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FOR IN-HOUSE LEGAL DEPARTMENTS

Every kind of legal work, in one place the whole company can work in.

Every kind of legal work, in one place the whole company can work in.

M&A, real estate, finance, compliance, litigation, commercial contracts, employment — each with a home, a record and an AI assistant that knows that kind of work. Legal, the business and outside counsel collaborate in the same place, and the work itself produces structured, reportable data as it gets done.

M&A, real estate, finance, compliance, litigation, commercial contracts, employment — each with a home, a record and an AI assistant that knows that kind of work. Legal, the business and outside counsel collaborate in the same place, and the work itself produces structured, reportable data as it gets done.

Watch the in-house demo

Bring us a live matter

M&A

Employment

Real estate

IP and privacy

Finance

Compliance

Litigation

Commercial

2–3×

2–3×

Work product output per lawyer, reported by the first users on Fortress

80%

80%

Time saved on the review, drafting and research that fills a lawyer’s week

Every practice area

Every practice area

M&A, real estate, finance, compliance, litigation, commercial and employment

Reportable by default

Reportable by default

The work creates the data — nobody maintains a tracker on the side

THE PROBLEM

The work is everywhere. The department is nowhere.

The work is everywhere. The department is nowhere.

A legal department does eight different kinds of work and keeps each of them in a different place — a data room, a spreadsheet, a shared drive, an inbox. There is no single record of what the function is carrying, so there is nothing to report from and nothing for AI to be useful on top of.

A legal department does eight different kinds of work and keeps each of them in a different place — a data room, a spreadsheet, a shared drive, an inbox. There is no single record of what the function is carrying, so there is nothing to report from and nothing for AI to be useful on top of.

Every practice area lives somewhere else

M&A in a data room, real estate in a spreadsheet of critical dates, compliance in a shared drive, litigation in email. Nobody can answer what the department is carrying because there is nowhere it all is.

M&A in a data room, real estate in a spreadsheet of critical dates, compliance in a shared drive, litigation in email. Nobody can answer what the department is carrying because there is nowhere it all is.

Intake is an inbox

Requests arrive by email, Slack, a hallway conversation and a form nobody uses. There is no queue, so there is no way to say what legal is carrying or how long anything took.

Requests arrive by email, Slack, a hallway conversation and a form nobody uses. There is no queue, so there is no way to say what legal is carrying or how long anything took.

No business context

Legal is asked about a customer without access to the CRM, about a vendor without the ERP, and about a deal without the thread where it was negotiated.

Legal is asked about a customer without access to the CRM, about a vendor without the ERP, and about a deal without the thread where it was negotiated.

The data does not exist

Anything reportable has to be typed into a tracker by somebody, after the fact. So it is either out of date or it was never filled in.

01 · ONE SOURCE OF TRUTH

Every kind of work gets a home, and every home works the same way

Every kind of work gets a home, and every home works the same way

A deal, a lease, a covenant, an investigation and a lawsuit are different work — but they all need the same things: a record, the documents, the dates, the people, an assistant that understands that kind of matter, and fields that make it reportable. Fortress gives each practice area its own workspace on one platform.

A deal, a lease, a covenant, an investigation and a lawsuit are different work — but they all need the same things: a record, the documents, the dates, the people, an assistant that understands that kind of matter, and fields that make it reportable. Fortress gives each practice area its own workspace on one platform.

M&A and corporate

Deal workspaces from LOI to integration

Diligence request lists, disclosure schedules, signature pages, closing checklists, consents and post-close obligations — with the deal value, close date and open items as fields rather than as slide content.

Diligence

Disclosure schedules

Closing checklist

Post-close obligations

Real estate

The portfolio and every critical date in it

Leases, purchase and sale agreements, title and survey, amendments and estoppels — with rent commencement, expiry, renewal windows and options tracked out of the documents themselves.

Leases

Critical dates

Renewals and options

Assignments

Finance and treasury

Credit agreements that actually get read

Facilities, guarantees, security documents and intercompany paper — with covenants, test dates, reporting obligations and baskets pulled out and calendared.

Covenants

Reporting obligations

Guarantees

Security

Compliance and regulatory

The evidence, not just the policy

Policies, attestations, regulatory filings, incident logs, training records and audit responses — held so that proving compliance is a query rather than a scramble.

