Project Fortress

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Microsoft 365

FORTRESS INSIDE MICROSOFT 365

Nobody changes where they work. So we went there instead.

Word, Outlook, Excel and PowerPoint are where the work product actually gets made. Fortress runs inside all four as a task pane — with your matters, your knowledge bases and your document management behind it — so drafting, triage, analysis and filing happen without leaving the document or the inbox.

Watch the plug-in demo

See the platform

Deployed from your own Microsoft 365 admin centre · no desktop install

Word

Draft, redline and rewrite against your own precedent — and save back to the matter

Outlook

Triage the inbox, draft replies into Drafts, and file mail and attachments to the matter

Excel

Build and explain models, and pull structured data out of documents into a sheet

PowerPoint

Build the deck from the document, the matter or the data — in your template

THE PROBLEM

An AI tool in another tab is a tool most people stop opening

Adoption does not fail because the model is bad. It fails because using it means leaving the document, pasting in content that probably should not be pasted anywhere, and pasting the answer back by hand — every single time.

The switch costs more than the answer

Leaving Word to ask a question, then coming back to reformat the answer, takes longer than the answer saved. So people stop asking.

Pasting is the security problem

The moment a draft agreement or a privileged email is pasted into a browser tab, the question of where it went stops having a clean answer.

The tool has no context

A general chatbot does not know the matter, the counterparty, the precedent or the house style. Every prompt has to re-explain the situation.

The output lands nowhere

An answer in a chat window is not filed, not versioned and not attached to anything. Somebody still has to put it where it belongs.

WORD

Draft, redline and rewrite without leaving the document

The task pane knows which matter the document belongs to, which precedent the firm or office actually uses, and how your house style reads. Drafting starts from that rather than from a blank page and a prompt.

Firm templates from a blank document

Start a new document and draft a template from scratch — engagement letters, agreements, orders, memoranda — in the format your organisation already uses.

Drafted from the matter, not from a prompt

The pane pulls the parties, the facts, the prior drafts and the precedent from the matter itself, so the first draft is about this deal or this case.

Redline against your own standard

Mark a counterparty draft against your standard form, or two versions against each other, with what changed explained in words rather than as a wall of tracked changes.

Rewrite in house style

Tighten, lengthen, change register or conform to your style guide — on a selection or across the whole document.

Authority checked as you write

Citations and cross-references verified against the record and the sources they claim to come from.

Saved back where it belongs

The finished document files to the matter in iManage, NetDocuments or SharePoint — not to somebody’s desktop.

OUTLOOK

Triage the inbox, and file the mail where it belongs

The inbox is where matters actually get run and where the record most often goes missing. Fortress reads it, tells you what needs a response, drafts the reply, and files the message and its attachments to the matter without anyone dragging a file anywhere.

Inbox triage

Mail classified and summarised by matter, urgency and what it is asking for — so the first ten minutes of the day are spent deciding rather than reading.

Replies drafted for you

Responses written from the thread and the matter behind it, in your voice, with the attachments and authority already pulled.

File to the matter in one click

A message and its attachments logged to the matter or account record — so the file is complete without anyone maintaining it by hand.

Your projects and knowledge bases, in the pane

AI projects, knowledge bases and matters are reachable from Outlook directly, so a question about a matter does not require opening another application.

Automations, configurable per user

Review rules can run in the background for the users who want them, and stay off for the users and organisations that do not.

THE RULE WE DO NOT BEND

Automations never send email. They draft into your Drafts folder and stop there — a person reads it and a person sends it. Every time.

EXCEL

Turn documents into a table, and a table into an answer

Most of the numbers a professional argues about start life inside a document nobody has time to key in. Fortress extracts them into the sheet, explains what a workbook is doing, and pulls live data from the platform so the model is not a snapshot from three weeks ago.

Extract from documents into rows

Contract terms, deal points, valuation inputs, obligation dates — pulled from the underlying documents into a structured table, each cell traceable to the page it came from.

Explain a workbook you inherited

What the model does, which cells drive the output, where the hard-coded assumptions are and what changed between two versions.

Build the analysis

Formulas, pivots and summary tables built from a plain-language description of what you are trying to show.

Live data from the platform

Matter lists, obligation calendars, caseload, portfolio metrics — pulled into the sheet from Fortress rather than re-exported by hand each month.

