Project Fortress: AI-Powered Legal Deal Management PLATFORM

Multi-Agent AI

FOR LEGAL DEAL PROCESSING

INTELLIGENT

WORKflow AUTOMATION

SECURE

SALESFORCE Integration

Services

AI Agent Automation, AI Consulting & Development, AI Implementation, Custom Software Development, Design, IT Consulting, IT Outstaffing, Maintenance & Support, Product Discovery, Software Testing Services, Team Development, Technical Co-Founder, Temporal Consulting

Industries

Artificial Intelligence, Business Automation, Professional Services, Technology

Technologies

Claude (Anthropic), Gemini, Golang, Microfrontends, OpenAI, PostgreSQL, Python, Redis, RoadRunner, Salesforce, Spiral Framework, Temporal, Typescript, Vertex AI, Vue, Wippy AI

About THE Project

Project Fortress is a Legal Tech SaaS platform, founded by two non-technical lawyers, designed to help corporate attorneys and legal teams manage complex mergers and acquisitions (M&A) transactions more efficiently. Built on Salesforce, it serves as a centralized system for deal tracking, document management, and legal workflow automation. Corporate attorneys handle enormous volumes of unstructured data—contracts, compliance documents, negotiation notes, and more. Managing this data manually is slow, error-prone, and leads to inefficiencies in high-stakes deal-making.

Project Fortress sought a scalable, AI-powered solution that could intelligently structure and automate their deal management processes while maintaining strict security and compliance standards. They needed AI Agents and that’s where Wippy.ai came in.

With multi-agent AI automation, two non technical co-founders were able to build over 50 customized AI agents to transform Project Fortress from a standard workflow tool into a self-improving legal automation system, handling document parsing, contract analysis, task automation, and data mapping—all in real-time.

Objectives

Automate deal management by leveraging multi-agent AI for document analysis, contract review, and task automation.
Improve data accuracy and reduce the manual effort attorneys spend on structuring deal information.
Ensure seamless integration with Salesforce, keeping it as the system of record while allowing AI-driven automation.
Provide a scalable, secure solution capable of handling high-stakes M&A transactions across multiple clients.

Challenges

Solutions

Challenges

Handling Massive Volumes of Unstructured Legal Data

Legal teams receive a flood of documents and client information in different formats—PDFs, emails, scanned contracts, spreadsheets—making it difficult to extract relevant deal information.

Solutions

AI Agents Coordination

Wippy’s multi-agent AI automatically scans, extracts, and categorizes legal documents, structuring them into a consistent, query-ready format, eliminating manual data wrangling.

Challenges

Minimizing Manual Workflow Bottlenecks

Attorneys were spending countless hours updating deal information, tracking status changes, and manually triggering workflows across multiple stakeholders.

Solutions

Dynamic Multi-Agent Automation

Wippy’s AI agents automate task assignments, update Salesforce in real-time, and trigger the next logical steps in the deal cycle without human intervention, reducing workflow delays by 80%.

Challenges

Ensuring Salesforce Data Integrity & Security

Any AI-powered enhancements needed to respect Salesforce as the source of truth, without introducing inconsistencies or compliance risks.

Solutions

Seamless Salesforce Integration

Wippy integrates directly with Salesforce via secure APIs, performing real-time data validation and maintaining role-based access control, ensuring compliance and data accuracy. Wippy.ai passed an 3rd party external IT security and data management audit

Challenges

Scaling AI Automation Without Losing Human Oversight

AI-driven automation often struggles in edge cases where human expertise is required for judgment calls.

Solutions

Strong Contextual Insight

Wippy enables a hybrid human-AI collaboration model, where the Project Fortress team or attorneys using their platform can intervene when needed, but routine, low-value tasks are fully automated, balancing efficiency with oversight.

Our AI strategy

How did AI Agents shape the project’s success and addressed its key challenges.

Multi-Agent AI Architecture

The solution employed multiple AI agents, each specializing in different aspects of deal management, such as data retrieval, analysis, task automation, and document processing. These agents worked in coordination with other Agents to deliver comprehensive, context-aware results and were self-adapting.

Seamless Salesforce Integration

Designed a two-way sync between Wippy and Salesforce, allowing AI agents to operate within existing legal workflows without disrupting source-of-truth data management. We passed numerous legal and security audits during the discovery and development phase with Project Fortress’s legal customers.

Secure and Compliant AI Implementation

Given the sensitivity of legal data, the solution included advanced security protocols, including role-based access controls and data obfuscation techniques during transfer and storage.

Project results

With Wippy’s AI-powered automation, Project Fortress has positioned itself as the premier legal deal management platform that harnesses effective AI, helping corporate attorneys handle transactions faster, more accurately, and with far less operational friction.

Key Outcomes

Two nontechnical co-founders built and launched over 50 agents and built 800 tools (using agents) to design their workflows
80% reduction in manual data entry—AI agents now handle data ingestion, mapping, and tracking without human intervention.
Up to 90% accuracy in document parsing, enabling faster contract analysis and deal execution.
3x faster deal processing, allowing attorneys to focus on strategy rather than administrative tasks.