Entity ManagementTrainingLearn how to manage legal entities with Lextree, including corporate records, equity ownership, compliance requirements, and more. Watch the short, informative training videos for Lextree for Entity Management. Each video is short and includes step-by-step instructions.
Create Account and Login
Creating a new Lextree account is easy. Manage unlimited entities even in the free trial.
Tuesday Mar 19, 2024First Time Setup
Once you create your account, we recommend a quick review of some basic administrative settings. You can change your mind about these settings at any time.
Tuesday Mar 19, 2024First Entity and Org Chart
Add your first entity and build an org chart with Lextree for Entity Management. Discover our powerful AI for automatic layout.
Monday Apr 15, 2024Corporate Transparency Act in Lextree
Learn how to use Corporate Transparency Act compliance software, Lextree, to compile Beneficial Ownership Information Reports easily and accurately.
Tuesday Mar 19, 2024Alerts and Notifications
Lextree allows you to set alerts for a wide variety of corporate legal events and activities, including filing deadlines, terms of service expiration, corporate agreements, and more.
Tuesday Mar 19, 2024Compliance Requirements
The Requirements feature of Lextree is your general purpose helper. A requirement is any legal obligation or filing you want to track. Lextree prioritizes Annual Reports or Annual Statements, but those are not the only kind of requirement you can track in Lextree.
Tuesday Mar 19, 2024Corporate Documents
Store important legal documents with the entity, including organizational documents, meeting minutes, insurance, and filings.
Tuesday Mar 19, 2024Corporate Registry
The corporate registry is available on the Entities tab. Only entities allowed by the logged in user’s permissions are displayed in the registry. Admin users can change permissions for users in Settings > Users & Groups > Users.
Tuesday Mar 19, 2024First Time User to Lextree
Welcome to Lextree. Someone in your organization created an account for you.
Monday Apr 15, 2024How to Manage Tasks
Clients on the Business or Enterprise subscriptions can assign tasks to other users. Navigate to the Tasks tab for an entity record.
Tuesday Mar 19, 2024Officers and Directors
Lextree helps you keep track of officers and directors. Simply navigate to the People tab for an entity. Why isn’t this tab called Officers and Directors? The reason is that Lextree lets you track other people such as accountants, auditors, lawyers, and consultants.
Tuesday Mar 19, 2024Ownership
Tracking equity owners in Lextree is both flexible and simple. You only need to add direct parents and direct subsidiaries on the Ownership tab of an entity. Lextree will automatically find additional relationships to build out the org chart.
Tuesday Mar 19, 2024Reports
The Reports menu provides access to all the reports in Lextree. All reports come with standard features, yet each is optimized to provide a certain kind of data.
Monday Apr 15, 2024Restrict Access
Many organizations want to compartmentalize access to entities. There are three ways to restrict access to entities or to otherwise limit features to certain users: groups, roles, and document access.
Tuesday Mar 19, 2024Saved Reports
See the power of saved reports in Lextree for Entity Management. Learn how to leverage both static and dynamic reports for better analysis.
Tuesday Mar 19, 2024View Menu
On the main menu bar is the View tab. The View tab gives you access to data and functions outside the context of a single entity. It aggregates data across all entities to which the logged in user has access.
Tuesday Mar 19, 2024
Learn how to manage legal entities with Lextree, including corporate records, equity ownership, compliance requirements, and more. Watch the short, informative training videos for Lextree for Entity Management. Each video is short and includes step-by-step instructions.
Create Account and Login
Creating a new Lextree account is easy. Manage unlimited entities even in the free trial.
Tuesday Mar 19, 2024First Time Setup
Once you create your account, we recommend a quick review of some basic administrative settings. You can change your mind about these settings at any time.
Tuesday Mar 19, 2024First Entity and Org Chart
Add your first entity and build an org chart with Lextree for Entity Management. Discover our powerful AI for automatic layout.
Monday Apr 15, 2024Corporate Transparency Act in Lextree
Learn how to use Corporate Transparency Act compliance software, Lextree, to compile Beneficial Ownership Information Reports easily and accurately.
Tuesday Mar 19, 2024Alerts and Notifications
Lextree allows you to set alerts for a wide variety of corporate legal events and activities, including filing deadlines, terms of service expiration, corporate agreements, and more.
Tuesday Mar 19, 2024Compliance Requirements
The Requirements feature of Lextree is your general purpose helper. A requirement is any legal obligation or filing you want to track. Lextree prioritizes Annual Reports or Annual Statements, but those are not the only kind of requirement you can track in Lextree.
Tuesday Mar 19, 2024Corporate Documents
Store important legal documents with the entity, including organizational documents, meeting minutes, insurance, and filings.
Tuesday Mar 19, 2024Corporate Registry
The corporate registry is available on the Entities tab. Only entities allowed by the logged in user’s permissions are displayed in the registry. Admin users can change permissions for users in Settings > Users & Groups > Users.
Tuesday Mar 19, 2024First Time User to Lextree
Welcome to Lextree. Someone in your organization created an account for you.
Monday Apr 15, 2024How to Manage Tasks
Clients on the Business or Enterprise subscriptions can assign tasks to other users. Navigate to the Tasks tab for an entity record.
Tuesday Mar 19, 2024Officers and Directors
Lextree helps you keep track of officers and directors. Simply navigate to the People tab for an entity. Why isn’t this tab called Officers and Directors? The reason is that Lextree lets you track other people such as accountants, auditors, lawyers, and consultants.
Tuesday Mar 19, 2024Ownership
Tracking equity owners in Lextree is both flexible and simple. You only need to add direct parents and direct subsidiaries on the Ownership tab of an entity. Lextree will automatically find additional relationships to build out the org chart.
Tuesday Mar 19, 2024Reports
The Reports menu provides access to all the reports in Lextree. All reports come with standard features, yet each is optimized to provide a certain kind of data.
Monday Apr 15, 2024Restrict Access
Many organizations want to compartmentalize access to entities. There are three ways to restrict access to entities or to otherwise limit features to certain users: groups, roles, and document access.
Tuesday Mar 19, 2024Saved Reports
See the power of saved reports in Lextree for Entity Management. Learn how to leverage both static and dynamic reports for better analysis.
Tuesday Mar 19, 2024View Menu
On the main menu bar is the View tab. The View tab gives you access to data and functions outside the context of a single entity. It aggregates data across all entities to which the logged in user has access.
Tuesday Mar 19, 2024