Entity Management

Lextree supports any type of entity in any jurisdiction. Adding a new entity is easy.

Alert emails are sent based on user selections made when adding or editing entity document, requirement, or contact records. Editor or Reader users may view alerts in Lextree at View > Alerts (or on the Alerts tab of any entity record).

Lextree allows you to set alerts for a wide variety of corporate legal events and activities, including filing deadlines, terms of service expiration, corporate agreements, and more.

You can assign tasks to more than one user and impose conditions on the completing tasks.

The user who created a task may cancel that task. Here is how to cancel a task.

Completing tasks allows users to upload final documents and make comments before saving changes.

The Requirements feature of Lextree is your general purpose helper. A requirement is any legal obligation or filing you want to track. Lextree prioritizes Annual Reports or Annual Statements, but those are not the only kind of requirement you can track in Lextree.

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

Store important legal documents with the entity, including organizational documents, meeting minutes, insurance, and filings.

The corporate registry is available on the Entities tab. Only entities allowed by the logged in user’s permissions are displayed in the registry. Admin users can change permissions for users in Settings > Users & Groups > Users.

Admin users may add and edit custom fields for entity records in Settings.

The Lextree Dashboard displays current actionable information about your legal entities.

Admin users may add and edit folders for documents at Settings > Lookups, Folders, & Fields > Folders.

Editor users may view and update document records via the related entity record page or at View > Documents (Reader users have view-only access). You may search for records via the search bar.

Entity charts enable users to view charts displaying the ownership connections for the selected entity including all parents and subsidiaries.

Welcome to Lextree. Someone in your organization created an account for you.

Admin users may review, add and update groups at Settings > Users & Groups on the Groups tab. Groups are assigned to both user accounts and entity records to determine which users can access which records.

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

Clients on the Business or Enterprise subscriptions can assign tasks to other users. Navigate to the Tasks tab for an entity record.

Lextree allows you to save reports about your legal entities, officers and directors, and compliance obligations.