# Enterprise Entity Management

Introduction to the enterprise edition of Lextree for entity management

Source: https://lextree.ai/presentations/enterprise-entity-management/
Author: Lextree
Published: 2026-09-13
Updated: 2026-09-14
Language: en

Audience: Lawyers, paralegals, comliance officers, and finance professionals working with many legal entities in the enterprise

## Key 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

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Slide 1 · Source: https://lextree.ai/presentations/enterprise-entity-management/#opening

# Enterprise Entity Management

Legal entity ownership, governance, and compliance in one place.

### Public notes

Lextree is a comprehensive legal entity management solution that supports secure collaboration for enterprises managing lots of legal entities.

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Slide 2 · Source: https://lextree.ai/presentations/enterprise-entity-management/#overview

## What matters for enterprise entity management

1. **Entity management**: ownership, governance, and compliance.
2. **Collaboration platform**: compliance calendar, attachments, workflows, timelines, and reports
3. **Configuration**: custom fields and data types
4. **Advanced features**: semantic search and MCP
5. **Security and access**: controls and audits

### Next steps

- [Explore legal entities](<https://lextree.ai/legal-entities/>)

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Slide 3 · Source: https://lextree.ai/presentations/enterprise-entity-management/#entity-management-grc

## All data, documents, and deadlines in one place





1. **Ownership**
2. **Governance**
3. **Compliance**



![Primary entity management modules](https://lextree.ai/presentations/enterprise-entity-management/em-modules.png)

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Slide 4 · Source: https://lextree.ai/presentations/enterprise-entity-management/#slide-4

## Work together on legal entities

| Feature | How it supports collaboration |
|---|---|
| Compliance calendar | Connect deadlines and reminders to records so teams can coordinate upcoming obligations. |
| Attachments | Keep documents and supporting evidence with each record so everyone has the context they need. |
| Workflows | Coordinate multistep processes with assigned tasks, due dates, and a shared activity history. |
| Timelines | Show record status over time so teams can understand what was active or valid at any point. |
| Reports | Use standard or custom reports to give teams a consistent view of compliance information for review and decisions. |

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Slide 5 · Source: https://lextree.ai/presentations/enterprise-entity-management/#configuration

## Start quickly, finish easily






### Rich default data

- Every data set built with decades of expertise
- Import your data
- Predefined timeline events
- Workflow templates
- Compliance events automatically suggested
- Configured reports




### Full customization

- Add, edit or delete default custom fields
- Create new sections of data
- Implement new timeline events
- Auto suggest workflows or calendar events
- Author custom reports

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Slide 6 · Source: https://lextree.ai/presentations/enterprise-entity-management/#ai

## Find what you need when you need it

1. **Semantic search**: Local AI powered data and documents search (local to Lextree)
2. **API**: Application programming interface for extracting data
3. **MCP**: Model Context Protocol to chat with your data

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Slide 7 · Source: https://lextree.ai/presentations/enterprise-entity-management/#security

## Control your data





### Security

- Encryption at rest and in transit
- Secure backups
- OWASP Top 10
- One-time email login codes
- Domain allow list
- Social login option
- SSO (paid add on)




### Access

- Module level access controls and privleges
- Special roles for admins, reporters, and guests
- Groups
- Record control (Enterprise plan only)