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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.
Highlights
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.
Provider Details
Project Fortress is an end-to-end transaction management platform for large law firms and in-house legal departments. Designed by attorneys, for attorneys, Fortress transforms how legal teams manage complex corporate and litigation matters. Unlike traditional CRMs or generic workflow tools, Fortress organizes legal work—not just contacts or financials—by streamlining the entire transaction and matter lifecycle, from engagement through integration. The platform integrates seamlessly with the legal tech stack, including document management systems, contract analysis tools, and Microsoft Office applications. With powerful automation and a proprietary AI trained specifically on deal processes, Fortress reduces non-legal work, increases visibility across teams, and ensures control over every moving part of a transaction. Fortress also offers rich customization capabilities and dashboards tailored to the specific needs of legal professionals. Whether you’re a firm managing thousands of transactions annually or building new efficiencies across practice groups, Project Fortress is your command center for legal work—powered by Salesforce.
Pricing Details
Pricing for Project Fortress is custom and based on your firm’s specific needs and user base. Fortress supports a wide range of users, including attorney leads, subject matter specialists, support staff, and even clients.
Basic
$50 USD/user/month
Free trial available for 30 days