Entity Management Software

Control even complex legal entities

Use Lextree from Berkman Solutions to ensure compliance, reduce risk, and improve profits. Bring all your legal entities together in a single registry.

Entity Management Software

Powered by experience

Lextree delivers better company management for clients around the world and every sector.

7 continents

80+ countries

Clients use Lextree to manage entities around the world.

$4 billion

Expertise in corporate transactions

Our team delivers expertise from decades of company management

15 years

Trusted by thousands of users

Our clients operate in every sector of the economy.

Get more information

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

Telephone, North America
(855) 517-2193 North America
Telephone, Worldwide
+1 (503) 517-4293 Worldwide
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  • Org Charts

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    See your corporate structure automatically

    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

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    Monitor board members and their terms of service

    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

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    Track filing obligations for any entity in any jurisdiction

    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

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    Make organizational documents accessible

    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
  • Annual Statements

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    Act on annual filings for any jurisdiction

    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.

    Annual Statements
  • Ownership

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    Monitor ownership percentages across the corporate structure

    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.

    Ownership
  • Business Records

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    Keep critical business records in one place

    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.

    Business Records
  • Reports

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    Analyze your legal entity data

    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.

    Reports
  • Tasks and Alerts

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    Never miss a compliance obligation

    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.

    Tasks and Alerts
  • Customization for Entity Management

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    Tailor entity management to your needs

    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. Add document collections, filing requirements, and entity data types unique to your situation.

    Customization for Entity Management
  • Meeting Minutes

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    Access board and committee 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.

    Meeting Minutes

Pricing

Pricing plans to meet your needs

Discover the highest value solution

Professional

Free up your time with better tools.

$100 /month

  • done Single user
  • done Unlimited entities
  • done 10 GB of storage
  • done Exceptional support
  • done Billed annually at $1,200
Start Free Trial

Business

Most popular

Great value for your team

$400 /month

  • done Unlimited users
  • done Unlimited entities
  • done 100 GB of storage
  • done Exceptional support
  • done Unlimited organization charts
  • done Billed annually at $4,800
Start Free Trial

Enterprise

Tailored to your organization's needs

Contact Us

  • done Unlimited users
  • done Unlimited entities
  • done Custom application development
  • done Custom URL and instance
  • done Billed annually
Contact Us

Security and Access

Secure access to data for your teams

  • people
    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.

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    Cloud SaaS

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

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    Secure

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

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    Access Controls

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

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    Support

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

  • language
    Global 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.