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Lextree

by Berkman Solutions · Since 2004
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ActiveAvailable globallyCloud
Quick facts
VendorBerkman Solutions
Year launched2004
StatusActive
Location10260 SW Greenburg Rd, Fl 4th, Portland, OR, United States, Oregon
Countries servedGlobal
Languages7
Integrations1+
Free tierN/A
Free trialN/A
Contact salesYES

About Lextree

Lextree is a legal software platform from Berkman Solutions that enables the legal and financial operations. It combines entity management, contract management, and security and access features so organizations can manage their legal tasks effectively. The software offers tools for managing articles, as well as free resources aimed at improving user use. Lextree's capabilities include contract management - entity management - security controls - document storage - user access management. Best for: legal and financial professionals that need comprehensive management solutions for their organizational needs.

Lextree by Berkman Solutions is a comprehensive entity management platform designed to streamline the administration, compliance, and strategic oversight of complex organizational structures. Built with an emphasis on consolidating disparate data sources into a single, intuitive repository, Lextree offers key features such as entity onboarding, real-time compliance monitoring, audit trail maintenance, and automated reporting. Its primary purpose is to empower legal and corporate governance teams to manage diverse entities efficiently, reduce risk, and improve overall transparency. The user interface of Lextree is modern, clean, and designed with the end-user in mind. Navigation is straightforward, with a well-organized dashboard that provides clear summaries of entity statuses, compliance alerts, and key performance indicators. The interface uses intuitive icons and color-coded labels to differentiate between various types of entities and risk levels, enabling users to quickly identify areas that require attention. Customizable views and drag-and-drop features further enhance its usability, allowing users to tailor the interface to their individual workflows, which ultimately minimizes the learning curve and improves day-to-day operations.

Pros & Cons

Pros
  • Single platform for entities and contracts.
  • Tools for adherence and minimizing risks.
  • Unlimited users on higher-tier plans.
  • Accessible anywhere with robust security.
  • Access to expert assistance included.
Cons
  • Can be expensive, especially the Business plan.
  • Specific limitations of the free trial are not stated.
  • Some features (e.g., unlimited org charts, custom development) are locked behind higher-tier plans.
  • Requires consistent internet access.
  • Implementing new software may require training.

Features

Key features

Entity Management

Centralizes the management of all legal entities within a single registry. This includes features for compliance, risk reduction, and profit improvement related to these entities.

Automated Company Structure Charts

Generates visual representations of organizational hierarchies.

Compliance Tracking

Helps users monitor and ensure adherence to regulatory requirements for their entities.

Governance Tools

Provides tools to manage the governance aspects of legal entities.

Contract Management

Moves contract management beyond spreadsheets and files with a secure and easy-to-use SaaS platform.

Contract Approvals, Alerts, and Compliance

Facilitates the approval process, sets up notifications for key dates, and helps ensure contract compliance.

Secure Access to Data

Offers secure access to data for teams with encryption (SSL/HTTPS) and configurable user permissions and roles.

Unlimited Users (Business & Enterprise Plans)

Allows for collaboration with as many team members as needed (available in Business and Enterprise plans).

Unlimited Records

Enables the management of an unlimited number of entities and contracts across all paid plans.

Cloud SaaS Platform

Provides access from any location and device with world-class hosting and easy setup.

Exceptional Support

Offers access to a professional team of experts for business and technical questions.

Global and Local Jurisdiction Support

Handles entities across any national jurisdiction, state, province, multi-jurisdictional entities, foreign authorizations, and special filings.

Additional features

Entity Management Software

Core functionality for managing legal entities.

Single Registry

Brings all legal entities together in one place.

Compliance

Helps ensure compliance for legal entities.

Risk Reduction

Aims to minimize risks associated with entity management.

Profit Improvement

Intended to contribute to better financial outcomes through efficient entity management.

Automated Company Structure Charts

Automatically generates organizational charts.

Compliance Tracking

Monitors and tracks compliance requirements for entities.

Governance Tools

Provides tools for managing the governance of legal entities.

Contract Management Software

Functionality for managing contracts.

SaaS Platform

Delivered as Software as a Service, accessible via the internet.

Secure

Offers a secure environment for managing sensitive contract data.

Easy-to-Use

Designed with user-friendliness in mind.

Contract Approvals

Facilitates the process of getting contracts approved.

Alerts

Provides notifications for important contract dates and events.

Compliance (for Contracts)

Helps ensure adherence to contractual obligations.

Pricing Plans

Offers different tiers to suit various needs.

Professional Plan

Suited for single users with unlimited records and 10 GB storage.

Business Plan

Designed for teams with unlimited users, unlimited records, and 100 GB storage, including unlimited organization charts.

Enterprise Plan

Tailored for larger organizations with custom application development, custom URL and instance.

Security and Access

Features focused on data protection and user control.

Secure Access to Data

Ensures only authorized personnel can access information.

Unlimited Users (on certain plans)

Allows multiple team members to use the platform.

User Access Control

Ability to control what information each user can see.

Cloud SaaS

Web-based access from any device and location.

World-Class Hosting

Reliable and secure infrastructure for data storage.

Easy to Start

Simple onboarding process.

Data Retention

Users keep their data even after their subscription ends (implication).

Data Encryption

All data is encrypted for security.

SSL (HTTPS)

Secure transmission of data over the internet.

User Permissions and Roles

Granular control over user access levels.

Custom Security Groups

Ability to create specific security groups for tailored access.

Business and Technical Question Support

Assistance for both functional and technical issues.

Global and Local

Capabilities for managing entities across different jurisdictions.

Any National Jurisdiction

Supports entities in any country.

Any State or Province

Handles regional entity requirements.

Multi-Jurisdiction Entities

Manages entities operating in multiple locations.

Foreign Authorizations

Support for international entity authorizations.

Special Filings

Handles unique filing requirements in different jurisdictions.

Ownership Spreadsheet

A free tool for managing ownership information in a spreadsheet format.

Custom Application Development (Enterprise Plan)

Tailoring the software to specific organizational needs.

Custom URL and Instance (Enterprise Plan)

Providing a branded and dedicated environment for the Enterprise client.

Unlimited Organization Charts (Business Plan)

Ability to create numerous organizational structure diagrams.

Unlimited Records (All Paid Plans)

No limitations on the number of entities or contracts managed.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Professional
USD 100/mo
billed monthly
Business
USD 400/mo
billed monthly

Countries & Languages

Global
Countries served
7
Interface languages
20
Billing currencies

Interface languages

EnglishSpanishFrenchGermanRussianPortugueseItalian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY🇨🇭CHF🇭🇰HKD🇸🇬SGD🇸🇪SEK🇳🇴NOK🇩🇰DKK🇮🇳INR🇲🇽MXN🇳🇿NZD🇵🇱PLN🇷🇺RUB🇹🇷TRY🇿🇦ZAR

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