Editor’s Note: Professional buyers are quietly handing the first step of vendor selection to chatbots, and that single behavior change is upending two decades of online visibility practice. A March 2026 Wall Street Journal piece called AI optimization the next chapter of SEO; a fast-spreading rebuttal argues that the change may be more significant, with large language models behaving less like search engines and more like conversational advisors that compare, summarize, and recommend.

For cybersecurity, information governance, and eDiscovery professionals, the implications cut two ways. Their own firms now compete to be understood and recommended by machines that 45 percent of B2B buyers already consult during a purchase. The same systems that name vendors also summarize regulations and case law for time-pressed professionals, making the accuracy of AI-generated answers a governance issue, not only a marketing one. The research is early, and several of its loudest voices sell visibility tools, so read the numbers with care.

Watch three things next: how fast citation patterns stabilize, whether regulators weigh in on AI accuracy, and how quickly buyers learn to trust, or distrust, the machine’s shortlist.


Content Assessment: AI is becoming an advisor, and it is rewriting how buyers find you

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Industry News – Leadership Beat

AI is becoming an advisor, and it is rewriting how buyers find you

ComplexDiscovery Staff

A general counsel facing a bet-the-company problem no longer types keywords into a search box. She opens a chatbot, describes the situation, and asks what to do, and the reply already reads like a shortlist.

That move, from searching to asking, is dismantling the assumptions that have governed online visibility for two decades. For professionals across cybersecurity, information governance and eDiscovery, whose firms compete to be found by corporate and law firm buyers, it poses an uncomfortable question: what happens when the buyer’s first call is to a machine that holds opinions?

From keywords to conversations

The catalyst for the current debate was a March 2026 Wall Street Journal article, “AI Is Rewriting the Old Rules of Google Search and SEO.” As recounted in the commentary it drew, the piece cast optimizing for AI as the next version of search engine optimization. Keller Maloney, founder of the AI visibility startup Unusual.ai, pushed back in a widely shared essay arguing that the framing misses the point. Maloney’s company sells software for shaping how AI describes brands, so his read is not disinterested. His claim is blunt: the systems buyers now consult do not behave like a search index at all.

A search engine returns roughly the same ranked links to everyone. A chatbot does not. It remembers context, asks follow-up questions, weighs tradeoffs and argues for a recommendation. “AI agents will become the largest, most influential audience any brand has ever had,” Maloney wrote, casting the model less as a directory to rank in than as an advisor to persuade.

The analogy is functional, not literal. These systems do not hold persistent beliefs or act as agents; they generate each answer probabilistically from the context in front of them. They behave like advisors in the back-and-forth of a conversation, and for a marketer the behavior is what counts.

Why the sources keep shifting

Evidence for the instability is piling up. Profound, a firm that tracks AI search visibility, tested about 80,000 prompts per platform a month apart in 2025 and found what its researchers, Josh Blyskal and Sartaj Rajpal, call “citation drift.” Google AI Overviews shifted 59.3 percent of its cited domains, ChatGPT 54.1 percent, Microsoft Copilot 53.4 percent and Perplexity 40.5 percent; roughly 40 to 60 percent of the sources behind an identical question were different a month later, climbing to 70 to 90 percent over six months. Traditional search rankings fluctuate, too, but Google’s core update cycles are far steadier than the month-to-month citation turnover Profound recorded. A single snapshot of how an AI describes you is close to meaningless, and a firm that checks its visibility once a quarter is reading last season’s weather. Profound sells visibility tracking, a stake worth keeping in mind.

What the research says actually works

There is peer-reviewed guidance on what moves the needle. A team led by Pranjal Aggarwal, whose paper “GEO: Generative Engine Optimization” was presented at the ACM KDD conference in 2024, tested content tactics against a benchmark of 10,000 queries. Adding relevant statistics, quoting credible experts and citing authoritative sources raised a page’s visibility in AI answers by up to 40 percent, with the largest gains going to content that started lower in the rankings. Keyword stuffing did nothing.