Policies

Attestations

Filings

Incidents

Litigation and disputes

Matters, exposure and the hold

Pleadings, discovery, legal holds, budgets and outside counsel — with exposure, stage and next deadline as tracked fields rather than as somebody’s recollection.

Holds

Discovery

Exposure

Outside counsel

Commercial, employment and IP

The high-volume work that never stops

Contract review against the playbook, employment questions and investigations, IP filings and privacy requests — the requests that arrive every day and still need a record.

Playbook review

Investigations

IP portfolio

Privacy requests

Same platform, not eight tools

Each area has the fields, templates, assistants and checklists its own work needs — but they share one security model, one search, one set of integrations and one place the business goes. Adding a practice area is configuration, not another procurement.

02 · COLLABORATION

Legal, the business and outside counsel in the same record

Legal, the business and outside counsel in the same record

The reason work scatters is that the people doing it cannot get to the same place. Finance cannot open the data room, the business cannot see the matter, outside counsel emails a document that never gets filed. Fortress puts them in one workspace with different access — and an assistant that produces the work alongside them.

The reason work scatters is that the people doing it cannot get to the same place. Finance cannot open the data room, the business cannot see the matter, outside counsel emails a document that never gets filed. Fortress puts them in one workspace with different access — and an assistant that produces the work alongside them.

The business works in it, not around it

Deal teams, finance, HR and operations get scoped access to the matters they are part of — so they contribute to the record instead of emailing legal for a copy of it.

Outside counsel inside the workspace

Firms work in the matter they were engaged on, with what they produce landing on the record rather than in an inbox — and access ending when the engagement does.

An assistant that knows this kind of work

The M&A assistant knows diligence and disclosure schedules. The real estate assistant knows critical dates. The compliance assistant knows attestations. Not one generic chatbot pointed at everything.

The assistant drafts, people decide

Checklists, schedules, summaries, memos and correspondence produced against the record — reviewed and approved by the person whose name goes on it.

One thread, not four

Questions, decisions and approvals happen on the matter, so the reasoning behind a decision is still there in eighteen months when somebody asks why.

01 · THE FRONT DOOR

One front door, no matter which door they knocked on

One front door, no matter which door they knocked on

Requests do not stop arriving by Slack and email because a form exists. Fortress meets them where they already arrive, classifies what they are, routes them to the right person and acknowledges them — so the queue is real without asking the business to change its behaviour.

Requests do not stop arriving by Slack and email because a form exists. Fortress meets them where they already arrive, classifies what they are, routes them to the right person and acknowledges them — so the queue is real without asking the business to change its behaviour.

Requests captured wherever they come from

A Slack message, an email, a Salesforce opportunity that needs paper, or the request form — all become the same tracked item instead of four different habits.

Classified and routed on arrival

NDA, MSA, employment question, escalation — identified from the request itself and sent to the right lawyer without a person triaging every one.

The business gets an answer

Acknowledgement, expected turnaround and status, automatically — which is most of what “legal is a black box” actually means.

Self-service where it belongs

Standard NDAs and low-risk paper handled with a guided flow and a pre-approved template, so lawyers see the requests that need a lawyer.

Cycle time you can actually cite

How long each request type takes, measured from arrival — the number a GC needs when asking for another headcount.

One queue

instead of four inboxes, a form nobody uses and a hallway.

02 · CONTRACTS

Your playbook, applied the same way every time

Your playbook, applied the same way every time

Most in-house contract work is the same judgement made repeatedly by different people under time pressure. Fortress applies the playbook consistently, marks what falls outside it, and drafts the fallback — so a lawyer reviews the exceptions rather than reading every paragraph again.

Most in-house contract work is the same judgement made repeatedly by different people under time pressure. Fortress applies the playbook consistently, marks what falls outside it, and drafts the fallback — so a lawyer reviews the exceptions rather than reading every paragraph again.

Reviewed against your actual playbook

Your positions, your fallbacks, your walk-aways — applied to the counterparty draft and marked clause by clause as acceptable, negotiable or off-limits.

Redlines drafted, not just flagged

The fallback language is written into the document in Word, in your form, ready for the lawyer to accept or change.

The whole estate becomes searchable

Every executed agreement read and structured — terms, renewals, caps, assignment and change-of-control — so “which contracts does this affect” is a question with an answer.

Renewals and obligations tracked

Auto-renewals, notice windows and reporting obligations pulled out of the contracts themselves and put on a calendar before they become a surprise.

