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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 tier
Free trial
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

What users like
  • +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.
What users flag
  • 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

Business

USD 400

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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