Organizational Documents

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.

Part of comprehensive entity management software.

Organizational Documents

By-Laws and Articles of Incorporation

Retain easy access to By-Laws, Articles of Incorporation, and other founding documents with Lextree. You can segment those documents in their own group.

Ownership Agreements

Track ownership agreements which cover the rights and responsibilities of each owner:

  • Membership Agreement for limited liability companies,
  • Shareholder Agreement for corporations,
  • Partnership Agreement for partnerships,
  • or any ownership agreement.

Lextree can also monitor other contracts or agreements related to the entity, such as:

  • Intellectual property licenses from a founder to the entity,
  • An entity’s lease of real estate, or
  • Employment contracts with key employees or founders.

Lextree will send automatic alerts and notifications prior to expiration.

Insurance and Risk Management

Insurance is an important part of risk management to limit the exposure from unexpected events. Missing an insurance policy expiration can create an unacceptable risk for owners and managers. Lextree helps you manage risk by notifying you automatically in advance of any expiration. Track D&O, E&O, property and casualty, or any other insurance.

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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.

The titles and types of organizational documents vary by state and entity type. Organizational documents include the filings required by the jurisdiction of incorporation and the documents among the founders to create the business.

Types of Organizational Documents

Organizational documents for formation

Critical documents required to form each legal entity are stored securely and remain accessible. Preserve amendments, change of name, and conversion documents along with formation documents.

Organizational documents for governance

By-laws and charter documents spell out the rules for the organization to resolve disputes among owners and managers. Lextree keeps them secure and accessible.

Ownership Agreements

Track ownership agreements which cover the rights and responsibilities of each owner:

  • Membership Agreement for limited liability companies,
  • Shareholder Agreement for corporations,
  • Partnership Agreement for partnerships,
  • or any ownership agreement.

Lextree can also monitor other contracts or agreements related to the entity, such as:

  • Intellectual property licenses from a founder to the entity,
  • An entity’s lease of real estate, or
  • Employment contracts with key employees or founders.

Lextree will send automatic alerts and notifications prior to expiration.

Insurance and Risk Management

Insurance is an important part of risk management to limit the exposure from unexpected events. Missing an insurance policy expiration can create an unacceptable risk for owners and managers. Lextree helps you manage risk by notifying you automatically in advance of any expiration. Track D&O, E&O, property and casualty, or any other insurance.

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.

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    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 .