{"audience":"Lawyers, paralegals, comliance officers, and finance professionals working with many legal entities in the enterprise","author":"Lextree","dateModified":"2026-09-14","datePublished":"2026-09-13","description":"Introduction to the enterprise edition of Lextree for entity management","durationMinutes":45,"language":"en","recording":{},"slides":[{"ctas":[],"id":"opening","layout":"cover","markdown":"# Enterprise Entity Management\n\nLegal entity ownership, governance, and compliance in one place.","notes":"Lextree is a comprehensive legal entity management solution that supports secure collaboration for enterprises managing lots of legal entities.","position":1,"title":"Enterprise Entity Management","url":"https://lextree.ai/presentations/enterprise-entity-management/#opening"},{"ctas":[{"label":"Explore legal entities","url":"https://lextree.ai/legal-entities/"}],"id":"overview","layout":"agenda","markdown":"## What matters for enterprise entity management\n\n1. **Entity management**: ownership, governance, and compliance.\n2. **Collaboration platform**: compliance calendar, attachments, workflows, timelines, and reports\n3. **Configuration**: custom fields and data types\n4. **Advanced features**: semantic search and MCP\n5. **Security and access**: controls and audits","notes":"","position":2,"title":"What matters for enterprise entity management","url":"https://lextree.ai/presentations/enterprise-entity-management/#overview"},{"ctas":[],"id":"entity-management-grc","layout":"split","markdown":"## All data, documents, and deadlines in one place\n\n\n\n\n\n1. **Ownership**\n2. **Governance**\n3. **Compliance**\n\n\n\n![Primary entity management modules](https://lextree.ai/presentations/enterprise-entity-management/em-modules.png)","notes":"","position":3,"title":"All data, documents, and deadlines in one place","url":"https://lextree.ai/presentations/enterprise-entity-management/#entity-management-grc"},{"ctas":[],"id":"slide-4","layout":"content","markdown":"## Work together on legal entities\n\n| Feature | How it supports collaboration |\n|---|---|\n| Compliance calendar | Connect deadlines and reminders to records so teams can coordinate upcoming obligations. |\n| Attachments | Keep documents and supporting evidence with each record so everyone has the context they need. |\n| Workflows | Coordinate multistep processes with assigned tasks, due dates, and a shared activity history. |\n| Timelines | Show record status over time so teams can understand what was active or valid at any point. |\n| Reports | Use standard or custom reports to give teams a consistent view of compliance information for review and decisions. |","notes":"","position":4,"title":"Work together on legal entities","url":"https://lextree.ai/presentations/enterprise-entity-management/#slide-4"},{"ctas":[],"id":"configuration","layout":"split","markdown":"## Start quickly, finish easily\n\n\n\n\n\n\n### Rich default data\n\n- Every data set built with decades of expertise\n- Import your data\n- Predefined timeline events\n- Workflow templates\n- Compliance events automatically suggested\n- Configured reports\n\n\n\n\n### Full customization\n\n- Add, edit or delete default custom fields\n- Create new sections of data\n- Implement new timeline events\n- Auto suggest workflows or calendar events\n- Author custom reports","notes":"","position":5,"title":"Start quickly, finish easily","url":"https://lextree.ai/presentations/enterprise-entity-management/#configuration"},{"ctas":[],"id":"ai","layout":"agenda","markdown":"## Find what you need when you need it\n\n1. **Semantic search**: Local AI powered data and documents search (local to Lextree)\n2. **API**: Application programming interface for extracting data\n3. **MCP**: Model Context Protocol to chat with your data","notes":"","position":6,"title":"Find what you need when you need it","url":"https://lextree.ai/presentations/enterprise-entity-management/#ai"},{"ctas":[],"id":"security","layout":"content","markdown":"## Control your data\n\n\n\n\n\n### Security\n\n- Encryption at rest and in transit\n- Secure backups\n- OWASP Top 10\n- One-time email login codes\n- Domain allow list\n- Social login option\n- SSO (paid add on)\n\n\n\n\n### Access\n\n- Module level access controls and privleges\n- Special roles for admins, reporters, and guests\n- Groups\n- Record control (Enterprise plan only)","notes":"","position":7,"title":"Control your data","url":"https://lextree.ai/presentations/enterprise-entity-management/#security"}],"takeaways":["Understand how Lextree manages legal entities","Learn about platform features like workflow and compliance calendar","See the scope of security and access control options"],"title":"Enterprise Entity Management","url":"https://lextree.ai/presentations/enterprise-entity-management/","version":1}