Project Fortress
By Project Fortress, LLC
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $50 per user per month
- Listed since
- 2025
About Project Fortress
Simplify legal deal workflows with an AI-powered, collaborative platform
Project Fortress is an end-to-end legal transaction management platform built on Salesforce. Designed for large law firms and in-house legal departments, Fortress streamlines complex matters by combining collaboration, automation, and visibility into a single, centralized workspace.
Built for Legal Teams Fortress supports attorneys, specialists, support staff, and clients—all working together in one platform.
- Manage legal work, not just contacts or financials
- Track every workstream, checklist, and deliverable
- Share real-time updates with clients through secure portals
- Customize workflows by matter type—M&A, real estate, credit, fund formation, litigation, and more
Solve Real Pain Points Fortress is built by lawyers to solve the inefficiencies of traditional legal operations:
- Eliminate scattered spreadsheets, email threads, and static trackers
- Improve collaboration across internal and external deal teams
- Access precedent directly from within matters
- Automate reporting with real-time dashboards and progress views
- Streamline closings with integrated checklists and workflow tools
- Seamlessly connect with tools like iManage, NetDocuments, and Microsoft Office
Highlights
- End-to-End Legal Matter Management Manage every phase of a legal transaction—enagement to closing—in one centralized platform built for complex legal work.
- 2. Built for Law Firms and In-House Legal Supports lead attorneys, specialists, staff, and clients working collaboratively on a single system.
- 3. Custom Workflows by Matter Type Tailor workflows to specific legal transactions like M&A, real estate, debt finance, fund formation, litigation, and more.
- 4. Seamless Team Collaboration Assign tasks, track status, and keep legal teams aligned in real time—internally and with clients.
- 5. AI-Powered Legal Automation Reduce administrative tasks with our proprietary Fortress.ai agentic framework trained on your platform data model and workflows.
- 6. Real-Time Dashboards & Reports Instantly generate status updates and client-ready reports with live dashboards tied to matter progress, deal terms, contract metrics, and more.
- 7. Closing Checklists & Workstream Tracking Eliminate guesswork with live checklists and automated workstreams that drive deals forward and provide a canvas for mapping out litigation strategy.
- 8. Integrated Legal Tech Stack Connects with iManage, NetDocuments, Microsoft Office, Tableau, Slack, and more - no more switching systems.
- 9. Secure Client Portals Give clients visibility into their matters with real-time updates, documents, and milestone tracking.
Screenshots
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Pricing
Paid, from $50 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Basic | $50 per user | Monthly | 30 days |
Pricing for Project Fortress is custom and based on your firm’s specific needs and user base. Fortress supports a wide range of users, including attorney leads, subject matter specialists, support staff, and even clients.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Platform Cloud
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on May 23, 2025
- Languages
- English