INTEGRATIONS
Fortress connects to what you already run.
Fortress connects to what you already run.
Fortress connects to what you already run.
Nobody replaces their stack to adopt an AI platform, and nobody should have to. Fortress reads and writes across the systems you already pay for — the Office apps your people work in, the document management you file to, the ERP your finance team closes on, and the places the operating conversation actually happens — so one AI layer sits over all of it.
Nobody replaces their stack to adopt an AI platform, and nobody should have to. Fortress reads and writes across the systems you already pay for — the Office apps your people work in, the document management you file to, the ERP your finance team closes on, and the places the operating conversation actually happens — so one AI layer sits over all of it.
Nobody replaces their stack to adopt an AI platform, and nobody should have to. Fortress reads and writes across the systems you already pay for — the Office apps your people work in, the document management you file to, the ERP your finance team closes on, and the places the operating conversation actually happens — so one AI layer sits over all of it.
No migration · no re-platform · nothing turned off
Everything in, one layer over it, work product back out
Everything in, one layer over it, work product back out
Everything in, one layer over it, work product back out
Your systems stay where they are and keep being the systems of record. Fortress reads across all of them, applies one AI layer, and writes the output back into the place it belongs.
Your systems stay where they are and keep being the systems of record. Fortress reads across all of them, applies one AI layer, and writes the output back into the place it belongs.
Your systems stay where they are and keep being the systems of record. Fortress reads across all of them, applies one AI layer, and writes the output back into the place it belongs.
THE ONE PEOPLE FEEL EVERY DAY
Microsoft 365
Microsoft 365
Fortress runs inside Word, Outlook, Excel and PowerPoint as a task pane.
Fortress runs inside Word, Outlook, Excel and PowerPoint as a task pane.
This is the integration that decides whether anything else gets used. If the AI lives in another tab, people stop opening it. So it lives in the ribbon instead — with your matters, your precedent and your document management behind it, so the draft is written from context and files itself when it is done.
This is the integration that decides whether anything else gets used. If the AI lives in another tab, people stop opening it. So it lives in the ribbon instead — with your matters, your precedent and your document management behind it, so the draft is written from context and files itself when it is done.
Deployed centrally
From your own Microsoft 365 admin centre — no desktop install
Context, not prompts
The pane knows the matter, the precedent and the house style
Automations never send
Background review drafts into your Drafts folder and stops there
Files itself
Work product lands in iManage, NetDocuments or SharePoint
Word
Draft, redline and rewrite against your own precedent — then save back to the matter
Outlook
Triage the inbox, draft replies into Drafts, file mail and attachments to the matter
Excel
Extract terms from documents into rows, explain a workbook, pull live platform data
PowerPoint
Build the deck from a memo, a matter or live data — in your own template
Word
Draft, redline and rewrite against your own precedent — then save back to the matter
Outlook
Triage the inbox, draft replies into Drafts, file mail and attachments to the matter
Excel
Extract terms from documents into rows, explain a workbook, pull live platform data
PowerPoint
Build the deck from a memo, a matter or live data — in your own template
Go deeper on Microsoft 365
→
iManage
Matter-centric filing and security
NetDocuments
Workspaces, profiles and versioning
SharePoint
Sites, libraries and Microsoft 365 identity
Box
Enterprise content and external sharing
Dropbox
Team folders and shared links
Google Drive
Shared drives and Workspace identity
ShareFile
Secure exchange and client portals
DOCUMENT MANAGEMENT
Where the file already lives, and where the work goes back
Where the file already lives, and where the work goes back
Fortress does not become another place documents pile up. It reads from the document management system you already file to, and the work product it produces is saved back onto the matter in that same system — with the version history and permissions intact.
Fortress does not become another place documents pile up. It reads from the document management system you already file to, and the work product it produces is saved back onto the matter in that same system — with the version history and permissions intact.
