Law firms—especially those focused on transactional matters—are drowning in complexity. From coordinating due diligence and drafting schedules to tracking deal terms and managing communication across dozens of stakeholders, the operational overhead is immense.
That’s exactly why Project Fortress exists.
Built on top of the Wippy AI framework, Fortress isn’t just another legal tech tool—it’s a smart, agent-powered platform that transforms legal workflows into structured, repeatable systems using agents, tools and customized workflows. It replaces scattered spreadsheets, buried emails, and tribal knowledge with intelligent agents that work side-by-side always keeping your team in the loop.
And while Fortress was born in the legal world, the underlying architecture makes it a blueprint for any industry dealing with high-volume, high-stakes workflows.
What Project Fortress Actually Does
Fortress is the AI-powered operating system for legal work—especially around:
- M&A
- Corporate governance
- Fund formation
- Tax credits
- ESOP transactions
- Lease reviews
- Disclosure schedules and diligence workflows
Rather than just managing documents, Fortress deploys custom AI agents that handle tasks like:
- Extracting and comparing key terms across contracts (e.g. escrow %, indemnification caps)
- Building and updating issue lists and disclosure schedules automatically
- Creating, tracking, and assigning diligence tasks across deal teams
- Drafting structured memos, call notes, and client summaries in seconds
- Parsing unstructured message chains into prioritized follow-ups
- Tracking versions and updates across dozens of documents per deal
Think of it like hiring a full-time, AI-powered analyst, project manager, and paralegal.
Real Example: Managing a Complex Deal Without Sinking the Team
In one Fortress deployment, a deal team managing a $200M strategic acquisition used agents to:
- Auto-generate diligence charts from 500+ vendor contracts
- Extract red flags from leases and route them to the right reviewer
- Summarize 20+ management calls into digestible, searchable reports
- Maintain real-time dashboards of tasks, blockers, and who’s doing what
The result? Fewer fire drills, no missed flags, and junior team members ramping 10x faster because they had an AI assistant guiding them through precedent workflows.
From Legal Ops to an AI Blueprint for Knowledge Work
While Fortress is focused on transactional law, what it solves—structured chaos, repeatable processes, and too many humans doing manual work—isn’t unique to law.
We’ve seen Wippy-based systems deployed to solve:
- R&D partner tracking for pharma and biotech
- Procurement diligence for manufacturing contracts
- Investor profile analysis in private equity
- M&A term comparison for corporate strategy teams
Any high-context, multi-stakeholder workflow can benefit from the same agent-driven architecture Fortress uses.
Why Fortress Works When Other AI Projects Stall
What makes Fortress different isn’t just that it uses AI. It’s that it treats each problem like a workflow, not a chat.
- Agents are embedded in a registry and linked to business logic
- Workflows are reusable, version-controlled, and tested
- Documents, data, and tasks live in the same system
- Feedback loops train agents over time
- Everything is observable, logged, and auditable
This is not another “AI assistant” bolted onto your inbox. It’s the infrastructure layer your practice never had.
What’s Next for Legal Teams (and Beyond)
We’re now expanding Fortress to support:
- Multi-deal comparisons across similar M&A transactions
- Auto-suggested staffing based on matter history and availability
- Playbook creation from closed deals to improve future outcomes
- Client-facing collaboration portals powered by Fortress agents
- End-to-end deal tracking dashboards with live agent summaries
Conclusion
If you’re a law firm (or a legal-adjacent team) managing complex transactions, Fortress can save you hundreds of hours per deal, reduce risk, and make your junior team feel like seasoned pros—because they’re backed by AI agents that have done this a hundred times before.
And if you’re not in law but managing similar complexity—Fortress is the use case that shows what’s possible when AI agents stop being chatbots and start becoming digital coworkers.
