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Streamlined Legal Workflows

See how Fortress transforms complex legal processes into organized, trackable workflows with intelligent task management and automated insights.

Complete Workflow Ecosystem

Project Fortress provides unified workflow management across all legal practice areas, eliminating silos and enabling seamless collaboration between teams, matters, and stakeholders.

Interactive Checklists

Comprehensive matter management with automated task tracking and progress monitoring.

Workstream Channels

Dedicated chat feeds for each work stream within matters for focused collaboration.

Analytics Dashboards

Real-time market intelligence and portfolio analytics across all matters and transactions.

Precedent Management

Prior agreements, motions, and problem-solving workstreams organized by key matter details for precise filtering.

Team Coordination

Unified task assignment across legal specialists, corporate development, integration, outside counsel, and stakeholders.

AI-Powered Corporate Workflow Assistance

Fortress.ai operates as an intelligent agentic layer on top of Salesforce's Power Platform, creating higher-functioning AI with direct, secure access to your firm's complete data ecosystem.

Deal Structuring

AI analyzes transaction structure and suggests optimal deal terms based on market precedent.

Due Diligence Automation

AI powered document review and risk identification across all diligence categories.

Market Analytics

Real-time market data and deal comparables to inform negotiation strategy.

AI Workflow Modules

Advanced AI capabilities that transform how legal professionals work, from document drafting to time tracking and everything in between.

AI Drafting Canvas

Advanced drafting interface for contracts, briefs, and complex legal documents with real-time AI assistance and precedent integration.

Issues List Generator

Upload redlined documents and AI automatically generates comprehensive issues lists with market-based recommendations.

Time Entry Generator

AI reads your work sessions and automatically generates accurate time entries with detailed descriptions and time estimates.

Task Management for Large Teams

Intelligent Task Management

Fortress automatically organizes your legal work into manageable tasks with clear assignments, deadlines, and progress tracking. Every task is connected to the broader deal context for complete visibility.

Automated Task Creation

AI identifies action items and creates tasks automatically

Smart Prioritization

Tasks are prioritized based on deal urgency and dependencies

Progress Tracking

Real-time visibility into task completion and deal progress

Ready to Transform Your Legal Operations?

Join leading law firms and corporate legal departments who have already revolutionized their transaction management with Project Fortress and Fortress.ai.

Schedule Your Demo

Download Brochure

Ready to Transform Your Legal Operations?

Join leading law firms and corporate legal departments who have already revolutionized their transaction management with Project Fortress and Fortress.ai.

Schedule Your Demo

Download Brochure

Ready to Transform Your Legal Operations?

Join leading law firms and corporate legal departments who have already revolutionized their transaction management with Project Fortress and Fortress.ai.

Schedule Your Demo

Download Brochure

80%

Reduction in Email Volume

30%

Faster Overall Matter Processing

100%

Visibility into Active Matters

Built on Salesforce. Powered by Fortress.ai.

The only transaction management platform that gives you both enterprise-grade infrastructure and intelligent AI capabilities from day one.

Schedule Your Demo

Download Brochure

Built on Salesforce. Powered by Fortress.ai.

The only transaction management platform that gives you both enterprise-grade infrastructure and intelligent AI capabilities from day one.

Schedule Your Demo

Download Brochure

Built on Salesforce. Powered by Fortress.ai.

The only transaction management platform that gives you both enterprise-grade infrastructure and intelligent AI capabilities from day one.

Schedule Your Demo

Download Brochure

Platform

Integrations

Security

Analytics

API Documentation

Solutions

M&A Transactions

Complex Litigation

Contract Management

Corporate Legal

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.

Cookie Policy

Platform

Integrations

Security

Analytics

API Documentation

Solutions

M&A Transactions

Complex Litigation

Contract Management

Corporate Legal

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.

Cookie Policy

Platform

Integrations

Security

Analytics

API Documentation

Solutions

M&A Transactions

Complex Litigation

Contract Management

Corporate Legal

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.

Cookie Policy