Read the matter’s documents without exporting them anywhere
Read the matter’s documents without exporting them anywhere
Work product saved back to the matter, not to somebody’s desktop
Work product saved back to the matter, not to somebody’s desktop
Existing permissions and ethical walls respected, not re-implemented
Existing permissions and ethical walls respected, not re-implemented
Version history preserved in the system that owns it
Version history preserved in the system that owns it
Multiple systems at once — most organisations have more than one
Multiple systems at once — most organisations have more than one
iManage
iManage
Matter-centric filing and security
NetDocuments
NetDocuments
Workspaces, profiles and versioning
SharePoint
SharePoint
Sites, libraries and Microsoft 365 identity
Box
Box
Enterprise content and external sharing
Dropbox
Dropbox
Team folders and shared links
Google Drive
Google Drive
Shared drives and Workspace identity
ShareFile
ShareFile
Secure exchange and client portals
Oracle NetSuite
ERP, financials and multi-entity
Other ERP systems
SAP, Dynamics, Acumatica and others
QuickBooks · Sage
Smaller entities and portfolio companies
Banking and AP
Cash position and payables
Expense platforms
Spend against policy
Billing systems
Time, invoices and realisation
ERP AND FINANCE
The numbers, without waiting for the export
The numbers, without waiting for the export
Financial systems hold the answer to most operating questions and hand it over once a month, in a format somebody has to rebuild. Fortress reads them continuously, so reporting is a query rather than a project — and so duplicated spend across entities becomes visible instead of theoretical.
Financial systems hold the answer to most operating questions and hand it over once a month, in a format somebody has to rebuild. Fortress reads them continuously, so reporting is a query rather than a project — and so duplicated spend across entities becomes visible instead of theoretical.
Live financial data rather than a monthly export somebody reformats
Multiple entities and instances read together, not reconciled by hand
Duplicated vendors and overlapping contracts surfaced across companies
Obligation and payment dates pulled from the contracts behind them
Reporting assembled continuously for leadership, boards and LPs
Oracle NetSuite
ERP, financials and multi-entity
Other ERP systems
SAP, Dynamics, Acumatica and others
QuickBooks · Sage
Smaller entities and portfolio companies
Banking and AP
Cash position and payables
Expense platforms
Spend against policy
Billing systems
Time, invoices and realisation
Slack
Channels, threads and shared channels
Microsoft Teams
Chats, channels and meetings
Google Workspace
Gmail, Calendar, Docs and Drive
Zoom
Recordings and transcripts
COMMUNICATIONS AND COLLABORATION
The conversation is half the record
The conversation is half the record
Decisions get made in a thread and then disappear from the file. Fortress reads the channels and mailboxes an organization actually runs on, so the context behind a decision is attached to the matter rather than remembered by whoever was in the room.
Decisions get made in a thread and then disappear from the file. Fortress reads the channels and mailboxes an organization actually runs on, so the context behind a decision is attached to the matter rather than remembered by whoever was in the room.
The thread that made the decision attached to the matter it affected
The thread that made the decision attached to the matter it affected
Ask across conversations and get a sourced answer, not a search result
Ask across conversations and get a sourced answer, not a search result
Meeting and call material summarised against the work it belongs to
Meeting and call material summarised against the work it belongs to
Nothing posted or sent on your behalf without a person approving it
Nothing posted or sent on your behalf without a person approving it
Retention and privacy posture follows the organisation’s, not ours
Retention and privacy posture follows the organisation’s, not ours
Slack
Slack
Channels, threads and shared channels
Microsoft Teams
Microsoft Teams
Chats, channels and meetings
Google Workspace
Google Workspace
Gmail, Calendar, Docs and Drive
Zoom
Zoom
Recordings and transcripts
HOW IT WORKS
Connected, not migrated
Connected, not migrated
An integration is not a data move. Your system keeps the record, keeps its permissions and keeps being the thing your people log into. Fortress reads what it is entitled to read, and writes back only where you tell it to.
An integration is not a data move. Your system keeps the record, keeps its permissions and keeps being the thing your people log into. Fortress reads what it is entitled to read, and writes back only where you tell it to.
01
Nothing is migrated
Nothing is migrated
No export, no cutover, no parallel copy of your data to keep in sync. The source system stays the source of truth.
No export, no cutover, no parallel copy of your data to keep in sync. The source system stays the source of truth.
02
Your permissions carry over
Your permissions carry over
Fortress reads as the user, under the access that user already has. An integration never becomes a way around a permission model.
