Common Features
Attachments
How attachments work in Lextree: the record panel, the site-wide Attachments page, files on workflows and templates, permissions, and storage counting.
Calendar
View your Lextree events in one place — per record or across everything you can access — and subscribe from your own calendar app.
Workflows
Track multi-step processes in Lextree with checklists, assignments, due dates, and a complete activity history — on any record.
Events
Create dated events and reminders on any record in Lextree, with recurrence, advance notifications, and invitations.
Timeline
Answer point-in-time compliance questions in Lextree — was a record valid, active, or in effect on a given date?
Custom Fields
Tailor the fields on any Lextree record type — add, rename, reorder, or remove fields to capture exactly the data your organization needs.
Search
Global search in Lextree is gated by plan, account setting, and all-record access — who gets the search icon, what it returns, and where it falls short.
Automations
Lextree help for automation suggestions: what the post-save dialog offers, when the bell notifies you, and how accept and decline work after bulk actions.
Working with Grids
Saved column layouts, sorting, filtering, favorites, and CSV export are on every Lextree module list — see how that compares with the Reports feature.