Entity Management Software

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.