$349
per month

The best plan for organizations.

  • Unlimited users
  • Unlimited alerts
  • 25,000 records with more available
  • 10 GB with more available
  • $4,188 per year.
    Billed annually in advance.
Subject to our terms and conditions.

Ready to learn more?

We are happy to listen to your needs. Learn more about Lextree from Berkman Solutions. A Berkman Solutions professional will contact you by email.



The Best in Entity Management

Lextree for legal entities is your clear solution for tracking registrations, boards of directors, corporate meetings, and more.
Registry

Registry

Access all entities in one location. Sort and advanced filter functions allow you to find the right entity easily.

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Dashboard and reports

Dashboard and reports

The dashboard gives you a presentation of recent entities and pending renewals. Print or download any of the dashboard elements to include in presentations. Legal entity management reports are a seamless part of the solution. Use the sophisticated filter to report on entities with common characteristics. Export any list to your favorite spreadsheet (or database application).

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Meetings and minutes

Meetings and minutes

Conduct board and committee meetings with our solution. Integrated meeting management improves corporate compliance. Automatically generate meeting minutes and provide central access to meeting documents.

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Ownership and Cap Table

Ownership and Cap Table

Capture ownership in the entity using the simple or transactional method. The simple method is best for closely held entities with a small ownership pool. Just enter the percentage or amount of equity owned by each party. Use the transaction method for widely held entities. Enjoy support for common stock, preferred stock, options, and warrants.

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Officers and Directors

Officers and Directors

Manage boards of directors and corporate officers. Add any number of board members and officers. Track terms of service and titles.

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Tasks and Alerts

Tasks and Alerts

Control every requirement of your entities with tasks. A task is much more than a “to-do” item. Tie a task with an important entity date. Schedule tasks to send an alert once or on a recurring basis. Tasks deliver the control you need over your contracts. You can also designate alert recipients.

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Administration

Administration

With our cloud based entity management solution, you are free to focus on managing your contracts. You still have control. Add unlimited users (yes, that means even occasional users). Customize categories, security groups, entity types and more.

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Security and Access

We are committed to protecting your data. Learn about the measures to secure your data and your tools to control access.

Separate database

Your data and application are partitioned from other clients. Only your authorized users will have access to your version and data.

Encryption

Your data is encrypted on the servers, including records and files. Your data is encrypted in transit so that when you use the application you know the data is secure. The encryption technology is the same technology banks use: SHA-256 and AES-265.

SSL

You connect to the application through an authenticated secure sockets layer (SSL) connection.

Backups

Your data is backed up routinely and stored separately from the main application and data. Backups are a safety net.

Exports

An export is available for most tables so you can extract data from the application locally. We can also facilitate a complete database retrieval and delivery if you need.

Redundancy

To provide an additional safety net, the application and your data are stored in multiple databases in different locations. In the event of significant disruption, we can help get you back up and running.

Privacy

We take privacy seriously. Our privacy policy explains the details. We will only contact the people you designate with communication necessary for the application.

Data ownership

You own your data. Entirely. You can export it anytime. We can also facilitate a complete database retrieval and delivery if you need.

Passwords

Each user accesses the application with a unique, encrypted password.

Record Access

You create security groups based on your organization’s needs. You can have as many groups as you need. Users are assigned to groups. Users can only access records for their groups. You can partition and protect your data internally.

Roles and Permissions

Users serve one or more roles that control what they can do with the application. Limit users to read-only access if necessary. Control access to reports or limit a user to requests only. With security groups and user roles, you are in control of access to your data.

Local document storage

You are welcome to store documents directly in the application. You may also simply store a link to your own internal document management solution. Simply copy the document URL (even if hosted on your network). The document will stay on your server. You can access the document with the link.