Project Fortress
What it is
What It Does
Project Fortress is a transaction and matter management platform for law firms and in-house legal teams, built on Salesforce. It tracks tasks and workstream communications across deal teams, gives clients real-time visibility into outside-counsel work, and offers comparative analysis of deal points across multiple transactions. The vendor positions it for transactional practice groups but describes broader use across matters, litigation, and legislative workflows.
What We Found
Project Fortress was launched in December 2024 by Collen Steffen, an M&A associate at Polsinelli; Polsinelli was its first customer and the first Am Law firm to adopt it (Law.com, Polsinelli). The product is listed on the Salesforce AppExchange and the Apple App Store.
Company Info
- Founded: 2024 (Law.com, Polsinelli press)
- Sector: Legal Tech / Transaction management
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
- Headquarters and headcount — not confirmed; founded by a Polsinelli associate, independent entity details unclear.
- Integration claims (iManage, NetDocuments, Microsoft 365, Slack) — vendor-claimed, not verified.
Integrations
Platforms Project Fortress integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.
Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class
Community ratings
- 2026-03Polsinelli — Fortress AI integrated across transactional, regulatory and litigation practicessource ↗