https://lextree.ai/help/getting-started/Recent content in Getting Started on Lextree AIHugoenhttps://lextree.ai/help/getting-started/welcome-navigation/Fri, 19 Jun 2026 00:00:00 +0000https://lextree.ai/help/getting-started/welcome-navigation/<p>Lextree organizes everything around the <strong>records</strong> your organization keeps — entities, contracts, policies, filings — and the documents, dates, and tasks attached to them. This page is a quick tour of the navigation.</p> <h2 id="the-left-navigation">The left navigation</h2> <p>The sidebar is grouped top to bottom:</p> <ul> <li><strong>Dashboard</strong> — your at-a-glance home (see <a href="https://lextree.ai/help/getting-started/dashboard/">The Dashboard</a>).</li> <li><strong>Modules</strong> — the compliance areas your organization uses (Legal Entities, Contracts, Insurance, and so on). Each module <strong>expands</strong> to reveal what&rsquo;s inside; click a record type to open its list.</li> <li><strong>Records</strong> — your shared directory of <a href="https://lextree.ai/help/records/">Organizations and People</a> used across every module.</li> <li><strong>Activity</strong> — cross-module views that pull together your <a href="https://lextree.ai/help/common-features/calendar/">Calendar</a>, <a href="https://lextree.ai/help/common-features/documents/">Documents</a>, <a href="https://lextree.ai/help/common-features/workflows/">Workflows</a>, Reports, and Trash.</li> <li><strong>Admin</strong> — account management: access, data tools, logs, and settings (visible to account admins).</li> <li><strong>Help</strong> — this documentation.</li> </ul> <p>You see only the modules your organization has enabled and your role can access, so your sidebar may be shorter than the full list.</p>https://lextree.ai/help/getting-started/dashboard/Fri, 19 Jun 2026 00:00:00 +0000https://lextree.ai/help/getting-started/dashboard/<p>The Dashboard is your home screen — the first thing you see when you sign in. Three panels pull together what needs your attention across every module you can access.</p> <h2 id="upcoming-events">Upcoming Events</h2> <p>Shows <a href="https://lextree.ai/help/common-features/events/">events</a> due in the <strong>next 7 days</strong> across all your records — the deadlines and reminders coming up soonest. When there&rsquo;s nothing scheduled, it reads &ldquo;No events in the next 7 days.&rdquo; For the full picture, open the <a href="https://lextree.ai/help/common-features/calendar/">Calendar</a>.</p>https://lextree.ai/help/getting-started/signing-in/Fri, 19 Jun 2026 00:00:00 +0000https://lextree.ai/help/getting-started/signing-in/<h2 id="signing-in">Signing in</h2> <p>Lextree signs you in through a secure hosted sign-in page. Enter your email to continue. If your account is linked to a provider, use <strong>Continue with Google</strong>, <strong>Microsoft</strong>, or <strong>Apple</strong> instead. Once you&rsquo;re in, you land on the <a href="https://lextree.ai/help/getting-started/dashboard/">Dashboard</a>.</p> <p>If you were invited to a Lextree account, use the same email address the invitation was sent to.</p> <h2 id="the-account-menu">The account menu</h2> <p>Click your initials at the top right to open the account menu. It shows the email you&rsquo;re signed in as, plus:</p>