needed.
6. Use email or the account-required Help Center to submit support tickets.

Verdict

Choose Collabware CLM if your organization manages electronic and physical records through SharePoint and needs centralized lifecycle controls. The 100-user minimum makes it a less direct fit for organizations seeking a smaller initial purchase.