For organizations where privacy is a requirement, not a preference.
We focus on three kinds of clients. Each handles information that can’t be exposed, and each has more manual work than hours.
Protect privilege while giving hours back to your staff.
Attorneys are bound by confidentiality rules most software wasn’t built for. Our tools keep client files on the firm’s own machines, with a clear record of what was processed.
What you’re protecting
- Attorney-client privileged files
- Client Social Security numbers and personal data
- Benefits, financial, and medical records
- Matter strategy and work product
What we can automate
- Pulling data from W-2s, plan documents, and statements
- Preparing invoices and billing reports
- Organizing and indexing large document sets
- Intake forms and conflict-check preparation
Fortis Works understood the importance of protecting privileged data and built a fantastic closed-loop solution for our firm.
Keep donor and voter data where it belongs: with the campaign.
Campaigns move fast, rely on volunteers, and are prime targets for leaks. We keep your most sensitive records offline, with simple tools for the daily work.
What you’re protecting
- Donor records and contribution history
- Voter files and contact notes
- Opposition research and internal strategy
- Finance reports before they are filed
What we can automate
- An offline workbench for preparing compliance reports
- A private AI assistant that sorts the inbox and drafts replies
- Answers to volunteer questions from your own playbook
- A sealed, air-gapped vault for the most sensitive files
Get through tax season without retyping a single form.
Accounting firms handle some of the most sensitive data there is, on tight deadlines. We automate the repetitive parts and keep every client file inside the firm.
What you’re protecting
- Tax returns and supporting documents
- Social Security and bank account numbers
- Payroll, census, and financial statements
- Client correspondence
What we can automate
- Extracting data from W-2s, 1099s, and K-1s
- Bank and ledger reconciliation
- Preparing client document checklists
- Year-end reporting packets
Your field isn’t listed?
If you handle information that can’t be uploaded and work that’s repetitive and rule-driven, we can likely help. We’ll tell you honestly if automation doesn’t make sense.