Tasks and Alerts

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.

Part of comprehensive entity management software.

Tasks and Alerts

Assign tasks

Lextree allows users to assign tasks to colleagues. Tasks are more than a simple To Do item. Each task allows users to upload documents, comment on issues related to the task, and to complete the task.

Set automatic alerts

Automatic alerts notify you of impending due dates related to legal entities, documents, and requirements. They are sent to your email. They also show on your dashboard. Alerts can be recurring on any frequency. Custom messages are also included. Alerts are available at every subscription level: Professional, Business, and Enterprise.

Collaborate

The task feature in Lextree allows users to assign tasks to groups of colleagues and even require all of them to complete the task. For example, if there is an amendment to a shareholder agreement which needs review, the drafter can assign a task to other users to review the agreement.

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.

  • cloud_upload
    Cloud SaaS

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

  • lock
    Secure

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

  • badge
    Access Controls

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

  • contact_mail
    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.

Learn more about entity management software.