PROJECT FORTRESS: A COMPREHENSIVE LEGAL TRANSACTION MANAGEMENT PLATFORM
Multi-Agent AI
FOR LEGAL DEAL PROCESSING
INTELLIGENT
WORKflow AUTOMATION
SECURE
SALESFORCE Integration
Services
Industries
Technologies

About THE Project
Project Fortress is a cutting-edge legal transaction management platform, founded by two non-technical lawyers, designed to optimize the way corporate attorneys and legal teams handle complex transactions. Built on Salesforce, it serves as a centralized hub for deal tracking, document management, and workflow automation. The platform supports a wide array of transaction types, including M&A, Real Estate Transactions, Joint Ventures, and more. Faced with enormous volumes of unstructured data—such as contracts and compliance documents—Project Fortress needed a scalable, AI-powered solution to intelligently structure and automate these processes while ensuring strict security and compliance standards. That’s where Wippy.ai came in, whose multi-agent AI system transformed Project Fortress into a self-improving legal automation platform, capable of real-time document parsing, contract analysis, task automation, and data mapping.
Objectives
- Automate Deal Management: Leverage multi-agent AI for efficient document analysis, contract review, and task automation.
- Enhance Data Accuracy: Reduce manual data structuring efforts, allowing attorneys to focus on strategic tasks.
- Seamless Salesforce Integration: Maintain Salesforce as the system of record while enabling AI-driven automation.
- Scalable and Secure Solutions: Provide robust capabilities to handle high-stakes transactions across multiple clients.

Challenges
Solutions
Handling Massive Volumes of Unstructured Legal Data
Legal teams struggle with diverse document formats—PDFs, emails, scanned contracts, spreadsheets—making data extraction challenging.
AI Agents Coordination
Wippy’s AI scans, extracts, and categorizes documents, transforming them into a consistent, query-ready format. The DocScout system enhances this with semantic search and intelligent retrieval.
Minimizing Manual Workflow Bottlenecks
Attorneys spent excessive time updating deal information, tracking status changes and manually triggering workflows across multiple stakeholders.
Dynamic Multi-Agent Automation
Ensuring Salesforce Data Integrity & Security
AI enhancements needed to uphold Salesforce as the authoritative source without compromising data integrity.
Seamless Salesforce Integration
Wippy integrates with Salesforce via secure APIs, ensuring real-time data validation and role-based access control. The platform’s registry system ensures robust configuration management.
Scaling AI Automation Without Losing Human Oversight
AI-driven automation can falter in scenarios requiring human judgment.
Strong Contextual Insight

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

Multi-Agent AI Development
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
A two-way sync with Salesforce ensures AI agents operate within existing workflows without disrupting 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
Advanced security protocols, including role-based access controls and data obfuscation, safeguard legal data.
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.
main Outcomes
- Built and launched over 50 AI agents and 800 tools to streamline workflows.
- Achieved an 80% reduction in manual data entry—AI agents autonomously handle data ingestion and tracking.
- Reached up to 90% accuracy in document parsing, expediting contract analysis.
- Enabled 3x faster deal processing, allowing attorneys to focus on strategic priorities.


We’re really impressed with Wippy.ai.
OVERALL SCORE
At Spiral Scout, we believe that when it comes to AI native software development, agents powering humans in the future.
4.5
SCHEDULING
On Time / Deadline
5.0
QUALITY
Service & Deliverables
5.0
COST
Value / Within Estimates
5.0
NPS
Willing to Refer