Reconcile two sources

Two schedules, two exports or two versions compared, with the differences listed rather than eyeballed.

POWERPOINT

Build the deck from the work, not from a blank slide

The deck is almost always a restatement of something that already exists — a memo, a matter, a quarter of data. Fortress builds it from that source, in your template, and rebuilds it when the underlying facts change.

From a document to a deck

A memo, a report or a brief turned into slides that make the same argument — with the structure decided by the content rather than by a default layout.

From the matter or the data

Board updates, case status, portfolio reviews and committee briefings assembled from the live record instead of from last quarter’s file.

In your own template

Your master, your fonts, your colours and your slide layouts — applied as it builds rather than reformatted afterwards.

Refresh, do not rebuild

A recurring deck updated against the current numbers, with what changed since the last version called out.

Speaker notes that hold up

Notes written from the underlying material, so the person presenting can answer the question behind the slide.

WHAT IS ACTUALLY BEHIND IT

The pane is small. What it is connected to is not.

The plug-ins are a surface. Behind them is the whole platform — your matters, your knowledge bases, your AI projects and your document management — which is why the pane knows what it is looking at and where the output belongs.

SETUP

Three steps, and no desktop install

The plug-ins are deployed centrally from your own Microsoft 365 admin centre and appear in the ribbon for the users you choose. The only thing a user does is connect their accounts once.

IT deploys centrally

From your Microsoft 365 admin centre, to the users or groups you choose. No download, no local install, nothing for a user to configure.

The user connects once

Profile icon, top right → Settings → External Credentials → allow iManage, allow Outlook. That one step is what bridges the connection.

The pane appears

Fortress shows up in the ribbon in Word, Outlook, Excel and PowerPoint, already pointed at the user’s matters and knowledge bases.

SECURITY

The reason it is a plug-in is also the reason it is safer

Content that never leaves Word or Outlook is content nobody pasted into a browser. Fortress runs in your own tenant, requests the Microsoft Graph permissions the product actually uses, and does not act on your behalf without a person in the loop.

Nothing gets pasted anywhere

The draft stays in the document and the mail stays in the mailbox. The most common way confidential material escapes simply does not happen.

Your own tenant

Fortress runs in your organisation’s environment on Salesforce infrastructure, not as a shared consumer service sitting outside your security boundary.

Your data is not training data

What goes through the plug-ins is not used to train models, in language a security questionnaire can be answered with.

Graph permissions match the product

The permission list reflects what the add-in actually does — not a broad grant asked for once and never explained.

Automations never send

Background review can draft, but only into your own Drafts folder. A person reads it and a person sends it. Organisations that want automations off entirely get them off.

Configurable per user and per org

What the assistant is allowed to do is set by the organisation and, within that, by the user — not assumed on at install.

ACROSS EVERY SEGMENT

The same four plug-ins, doing four different jobs

What the pane offers changes with who is using it, because what sits behind it changes. The plug-ins are the same; the matters, the precedent and the templates are yours.

Law firms

Engagement letters, agreements and redlines against firm precedent — filed to the matter in iManage or NetDocuments.

See the law firm page

→

In-house legal

Contract review, playbook redlines and board materials, with the business context already attached.

See the in-house page

→

Government

Orders, opinions, bill language and correspondence drafted in the office’s own format, inside the agency’s tenant.

See the government pages

→

Operating partners

Portfolio reporting, diligence extraction and board decks built from the live record across companies.

See the operating partner page

→

SEE IT IN YOUR OWN WORD

Open a document you actually have to finish.

We will put the pane next to it, point it at your own precedent, and you can watch it draft the thing you were about to spend the afternoon on. It is a thirty-minute conversation, not a procurement cycle.

Book a walkthrough

Watch the plug-in demos

Deployed from your own admin centre

Automations never send mail

Salesforce Partner of the Year, 2027

SEE IT IN YOUR OWN WORD

Open a document you actually have to finish.

Book a walkthrough

Watch the plug-in demos

Deployed from your own admin centre

Automations never send mail

Salesforce Partner of the Year, 2027

SEE IT IN YOUR OWN WORD

Open a document you actually have to finish.

Book a walkthrough

Watch the plug-in demos

Deployed from your own admin centre

Automations never send mail

Salesforce Partner of the Year, 2027

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