At the Sign Up page, Lextree will ask for your Organization or Name. Lextree is available for single users or entire organizations. If you are a single user, enter your name. If you are part of a team, enter the name of the organization. This will allow you to link accounts together under one organization, which will facilitate collaboration.
After you enter your organization or name, Lextree will prompt you to create an account. Enter your: Name, Email, and Password.
The password is your creation. If it does not meet Lextree’s minimum password strength, you will see a prompt to enter a stronger password.
Lextree will automatically link your account to the organization in Step 1.
Lextree will prompt you for you email and password. The first time you login to Lextree, it will offer you the opportunity to create a standard list of Entity Types and Document Types.
Choosing Yes will create dropdown options for you to categorize entities and documents from the Lextree default list. You can change this list anytime.
Choosing No will require you to create Entity Types and Document Types in the Settings area after you login.
We recommend choosing Yes, then reviewing and editing the defaults as you want.
Lextree will then display your Entities Dashboard.
Remember three simple steps to start with Lextree: