Platform Features

Workflow, events, timeline, attachments, and custom fields — capabilities that work across every Lextree module, on every record.

Every record in Lextree — whether it’s a contract, a tax return, or an insurance policy — has the same platform capabilities. Attach a workflow to track approvals. Set events with advance reminders so nothing slips. Prove compliance status on any historical date with a timeline. Store signed documents alongside every record. Because these features work the same way across all 17 modules, your team masters one system, not seventeen.

Platform

All Features

5 features

Workflow

Manage compliance workflows with structured checklists, multi-step approvals, and immutable audit trails. Prove who authorized what and when.

5 capabilities

Events

Track every compliance deadline across entities, contracts, insurance, and licenses in one calendar, with configurable reminders.

7 capabilities

Timeline

Track point-in-time compliance status for every record. Prove what was valid on any date with automated state history and full audit traceability.

4 capabilities

Attachments

Attach compliance documents directly to records and find them instantly during audits. Every file stays with the record it proves.

2 capabilities

Customization

Add custom fields, rename labels, and configure templates to match your compliance workflows across every module — no coding required.

7 capabilities

See the platform in action.

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