Boards, Officers, and Directors
Board management software
Manage boards of directors and corporate officers. Add all the board members and officers you need. Track terms of service and titles. Assign one person to many entities as an officer or director. Easily see what entities they serve.
Part of comprehensive entity management software.

Easily manage board member and officer appointments
Assign or appoint people or organizations to governance roles. One person can have multiple governance roles for a single entity.
Governance roles include officers and directors. They can also be auditors, accountants, outside legal counsel, and more.
For LLCs, partnerships, and other non-corporate entities, you can assign members, managing partners, trustees, and executive directors.
Make board and officer appointments for multiple entities
People often serve on more than one board or as an officer in more than one entity within a corporate family. Easily link an existing officer or director to new entities and create unique roles or titles for each entity.

When you need to know what boards a person serves on, just select the built-in report. Lextree will show all director appointments and all officer assignments.
Track terms of service
Each appointment can have its own start and end date. This allows you to track the terms of service for each appointment.
Identify who was on the board during a period of time in the past. Schedule officers or directors to serve for a specific period of time. Receive automatic alerts before their term is up.
Get Results
What do you need to accomplish?
Company Organization Charts
Visualize company structure with the built-in corporate org chart software. Easily navigate and explore the chart of the company structure. Lextree builds the company org chart dynamically. Lextree analyzes all company parent and subsidiary relationships, then automatically diagrams the chart.
Business Ownership Tracking
Track current and former owners for any business entity with Lextree. Keep a precise record of ownership percentages, holding periods, and equity changes – whether it is a corporation, LLC, partnership, or other legal entity. Lextree tracks it all. Automatically generate org charts based on your ownership data.
Compliance Tracking
Lextree allows you to move easily between specific compliance obligations and the compliance status of the entire corporate family. A requirement is any legal obligation or filing you want to track. Lextree includes powerful features for recurring filings and alerts.
Legal Document Management
The documents, like Articles of Organization, By-Laws, and other founding documents, must be easily accessible over the life of the business to resolve disputes and unusual situations. Lextree keeps all organizational documents in one place.
Meeting Minutes
Capture and organize minutes for board and committee meetings. Lextree stores records centrally, sets up tasks for follow-up, and integrates them into the compliance cycle.
Pricing
Pricing plans to meet your needs
Discover the highest value solution
Professional
Free up your time with better tools.
$100 /month
Single user
Unlimited entities
10 GB of storage
Exceptional support
Billed annually at $1,200
Business
Most popular
Great value for your team
$400 /month
Unlimited users
Unlimited entities
100 GB of storage
Exceptional support
Unlimited organization charts
Billed annually at $4,800
Enterprise
Tailored to your organization's needs
Contact Us
Unlimited users
Unlimited entities
Custom application development
Custom URL and instance
Billed annually
Security and Access
Secure access to data for your teams
- peopleUnlimited Users
Yes, unlimited users. You can work with as many people as you want. You control their access so each user only sees certain information.
- cloud_uploadCloud SaaS
Access from any location with any device. Benefit from world-class hosting. Easy to start. Keep your data when you are done.
- lockSecure
All data is encrypted and transmitted over SSL (HTTPS). Configure user permissions and roles to restrict access.
- badgeAccess Controls
Control access to your data with flexible and powerful access controls. Create custom security groups.
- contact_mailSupport
Access our professional team of experts. Support is included. Meaningful answers to business and technical questions.
- languageGlobal and Local
Any national jurisdiction, any state or province, multi-jurisdiction entities, foreign authorizations, special filings, and more.
Legal Entity Management Made Simple
Start using
Lextree today.
Control even complex legal entities.
Learn more about entity management software