Fortress reads as the user, under the access that user already has. An integration never becomes a way around a permission model.
03
Writes are deliberate
Writes are deliberate
Where Fortress writes back — a document to the matter, an email logged, a row to a sheet — is configured, not assumed. It does not write anywhere it was not pointed.
Where Fortress writes back — a document to the matter, an email logged, a row to a sheet — is configured, not assumed. It does not write anywhere it was not pointed.
04
Turn one off without breaking the rest
Turn one off without breaking the rest
Connections are independent. Disconnecting one system does not take the platform down with it.
Connections are independent. Disconnecting one system does not take the platform down with it.
SECURITY
Every connection is a question your security team will ask
Every connection is a question your security team will ask
So the answers are built in rather than assembled later. Fortress runs in your own tenant on Salesforce infrastructure, connects with credentials your administrators control, and does nothing on your behalf without a person in the loop.
So the answers are built in rather than assembled later. Fortress runs in your own tenant on Salesforce infrastructure, connects with credentials your administrators control, and does nothing on your behalf without a person in the loop.
Your own tenant
Your own tenant
Fortress runs in your organisation’s environment, not as a shared consumer service holding a copy of your data outside your boundary.
Fortress runs in your organisation’s environment, not as a shared consumer service holding a copy of your data outside your boundary.
Credentials you control
Credentials you control
Connections are authorised through your own administrators and can be revoked by them at any time, per system and per user.
Connections are authorised through your own administrators and can be revoked by them at any time, per system and per user.
Your data is not training data
Your data is not training data
Nothing that moves through an integration is used to train models — in language a vendor security questionnaire can be answered with.
Nothing that moves through an integration is used to train models — in language a vendor security questionnaire can be answered with.
Scoped to what the product does
Scoped to what the product does
Permission requests reflect what each integration actually needs, and each one is explainable line by line.
Permission requests reflect what each integration actually needs, and each one is explainable line by line.
Nothing sends or posts itself
Nothing sends or posts itself
Mail is drafted, never sent. Nothing is posted to a channel or filed to a public record without a person approving it.
Mail is drafted, never sent. Nothing is posted to a channel or filed to a public record without a person approving it.
Logged and auditable
Logged and auditable
Every read and every write is recorded, exportable, and reviewable by your own auditors — not summarised by us on request.
Every read and every write is recorded, exportable, and reviewable by your own auditors — not summarised by us on request.
DO NOT SEE YOURS
The list is what customers have asked for so far
The list is what customers have asked for so far
Every organisation runs something nobody else does — a court case management system, a regulator’s portal, an industry platform, a database somebody built in 2009 that runs a business unit. If it has an interface, it can usually be connected. Tell us what you run and we will tell you honestly whether it is a week or a quarter.
Every organisation runs something nobody else does — a court case management system, a regulator’s portal, an industry platform, a database somebody built in 2009 that runs a business unit. If it has an interface, it can usually be connected. Tell us what you run and we will tell you honestly whether it is a week or a quarter.
Court case management
E-discovery platforms
CLM and contract repositories
Legislative data feeds
HRIS and payroll
Regulator portals
In-house databases
How we answer that question
How we answer that question
1
Tell us the system
Tell us the system
What it is, who uses it, and what you need out of it
2
We look at the interface
We look at the interface
API, database, export or screen — most systems expose something
3
You get a straight answer
You get a straight answer
Already supported, a short build, or genuinely not worth it — we will say which
START WITH YOUR STACK
Send us a list of what you run.
We will tell you what connects today, what would take a build, and what is genuinely not worth doing — before anybody signs anything.
No migration
Your permissions carry over
Nothing sends or posts itself
START WITH YOUR STACK
Send us a list of what you run.
We will tell you what connects today, what would take a build, and what is genuinely not worth doing — before anybody signs anything.
No migration
Your permissions carry over
Nothing sends or posts itself
START WITH YOUR STACK
Send us a list of what you run.
We will tell you what connects today, what would take a build, and what is genuinely not worth doing — before anybody signs anything.
No migration
Your permissions carry over
Nothing sends or posts itself
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.
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.
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.