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Discover Lextree: Entity Management Software

Entity Management Software manages compliance, reduces risk, and improves profits. Use Lextree from Berkman Solutions to generate entity org charts automatically, manage officers and directors across legal entities, and take control of compliance filings for each entity in your entity registry. Org Charts Visualize corporate structure automatically with our entity management software. Easily navigate and explore the corporate family. Explore the ownership of any branch. Lextree builds the org chart dynamically. It handles complex ownership structures like generation skipping. Officers and Directors Entity management includes assignment of officers and directors to any number of entities. Track terms of service and titles for all management personnel. Easily see what entities they serve. Organizational Documents The documents which create the legal entity must be easily accessible over the life of the business to resolve disputes and unusual situations. Lextree keeps all organizational documents in one place. Ownership Use entity management software to track all current and former owners for the business entity. Lextree keeps track of the amount and duration of any equity owners, whether it is a corporation, limited liability company, or any other legal entity. Lextree uses the ownership information to create a legal org chart automatically. Entity Registry Entity management starts with the corporate registry: every entity in one place. Sort, search, and organize your entities. Business Records Lextree manages all your business records for each entity in one place. You can classify records and documents any way you want with Lextree’s customization features. Meeting Minutes Ownership meetings, board meetings, and committee meetings quickly proliferate over the life of the organization. Lextree manages those meeting minutes for you, including regular and special meetings. Annual Statements Entities have to file annual reports or annual statements periodically. Some jurisdictions require entities file less frequently. Lextree handles any frequency and notifies you with an email alert. Filing Requirements Effective management of all filing requirements for each entity is critical to maintain compliance. Lextree is software which keeps you in compliance. Tasks and Alerts Lextree for Entity Management is more than just a corporate registry. It promotes collaboration to improve compliance and performance. Use tasks and alerts to make sure that the right work gets done by the right people. Reports and Analysis Gain fresh insights into your legal data and documents. With your data and documents in one place, Lextree includes built-in reports to provide data for quick analysis of legal risk. Customization Our entity management software comes with native customization and configuration tools. With one customization, you can automatically modify the dashboard, record data, and reports conforming to your change. Why Use Entity Management Software? Create Entity Org Charts Easily See ownership structures with at the tap of a button. Entity management software brings all the ownership data together so you can create the entity org chart automatically. Ensure Legal Entity Compliance Compliance across jurisdictions is challenging. Entity management brings those requirements and documents together. Get More Value from Entities You have entities to manage risk and compete in new markets. Turn legal data and documents into a competitive asset. Demonstrate value to the rest of the organization with entity software. What Makes Lextree for Entity Management Exceptional? Lextree is entity software that makes your business better. Dynamic Org Charts to Explore Entity Structure See the ownership structure of any legal entity. Lextree is entity management software that generates org charts for you. Manage Officers and Directors among Entities Manage boards of directors and corporate officers. Add any number of board members and officers. Track terms of service and titles. Show what entities they serve. Deploy Entity Management Software for Any Jurisdiction You can manage any type of legal entity from any jurisdiction with Lextree. Whether you register entities with a national, state, or provincial authority, Lextree has you covered.