Entity Tasks and Alerts

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.

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 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.

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.

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.

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.

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.

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.

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.

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.