Common Features

Documents

Attach files to any record in Lextree, and find them all in one place from the Documents activity view.

View your Lextree events in one place — per record or across everything you can access — and subscribe from your own calendar app.

Track multi-step processes in Lextree with checklists, assignments, due dates, and a complete activity history — on any record.

Create dated events and reminders on any record in Lextree, with recurrence, advance notifications, and invitations.

Answer point-in-time compliance questions in Lextree — was a record valid, active, or in effect on a given date?

How files attach throughout Lextree — on records, on workflow steps, and on templates.

Tailor the fields on any Lextree record type — add, rename, reorder, or remove fields to capture exactly the data your organization needs.