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General counsel and legal operations leads ask AI assistants which contract, intake and matter tools to evaluate. We work on what those answers say about your product, and whether they name it at all.
Updated
“Which contract management tool suits a five-person legal team at a 400-person company that works in Salesforce and Word?”
“Vendor A and Vendor B are common picks for small legal teams on Salesforce. Vendor C has stronger AI review but a longer setup…”
Placeholders, not real vendors or results.
Buyers type a few words into a search box. In an AI assistant they describe their situation: the size of the legal team, the tools the business already runs, how contracts and requests arrive, what the board expects from legal. Each detail narrows the shortlist, and each one is a fact the answer has to get right about you.
In a search box
In an AI assistant
Example questions, written to show the shape. Vendor names are placeholders.
The paid audit and every monthly check record how each engine describes you, not only whether it names you. In legal software, these are the details buyers filter on.
Contract management, intake, matter management, e-billing and AI review are sold separately and overlap. An answer that files you under the wrong one puts you on the wrong shortlist.
In-house teams and law firms buy different tools. So do a legal team of two and a legal department of two hundred.
Word, Salesforce, e-signature, Slack, Teams and the ERP. Legal tools are judged on how little they ask the business to change.
Where data is stored, whether customer documents train any model, and how privilege is protected. Legal buyers ask this directly, and the answer has to state your current policy.
Implementation time and moving legacy contracts or matters across. A lean legal team asks how much of that falls on them.
Engines that search the web show their sources. For your own questions, the baseline records which of these each engine used, so the work goes where your answers come from.
General counsel, legal ops
“Which CLM tool suits a five-person legal team that lives in Salesforce?”
Which stages of a contract you cover, and how long it takes to go live.
Read the contract lifecycle management page
Legal ops lead
“How do we handle legal intake and matter tracking without building it ourselves?”
Intake, matters, spend or reporting, and how you fit the tools legal already uses.
Read the legal operations page
Example questions are illustrative.
The same four steps run on every retainer. The plan you pick sets how many questions we track and how much work ships each term.
We build the questions general counsel and legal ops leads ask, with you: 100 or 150 depending on the plan, mostly unbranded, grouped into clusters by market, team size and stage. You approve them before anything runs.
Every question runs on ChatGPT, Claude, Perplexity, Microsoft Copilot and Google (AI Overviews, AI Mode and Gemini). We record who gets named, how each engine describes your category and how you handle data, and which pages it cites.
A written estimate of what the scope can move by day 90, as ranges per cluster and engine. The scope is locked with it.
Comparison and alternatives pages, revamps of product and policy pages you already have, corrected review profiles, placements on the pages engines cite, and community work. Each month end is measured against the forecast.
If we work with a contract management vendor, we don't take its direct competitor, so we are never chasing the same citations for two of you.
Nobody controls what the engines say. You get a measured baseline, a written forecast and a monthly check that shows a flat month as flat.
Legal buyers read closely and notice loose claims. We interview your product lead at the start, then for 30 minutes a month, and you approve every brief.
It is how often, and how accurately, AI assistants such as ChatGPT, Claude, Perplexity, Microsoft Copilot and Google's AI features name your product when general counsel and legal ops leads ask which legal software to evaluate. It covers being on the shortlist and being described correctly: your category, who you're built for, what you connect to and how you handle data.
Send your website, your category in a sentence and up to five competitors. If we think the free audit will tell you something, it arrives 48 business hours after we confirm.