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Project Fortress
Simplify legal deal workflows with an AI-powered, collaborative platform
- Business Need
- ProductivityAnalyticsCollaboration
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService CloudPlatform Cloud
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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudPlatform Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- Project Fortress/0.3.0 0.3.0
- Listed On
- 07/08/2025
- Latest Release
- 07/08/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadySalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 32Custom Tabs: 5Custom Apps: 1
- Lightning Components
- Global: 4App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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
Need help?
Project Fortress, LLC
Kansas City
Need help? Our team is here to support you every step of the way. For technical assistance, onboarding guidance, or questions about using Project Fortress, contact us at sales@projectfortress.com.