Modules
Assets
Keep a registry of titled tangible assets in Lextree — vehicles, aircraft, vessels, and equipment — with their title documents and liens.
Authority
Document who has authority to act for your organization in Lextree — powers of attorney, signing authorities, delegations, and agent designations.
Certifications
Track your organization's third-party certifications and accreditations in Lextree — ISO, SOC 2, and more.
Contracts
This Contracts module guide covers parties, the Contract Document register, contract obligations, and the key dates and workflows behind every agreement.
Counterparties
This Counterparties module guide covers coverage requirements, certificates, licenses, tax documents, certifications, and attestations for relationships.
Employment
The Lextree Employment module guide covers filing obligations, benefit and equity plans, key-person and collective agreements, and work authorizations.
Entity Ownership
Lextree's Entity Ownership module guide covers ownership stakes, equity transactions, convertible instruments, and the document register behind each one.
Environment, Health & Safety
This Environment, Health & Safety module guide covers Lextree site records: obligations, filed reports, inspections, incidents, remediation, documents.
Financial Statements
This Lextree module guide explains Financial Statements: each statement set records entity, period, scope, assurance level, auditor, and audit opinion.
Governance
Track boards, committees, officers, meetings, and resolutions in Lextree — the governance bodies and decisions behind your organizations.
Grants
Track grant compliance in Lextree from both sides — grants your organization receives and grants it makes — with reporting obligations and restrictions.
Insurance
Track insurance policies your organization carries in Lextree — coverage, renewal periods, endorsements, and certificates issued to third parties.
Intellectual Property
Lextree's Intellectual Property module guide covers patents, trademarks, copyrights, licenses, invention disclosures, and the IP license document register.
Legal Entities
The Lextree Legal Entities module guide covers formation, registrations, periodic filing obligations, registered agents, governance, and owner actions.
Licenses & Permits
Track government-issued authorizations in Lextree — business licenses, permits, and professional licenses, with renewal deadlines.
Matters
Lextree's Matters module guide covers parties, settlements, dated exposure assessments, litigation holds, documents, and orders for every legal matter.
Policies
The Lextree help guide to the Policies module: the Policy Document register for amendments and restatements, and the Policy Adoption register per entity.
Real Estate
The Lextree Real Estate module guide covers properties, owners, investors, encumbrances, leases, financing, and covenant certifications for every holding.
Taxes
Track tax return filings, extensions, and authority examinations in Lextree — with deadlines and status.
Treasury
The Lextree Treasury module guide covers bank accounts, credit facilities, loans made, investments, security interests, guarantees, and letters of credit.
Trusts
Govern and administer trust entities in Lextree — trustees, protectors, beneficiaries, and amendments.