Management

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.

The Alerts tab on the contract record page provides an overview of all the alerts related to the contract.

The contract details page for a contract contains a wealth of information and features about the contract.

To see all the documents related to a contract record, simply navigate to the Contract detail page. The first tab displayed by default is the Documents tab.

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.

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.

The Dashboard gives you a snapshot of deficiencies and tasks from Lextree.

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

You may decline a task from the Start and Complete Task page. Lextree will prompt the user for an explanation. The requestor will receive notification of the declined task.

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.

To draft the Plan of Correction for a Deficiency from the Survey Details page, select the draft POC link for that Deficiency. Lextree will display the Draft Plan of Correction page.

To edit a deficiency, select the pencil icon in the right hand column of deficiencies. Lextree will display the Edit Deficiency page. If the Plan of Correction exists, it will display. Otherwise, it will be hidden.

Users who are Editors or Managers can edit Surveys, but selecting the survey name with a pencil icon. This will display the Edit Survey form.

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