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legal hold process best practices

informationalLegal & ComplianceAnalyzed 07/01/2025

AI Search Visibility Analysis

Analyze how brands appear across multiple AI search platforms for a specific prompt

Prompt Report Analysis Visualization
High Impact

Total Mentions

Total number of times a brand appears

across all AI platforms for this prompt

Reach

Platform Presence

Number of AI platforms where the brand

was mentioned for this prompt

Authority

Linkbacks

Number of times brand website was

linked in AI responses

Reputation

Sentiment

Overall emotional tone when brand is

mentioned (Positive/Neutral/Negative)

Brand Performance Across AI Platforms

2
Platforms Covered
5
Brands Found
10
Total Mentions
BRANDTOTAL MENTIONSPLATFORM PRESENCELINKBACKSSENTIMENTSCORE
1Everlaw
4
2
95
2Onna
4
1
84
3Zapproved
2
1
74
4Relativity
0
1
55
5Casepoint
0
1
55
Referenced Domains Analysis
All 15 domains referenced across AI platforms for this prompt
ChatGPT
Perplexity
Google AIO
ChatGPT:
0
Perplexity:
1
Google AIO:
0
1
ChatGPT:
1
Perplexity:
0
Google AIO:
0
1
ChatGPT:
0
Perplexity:
1
Google AIO:
0
1
ChatGPT:
1
Perplexity:
0
Google AIO:
0
1
ChatGPT:
0
Perplexity:
1
Google AIO:
0
1
ChatGPT:
1
Perplexity:
0
Google AIO:
0
1
ChatGPT:
0
Perplexity:
1
Google AIO:
0
1
ChatGPT:
0
Perplexity:
1
Google AIO:
0
1
ChatGPT:
1
Perplexity:
0
Google AIO:
0
1
ChatGPT:
0
Perplexity:
1
Google AIO:
0
1
ChatGPT:
1
Perplexity:
0
Google AIO:
0
1
ChatGPT:
1
Perplexity:
0
Google AIO:
0
1
ChatGPT:
0
Perplexity:
1
Google AIO:
0
1
ChatGPT:
1
Perplexity:
0
Google AIO:
0
1
ChatGPT:
0
Perplexity:
1
Google AIO:
0
1

Strategic Insights & Recommendations

Dominant Brand

No specific brands are prominently featured across the responses, with both platforms focusing on general best practices rather than recommending particular legal hold software solutions.

Platform Gap

ChatGPT provides a more detailed 10-point checklist format while Perplexity offers a more strategic 7-category framework, with Google AIO providing no content on this topic.

Link Opportunity

Both platforms reference multiple legal technology companies and law firms that could benefit from content partnerships around legal hold software and eDiscovery solutions.

Key Takeaways for This Prompt

Establish clear written policies and procedures for legal hold initiation, management, and release processes

Implement automated legal hold software to improve efficiency, reduce errors, and maintain defensible audit trails

Ensure prompt custodian identification and notification with regular follow-up communications and compliance monitoring

Maintain comprehensive documentation of all legal hold activities and coordinate closely with IT and records management teams

AI Search Engine Responses

Compare how different AI search engines respond to this query

ChatGPT

4459 Characters

BRAND (3)

Onna
Everlaw
Zapproved

SUMMARY

ChatGPT provides a comprehensive 10-point guide for legal hold best practices, emphasizing the importance of clear policies, employee training, prompt custodian notification, and centralized processes. Key recommendations include using technology for automation, maintaining detailed documentation, monitoring compliance through regular reminders, and coordinating with IT teams. The response highlights the critical need for clear communication in legal hold notices and proper release procedures when matters conclude.

Perplexity

2886 Characters

BRAND (3)

Everlaw
Relativity
Casepoint

SUMMARY

Perplexity offers a structured approach to legal hold best practices organized into seven key areas. The response emphasizes timely initiation with clear custodian identification, formalized policies with comprehensive documentation, ongoing custodian communication and monitoring, professional data collection methods, regular review processes, cross-functional collaboration, and technology utilization. The content stresses the importance of automated legal hold software and professional data collection to maintain defensibility.

Google AIO

0 Characters

SUMMARY

No summary available.

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