The practical lesson for legal and security marketers is concrete. Lead a page with a direct, plain-language answer to the question a buyer would actually ask. Support claims with specific figures and dates. Quote named experts. Write clearly enough that a model can lift a clean sentence. These are the same habits that make writing useful to humans, which is rather the point.

Treating the model like an analyst

If the model behaves like an advisor, the work starts to resemble analyst relations. Maloney frames it as a change in the central question, from “How do we rank higher?” to “How do we convince a superintelligence to advocate for our brand?” His prescription, stripped of the sales pitch: learn what the models currently believe about you, find where those beliefs are wrong or stale, and supply evidence that corrects them, the same way a firm would brief a reporter or an industry analyst getting its story wrong.

Two findings sharpen the approach. AirOps, another visibility firm, reported that brands are about 6.5 times as likely to be cited through third-party sources as through their own websites. That is a single-vendor figure, but it points the same way as the broader pattern: earned media, analyst coverage and credible directories work as a primary channel rather than a nicety. And because citations drift, presence has to be sustained. Treat owned publications, bylined expertise and outside coverage as a standing program, not a one-time campaign.

The stakes for legal and security teams

The stakes are sharpest in regulated work. Gartner reported in March 2026 that 67 percent of B2B buyers prefer a rep-free buying experience and that 45 percent used AI during a recent purchase, drawing on a survey of 646 buyers across industries rather than legal teams specifically. The pattern still travels. When a general counsel asks a chatbot to name providers for a second request, a breach response or a privacy audit, the model’s answer may shape the early consideration set. A firm that is absent, misdescribed or saddled with year-old facts can be cut before a salesperson knows the deal exists. How often that volatility removes a given firm from a shortlist is not directly measured; the link is a reasonable inference from the instability, not a counted outcome.

Beyond the lost lead

That is the marketing cost. The deeper one is easy to miss. The same systems that name providers also explain the law to the people who practice it, summarizing a regulation, a ruling or a breach-notification deadline for a professional who is short on time and inclined to trust a fluent answer. When the recommendation is wrong, a firm loses a deal. When the summary is wrong, someone may make a decision with legal weight without a reliable, reviewable record of how the answer was produced. For cybersecurity, information governance and eDiscovery leaders, that suggests a shift. What a model believes about your domain is not only a marketing asset to be managed; it begins to resemble a body of public information whose accuracy bears on compliance. This is an inference, not a documented mandate, but it tracks where the profession is already heading, from the duty of technological competence to the spread of AI risk-management practice, both of which treat machine-stated facts as something to verify rather than assume. Checking what the major systems say, and correcting them where they err, is becoming part of governance itself.

Where to start

For teams ready to act, the starting point is humility about what you do not yet know. Begin with a baseline. Ask the major models the questions your buyers actually ask, by name, and write down how each one describes you, where it places your competitors, and what it gets wrong. Repeated monthly, because the answers drift, that single exercise turns a vague worry into a measurable list of gaps to close.

From there the work is unglamorous and familiar. Make your core pages answer real questions in plain language a model can quote. Trade adjectives for dated figures, named experts and links to credible evidence, the tactics the Princeton study found actually raise visibility. Invest where the models look, which is mostly other people’s sites, so earned coverage, analyst briefings and useful contributions in professional communities outweigh another page of your own. And when a model states something false about your domain, answer it the way you would answer a reporter’s error: supply the record, publicly and with proof. Little of this needs a new budget so much as it needs existing content, communications and analyst-relations effort pointed at a new audience that happens to be a machine.

Somewhere right now, a general counsel is describing her problem to a chatbot and waiting for a name. The audience deciding which providers make her shortlist no longer reads like an audience at all; it reads, queries and forms opinions on its own schedule. So here is the question worth taking to your next planning meeting: if a machine is already advising your buyers about you, do you know what it is saying, and are you prepared to change its mind?

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