Bring your information together. Find, manage, and govern every document, right where your teams work.
Your content. Your rules. Your peace of mind.
ONE CONNECTED PLATFORM
From the first search to the final signature. Everything you need to find, manage, and govern your content, all working together. Documents, emails, contracts and records live side by side, classified as they arrive and governed from their first version to their final archive. Your teams keep the tools they already know, and every piece of information finds its place, its owner and its rules.
Find the right document across your organization, wherever it lives.
Bring structure, retention, and traceability to every record.
Turn incoming documents into searchable, organized content.
Keep signatures connected to your documents and your teams.
Move documents from request to approval, with less back-and-forth.
Connect Teams, SharePoint, OneDrive, and Exchange. Keep working where you work best.
THE CONSTELLIO SUITE
Protect your information. Unlock its intelligence. Put it to work.
Secure document preservation
Preserve your essential records in a secure digital vault. Identify sensitive information, organize documents automatically, and keep a traceable history of what matters most.
Intelligence built on your content
Turn your organization’s documents into useful answers. Search, summarize, and extract information with AI grounded in your content and guided by your access permissions.
Governance across Microsoft 365
Bring governance to the places your teams already work. Identify and classify Microsoft 365 content, apply retention policies, and guide every record through its lifecycle.
Connected case management
Bring people, documents, and decisions together around every request. Coordinate the next step and keep your team aligned, from the first conversation to the final resolution.
IN PRACTICE
Features only matter once they meet the work. Here is how organizations use Constellio every day, from paying suppliers to answering citizens, with the same repository, the same rules and the same search behind every process.
Accounts payable01 of 06
Supplier invoices arrive by email or scan and are read automatically: supplier, number, amount and due date. Each one is routed to the right approver and filed with its purchase order, so month-end closes without chasing paper.
Document capture · Process automation
Explore document captureRecords governance02 of 06
Documents are classified as they are created, retention rules apply on their own, and disposal is proposed for approval when the time comes. Auditors get a complete, traceable history instead of a scramble through folders.
Compliance
Explore compliancePublic portal03 of 06
Decisions, bylaws and reports are published from Constellio to a portal the public can search. Only approved documents go out, versions stay in sync, and your teams answer fewer information requests.
Public portal
Explore the public portalContracts04 of 06
Contracts move from draft to review to signature in one flow. Signers sign from any device, the signed copy returns to its file on its own, and renewal dates trigger reminders before they become surprises.
Digital signatures · Process automation
Explore digital signaturesMicrosoft 36505 of 06
People keep working in Teams, SharePoint and Outlook. Constellio declares what matters as records, applies the right rules where the content lives, and makes all of it findable from one search.
Microsoft 365 integration
Explore the Microsoft 365 integrationCase management06 of 06
Each request becomes a case with its documents, contacts, tasks and deadlines in one place. Teams see what is due, managers see what is late, and nothing falls between two inboxes.
Unified content management
Explore the platformBUILT FOR YOUR WORLD
Different responsibilities. Different challenges. One platform that understands your world.
Let’s talk about your industry →01 / 06
01·Public sector
Behind every public service, information that matters.
Connect institutional knowledge, simplify access to records, and bring accountability to every decision.
02·Municipalities
A connected city starts with connected information.
Bring permits, council records, and citizen requests together so your teams can keep their community moving.
03·Education
Make room for the next generation of ideas.
Keep student records, research, and institutional knowledge organized and accessible to the right people.
04·Healthcare
More time for people. Less time searching.
Give care teams access to the information they need, with the permissions and traceability sensitive records deserve.
05·Financial services
Trust is built on information you can rely on.
Connect client files and financial records while keeping sensitive content protected and its history traceable.
06·Energy & resources
Power your operations with shared knowledge.
Connect technical documentation, project records, and field teams throughout the life of your operations.
Your challenges are specific. Your solution should be, too.
ONE PLATFORM. A CLEARER WAY FORWARD.
Turn scattered information into organized, protected knowledge.
TRUST IS THE FOUNDATION
Behind every document, there’s a responsibility. Protect personal data, strengthen compliance, and give your teams the confidence to move forward.
Explore our approach to securityCONFIDENCE, BACKED BY EXPERIENCE
A foundation you can build on.
Independently audited controls
01 / PERSONAL DATA
Identify sensitive information, manage retention, and document its lifecycle to support your GDPR and Québec Law 25 obligations.
02 / LAYERED SECURITY
Bring together multi-factor authentication, role-based permissions, and encryption at rest and in transit.
03 / EXPERT GUIDANCE
From your first assessment to deployment and training, work with specialists who understand information governance.
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Results vary by deployment.Published results ↗
Your most important information deserves this level of care.
Let’s talk about your needsTHE CONSTELLIO JOURNAL
A fresh perspective on your information. And everything it can become.
Explore the blog →AI & information · 6 min read
Before the next big leap, build the right foundation. Why connected, well-governed content is your most valuable AI asset.
Read the storyMORE PERSPECTIVES
Constellio LiveWebinar
A conversation about preparing your organization’s knowledge for what comes next.
Ideas. Conversations. What’s next.
Inside the conversation
This is a sample webinar concept. Event details and registration will be added when the session is announced.
YOUR NEXT CHAPTER
Your content. Your people. Your possibilities.
See what happens when everything connects.
A conversation about your goals. A look at what’s possible.
