Streamline processes & empower productivity

A comprehensive solution that is tailored to enhance organization and operational capability of businesses using Salesforce.

"After two weeks of working with File Fortress, we realized they were the right partner to take us from concept to implementation, especially with our aggressive timeline."


US Based Law Firm

What it does

Transforming organizational efficiency

File Organization

Efficient document management with file uploads and folder organization for orgs to customize workflows to their own specific needs.

OCR Search

Robust full-text search for rapid document discovery, improving efficiency, reducing search time & the time required to find critical information.


Seamless email integration for preserving emails and attachments in the appropriate file for easy access and organization.


Microsoft Word and Outlook plugins for easy integration of emails and events into Salesforce files, improving document management.

File Syncing

Ability to edit and save documents directly from Microsoft Office for synced and up-to-date files, enhancing document management accuracy.


Windows apps for attributing printing, scanning, and faxing costs to specific files for accurate recovery on client invoicing.


File Fortress in action

Revolutionize your workflow with File Fortress. Designed to boost efficiency, streamline processes, and empower productivity for a frictionless user experience.

Customer Story

Reducing costs & increasing staff

Upon implementing File Fortress we helped one of the largest law firms in the United States nearly double in size, save millions of dollars, and migrate existing structure in less than 12 months.

Increase in lawyers on staff since using File Fortress in less than 1 year.
Files migrated from on prem storage to cloud storage.
Automated custom documents created.
Developed plug-ins & applications to suit their organization structure.

Simple fixed pricing
Unlimited data storage

File Fortress offers straightforward pricing. We’ll handle the heavy stuff, you focus on the rest.

Per Seat (10 seats minimum) - Billed Annually
Easily manage docs from any object within Salesforce
Ability to access, edit, view, and save any document
Limit folder & document visibility with user permissions
Upload multiple files via drag & drop
Directory search by document file name
Effortlessly monitor user activities like uploading, deleting, sharing files, and other document updates.
& much more
Schedule a Demo
Suited for larger organizations
Includes all basic features plus:
Outlook Integration to insert documents and emails directly from Outlook
Customized org-wide folder structure to match your business
Direct integration for Amazon S3 & Dropbox
Associate attachments to any Salesforce record
Sync bulk attachments to a record in Salesforce
Categorize emails & attachments by type/subtype
& much more
Schedule a Demo

Ready to take your organization to the next level?

Schedule a demo and we will show you how we are helping companies around the country streamline their workflows and increase revenue.

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