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Project Fortress

Simplify legal deal workflows with an AI-powered, collaborative platform

Overview

Project Fortress is an end-to-end transaction management platform for large law firms and in-house legal departments. Fortress was designed by lawyers, for lawyers, to streamline the way legal teams manage complex matters.

See How Project Fortress Works

End-to-End Legal Matter Management Manage every phase of a legal transaction—enagement to closing—in one centralized platform built for complex legal work.
2. Built for Law Firms and In-House Legal Supports lead attorneys, specialists, staff, and clients working collaboratively on a single system.
3. Custom Workflows by Matter Type Tailor workflows to specific legal transactions like M&A, real estate, debt finance, fund formation, litigation, and more.
4. Seamless Team Collaboration Assign tasks, track status, and keep legal teams aligned in real time—internally and with clients.
5. AI-Powered Legal Automation Reduce administrative tasks with our proprietary Fortress.ai agentic framework trained on your platform data model and workflows.
6. Real-Time Dashboards & Reports Instantly generate status updates and client-ready reports with live dashboards tied to matter progress, deal terms, contract metrics, and more.
7. Closing Checklists & Workstream Tracking Eliminate guesswork with live checklists and automated workstreams that drive deals forward and provide a canvas for mapping out litigation strategy.
8. Integrated Legal Tech Stack Connects with iManage, NetDocuments, Microsoft Office, Tableau, Slack, and more - no more switching systems.
9. Secure Client Portals Give clients visibility into their matters with real-time updates, documents, and milestone tracking.

Project Fortress is an end-to-end legal transaction management platform built on Salesforce. Designed for large law firms and in-house legal departments, Fortress streamlines complex matters by combining collaboration, automation, and visibility into a single, centralized workspace. Built for Legal Teams Fortress supports attorneys, specialists, support staff, and clients—all working together in one platform. • Manage legal work, not just contacts or financials • Track every workstream, checklist, and deliverable • Share real-time updates with clients through secure portals • Customize workflows by matter type—M&A, real estate, credit, fund formation, litigation, and more Solve Real Pain Points Fortress is built by lawyers to solve the inefficiencies of traditional legal operations: • Eliminate scattered spreadsheets, email threads, and static trackers • Improve collaboration across internal and external deal teams • Access precedent directly from within matters • Automate reporting with real-time dashboards and progress views • Streamline closings with integrated checklists and workflow tools • Seamlessly connect with tools like iManage, NetDocuments, and Microsoft Office