Common Features on Lextree AI

Documents

Fri, 19 Jun 2026 00:00:00 +0000

Documents let you attach files to any record in Lextree — a signed contract PDF, a certificate of good standing, board minutes, an insurance policy. Because documents work the same way in every module, learning them once means you know how to use them everywhere.

A document is a named container with an optional description. Each document holds one or more files (up to 250 MB each). This lets you keep a document and its supporting files — say, an agreement and its exhibits — together under one entry.

Calendar

Fri, 19 Jun 2026 00:00:00 +0000

The Calendar is where you see your events — deadlines, renewals, meetings, and reminders — laid out by date. Lextree gives you a per-record view and an everything-at-once view. You can also subscribe to a feed from your own calendar app.

The record calendar

Every record’s detail page has a Calendar section listing the events attached to that record. This is the place to see and add the dates for one contract, entity, or policy. (See Events for how to add and configure them.)

Workflows

Fri, 19 Jun 2026 00:00:00 +0000

A workflow tracks a multi-step process — a contract review, an entity formation, an annual filing. Each one carries a checklist, assignments, due dates, and a complete history of who did what and when. Workflows attach to any record, so the process lives alongside the thing it’s about.

Lextree workflows track rather than enforce. They don’t force you to complete steps in order or block a status change until everything is checked. Instead, the activity history records every action, giving you an evidence trail of how the work happened.

Events

Fri, 19 Jun 2026 00:00:00 +0000

Events are the dates that matter — filing deadlines, renewal dates, board meetings, review milestones. An event attaches to a record and sends reminders ahead of time so nothing slips. To see your events, use the Calendar; this page covers creating and configuring them.

Adding an event to a record

Adding events requires Editor access to the record’s module.

Timeline

Fri, 19 Jun 2026 00:00:00 +0000

Timeline answers a specific compliance question: was this record valid or active at a particular point in time? “Was this contract in effect on December 31?” “When did this board member have authority?” “What was this license’s status during the audit period?”

A timeline is a dated history of a record’s states. Lextree builds it by deriving states from your data automatically. You can also add context manually where there’s no record to derive from.

Attachments

Fri, 19 Jun 2026 00:00:00 +0000

Files show up in a few places in Lextree. This page explains how attachments work across them, so you know where a file lives and who can see it.

Files on a record

The main way to keep files is the Documents section on a record. A document is a named container that holds one or more files (up to 250 MB each) and stays attached to the record it belongs to. This is the right home for signed agreements, certificates, statements, and correspondence.

Custom Fields

Fri, 19 Jun 2026 00:00:00 +0000

Every record type in Lextree ships with a sensible default set of fields, but your organization can tailor them. Account admins customize fields in Settings → Field Settings. There you can adapt any dataset to the way your team tracks information.

What you can customize

For any record type, an admin can:

Add a custom field to capture data the defaults don’t cover,
Remove default fields you don’t use,
Rename field labels to match your organization’s vocabulary,
Reorder fields to control how they appear on forms and detail pages.

Field types

When you add a field, you choose its type. Lextree supports: