Lextree

Spec sheet

What it does

Lextree is a compliance management system of record for entities, boards, contracts, licenses, filings, deadlines, approvals, and supporting documents.Read 15 Oct 2026 · lextree.ai

Product

Lextree is a compliance management platform for tracking company records, attachments, and deadlines in one place.Read 8 Oct 2026 · lextree.ai

Intended users

Lextree describes its users as including paralegals, office managers, compliance officers, CFOs, and external advisors, serving organizations from small teams to large enterprises.Read 8 Oct 2026 · lextree.ai

API

The Enterprise API is a read-only, cursor-paginated JSON API using bearer keys, with Swagger documentation at /api/v1/docs.Read 15 Oct 2026 · lextree.ai

Integrations

Enterprise includes API access and an MCP server to connect an AI assistant.Read 8 Oct 2026 · lextree.ai

Security

Lextree says data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256, and records are isolated between subscribers.Read 8 Oct 2026 · lextree.ai

Support

Pro includes email support, and the company says its support is answered by people who know the product.Read 8 Oct 2026 · lextree.ai

Company

Lextree is a product built by Berkman LLC, doing business as Berkman Solutions.Read 8 Oct 2026 · lextree.ai

AI data policy

Berkman states that Lextree does not train or fine-tune models on customer data and uses an open-source embedding model for semantic search.Read 15 Oct 2026 · lextree.ai

Attachments

Files such as certificates and signed agreements can be stored directly on the records they support.Read 15 Oct 2026 · lextree.ai

Authentication

Lextree supports passwordless sign-in, offers multi-factor authentication, and provides SAML or OIDC single sign-on as an Enterprise feature or add-on.Read 8 Oct 2026 · lextree.ai

Backups

Managed backups support point-in-time recovery and are encrypted and kept separate from the live database.Read 15 Oct 2026 · lextree.ai

Company founding

LinkedIn lists Berkman Solutions as founded in 2004.Read 15 Oct 2026 · linkedin.com

Company size and location

LinkedIn lists Berkman Solutions as a privately held software company headquartered in Portland, Oregon, with 11–50 employees.Read 15 Oct 2026 · linkedin.com

Compliance certifications

Lextree states that it does not hold its own SOC 2 report or ISO certification, while its DigitalOcean infrastructure is SOC 2 Type II certified and hosted in ISO 27001 data centers.Read 8 Oct 2026 · lextree.ai

Customization

Users can add custom fields, rename labels, and configure templates without coding.Read 15 Oct 2026 · lextree.ai

Data tools

Plans include spreadsheet import, bulk update and delete, and export; reporting is included in Business and Enterprise.Read 8 Oct 2026 · lextree.ai

Deadlines

Events track compliance deadlines in a calendar with configurable reminders.Read 8 Oct 2026 · lextree.ai

Documentation

The help center includes getting-started material, common-feature guides, module references, record management, administration, and account documentation.Read 15 Oct 2026 · lextree.ai

Events

Events provide a cross-entity calendar for deadlines with configurable advance reminders.Read 15 Oct 2026 · lextree.ai

GetApp platforms

GetApp lists web, Android, and iPhone/iPad as supported platforms.Read 15 Oct 2026 · getapp.com

GetApp product scope

GetApp describes Lextree as SaaS for legal-entity, contract, compliance, and risk management, with unlimited users, entities, and contracts.Read 15 Oct 2026 · getapp.com

Hosting regions

Customers can select US or EU hosting for the primary database, file storage, and retained backups.Read 15 Oct 2026 · lextree.ai

Independent company record

Stanford CodeX lists Berkman Solutions as active, Portland-based, subscription-funded, and founded in 2011, with no disclosed funding.Read 15 Oct 2026 · techindex.law.stanford.edu

Independent pricing record

Capterra lists legacy Professional pricing at $100 per month, Business at $400 per month, and Enterprise as custom quote.Read 15 Oct 2026 · capterra.com

Legal entity

Lextree's own About page identifies Berkman LLC, a Wyoming limited liability company doing business as Berkman Solutions, as the maker.Read 15 Oct 2026 · lextree.ai

Limit: implementation effort

A Capterra reviewer said manual data entry and extensive customization made implementation take longer.Read 15 Oct 2026 · capterra.com

Limit: integrations and interface

A Capterra reviewer requested drag-and-drop capabilities and integrations with Outlook and Box.Read 15 Oct 2026 · capterra.com

Limit: interface customization

The G2 reviewer said the layouts needed more customization for visual appeal.Read 15 Oct 2026 · g2.com

Limit: reporting

A Capterra reviewer said reporting could be improved.Read 15 Oct 2026 · capterra.com

MCP server

Enterprise API keys also authenticate an MCP server exposing the same records and related resources to AI assistants.Read 15 Oct 2026 · lextree.ai

Modules

The platform provides 21 preconfigured compliance modules spanning legal entities, governance, trusts, authority, ownership, taxes, treasury, insurance, contracts, policies, employment, EHS, intellectual property, certifications, and assets.Read 15 Oct 2026 · lextree.ai

Praise: usability and support

Capterra reviewers repeatedly praised Lextree as easy to use, organized, responsive, flexible, and supported by helpful customer service.Read 15 Oct 2026 · capterra.com

Praise: workflow and search

The sole G2 reviewer said Lextree simplified workflow and offered powerful search for locating clauses or terms.Read 15 Oct 2026 · g2.com

Rating on Capterra

5.0 out of 5 from 5 reviews.Read 15 Oct 2026 · capterra.com

Rating on G2

3.5 out of 5 from 1 review.Read 15 Oct 2026 · g2.com

Rating on GetApp

5.0 out of 5 from 5 reviews.Read 15 Oct 2026 · getapp.com

Records and files

Records can include attachments, timeline history, and custom fields, and file storage ranges from 100 GB on Pro to 1 TB on Enterprise.Read 8 Oct 2026 · lextree.ai

Security encryption

Lextree states that connections use TLS 1.2 or higher and stored data and backups use AES-256 encryption.Read 15 Oct 2026 · lextree.ai

Security infrastructure

The service runs on infrastructure certified to SOC 2 Type II and hosted in ISO 27001 data centers, while Berkman says it does not hold its own SOC 2 or ISO certification.Read 15 Oct 2026 · lextree.ai

Shared hierarchy

All modules use one shared legal-entity hierarchy so records, deadlines, and platform capabilities connect across domains.Read 15 Oct 2026 · lextree.ai

Timeline

Timeline maintains dated state history and traceability for each record.Read 15 Oct 2026 · lextree.ai

Workflow

Workflow records structured checklists, multistep approvals, timestamps, and audit trails for compliance actions.Read 15 Oct 2026 · lextree.ai

Plans and prices

Every Lextree plan and price →

Where Specifiction places it

• Legal Entity Management Software#3 of 278.3