Welcome to Project Fortress™

We are the legal industry’s first ever cloud-based platform designed for complex business transactions. Built on the World’s #1 CRM platform, Project Fortress™ gives deal teams the legal resources to manage and close more deals.

Project Fortress - The World's #1 CRM Platform Configured Specifically for Transactional Attorneys
Project Fortress Transaction Checklists allow transactional attorneys to organize all the action items related to a transaction in the cloud on the world's #1 CRM platform configured for transactional attorneys.


Every transaction could use one more attorney, but not every transaction can afford it. The Fortress Platform™ provides the computing and organizational power of an additional associate without the cost. It instantly increases the value the legal team brings to a transaction.

Unparalleled Organization.

The Fortress Platform™ leverages Salesforce to provide a legal solution tailored to how corporate and transactional attorneys actually practice law. Organize each transaction workstream in a manner that speaks your language.

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Unprecedented Synergy.

The days of frantically searching through your inbox are over. Project Fortress™ cleans up your email and tracks every document, attachment, and comment on an easy-to-use transactional platform.

It’s time to start getting the most out of your internal communications.

Maintain Control and Responsiveness on the Go.

When every minute counts, you need the flexibility to advance the ball on substantive transaction matters on your mobile. Stuck in line at the grocery store? Update the closing checklist. Caught in traffic? Send out the supplemental diligence request list.


Designed by transactional attorneys for
transactional attorneys, The Fortress Platform™
has the entire deal team in mind.

Designed by transactional attorneys for transactional attorneys, The Fortress Platform™ has the entire deal team in mind.

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Tier 1

Transaction Lead

This tier provides unlimited access to Fortress™ and includes full administrative authority to organize and manage transactions. It is designed primarily for attorneys who lead and/or manage transactions, including:

  • Mergers and Acquisitions
  • Real Estate
  • Corporate and Transactional
  • Capital Markets and Commercial Lending
  • Securities and Corporate Finance
  • Technology Transactions
  • Venture Capital and Emerging Companies
  • Bankruptcy and Restructuring
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Tier 2

Subject Matter Expert

This tier provides access that is tailored to the specific needs of those attorneys who support the transaction lead, including:

  • Employee Benefits & Executive Comp.
  • Labor & Employment
  • Antitrust
  • Regulatory
  • Intellectual Property
  • Litigation
  • Real Estate Support
  • Financing
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Tier 3


With Tier 3 access, the client can stay apprised of critical transaction updates in real time, with access to each of the following:

  • The Fortress Transaction Checklist and each integrated workstream, including Flags, Agreements, and Disclosure Schedules
  • The Fortress Issues List, which tracks the revisions to the transaction documents.
  • The Fortress Deal Studies, Metrics, and Charts, which provide granular detail regarding deal terms and contract terms
  • The Fortress Integration Tracker, which allows the business and operations teams to manage integration alongside their attorneys.