Index

Visibility18

Vibe77

Businesses/Data Services & Business Intelligence/Index

AI Visibility & Sentiment

Index

Index is a B2B data services company that combines AI technology with human expertise to help law firms, consulting firms, and financial institutions maintain accurate contact, company, and matter data. They specialize in automated data reconciliation, real-time contact monitoring, and CRM integration.

Active Monitoring

index.io

Data Services & Business Intelligence

AI Visibility Score

18/100

Invisible

Sentiment Score

77/100

AI Perception

Summary

Index is currently a niche favorite within Claude's ecosystem, yet it remains critically invisible to the broader market, particularly failing to register a single mention in Google AI Overviews. While the brand shows surprising resonance with CRM Data Stewards, it is being systematically excluded from the high-stakes Private Equity and Strategic Business Development conversations where competitors like Salesforce and ZoomInfo dominate.

Value Proposition

Index delivers AI-powered data management with human oversight, providing enterprise-grade data accuracy at a fraction of the cost of in-house resources or external consultants, while seamlessly integrating with existing CRM systems.

Overview

Mission

To provide the efficiency and scale of technology solutions with the accuracy and completeness of human research for data services.

Products & Services

Contact Management & MonitoringCompany Data ReconciliationClient Matter Labeling & StandardizationCRM Integration ServicesReal-Time Data Updates

Agent Breakdown

AI Platforms

How often do different AI platforms reference Index?

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Conversation Analysis

Topics

What conversations is Index included in — or excluded from?

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Buyer Personas

Personas

Who does each AI platform recommend Index to, and when?

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Programmatic Testing

Sample Conversations

We programmatically analyze questions that real customers are asking to AI agents and chatbots, extract brand mentions and sentiment, analyze every response, and synthesize the data into an action plan to increase AI visibility.

ChatGPT

Claude

Gemini

AI Overviews

CRM Data Hygiene & Stewardship Automation(3 queries)

“how to automate crm data cleaning for a law firm so my team doesn't have to do it manually”

0/4 platforms mentioned

ChatGPT

1.Clio Grow

2.Clio Manage

3.HubSpot

4.Salesforce

5.Lawmatics

+19 more

Claude

1.Clio

2.Salesforce

3.HubSpot

4.Dedupely

5.Cloudingo

+11 more

Gemini

1.Insycle

2.HubSpot

3.Salesforce

4.Litify

5.Cloudingo

+17 more

AI Overviews

1.MyCase

2.Lawmatics

3.Clio

4.HubSpot

5.Salesforce

+8 more

“best ways to keep b2b contact info updated in real time without hiring more staff”

1/4 platforms mentioned

ChatGPT

1.ZoomInfo Enrich

2.DiscoverOrg

3.InterAction

4.Salesforce

5.Data Axle

+10 more

Claude

1.InterAction

2.ZoomInfo

3.Introhive

4.Cognism

5.Clay

+6 more

Gemini

1.Introhive

2.InterAction

3.Nexl

4.ZoomInfo OperationsOS

5.RingLead

+9 more

AI Overviews

1.SuperAGI

2.default.co

3.Apollo.io

4.Clearbit

5.Breeze Intelligence

+15 more

“tools for automated company data reconciliation that work with enterprise crms”

0/4 platforms mentioned

ChatGPT

1.InterAction

2.Salesforce

3.Dynamics

4.Introhive

5.DemandTools

+11 more

Claude

1.InterAction

2.Litera Intelligence

3.Kira

4.Foundation

5.ContactEase

+9 more

Gemini

1.LexisNexis InterAction

2.Salesforce

3.Intapp DealCloud

4.Introhive

5.Nexl

+16 more

AI Overviews

1.BlackLine

2.SAP

3.Oracle

4.Microsoft Dynamics

5.Kolleno

+10 more

Strategic Business Development Intelligence(2 queries)

“how can a consulting firm use contact monitoring to find new business opportunities”

0/4 platforms mentioned

ChatGPT

1.Salesforce

2.HubSpot

3.Microsoft Dynamics 365

4.ZoomInfo

5.Apollo.io

+12 more

Claude

1.Apollo.io

2.Salesforce

3.Crunchbase

4.Owler

5.Bombora

+14 more

Gemini

1.SEC

2.UserGems

3.Champify

4.LinkedIn Sales Navigator

5.Affinity

+8 more

AI Overviews

1.Evalueserve

2.Simply Stakeholders

3.Consulting Success

4.Callbox Inc.

