Project Fortress

Project Fortress is a deal management platform built specifically for transactional practice groups at medium to large law firms. Powered by Salesforce, Fortress centralizes every aspect of deal management—from task oversight and closing checklists to precedent tracking and AI-driven workflow automation—into one seamless platform.

With fully customizable tools tailored to your firm’s unique workflows, Fortress streamlines collaboration, enhances efficiency, and delivers unparalleled insights.

Features of Project Fortress include: 

Centralized Deal Management: Simplify even the most complex transactions with unified checklists, workstreams, and communication tools.

Seamless Integrations: Connect effortlessly with iManage, NetDocuments, and your legal tech stack.

Real-Time Oversight: Gain 30,000 ft visibility into every deal while tracking progress and profitability.

Fortress.ai: Automate tasks, analyze data, and manage workflows with an advanced AI, designed specifically for law firms.

Client Portals: Offer transparency and value to your clients with live access to their deals and data.