legal hold process best practices
AI Search Visibility Analysis
Analyze how brands appear across multiple AI search platforms for a specific prompt

Total Mentions
Total number of times a brand appears
across all AI platforms for this prompt
Platform Presence
Number of AI platforms where the brand
was mentioned for this prompt
Linkbacks
Number of times brand website was
linked in AI responses
Sentiment
Overall emotional tone when brand is
mentioned (Positive/Neutral/Negative)
Brand Performance Across AI Platforms
BRAND | TOTAL MENTIONS | PLATFORM PRESENCE | LINKBACKS | SENTIMENT | SCORE |
---|---|---|---|---|---|
1Everlaw | 4 | 2 | 95 | ||
2Onna | 4 | 1 | 84 | ||
3Zapproved | 2 | 1 | 74 | ||
4Relativity | 0 | 1 | 55 | ||
5Casepoint | 0 | 1 | 55 |
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
BRAND (3)
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.
REFERENCES (7)
Perplexity
BRAND (3)
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.
REFERENCES (8)
Google AIO
SUMMARY
No summary available.
Share Report
Share this AI visibility analysis report with others through social media