Legal Hold & eDiscovery Software in AI answers

Data as of Oct 22, 2026Based on 144 AI responsesReviewed by Dimitry Apollonsky

AI summary

Exterro holds a clear lead across legal hold and eDiscovery queries, frequently cited for sophisticated workflows and automated custodian tracking. When buyers need litigation hold notices with custodian tracking specifically, Everlaw is the usual answer.

Most-mentioned brands

Rank and Mentioned in · since Jul 6

#	Brand	Recommended for	Mentioned in
1	Exterro 42% automated custodian questionnaires, escalation paths, and sophisticated retention systems	automated custodian questionnaires, escalation paths, and sophisticated retention systems	42%
2	NetDocuments 34% records management modules that generate retention schedules within document suites	records management modules that generate retention schedules within document suites	34%
2	Microsoft 365Microsoft product line 33% workplace suite environments requiring integrated retention and disposition policies	workplace suite environments requiring integrated retention and disposition policies	33%
2	Google WorkspaceAlphabet product line 33% cloud productivity environments subject to enterprise legal hold integrations	cloud productivity environments subject to enterprise legal hold integrations	33%
2	Microsoft PurviewMicrosoft product line 28% compliance policies and retention labels that govern native cloud data	compliance policies and retention labels that govern native cloud data	28%
2	Everlaw 27% streamlined litigation hold workflows with automated re-notification and tracking	streamlined litigation hold workflows with automated re-notification and tracking	27%
7	Microsoft 26% foundational productivity suites housing enterprise data under preservation policies	foundational productivity suites housing enterprise data under preservation policies	26%
7	Relativity Legal HoldRelativity product line 20% automating hold notices and tracking within existing Relativity review ecosystems	automating hold notices and tracking within existing Relativity review ecosystems	20%
7	OpenText 19% enterprise-grade disposition rule engines paired with legal hold support	enterprise-grade disposition rule engines paired with legal hold support	19%
7	iManage WorkiManage product line 19%		19%
7	Clio ManageClio product line 19% legal practice management platforms referenced alongside core legal workflows	legal practice management platforms referenced alongside core legal workflows	19%
7	Microsoft OneDriveMicrosoft product line 19%		19%
7	Google DriveAlphabet product line 19%		19%
14	OpenText Core Legal HoldOpenText product line 17%		17%
14	Outlook 14%		14%
14	Preservica 13%		13%
14	Microsoft Purview Records ManagementMicrosoft product line 12%		12%
14	Relativity 12%		12%
14	Clio · cliosoftware.com 11%		11%
14	Clio · clio.com 11%		11%
21	Microsoft 365 AppsMicrosoft product line 10%		10%
21	CloudLex 10%		10%
21	Microsoft TeamsMicrosoft product line 10%		10%
21	Mitratech LegalHoldMitratech product line 10%		10%
21	FormKiQ 9%		9%
21	GmailOwned by Alphabet 9%		9%
21	Google DocsAlphabet product line 8%		8%
21	Dropbox 8%		8%
21	Access Unify LifecycleAccess Corporate Services product line 7%		7%
21	Casepoint 7%		7%
21	Logikcull 7%		7%
21	LawVu 7%		7%
21	RelativityOneRelativity product line 6%		6%
21	Microsoft SharePointMicrosoft product line 6%		6%
21	Microsoft WordMicrosoft product line 6%		6%
36	Box 6%		6%
36	Venio Systems 6%		6%
36	MyCase 6%		6%
36	Filevine 6%		6%
36	CARET 5%		5%
36	iManage 5%		5%
36	ShareFile 5%		5%
36	Matter365 4%		4%
36	PracticePanther 4%		4%
36	Mitratech 3%		3%
36	DISCO 3%		3%
36	Microsoft Compliance Manager 3%		3%
36	PageFreezer 3%		3%
36	DISCO HoldDISCO product line 3%		3%
36	Zasio 3%		3%
36	Litify 3%		3%
36	Unplex 3%		3%
36	Zapproved 3%		3%
36	OpenText Content ManagerOpenText product line 3%		3%
36	IBM FileNet Content ManagerIBM product line 3%		3%
36	IBM Enterprise RecordsIBM product line 3%		3%
36	Reveal HoldReveal Data product line 3%		3%
36	Venio Legal HoldVenio Systems product line 3%		3%
36	OnBaseHyland product line 3%		3%
36	LexWorkplace 3%		3%
36	Onit 3%		3%
36	Actionstep 3%		3%
36	SlackSalesforce product line 3%		3%
36	Egnyte 3%		3%
36	DiliTrust 3%		3%
66	LEAP Legal Software 2%		2%
66	IBM 2%		2%
66	FileCloud 2%		2%
66	Smokeball 2%		2%
66	TerraLife 2%		2%
66	Litera 2%		2%
66	Salesforce CRMSalesforce product line 2%		2%
66	Calendar 2%		2%
66	DoxisSER Group product line 1%		1%
66	Legal On Cloud 1%		1%
66	Zapier 1%		1%
66	Google VaultAlphabet product line 1%		1%
66	ndOffice 1%		1%
66	Legalica 1%		1%
66	Litera PlatformLitera product line 1%		1%
66	Microsoft Power AutomateMicrosoft product line 1%		1%
66	Onna 1%		1%
66	Clio GrowClio product line 1%		1%
66	LegalServer 1%		1%
66	Rocket Matter 1%		1%
66	LegalEdge 1%		1%
66	Microsoft Office 1%		1%
66	PageLight Prime 1%		1%
66	Google CalendarAlphabet product line 1%		1%
66	Google SheetsAlphabet product line 1%		1%
66	MatterSuite 1%		1%
66	Docusign 1%		1%
66	Microsoft OneDrive for Business 1%		1%
66	Adobe Acrobat SignAdobe product line 1%		1%
66	ServiceNow 1%		1%
66	OpenText Extended ECMOpenText product line 1%		1%
66	Zasio Versatile 2025Zasio product line 1%		1%
66	Microsoft Entra Connect SyncMicrosoft product line 1%		1%
66	Data Dynamics 1%		1%
66	Worldox 1%		1%

