Management

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.

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

Adding a new contract in Lextree is easy. Learn how to get control of your contracts.

To add a Deficiency to a survey, select the +Add Deficiency button on the survey details page. This button will display the Add Deficiency form.

When you add or edit a Survey, check the Alert checkbox before clicking Submit. This will display a form to add or edit an Alert.

To add a Survey, select the Add Survey button on the Surveys page. You can also track deficiencies.

To add a document to the survey, navigate to the survey details page. Under Document Title, select the add document link. This will bring you to the Add Document form.

Once you select +Add Survey Task on the Survey details page, Lextree displays the Add Survey Task form.

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.

The Dashboard panel on the right displays upcoming Alerts and Tasks assigned to the logged in user.

Archived contract and related records may be viewed at View > Archive (Editor users can restore these records to the repository if needed). You may Views archive record details by clicking on the contract’s Parties link. View the record history of any archive record by clicking on the Last Updated date.

To assign responsibility for draft the Plan of Correction, select the assign link for the Deficiency you want to assign. Lextree will allow you to assign the POC as a task to another user.

The Assign Task page will display from the Assign Task button on any task page.

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.