Entity Management

Watch this previously recorded webinar for real estate and legal professionals showing how to design an entity management practice for real estate investment.

Watch this webinar for lawyers and paralegals on Client Engagement with Legal Entities showing how to provide higher value legal services to business clients.

This pre-recorded webinar is a full length product demonstration of Lextree from Berkman Solutions. The video covers major capabilities of entity management software.

Creating a new Lextree account is easy. Manage unlimited entities even in the free trial.

The Entities tab is the starting place for working with legal entities. It is your corporate registry.

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

Learn how to setup Lextree quickly for you and your team. Add users, customize Lextree, and add your first entity.

Add your first entity and build an org chart with Lextree for Entity Management. Discover our powerful AI for automatic layout.

Learn how to start using Lextree to manage your legal entities in minutes.

Lextree allows unlimited users. Here is how to add users to your organization’s account.

Learn how to spot Beneficial Owners under the Corporate Transparency Act. See changes in Beneficial Owners as a company grows from a startup to a mature company.

Learn how to use Corporate Transparency Act compliance software, Lextree, to compile Beneficial Ownership Information Reports easily and accurately.

Get the practical guide to the most sweeping federal law since the creation of national income taxes takes effect in 2024 for small businesses.

Create custom legal entity organization charts by exporting Lextree data to Lexchart. Design the chart to meet your needs.

You can review and update your account settings by clicking on the My Account link (just below the menu bar on the right-hand side of your screen). In addition to your name and email address, you may find some or all the following account settings.

Alert emails are sent based on user selections made when adding or editing entity document, requirement, or contact records.

Lextree allows you to manage legal entity documents in a flexible way. You can upload or link to document. You can also categorize documents in a way that suits you.

When there are changes to ownership, you can update existing records if that is more accurate than creating a new ownership record.

Lextree allows you to assign people (or organizations) to different entities and serve in various capacities. You can update information about each person centrally.

Requirements are any type of compliance of filing obligation. They include annual reports, DBA filings, foreign authorizations, and much more.