Colligo
Colligo builds Microsoft 365 add-ins that capture, classify, and store Outlook emails and documents in SharePoint for regulated industries including legal, financial services, government, and healthcare, with metadata, retention, and AI-readiness controls.
- Company typePrivate
- Founded2000
- HeadquartersVancouver, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Colligo does
Colligo (legal entity: Olbia Software Inc.) is a Canadian-headquartered software vendor that builds Microsoft 365 add-ins for email and document management, with particular focus on regulated industries. Founded in 2000 and operating from Toronto and Vancouver, the company sells a modular platform anchored by Email Manager for M365 — an Outlook add-in that captures, classifies, and stores emails and attachments in SharePoint Online with metadata and retention labels — and extended by add-ons including Email Auto-File (scheduled automated capture), Office Connect (SharePoint access from Word/Excel/PowerPoint), Document Manager (SharePoint access from Teams/browser/Outlook), Metadata Enrich (retroactive AI-powered metadata application for legacy content), and Briefcase (mobile/offline access).
The underlying technology is built natively on the Microsoft 365 and SharePoint Online stack, including integration with Microsoft Purview for retention and eDiscovery, and is positioned to prepare customer content for Microsoft Copilot. The company holds Microsoft Preferred Content AI Partner status, Microsoft Silver and Co-Sell competencies, is listed on AppSource, and is SOC 2 Type II certified.
Colligo sells primarily through direct enterprise field sales to legal, financial services, government, healthcare, manufacturing, energy, oil & gas, and AEC organizations, with annual subscription pricing (quote-based), a 30-day free trial, and a Carahsoft channel relationship for North American public sector. Revenue mechanics combine annual SaaS subscriptions, usage-based overage on AI Summary prompts, and Gold-tier professional services. Notable customers include IOPC, US Federal Government agencies, Charter Communications, National Grid, Air Transat, In-N-Out Burger, and large wealth management firms managing $20B+ in assets.
Colligo firmographics
Firmographics- Name
- Colligo
- Legal name
- Olbia Software Inc.
- Website
- https://colligo.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Colligo builds Microsoft 365 add-ins that capture, classify, and store Outlook emails and documents in SharePoint for regulated industries including legal, financial services, government, and healthcare, with metadata, retention, and AI-readiness controls.
- Ownership category
- akta.pro rank
Colligo industry classification
Industry- Product category
- Email Compliance and Document Management Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Document Capture, Scanning, OCR/ICR & Intelligent Document Processing (IDP) (HDAEAGAD)
- akta.pro secondary industry
- Intelligent Document Processing (IDP) & OCR Automation (HDAEAHAC)
Keywords
Where Colligo is headquartered
LocationHeadquarters
- HQ city
- Vancouver
- HQ country
- Canada
- HQ region
- North America
Offices3 records
Markets served
Colligo business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription (SaaS): Annual subscription to Colligo's cloud-based Microsoft 365 add-ins including Email Manager, Auto-File, Office Connect, Document Manager, and Metadata Enrich. Customers subscribe via Order Form with annual billing. Support tiers include Silver Support Services (included) and Gold Support Services (additional professional support).
- AI Summary Usage Overage: AI Summary feature included with 25,000 prompts per calendar year included in subscription. Overage charges of $10 per 1,000 additional prompts for customers exceeding the usage limit.
- Gold Support Services: Professional or premium support services beyond standard Silver Support, ordered via Order Form with additional fees. Includes professional services, dedicated support, and customized assistance.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Email Manager for M365 - Core email filing solution with metadata prompting |
| Usage-based | Annual | AI Summary Add-on - AI-powered email summarization |
| Subscription | Multi-year contract | Gold Support Services - Premium professional support |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Colligo product offering
Product offeringCore offering
Colligo provides Microsoft 365 add-ins that capture, classify, and govern emails and documents from Outlook and Office applications into SharePoint. Its core offering, Email Manager for M365, enables one-click and automated filing of emails to SharePoint with metadata, retention labels, and AI-driven summarization, supported by modular add-ons for automated filing, document management, metadata enrichment, and mobile offline access. The platform is purpose-built for regulated industries needing audit-ready email records and AI-ready content.