Who leads each AI engine

ChatGPT SearchChatGPT Search: Exterro
Google AI ModeGoogle AI Mode: =1Microsoft 365 Google Workspace+4

Mentioned in on each engineChatGPT SearchGoogle AI Mode

Widest split: Exterro, 53% on ChatGPT Search and 31% on Google AI Mode.

Mentioned in on each AI engine, by brand
Brand	ChatGPT Search	Google AI Mode
Exterro	53%	31%
Microsoft 365	27%	38%
Microsoft Purview	33%	23%
Google Workspace	29%	37%
NetDocuments	33%	35%
Everlaw	21%	34%
iManage Work	29%	Outside Google AI Mode's top 25
Microsoft	23%	28%
OpenText	27%	11%
Relativity Legal Hold	26%	14%

Latest insights

Weeks of Aug 17 – Oct 18, 2026 · Since Jul 5

Exterro Gap between platforms: ChatGPT Search now mentions Exterro 22.3 points more often than Google AI Mode in Legal Hold & eDiscovery Software, a narrowed gap
Google Workspace Gaining: Google Workspace moved up 5 places to rank #3 of 100 in Legal Hold & eDiscovery Software
NetDocuments Gaining: NetDocuments ranked #6 in Legal Hold & eDiscovery Software last week and #2 this week
Microsoft Purview Slipping: Microsoft Purview ranked #3 in Legal Hold & eDiscovery Software last week and #4 this week
OpenText Slipping: OpenText dropped 5 places to rank #9 of 100 in Legal Hold & eDiscovery Software

and 7 more insightssee the ranking

Market map

Mentioned in · since Jul 6

Leading brands by topic

Legal hold and retention managementLed byExterro

Questions by topic2

Legal hold and retention management
- Are there systems that streamline the process of applying legal holds and tracking document retention?
- Which engine generates record retention schedules with legal hold triggers?
- What’s the best solution for litigation hold notices with custodian tracking?
Legal cloud office integrations
- What legal software workflows allow for direct document collaboration and data synchronization with major cloud office platforms?
- Are there legal software options that integrate directly with cloud office platforms for document collaboration and data syncing?
- Can you list legal software options that feature direct document collaboration and data synchronization workflows for cloud office platforms?

Sources AI cites99

64% of citations point at the ranked brands’ own sites. gartner.com, g2.com, reddit.com are the most-cited sites outside the ranked brands’ own domains.