Admin
Access
Manage who's in your Lextree account and what they can see — members and invitations, access groups, and per-record visibility.
Data Tools
A full walkthrough of Data Tools: the guided five-step import wizard, bulk-editing records in the Manage grid, bulk delete, and exporting a data snapshot.
Logs
Review the audit history of your Lextree account — data changes, access-control changes, and sign-ins.
Settings
Configure your Lextree account — modules, fields, timeline states, and event and workflow templates.
Subscription & Billing
See your plan, status, seats, and renewal date, manage billing and payment methods, create or revoke API keys, and read the Delete Subscription window.
API Access
An orientation to the Lextree API: what it offers, authentication, record types, rate limits, the Swagger reference, and connecting an assistant over MCP.
Automation Setup
Configure derived fields, automatic timeline entries, and event or workflow template suggestion triggers so Lextree proposes actions at the right moment.
Event Templates
Configure Lextree calendar event templates: record-type scoping, event defaults, recipients, reminder timings, and the suggestion rules that trigger them.