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From Documents to Data: How Fortress is Redefining Legal Knowledge
Sep 11, 2025
Law firms and corporate legal teams don’t suffer from a lack of information—they suffer from a lack of structured, actionable data. Every matter generates mountains of contracts, pleadings, and memos, but the insights inside are locked away in static documents.
This is the problem Project Fortress was designed to solve. By running on a Salesforce-powered platform, Fortress transforms every matter into structured data, enabling firms to analyze, compare, and act on knowledge at scale.
A Data Model That Mirrors the Business
Fortress isn’t a generic database. Its data model is designed to reflect how law firms and corporate legal departments actually operate:
Transactions: Each matter tracks substantive deal terms and structures—whether it’s a strategic joint venture, lender-side debt finance, venture capital round, or fund formation.
Litigation: Matters capture causes of action, judge profiles, court systems, argument types, and outcomes.
Contracts: With the Fortress CLM app, agreements are parsed for key obligations, renewals, and risks.
This isn’t just metadata. It’s the substantive terms, deal points, and strategies that define a matter—captured consistently across the entire organization.
Market Intelligence at Your Fingertips
Once structured, this data comes alive through Tableau-powered analytics embedded in Fortress:
Deal studies dashboards that benchmark market terms across your own transactions.
Market analysis that rivals (and eventually replaces) SRS and ABA deal studies—because it’s built on actual firm market data, not surveys.
Visual dashboards tailored by matter type, showing the trends that matter most to each practice group.
Agentic RAG Extraction
The real breakthrough comes from Fortress’s proprietary agentic RAG extraction framework.
Our AI agents are pre-trained on each practice group’s key terms—knowing exactly what to look for in M&A agreements, financing documents, litigation pleadings, or fund documents.
They can:
Pull terms from an entire closing set, not just single documents.
Auto-update the Fortress platform with structured data, building the knowledge base as you go.
Answer questions directly in chat—“What’s the average earnout cap in our last 25 healthcare M&A deals?”—using only your firm’s data as the source.
It’s a closed-loop system: documents feed the platform, the platform structures the data, and AI agents transform that data into usable knowledge.
Why This Matters
With Fortress, firms move from reactive reporting to proactive intelligence:
On a client basis: Tailor market analysis to specific clients and industries.
On a nuanced term: Drill down to see how a single provision—like call protection, board observer rights, or discovery response times—has played out across matters.
At scale: Generate dashboards that inform deal strategy, litigation risk assessments, and client negotiations in real time.
What once took weeks of manual charting is now available instantly, grounded in the firm’s own precedent and work product.
From Knowledge to Advantage
Fortress turns legal work into structured intelligence. That means:
Better leverage for attorneys and in-house teams.
Faster, data-driven decision-making.
Competitive advantage in pitches, negotiations, and courtrooms.
This is the future of legal data management: not just storing documents, but structuring knowledge. Not just AI for drafting, but AI for intelligence.
With Fortress, the insights you need are already in your system—waiting to be unlocked.
