{"audience":"Lawyers, paralegals, comliance officers, and finance professionals working with many legal entities","author":"Lextree","dateModified":"2026-10-08","datePublished":"2026-10-08","description":"See how Lextree entity management software simplifies ownership charts, legal entity records, and governance in this step-by-step product demo.","durationMinutes":16,"language":"en","recording":{"captions":[],"defaultSource":"youtube","durationLabel":"","durationSeconds":0,"poster":"","sources":[{"id":"uwisdgrloWA","label":"YouTube","type":"youtube","url":"https://www.youtube.com/watch?v=uwisdgrloWA"}],"title":"Lextree Entity Management Software Demo","transcript":{}},"slides":[{"ctas":[{"label":"Explore entity management","url":"https://lextree.ai/solutions/entity-management/"}],"id":"opening","layout":"cover","markdown":"# Compliance, governance, and ownership","notes":"Welcome. For the next five minutes, I will show how Lextree captures and controls your **compliance, governance, and ownership** records across the whole business.\n\nMost organizations scatter those records: ownership in a spreadsheet, board minutes in a shared drive, filing deadlines in someone's calendar. Lextree keeps them **together**, tied to the legal entity they belong to. Let's see what that looks like.","position":1,"title":"Compliance, governance, and ownership","url":"https://lextree.ai/presentations/entity-management-overview/#opening"},{"ctas":[],"id":"legal-entities","layout":"content","markdown":"## Modules\n*3 of 21*\n\n### ![Entity Ownership icon](https://lextree.ai/images/icons/entity-ownership.svg) Entity Ownership\n\n### ![Legal Entities icon](https://lextree.ai/images/icons/legal-entities.svg) Legal Entities\n\n### ![Governance icon](https://lextree.ai/images/icons/governance.svg) Governance","notes":"Lextree has 21 modules. .\n\n**Legal Entities** tracks registrations, governance documents, and owner actions in every jurisdiction, from formation through dissolution.\n]\n**Governance** records boards, committees, officers, and every meeting, resolution, and consent.\n\n**Entity Ownership** tracks equity stakes and changes, so you can **prove who owned each entity, at what percentage, and when**. Trusts covers trustees, protectors, beneficiaries, and amendments.","position":2,"title":"Modules","url":"https://lextree.ai/presentations/entity-management-overview/#legal-entities"},{"ctas":[],"id":"advanced-legal-entities","layout":"content","markdown":"## Additional Modules\n*8 of 21*\n\n\n\n\n\n\n\n\n### ![Real estate icon](https://lextree.ai/images/icons/real-estate.svg) Real Estate\n\n### ![Taxes icon](https://lextree.ai/images/icons/taxes.svg) Taxes\n\n### ![Authority icon](https://lextree.ai/images/icons/authority.svg) Authority\n\n\n\n### ![Trusts icon](https://lextree.ai/images/icons/trusts.svg) Trusts\n\n### ![Treasury icon](https://lextree.ai/images/icons/treasury.svg) Treasury","notes":"Using Lextree for Entity Management also allows can include additional modules depending on your needs.\n\n**Real estate** for real estate investment portfolios that make use of legal entities.\n\n**Taxes** for tracking everything related to federal, state, and local taxes.\n\n**Trusts** for family offices or other organizations that make use of trusts in their structure.\n\n**Treasury** for debt financing and banking relationship monitoring.","position":3,"title":"Additional Modules","url":"https://lextree.ai/presentations/entity-management-overview/#advanced-legal-entities"},{"ctas":[],"id":"platform-features","layout":"content","markdown":"## Platform\n\n\n\n\n\n\n\n### ![Calendar icon](https://lextree.ai/images/icons/events.svg) Compliance Calendar\n\n### ![Workflow icon](https://lextree.ai/images/icons/workflow.svg) Workflow\n\n### ![Custom fields icon](https://lextree.ai/images/icons/custom-fields.svg) Customization\n\n\n\n### ![Timeline icon](https://lextree.ai/images/icons/timeline.svg) Timeline\n\n### ![Attachments icon](https://lextree.ai/images/icons/attachments.svg) Attachments","notes":"Platform features work across every module. Attach them to any record.\n\nThe **Compliance Calendar** gathers every due date into one place, so no deadline depends on someone remembering it. **Workflow** is a place collaboration so your team accomplishes results quickly.\n\nThe *Timeline* builds a dated history of each record. **Attachments** keep ensure that documents stay close to the source of the compliance requirement.\n\n**Customization** means you can tailor Lextree to your needs.","position":4,"title":"Platform","url":"https://lextree.ai/presentations/entity-management-overview/#platform-features"}],"takeaways":["Automatically generate ownership charts from your entity data and customize their layout and displayed information.","Manage legal entity records, registrations, boards, officers, and directors in one place.","Adapt Lextree to your organization with custom fields, collaborative workflows, and optional modules."],"title":"Lextree for Entity Management Overview","url":"https://lextree.ai/presentations/entity-management-overview/","version":1}