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.
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.
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.
Store important legal documents with the entity, including organizational documents, meeting minutes, insurance, and filings.
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.
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.
Welcome to Lextree. Someone in your organization created an account for you.
Clients on the Business or Enterprise subscriptions can assign tasks to other users. Navigate to the Tasks tab for an entity record.
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.
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.
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.
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.
See the power of saved reports in Lextree for Entity Management. Learn how to leverage both static and dynamic reports for better analysis.