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.


