Project Fortress

Welcome to Project Fortress™


We are the legal industry’s first ever cloud-based platform designed for complex business transactions. Built on the World’s #1 CRM platform, Project Fortress™ gives deal teams the legal resources to manage and close more deals.

Software-as-an-Associate.

Every transaction could use one more attorney, but not every transaction can afford it. The Fortress Platform™ provides the computing and organizational power of an additional associate without the cost. It instantly increases the value the legal team brings to a transaction.


Unparalleled Organization.

The Fortress Platform™ leverages Salesforce to provide a legal solution tailored to how corporate and transactional attorneys actually practice law. Organize each transaction workstream in a manner that speaks your language.


Unprecedented Synergy.

The days of frantically searching through your inbox are over. Project Fortress™ cleans up your email and tracks every document, attachment, and comment on an easy-to-use transactional platform. It’s time to start getting the most out of your internal communications.


Leverage the Powerful Data Insights of Salesforce.

From indemnification caps and baskets to total deal value, Project Fortress allows you to generate your own deal studies at the click of a button. Take control of your transaction data and bring greater transparency to deal points.


Capitalize on Integration.

Project Fortress™ recognizes that transactional law is about more than just closing the deal. With the Fortress Integration Tracker™, you can effectively manage and counsel the integration of clients' operations post-closing, maximizing the transaction's value. The Client Portal gives clients unparalleled access to implementation strategies. Business leads can directly execute integration tactics within the deal itself, ensuring smooth and efficient post-closing operations. By fostering a stronger connection between legal counsel and their clients, Project Fortress™ empowers law firms to provide maximum value.


Safeguard all your sensitive transaction data in a Fortress.

Harness the same technology that NASA and the U.S. Department of Defense rely on to safeguard proprietary information, Salesforce’s two-factor authentication, data encryption, user-level permissions, and physically secure data centers.