PROJECT FORTRESS: A COMPREHENSIVE LEGAL TRANSACTION 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 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

Challenges

Handling Massive Volumes of Unstructured Legal Data

Legal teams struggle with diverse document formats—PDFs, emails, scanned contracts, spreadsheets—making data extraction challenging.

Solutions

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.

Challenges

Minimizing Manual Workflow Bottlenecks

Attorneys spent excessive time updating deal information, tracking status changes and manually triggering workflows across multiple stakeholders.

Solutions

Dynamic Multi-Agent Automation

Wippy’s AI automates task assignments and updates Salesforce in real-time, reducing workflow delays by 80%. This includes automated checklist creation, issue list tracking and task management.

Challenges

Ensuring Salesforce Data Integrity & Security

AI enhancements needed to uphold Salesforce as the authoritative source without compromising data integrity.

Solutions

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.

Challenges

Scaling AI Automation Without Losing Human Oversight

AI-driven automation can falter in scenarios requiring human judgment.

Solutions

Strong Contextual Insight

Wippy’s system allows human experts to oversee and intervene in AI decisions when necessary, ensuring critical oversight and seamless human-AI collaboration.

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

Project Fortress represents a comprehensive legal transaction management platform that combines AI-powered document intelligence, specialized legal expertise, and collaborative workflow tools to help legal professionals manage complex transactions more efficiently, leverage institutional knowledge, and provide better client service through advanced analytics and automation.

The system’s modular architecture allows for specialized functionality across different practice areas while maintaining a cohesive platform experience. It includes a registry system with a distributed key-value store organized by namespaces, version-controlled entries, and a modular design supporting functions, endpoints, and libraries.

The platform integrates advanced AI capabilities with domain-specific legal knowledge, featuring support for multiple AI models like Claude, GPT, and Gemini, specialized embedding models for semantic search, and tool calling capabilities. Its modern web interface, built with TailwindCSS and Alpine.js, offers dynamic forms and interactive elements, supported by a templating system for views, making it particularly valuable for complex transaction management in sophisticated legal practices.

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.

Key Features for Legal Professionals

Deal-Specific Analysis:
- M&A deal terms analysis (indemnification caps, escrow arrangements, etc.)
- Joint venture economics and governance analysis
- Real estate transaction structure analysis
- Defeasance option analysis
Knowledge Management:
- Deal tips and best practices
- Fortress help and training guides
- Precedent agreement search and analysis
- Provision libraries
Workflow Automation:
- Checklist creation and management
- Issues list tracking
- Task management
- Automated document analysis and data extraction
Collaboration Tools:
- Team communication
- Client collaboration
- Deal status tracking
- External party coordination