Lextree

Lextree is a cloud entity management and contract management platform from Berkman Solutions, a software company focused on legal and financial operations. It replaces the spreadsheets, shared folders and paper minute books that legal, finance and compliance teams use to track corporate entities, governance records and agreements.

Key features of Lextree include:

• Legal Entity Registry: One register holds every subsidiary, joint venture and branch with jurisdiction, formation documents, bylaws and the status of each recurring statutory filing.
• Automated Organization Charts: Ownership data, including equity percentages and current and former holders, renders into corporate structure diagrams that update as the register changes.
• Officer and Director Records: Appointments, terms of service and roles held across multiple entities are tracked alongside board minutes, board books and meeting documentation.
• Compliance Calendar and Alerts: Automated notifications flag annual reports, registered agent renewals and jurisdiction-specific filing deadlines for every entity held on the register.
• Contract Management: Agreements are stored with approval routing, key dates and renewal alerts, keeping contract obligations in the same system as the entities that signed them.

Best for: Small and mid-sized legal, finance and compliance teams at universities, healthcare systems, real estate groups and multinationals that manage entity portfolios without a large legal ops budget.

Lextree gives lean teams defensible entity records, current organization charts and filing deadlines they will not miss, on published subscription tiers that include unlimited entities and, on higher plans, unlimited users.