Product overview
Colligo offers a unified email and document management platform for Microsoft 365 built around a core product plus modular add-ons architecture. Email Manager for M365 serves as the primary platform, enabling email-to-SharePoint capture with metadata and compliance controls. This core product is extended through four add-on modules: Email Auto-File (automated scheduled filing), Office Connect (SharePoint integration for Office apps), Document Manager (document access from Teams/browser/Outlook), and Metadata Enrich (retroactive metadata enrichment for existing content). The products work together to provide complete email and document governance across Microsoft 365—Email Manager and Auto-File handle email capture and filing, Office Connect and Document Manager extend governance to documents, and Metadata Enrich ensures legacy content is structured for AI and search. The entire suite is delivered as Microsoft 365 cloud add-ins and mobile apps.
Differentiator
Problem solved
Functional benefit
Products and services
- Email Manager for M365 Outlook add-in that enables users to save emails directly from Outlook to SharePoint with metadata and retention labels, ensuring compliant email capture and governance. Includes AI Summary for generating email overviews. Designed for regulated enterprises in legal, financial, government, and healthcare verticals.
- Email Auto-File Automated email filing add-on that works with Email Manager to capture and store Outlook emails in SharePoint on a scheduled basis (daily, weekly, or monthly). Provides consistent, hands-off email capture at scale with metadata and retention labels applied, reducing reliance on manual user filing.
- Office Connect SharePoint connector add-on that lets users save, tag, and access documents in SharePoint directly from within Microsoft Office applications (Word, Excel, PowerPoint). Applies metadata at the point of document creation, extending Colligo's email governance approach to document workflows.
- Document Manager Document management solution enabling users to access and organize SharePoint documents from Teams, browsers, and Outlook. Brings structure, compliance, and consistency to document management by extending Email Manager capabilities to all document types stored in SharePoint.
- Metadata Enrich SharePoint metadata enrichment solution that retroactively applies, updates, and standardizes metadata across existing SharePoint content. Populates missing fields, corrects inaccurate tags, and transforms legacy unstructured content into AI-ready, structured data for AI tools and search.
Quantifiable outcome
- 30-60 minutes per worker per day time savings
- +8 more outcomes
Companies that use Colligo
Customer profileNamed customers22 records
Segments8 records
Ideal customer profiles2 records
Colligo technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability4 records
Feature6 records
Colligo partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Carahsoft Technology Corp.coreCarahsoft serves as Colligo's Public Sector distributor in North America. The partnership enables Colligo's compliant email manager software to reach government agencies and public sector organizations through Carahsoft's established government IT solutions distribution network.
Scale indicators12 records
Recent moves6 records
Expansion highlights6 records
Colligo competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights7 records
Customer concentration
Colligo social profiles
Digital presenceColligo compliance and trust
Trust signalCompliance2 records
Colligo financial estimates
Financial estimateRevenue estimate
Valuation estimate
Colligo leadership team
Management profileNumber of profiles
Profiles3 records
Colligo funding detail
Funding detailFunding overview
Funding rounds5 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Colligo M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Colligo
What does Colligo do?
Colligo provides Microsoft 365 add-ins that capture, classify, and govern emails and documents from Outlook and Office applications into SharePoint. Its core offering, Email Manager for M365, enables one-click and automated filing of emails to SharePoint with metadata, retention labels, and AI-driven summarization, supported by modular add-ons for automated filing, document management, metadata enrichment, and mobile offline access. The platform is purpose-built for regulated industries needing audit-ready email records and AI-ready content.
Is Colligo a public or private company?
Colligo is a private company. It is classified as venture growth investor backed and is currently operating.
When was Colligo founded?
Colligo was founded in 2000. It employs 11 to 50 people.
Where is Colligo based?
Colligo is headquartered in Vancouver, Canada, in the North America region.
How does Colligo make money?
Three revenue lines are on record. Software Subscription (SaaS) is the primary driver. The others are AI Summary Usage Overage and gold Support Services.
Does Colligo have an API?
No public API is recorded for Colligo.
What industry is Colligo in?
Colligo's product category is Email Compliance and Document Management Software. Its primary akta.pro industry code is HDAEAGAD, Document Capture, Scanning, OCR/ICR & Intelligent Document Processing (IDP), with a secondary code of HDAEAHAC, Intelligent Document Processing (IDP) & OCR Automation. Its NAICS code is 513210 and its SIC code is 7372.