Industry: Financial Services
Copilot Is Re-emphasizing the Need for Better Information Governance
For better Copilot results, organizations need strong information governance, metadata, and trusted content foundations before rolling out AI.
Colligo Named One of Canada’s Top Growing Companies in The Globe and Mail’s 2026 Ranking
Colligo ranked No. 56 in the Technology and Telecom category with 103% growth.
The State of Email Governance in Mid-Market Law Firms
Explore 5 trends shaping email governance in law firms, including dark data, SharePoint adoption, AI readiness & knowledge retention.
Unlocking Better Copilot Results With Organized Content & Email
Learn how organized content, email management and metadata help improve Microsoft Copilot results. Featuring a customer case study.
Why Legal Teams Are Rethinking Their DMS—and How to Make Microsoft 365 Actually Work
Learn why legal teams are switching to and a modern, user-friendly legal DMS in Microsoft 365 – while keeping data in their own tenant.
Email Retention and Deletion Best Practices: Lessons from Real-World Case Studies
Learn email retention & deletion best practices including lifecycle management, governance strategies & real-world case studies.
Introducing AI Summary in Email Manager for Faster Insight
AI Summary, a powerful new capability built directly into Colligo Email Manager, examines email body content & generates an overview.
Saving Over 20 Hours, Per Lawyer, Per Month with Email Manager
Lawyers each save 20 hours per month using Email Manager: Independent Office for Police Conduct case study.
Enterprise Content Governance Helps Control Content Sprawl in Microsoft 365
Content control is attainable by harnessing the full power of M365, SharePoint Online and modern enterprise content management software.
Records and Information Management: Healthy Program Elements
Tips for how to govern with excellence from First Nations records management course at ARMA regional conference I had the pleasure of attending and speaking at the ARMA regional conference in beautiful and warm Kelowna, British Columbia in early October. The conference title was Wine-ing About Records, playing off the well-known fact that Kelowna is one…
How to Bring Order to Microsoft 365 Content Chaos
A 30-minute webinar to learn how to fortify your governance and compliance program by unlocking the full power of M365 and SharePoint.
Unlock the Power of M365 for Legal Document Management
A 30-minute webinar on how your legal department can quickly and easily leverage SharePoint Online as your DMS with the help of Colligo.
Embracing a SharePoint Legal DMS Drives Efficiencies
Legal departments can quickly & easily leverage SharePoint Online as their legal document management system (legal DMS) with Colligo
Compliance Agency Achieves Massive Time Savings & M365 Adoption
“With Colligo, I get emails to SharePoint a lot faster than I ever did before because it’s so simple and easy and doesn’t require any training.”
Electronic Records Management & M-19-21: The Basics
Questions and answers on the transition to electronic records and how Colligo can help The deadline to comply with National Archives and Records Administration (NARA) and Office of Management and Budget (OMB) memorandum M-19-21 is fast approaching. By the end of this year all US Federal agencies must transition to electronic records, a daunting challenge…
Outlook Tools for Email Management: Reduce Risk & Improve Efficiency
Discover Outlook tools for email management in Microsoft 365. Learn how to reduce risk, improve efficiency, and manage email beyond the inbox.
Why & How You Should File Email to SharePoint
A 30-minute webinar with tips to save you time, ensure compliance at your organization, and maximize your organization’s investment in Microsoft 365.
The True Cost of Non-Compliance
How implementing a stringent information management program can offset the staggering risks of non-compliance for a comparatively low cost