Completing tasks allows users to upload final documents and make comments before saving changes.
The Lextree Dashboard displays current actionable information about your legal entities.
Tasks are more than a checklist of to-do items. Everyone involved in a task may collaboration by adding comments and documents.
The Entities tab is the starting place for working with legal entities. It is your corporate registry.
Users may view, export or print reports by selecting one of the options from the "Reports" menu. There are various report options in each of the report categories shown in the "Reports" menu - these options can be accessed by clicking the tab buttons on each of the report category pages.
Alert emails are sent based on user selections made when adding or editing entity document, requirement, or contact records. Editor or Reader users may view alerts in Lextree at “View” > "Alerts" (or on the "Alerts" tab of any entity record).
Lextree allows unlimited users. Here is how to add users to your organization's account.
Editor users may view and update document records via the related entity record page or at “View” > "Documents" (Reader users have view-only access). You may search for records via the search bar.
Users can reset their own passwords on the login screen by clicking the "forgot?" link next to the password field. In addition, Admin users can reset user passwords at "Settings" > "Users & Groups" on the "Users" tab.
People & Organizations enable users to track directors, officers, registered agents, and other contacts related to each entity. Editor users may view and update these records via the related entity record page or at “View” > "People & Organizations" (Reader users have view-only access). You may search for records via the search bar. Click on a name to update the record. Click on the Last Updated date to view the history of the record.
Admin users may review, add and update user roles for any user at “Settings” > "Users & Groups" on the "Users" tab. User roles determine which functions are available to each user when viewing records. Following are descriptions of each user role.
Requirements enable users to track obligations related to each entity such as annual reports. Editor users may view and update requirement records via the related entity record page or at “View” > "Requirements" (Reader users have view-only access). You may search for records via the search bar. Click on a requirement summary to update the record. Click on the Last Updated date to view the history of the record.
Admin users may review, add and update groups at “Settings” > "Users & Groups" on the "Groups" tab. Groups are assigned to both user accounts and entity records to determine which users can access which records.
Tasks may be assigned to Editor or Reader users. Users will receive an email notification when a task is assigned. Users may also view assigned tasks (or tasks that they requested) in Lextree at “View” > "Tasks" (or on the "Tasks" tab of any contract record). You may click on the desired tab or filter to view tasks by the corresponding status. You may search for records via the search bar. Click on the "Summary" link to view or update a task. View record history by clicking on the Last Updated date.
Users may create non-user recipient records when setting up email alerts for entities and related records.
Admin users may review, add and update user accounts at “Settings” > "Users & Groups" on the "Users" tab. You can search for users via the search bar. Click "Add" to create a new user account. Click on a user's name to edit their account settings. Click on the Last Updated date for any user to view the history of their account record.
Admin users may add and edit folders for documents at "Settings" > "Lookups, Folders, & Fields" > "Folders".
Admin users may add and edit selection options for certain multiple choice fields at "Settings" > "Lookups" (not all multiple choice fields are customizable - some have fixed selection options related to various system functions).
Admin users may add and edit custom fields for entity records at "Settings" > "Lookups, Folders & Fields" > "Custom Fields".
Deleted entity and related records are moved to the Trash for 90 days before permanent removal (unless they are manually removed before then). Admin users can restore or permanently delete these records at "Settings" > "Trash". Permanently deleted records can't be restored. You may view the record history of any deleted record by clicking on the Last Updated date.
You can review and update your account settings by clicking on the “My Account” link (just below the menu bar on the right-hand side of your screen).
Editor and Reader users may view entity records by going to “Entities" and clicking on an entity's "Legal Name" link. You may view related record details on each of the tabs below the entity summary information (tabs may include "Documents", "Requirements", "Ownership", "People", "Alerts", "Tasks", and "Notes").
Lextree allows you to manage legal entity documents in a flexible way. You can upload or link to document. You can also categorize documents in a way that suits you.
Requirements are any type of compliance of filing obligation. They include annual reports, DBA filings, foreign authorizations, and much more.
Recurring tasks in Lextree help you stay on top of compliance obligations for any jurisdiction.
Entity charts enable users to view charts displaying the ownership connections for the selected entity including all parents and subsidiaries.
Learn how to access your saved entity management, officer and director, or compliance reports within Lextree. Your saved reports are close at hand. Saved reports are personal to your account. They are not shared. Any changes you make will not affect any other users.
When there are changes to ownership, you can update existing records if that is more accurate than creating a new ownership record.
Lextree allows you to save reports about your legal entities, officers and directors, and compliance obligations.
Lextree allows you to assign people (or organizations) to different entities and serve in various capacities. You can update information about each person centrally.
Lextree provides an Ownership Count Report. The report shows the number of parents and subsidiaries for each legal entity.
Alert emails are sent based on user selections made when adding or editing entity document, requirement, or contact records.
You can generate a compliance filing report for all jurisdictions in which a legal entity does business.
You can assign tasks to more than one user and impose conditions on the completing tasks.