Contract Management

Lextree comes standard with many reports. You can customize and manipulate each report to display the data you need.

The contract repository is available on the Contracts page from the menu bar. Only contracts allowed by the logged in user’s permissions are displayed in the repository. Admin Users can change permissions for User in Settings > Users & Groups > Users.

Editor users may view, add and update contract records in the Contracts menu (Reader users have view-only access). You may search for records via the search bar or using the Add Filters option. Click + Add to create a new record.

Channel contracts into a sensible workflow for your organization. Stop using email and spreadsheets to manage contract requests.

The Tasks tab on the contract record displays all the tasks related to the contract. You can toggle between In Progress, Completed, and Canceled tasks.

The Lextree Dashboard displays current information for the logged in user.

Creating a new account is easy in Lextree. Start with the Free Trial, which includes all features.

The Lextree Business and Enterprise Editions allow for unlimited users. This article explain how to add new users.

Lextree allows Admin users to create and order custom fields. Custom fields will appear on the main Contract Details page, including Add Contract and Edit Contract. Custom fields will also appear on the Contracts page. Custom fields are text entry fields.

Once you create your account, we recommend a quick review of some basic administrative settings. You can change your mind about any of these settings at anytime.

Enhance contract management with Lextree by Berkman Solutions. Perfect for federal, state, and local agencies, utilities, and municipalities. Improve stewardship, compliance, and transparency.

Explore how Lextree enhances healthcare compliance, risk management, and contracts across hospitals, long-term care facilities, and medical providers.

Explore how higher education institutions utilize Lextree to streamline administrative tasks, manage regulatory obligations, and enhance their educational missions.

Lextree allows you to save reports about your contracts, documents, and compliance obligations.

Learn how Lextree aids legal professionals in contract management and risk assessment, promoting effective collaboration and value delivery to their clients.

Admin users may add and edit selection options for certain multiple choice fields at Settings > Lookups & Fields (not all multiple choice fields are customizable - some have fixed selection options related to various system functions).

Lextree reports use a set of features and pre-defined data to generate flexible reports easily.

Many organizations want to track contracts based on some internal structure, such as department, subsidiary, or business unit. Assigning a contract to your internal structure is straightforward in Lextree.

Discover how Lextree enhances operational management for nonprofits, optimizing grant and contract management, and improving compliance tracking.

Lextree allows users to add notes to each contract record. Lextree automatically adds a date time stamp to the note.