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Polsinelli Advances AI Leadership with Expanded Integration of Fortress AI Across Practice-Specific Workflows

Polsinelli today announced the integration of Fortress AI across its transactional, regulatory and litigation practices, following the firm’s previous announcement that it became the first Am Law firm to adopt matter management platform Project Fortress at scale. Polsinelli has moved beyond initial adoption of Fortress to embed its next-generation AI platform more comprehensively into the core systems and workflows where legal work is performed, further reinforcing the firm’s position at the forefront of artificial intelligence in the legal industry.

Fortress AI was designed to operate natively within Project Fortress, which was built on Salesforce as an end-to-end matter management platform for corporate transactions, regulatory compliance, complex litigation, and contract management. By embedding AI directly into live matters, documents, structured data and workflow management, Polsinelli with Project Fortress has transformed AI from a supplemental tool into a practical extension of its legal teams. In this most recent update, Polsinelli implemented a firm-specific drafting canvas for both transactional and litigation documentation. The drafting canvas is powered by Polsinelli’s own templates, precedent and drafting conventions, allowing AI to focus on substance rather than boilerplate in a manner that allows its attorneys to create initial drafts of agreements, motions and pleadings in minutes, without the output constraints of other drafting tools.

This architecture allows Fortress AI to:

  • Generate structured analyses from live matter data
  • Draft work product aligned with firm precedent and templates
  • Update and manage closing and litigation strategy checklists dynamically
  • Surface insights tailored to the specific posture of a transaction or dispute

By grounding AI outputs in the firm’s own data, institutional knowledge and drafting standards, Polsinelli reduces generic results and enhances reliability, using technology to further reinforce the rigor, consistency and judgment that define its legal work.

“Polsinelli has been intentional about leading in AI adoption in a way that is substantive, structured and scalable,” said Regan Lemke, Polsinelli’s Chief Operating Officer. “Fortress AI is embedded into how we manage matters, track workflows and draft documents. That depth of integration positions us at the forefront of innovation in the legal industry and enables us to serve clients with greater speed, consistency and insight.”

“We’re entering the Platform Era, and Polsinelli is at the forefront,” said Collen Steffen, founder and CEO of Project Fortress. “As AI models rapidly mature and become commoditized, the long-term advantage will come from the systems they operate within. The firms that lead will be those that embed AI directly into their systems of record, where matters, data and workflows already live, rather than layering those tools on top as disconnected point solutions. Fortress was built on Salesforce as a matter execution platform, allowing AI to operate inside live legal work, from M&A and regulatory analysis to litigation strategy modeling and structured insights. Polsinelli is investing in the foundation that makes AI contextual, scalable and embedded in daily practice.”

Practice-Group-Specific AI Workflows

Polsinelli was among the first law firms to adopt Fortress AI at scale, and its continued expansion across M&A, real estate, debt finance, venture capital, funds, litigation, energy, health care, tax, intellectual property, and patent practices reflects the firm’s long-term commitment to innovation.

Workflow examples include:

M&A and Corporate

  • Automated issues list generation and diligence analysis
  • Funds flow modeling and drafting support
  • Debt and payoff tracking
  • Closing checklist automation and market trend analysis

Real Estate

  • Title and survey review with objection drafting
  • Lease abstraction and portfolio reporting
  • Covenant compliance and critical date management

Litigation

  • Deconstruction of opposing briefs and motions
  • Drafting support for pleadings, motions and discovery
  • Matter-specific legal and factual research tied to the case record and document production
  • Strategic modeling to test arguments and case posture

Patents & Intellectual Property

  • USPTO search and prior-art analysis
  • Patent prosecution support
  • Office action response drafting
  • IP diligence and portfolio review

Regulatory and Industry-Focused Practices

  • High-volume regulatory and contract review
  • Compliance workflow automation
  • Structured transaction and risk analysis

These workflows continue to evolve as usage expands, reflecting Polsinelli’s long-term investment in embedding AI directly into matter execution rather than treating it as a peripheral technology layer.

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