Fortress x Salesforce

The secret to great transaction management is a platform designed around workflows with attorneys in mind—that's why Fortress leverages Salesforce as the engine at the heart of the platform.

Task Management

Leverage individual and team task trackers for greater visibility.

Leverage individual and team task trackers for greater visibility.

Fortress Checklist

Experience the most important organizational tool of the deal, supercharged for deal managment.

Experience the most important organizational tool of the deal, supercharged for deal managment.

Issues Lists

Manage legal issues in a manner that creates firm knowledge and precedent accessible to all.

Manage legal issues in a manner that creates firm knowledge and precedent accessible to all.

Diligence

Due diligence is a team exercise that yields better outcomes when everyone works collaboratively in one place—contract and lease review, diligence reports, and diligence requests, all on the Fortress platform.

Due diligence is a team exercise that yields better outcomes when everyone works collaboratively in one place—contract and lease review, diligence reports, and diligence requests, all on the Fortress platform.

Deal Studies & Analytics

The Fortress platform structures data as a deal progresses to create real-time deal studies. Fortress provides market standards for a firm instantly.

The Fortress platform structures data as a deal progresses to create real-time deal studies. Fortress provides market standards for a firm instantly.

Client Hub

Fortress is designed for the entire client team. Each client on Fortress has a dedicated hub containing essential information, such as current and past deals, preferred deal terms, and a customized client playbook.

Fortress is designed for the entire client team. Each client on Fortress has a dedicated hub containing essential information, such as current and past deals, preferred deal terms, and a customized client playbook.

"Project Fortress is our preferred tool in serial buy-side M&A deal management."

"Project Fortress is our preferred tool in serial buy-side M&A deal management."

"Project Fortress is our preferred tool in serial buy-side M&A deal management."

"It helps streamline the execution of our business strategy and keeps us in sync with the legal team, making them an even stronger partner in our growth strategy. As one of the first adopters, we are proud to endorse this innovative platform and its role in our success."

- PortCo CEO, Firm Client

"It helps streamline the execution of our business strategy and keeps us in sync with the legal team, making them an even stronger partner in our growth strategy. As one of the first adopters, we are proud to endorse this innovative platform and its role in our success."

- PortCo CEO, Firm Client

Discover the top reasons
to choose Project Fortress.

Discover all the reasons to choose Project Fortress.

Discover the top reasons
to choose Project Fortress.