Positions that hold across the company

What legal agreed to last quarter surfaces when the same clause comes up again — including when it comes up in a different region.

80%

of the review time on standard paper, on work that was always going to end the same way.

04 · LITIGATION AND SPEND

Disputes, exposure and what outside counsel is costing

Disputes, exposure and what outside counsel is costing

Litigation, investigations, regulatory matters and the outside counsel spend attached to them — managed as one book of work, with exposure and next deadline as tracked fields rather than as somebody’s recollection.

Litigation, investigations, regulatory matters and the outside counsel spend attached to them — managed as one book of work, with exposure and next deadline as tracked fields rather than as somebody’s recollection.

Every matter in one place

Disputes, transactions, investigations and regulatory work managed together, with the documents, deadlines and decisions attached to the matter itself.

Outside counsel, matter by matter

Budgets, accruals and invoices tied to the matter that incurred them, so the question is about a specific piece of work rather than a total.

Invoices read, not just filed

Line-item review against the engagement terms and the billing guidelines, with what falls outside them surfaced before it is approved.

Work kept in-house where it should be

What you are sending out that you could do internally becomes visible, which is the only way that decision ever gets made deliberately.

Handoffs that do not lose the file

What outside counsel needs, sent with the record attached; what comes back, filed to the matter instead of to somebody’s inbox.

04 · KNOWLEDGE

The answer is somewhere in the department. Now it is findable.

The answer is somewhere in the department. Now it is findable.

A legal department is mostly institutional memory — what was agreed, what position was taken, what happened last time. It lives in old matters, old contracts and the heads of people who have been there a while. Fortress makes it a thing you can ask.

A legal department is mostly institutional memory — what was agreed, what position was taken, what happened last time. It lives in old matters, old contracts and the heads of people who have been there a while. Fortress makes it a thing you can ask.

Ask across the whole record

Contracts, matters, advice memos, board materials and email — one question, one sourced answer, with the documents it came from attached.

Positions become precedent

The reasoning behind what legal agreed to last time surfaces when the same issue arrives again, instead of being re-derived from scratch.

Knowledge that survives turnover

When a ten-year lawyer leaves, what they knew stays in the system rather than walking out with them.

Advice memos that cite the source

Answers to the business drafted with the underlying contract, policy or authority attached, so the recipient can check it.

Business context, not just legal context

Because the CRM, the ERP and the collaboration tools are connected, an answer about a customer knows what that customer actually buys.

06 · STRUCTURED BY DEFAULT

Nobody fills in a tracker, and the tracker is always current

Nobody fills in a tracker, and the tracker is always current

Nobody fills in a tracker, and the tracker is always current

Legal reporting fails for one reason: the data is entered separately from the work, by somebody with better things to do. In Fortress the fields are part of doing the work — drafting the schedule sets the consent count, reviewing the lease sets the expiry, closing the matter sets the outcome. Reporting is a by-product.

Legal reporting fails for one reason: the data is entered separately from the work, by somebody with better things to do. In Fortress the fields are part of doing the work — drafting the schedule sets the consent count, reviewing the lease sets the expiry, closing the matter sets the outcome. Reporting is a by-product.

Legal reporting fails for one reason: the data is entered separately from the work, by somebody with better things to do. In Fortress the fields are part of doing the work — drafting the schedule sets the consent count, reviewing the lease sets the expiry, closing the matter sets the outcome. Reporting is a by-product.

Board and audit committee

Board and audit committee

Exposure, obligations and open risk, reportable at any moment rather than assembled the week before the meeting.

Budget and headcount

Budget and headcount

Volume, cycle time and where the work comes from — the numbers a GC needs to argue for resourcing with something other than an anecdote.

Outside counsel decisions

Outside counsel decisions

What is being sent out, what it costs and what the same work costs in-house, by practice area.

Risk that is actually tracked

Risk that is actually tracked

Uncapped liabilities, auto-renewals, overdue obligations and open exceptions — as a live list, not a quarterly reconstruction.

05 · CONNECTED

Legal is the only function asked to advise without seeing anything

Legal is the only function asked to advise without seeing anything

Sales has the CRM. Finance has the ERP. Legal gets an email asking what it thinks. Fortress connects the systems the business already runs, so an answer about a customer, a vendor or a deal is given with the facts already attached.