5.Stratagon

“strategies for improving business development data in financial services, which tools should I use”

1/4 platforms mentioned

ChatGPT

1.Openprise

2.RingLead

3.ZoomInfo OperationsOS

4.Validity DemandTools

5.Salesforce

+32 more

Claude

1.InterAction

2.ZoomInfo

3.Index

4.Refinitiv

5.LSEG

+7 more

Gemini

1.Vault 100

2.Introhive

3.InterAction

4.Salesforce

5.Nexl

+11 more

AI Overviews

1.Intuit

Legal & Professional Services Data Compliance(2 queries)

“help me find a solution for client matter labeling and standardization for a mid-sized law firm”

0/4 platforms mentioned

ChatGPT

1.Elite 3E

2.Thomson Reuters

3.Aderant Expert/Sierra

4.Clio Manage

5.NetDocuments

+9 more

Claude

1.Clio Manage

2.MyCase

3.Centerbase

4.ProLaw

5.Thomson Reuters

+10 more

Gemini

1.NetDocuments

2.iManage Work

3.Outlook

4.Worldox

5.Clio Manage

+7 more

AI Overviews

1.Clio Manage

2.NetDocuments

3.Filevine

4.MyCase

“best tools for professional services to manage complex contact and matter data”

1/4 platforms mentioned

ChatGPT

1.InterAction

2.LexisNexis

3.Am Law

4.Vault 100

5.Outlook

+18 more

Claude

1.InterAction

2.LexisNexis

3.Intapp Relationships

4.Salesforce

5.Litify

6.Index

+6 more

Gemini

1.Introhive

2.InterAction

3.Nexl

4.Litera Foundation

5.Peppermint Technology

+4 more

AI Overviews

1.Scoro

2.BigTime CRM

3.Accelo

4.Clio

5.Filevine

+12 more

Data Service Provider Evaluation(3 queries)

“most reliable data services for professional services firms that need high accuracy”

0/4 platforms mentioned

ChatGPT

1.S&P Global Market Intelligence

2.Moody’s Analytics

3.Orbis

4.Bureau van Dijk

5.Bloomberg

+18 more

Claude

1.Dun & Bradstreet

2.Bureau van Dijk

3.Moody's

4.Refinitiv

5.LSEG

+10 more

Gemini

1.PitchBook

2.S&P Capital IQ

3.Bloomberg Terminal

4.Thomson Reuters Westlaw

5.LexisNexis

+13 more

AI Overviews

1.UpLead

2.Cognism

3.Lead411

4.ZoomInfo

5.Dun & Bradstreet

+8 more

“best rated b2b data providers that aren't zoominfo or dun & bradstreet”

1/4 platforms mentioned

ChatGPT

1.ZoomInfo

2.Dun & Bradstreet

3.InterAction

4.Salesforce

5.Apollo.io

+10 more

Claude

1.ZoomInfo

2.D&B

3.InterAction

4.Apollo.io

5.Cognism

6.Index

+6 more

Gemini

1.ZoomInfo

2.D&B

3.Introhive

4.InterAction

5.Cognism

+3 more

AI Overviews

1.ZoomInfo

2.Dun & Bradstreet

3.Cognism

4.Apollo.io

5.UpLead

+9 more

“what should i look for when choosing a crm data management partner”

0/4 platforms mentioned

ChatGPT

1.Vault 100

2.Introhive

3.InterAction

4.DataFusion

5.Tessian

+4 more

Claude

1.InterAction

2.ContactEase

3.Relationship Science

4.Relsci

5.Litera

Gemini

1.Introhive

2.ClientsFirst Consulting

3.InterAction

4.Intapp

5.Nexl

+3 more

AI Overviews

1.Cloud for Good

2.NetSuite

3.Rand Group

Analysis

Key Insights

What AI visibility analysis reveals about this brand

Strength

Strong performance on Claude with a 36% mention rate and a high-authority average position of 5.9.

Strength

Effective resonance with the CRM Data Steward persona, achieving a 45% mention rate.

Strength

Strong visibility in 'Data Service Provider Evaluation' queries on Claude and Gemini, often appearing as a recommended alternative to ZoomInfo and Dun & Bradstreet.

Gap

Total absence (0% visibility) in Google AI Overviews, a critical failure for capturing top-of-funnel search traffic.

Gap

Severe underperformance with the Private Equity Associate persona, managing only a 3% mention rate.

Gap

ChatGPT visibility is negligible at 8% with a poor average position of 13.7, meaning Index is rarely part of the primary conversational UI for B2B buyers.

Opportunity

Capitalize on the 'anti-incumbent' trend by optimizing for queries like 'best rated b2b data providers that aren't ZoomInfo' where Claude already favors Index.

Opportunity

Bridge the gap into the legal sector by targeting the 'Big Law Business Development' persona, which currently shows a strong average position of 4.6 when Index is mentioned.

Opportunity

Aggressively pursue Google AI Overview inclusion through structured data and citation-heavy technical SEO to match the 0% current footprint.

Technical Health

Site Health for AI Visibility

How well Index's website is optimized for AI agent discovery and comprehension.

90/100

16 passed 4 warnings

Audited 2/27/2026

Crawlability86

Can AI bots find your pages?

Technical90

SSL, mobile, doctype basics

On-Page SEO91

Titles, descriptions, headings

Content Quality87

Word count, depth, freshness

Schema Markup85

Structured data for AI comprehension

Social & OG95

Open Graph, Twitter cards

AI Readability60

How well AI can parse your content

Warnings

6 render-blocking resources are slowing initial render

Defer non-critical JS with async/defer. Inline critical CSS. Move stylesheets to load asynchronously.

