Lextree for Contract Management

Entity Management

Legal Guide to Entity Management

Enjoy this complimentary "Legal Guide to Entity Management." This Guide is meant for you. The Guide is full of practical steps you can take to improve the governance, compliance, and risk management for your business.
Legal Guide to Entity Management Table of Contents
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The best guide to entity management software!
Entity Management Software

Get More Information

One of our professionals will send you more information, answer your question, and can schedule a live demo for you.

Org Charts

Visualize company structure with the built-in corporate org chart. 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.

Org Charts

Officers and Directors

Manage boards of directors and corporate officers. Add any number of board members and officers. Track terms of service and titles. Assign one person to any number of entities as an officer and/or director. Easily see what entities they serve.

Officers and Directors

Filing Requirements

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.

Filing Requirements

Organizational Documents

The documents which create the legal entity must be easily accessible over the life of the business to resolve disputes and unusual situations. Lextree keeps all organizational documents in one place.

Organizational Documents



$ 99/ month
  • Single user
  • Unlimited entities
  • 10 GB of storage
  • Exceptional support


$ 399/ month
  • Unlimited users
  • Unlimited entities
  • 100 GB of storage
  • Exceptional support
  • Tasks
  • Group access control


$ 699/month
  • Unlimited users and entities
  • 100 GB of storage
  • Custom app development
  • Custom URL and instance

How to Get Started


Sign up for the free trial.
No credit card required.
Create an account


Start with the legal data and documents you care about most.
Add Your Data


Change the settings to customize Lextree to your needs.
Configure Lextree


You can add unlimited users even in the free trial.
Add Users

Security and Access

Unlimited 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 SaaS

Access from any location with any device. Benefit from world-class hosting. Easy to start. Keep your data when you are done.


All data is encrypted and transmitted over SSL (HTTPS). Configure user permissions and roles to restrict access.

Access Controls

Control access to your data with flexible and powerful access controls. Create custom security groups.


Access our professional team of experts. Support is included. Meaningful answers to business and technical questions.

Global and Local

Any national jurisdiction, any state or province, multi-jurisdiction entities, foreign authorizations, special filings, and more.

Easy, safe, and powerful.

Control expenses, improve revenue, and manage risk with Lextree from Berkman Solutions.
Our clients operate across five continents
Our clients manage legal entities in more than eighty countries
of experience
We have managed over four billion dollars in contracts and entities
Our clients have trusted us for over fifteen years
A few of our exceptional clients
  • County of Fresno
  • Falabella
  • EFG Capital
  • Meyer
  • Avante Group
  • SECO
  • SSP America
  • Okaloosa Gas
  • Wave Broadband
  • Premium Parking
  • Capital Caring
  • City of Northport
  • Kiln
  • Hampton Roads Transit
  • Regional One Health
  • University of Wisconsin
  • Mountain Farms
  • Yandex

Entity Customization

Lextree comes with native customization and configuration tools included with each plan. With one customization, you can automatically modify the dashboard, record data, and reports to conform to your change.

Entity Reports

Gain fresh insights into your legal data and documents. With your data and documents in one place, Lextree’s built-in reports provide data for quick analysis of legal risk.

Entity Tasks and Alerts

Lextree for Entity Management is more than just a corporate registry. It promotes collaboration to improve compliance and performance. Use tasks and alerts to make sure that the right work gets done by the right people.

Annual Statements

Entities have to file annual reports or annual statements periodically. Some jurisdictions require entities file less frequently. Lextree handles any frequency and notifies you with an email alert.


Track all current and former owners for the business entity. Lextree keeps track of the amount and duration of any equity owners, whether it is a corporation, limited liability company, or any other legal entity. Lextree uses the ownership information to create a legal org chart automatically.

Meeting Minutes

Ownership meetings, board meetings, and committee meetings quickly proliferate over the life of the organization. Lextree manages those meeting minutes for you, including regular and special meetings.

Business Records

Lextree keeps all your business records for each entity in one place. You can classify records and documents any way you want with Lextree’s customization features.

Berkman Solutions
Legal technology for business entities, contracts, risk and compliance.

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