Sales has the CRM. Finance has the ERP. Legal gets an email asking what it thinks. Fortress connects the systems the business already runs, so an answer about a customer, a vendor or a deal is given with the facts already attached.

See every integration

→

PRIVILEGE AND SECURITY

Legal’s file is not the company’s shared drive

Legal’s file is not the company’s shared drive

Fortress runs inside your own tenant. Privileged advice, board material and investigation work are held separately from the systems the rest of the business can see — which is the reason most legal departments never connected anything in the first place.

Fortress runs inside your own tenant. Privileged advice, board material and investigation work are held separately from the systems the rest of the business can see — which is the reason most legal departments never connected anything in the first place.

Privilege held separately

Advice, investigation material and board work sit in legal’s own space, not in a company-wide repository with optimistic permissions.

Your own tenant

Deployed in your organisation’s environment on Salesforce infrastructure — not a shared consumer service holding your contracts.

Your data is not training data

Contracts, advice and matter material are not used to train models, in language your security team can put in a questionnaire.

Reads as the user

Fortress sees what that person is already entitled to see. Connecting the CRM does not give the whole department the CRM.

Nothing sends or posts itself

Replies are drafted, never sent. Nothing is posted to a channel or shared with the business without a lawyer approving it.

Logged and auditable

Every access and every AI output recorded, exportable and reviewable — including for a litigation hold or a regulator.

DEPLOYMENT

Start with contracts, because that is where the volume is

Start with contracts, because that is where the volume is

The fastest thing to prove in a legal department is contract review, because there is a queue of it and everyone already knows what it costs. Prove it there, then widen.

The fastest thing to prove in a legal department is contract review, because there is a queue of it and everyone already knows what it costs. Prove it there, then widen.

01

Load the playbook

2–3 weeks

Your positions, fallbacks and templates, plus a sample of executed agreements so the system learns what this department actually agrees to.

02

Run live contract review

6–8 weeks

Real incoming paper reviewed against the playbook alongside your normal process. You compare both outputs on the same agreements.

03

Turn on intake

With the pilot

The Slack, email and Salesforce front door opens, and the department gets a queue and a cycle-time number for the first time.

04

Widen

Quarter two

Matters, outside counsel, knowledge and reporting — on the same platform, with the connections already in place.

No Salesforce required

Fortress is built on Salesforce for security, identity and scale — but you do not need to run Salesforce to use it, and none of our customers did before Fortress. If you already have it, the department inherits the business context for free.

WHERE THIS STANDS

In production in the hardest rooms we could find

In production in the hardest rooms we could find

An AmLaw 50 firm runs Fortress at enterprise deployment. A Big Four professional services firm runs it. A state judiciary runs it statewide. Those are harder security and adoption environments than most in-house departments, and they are the reference calls we would put you on.

An AmLaw 50 firm runs Fortress at enterprise deployment. A Big Four professional services firm runs it. A state judiciary runs it statewide. Those are harder security and adoption environments than most in-house departments, and they are the reference calls we would put you on.

AmLaw 50 firm at enterprise deployment

Big Four professional services deployment

State judiciary live statewide

Salesforce Partner of the Year, System of Agency, 2027

Give us a quarter of contracts

Give us a quarter of contracts

Send us the agreements your team reviewed last quarter and your playbook. We will run them, and you can compare what came back to what your lawyers actually did — on your own paper, not a sample set of ours.

Already closed

Nothing live is at risk

Your playbook

Not a generic set of positions

You keep the output

The review and the analysis are yours either way

Watch the in-house demo

→

START WITH REAL WORK

Bring us last quarter’s contracts.

Bring us last quarter’s contracts.

We will ground Fortress in your playbook and run the paper your team already reviewed, so you are comparing it against work you know rather than against a demo. No procurement cycle required to find out.

We will ground Fortress in your playbook and run the paper your team already reviewed, so you are comparing it against work you know rather than against a demo. No procurement cycle required to find out.

Request a briefing

See the demos

AmLaw 50 and Big Four in production

No Salesforce required

Partner of the Year, System of Agency

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© 2025 Project Fortress. All rights reserved.

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Subscribe

Join our newsletter to stay up to date on features and releases.

By subscribing you agree to with our Privacy Policy and provide consent to receive updates from our company.

© 2025 Project Fortress. All rights reserved.

Privacy Policy

Terms of Use

Cookie Policy