Meta description may be truncated (209 characters)

Shorten to under 160 characters.

H3 used without H2 — heading levels are skipped

Use headings in order (H1 → H2 → H3). Don't skip levels.

Want a full technical audit with AI-specific recommendations?

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Brand Identity

Brand Voice & Style

How AI perceives Index's communication style and personality

Index communicates with a confident, professional tone that balances technical expertise with accessibility. The brand voice is authoritative yet approachable, emphasizing reliability and results without being overly corporate or stiff. They lead with data-driven claims and social proof from top-tier clients, while maintaining a modern, forward-thinking perspective on AI and automation. The messaging is clear, direct, and focused on tangible business outcomes.

Core Tone Traits

Authoritative & Expert

Speaks with confidence about data management challenges and solutions, backed by industry knowledge

Results-Oriented

Focuses on measurable outcomes like cost savings, time reduction, and data accuracy

Modern & Innovative

Emphasizes AI-powered technology and cutting-edge approaches to traditional problems

Trustworthy & Reliable

Builds credibility through client testimonials and emphasis on human-backed quality assurance

Competitive Landscape

Related Ecosystem

Related products and services that AI mentions in conversations alongside or instead of Index

Salesforce95 mentions

ZoomInfo95 mentions

HubSpot69 mentions

Clearbit64 mentions

Cognism52 mentions

Dun & Bradstreet41 mentions

PitchBook39 mentions

Lusha38 mentions

Apollo.io36 mentions

Clay34 mentions

Index26 mentions

Source Intelligence

Citations

Sources that AI assistants cite. Getting featured here improves visibility.

Clio

http://www.clio.com/

Referenced in 2 queries

Review

Best CRM Software for Law firms: A 2025 Guide - MyCase

https://www.mycase.com/blog/client-management/best-crm-for-law-firms/

Referenced in 2 queries

Review

Legal Workflow Automation Software for Law Firms - Clio

https://www.clio.com/features/legal-workflow-automation-software/

Referenced in 1 query

Review

The Top 10 Best CRM Software for Law Firms - Elite Legal Marketing

https://www.elitelegalmarketing.com/the-top-10-best-crm-software-for-law-firms/

Referenced in 2 queries

Review

Legal Workflow Automation Software: Complete Guide for Law ...

https://noloco.io/blog/legal-workflow-automation-software

Referenced in 1 query

Review

Lawmatics - #1 Legal Software for Law Firms & Attorneys

https://www.lawmatics.com/

Referenced in 1 query

Review

The Best Automation Tools for Law Firms: From High-Effort to No- ...

https://www.legalmate.co/blog/the-best-automation-tools-for-law-firms-from-high-effort-to-no-effort-solutions

Referenced in 1 query

Review

Data Cleaning for CRM's Legal Marketing Best Practices

https://natlawreview.com/article/do-s-and-don-ts-data-cleaning-don-t-drown-bad-data

Referenced in 1 query

Review

CRM Data Hygiene: Best Practices to Keep Your Database Clean ...

https://clevyr.com/blog/post/crm-data-hygiene

Referenced in 1 query

Review

Best Legal Workflow Software: 2026 Comparison Guide

https://www.streamline.ai/blog/best-legal-workflow-software

Referenced in 1 query

Review

The Complete Guide to CRM Data Cleaning - Insycle Blog

https://blog.insycle.com/crm-data-cleaning

Referenced in 2 queries

Review

8 Best Data Cleanup Services for a More Reliable CRM - LeadAngel

https://www.leadangel.com/blog/operations/data-cleanup-services/

Referenced in 1 query

Review

Content Engineering

Recommended Actions

Execute a Technical SEO audit specifically for SGE/AI Overviews visibility.

Index has 0% visibility in AI Overviews. Since this platform serves as the new front page of Google, the brand is effectively non-existent for users searching for data services via traditional search engines.

Impact: High

Develop a 'Private Equity Intelligence' content pillar to address the 3% mention rate for PE Associates.

PE Associates represent a high-value segment where Index is currently being ignored. Targeted content around deal-sourcing data and portfolio monitoring is required to break into this LLM training set.

Impact: High

Leverage the success on Claude to build a 'Professional Services Compliance' narrative.

Index performs best on Claude (36% mention rate). Expanding on 'client matter labeling' and 'professional services data compliance' will solidify this position as the go-to authority for legal and consulting firms.

Impact: Medium

Incentivize third-party reviews on high-authority platforms to improve ChatGPT's training data.

With an 8% mention rate and a 13.7 position on ChatGPT, Index is not being surfaced as a top-tier recommendation. Influencing the data sources ChatGPT prioritizes is essential for mainstream visibility.

Impact: Medium

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Backing

Investors

Blue Moon

Data generated by Pendium.ai AI visibility scanning. Last scanned February 27, 2026.

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