Welcome & navigation

Lextree organizes everything around the records 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.

The left navigation

The sidebar is grouped top to bottom:

• Dashboard — your at-a-glance home (see The Dashboard).
• Modules — the compliance areas your organization uses (Legal Entities, Contracts, Insurance, and so on). Each module expands to reveal what’s inside; click a record type to open its list.
• Records — your shared directory of Organizations and People used across every module.
• Activity — cross-module views that pull together your Calendar, Documents, Workflows, Reports, and Trash.
• Admin — account management: access, data tools, logs, and settings (visible to account admins).
• Help — this documentation.

You see only the modules your organization has enabled and your role can access, so your sidebar may be shorter than the full list.

Working with records

Most work follows the same shape everywhere in Lextree:

1. Open a record type to see its list — a filterable grid. Use the filter row beneath the column headers to narrow it.
2. Click New to add a record; click any row to open it.
3. A record’s detail page shows its fields at the top and expandable sections below — related items plus the common features (Documents, Calendar, Workflows).

The pattern is the same in every module, so once you’ve learned one you’ve largely learned them all.

The top bar

The top right of every page holds the notifications bell, your account menu, and a button to collapse or expand the sidebar. See Signing in & your profile for the account menu.