Make organizational documents accessible

Articles of Organization, By-Laws, and other founding documents

Store and manage the documents which create the legal entity. These 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.

The titles and types of organizational documents vary by state and entity type. Organizational documents include the filings required by the jurisdiction of incorporation and the documents among the founders to create the business.

Flexible document management

Classify documents

Create customer document collections across entities. Assign custom document types to each document.

• Articles of Organization
• By-Laws
• Operating Agreements
• Shareholder Agreements
• Partnership Agreements
• Lease Agreements
• Employment Agreements
• Insurance Policies
• Certificates of Good Standing
• Tax Returns
• Annual Reports
• Board Books
• Meeting Minutes
• and more

Store documents anywhere

Store documents anywhere. Upload documents from your computer to Lextree or keep them in your existing document management system.

Just link the document to the entity to Lextree to set automatic reminders for when the document expires. You can also run reports on legal documents related to your entities.

Automatically track document expiration

Use Lextree for contract management too. You can track expiration dates for important agreements and documents.

Capture the value of each entity’s business records

Ownership Agreements

Track ownership agreements which cover the rights and responsibilities of each owner, whether it is a membership agreement for a limited liability company, a shareholder agreement for a corporation, a partnership agreement for a partnership, or any other ownership agreement.

Asset management

Lextree can also monitor other contracts or agreements related to the entity, such as:

• Intellectual property licenses
• Real estate leases
• Licenses and permits

People management

Use the document management features for critical director, officer, owner, or employee documents.

• Employment contracts
• Non-disclosure agreements
• Stock option agreements

Insurance and Risk Management

Insurance is an important part of risk management to limit the exposure from unexpected events. Missing an insurance policy expiration can create an unacceptable risk for owners and managers. Lextree helps you manage risk by notifying you automatically in advance of any expiration. Track D&O, E&O, property and casualty, or any other insurance.