Lextree
Lextree is a paid compliance management platform for keeping company records, attachments, and deadlines together.
What Lextree is
Lextree is a paid compliance management platform for keeping company records, attachments, and deadlines together. It provides 21 modules covering legal entities, governance, trusts, taxes, insurance, contracts, real estate, intellectual property, and assets, all linked through a shared legal-entity hierarchy. Events place compliance deadlines on a calendar with configurable reminders. Records support attachments, timeline history, and custom fields, while plans include spreadsheet import, bulk updates and deletes, and export. Workflow tools offer checklists, multi-step approvals, and audit trails in Business and Enterprise. Pro includes 100 GB storage and email support; Business adds workflows, reporting, module permissions, and guest access; Enterprise includes 1 TB, access groups, audit history, API access, and an MCP server. Security includes TLS 1.2 or higher, AES-256 at rest, and subscriber isolation. Passwordless sign-in and multi-factor authentication are available; SAML or OIDC single sign-on is an Enterprise add-on.
Good
- 21 connected compliance modules
- Deadline calendar and reminders
- Shared legal-entity hierarchy
- Workflow and audit tools
- 14-day trial
Watch out
- No free plan
- Workflows unavailable on Pro
- Reporting unavailable on Pro
- SSO is an Enterprise add-on
Who it suits
Lextree suits paralegals, office managers, compliance officers, CFOs, and external advisors in organizations from small teams to enterprises. It supports globally scoped entity and compliance administration.
Verdict
Lextree brings entity records, compliance deadlines, files, workflows, and audit history into one platform. Plan differences matter, especially for workflow, reporting, storage, and identity features.
Plans and prices
From Lextree's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Pro | $75 a month | 5 seats included · additional seats $15/month or $150/year · 21 modules · 100 GB storage · email support · no workflows, reporting, permissions, API, MCP, or SSO · $75 per month base; $750 per year base |
| Business | $550 a month | 5 seats included · additional seats $10/month or $100/year · 21 modules · 500 GB storage · workflows · reporting · module permissions · guest access · no API or MCP · SSO add-on unavailable · $550 per month base; $5,500 per year base |
| Enterprise | $950 a month | 5 seats included · additional seats $5/month or $50/year · 21 modules · 1 TB storage · access groups · audit history · API access · MCP server · SSO add-on · $950 per month base; $9,500 per year base |
The facts
Each one read from Lextree's own pages, with the date it was checked.
What it does
- 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.checked 15 Oct 2026
- API
- The Enterprise API is a read-only, cursor-paginated JSON API using bearer keys, with Swagger documentation at /api/v1/docs.checked 15 Oct 2026
- Attachments
- Files such as certificates and signed agreements can be stored directly on the records they support.checked 15 Oct 2026
- 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.checked 8 Oct 2026
- Backups
- Managed backups support point-in-time recovery and are encrypted and kept separate from the live database.checked 15 Oct 2026
- 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.checked 8 Oct 2026
- Customization
- Users can add custom fields, rename labels, and configure templates without coding.checked 15 Oct 2026
- Data tools
- Plans include spreadsheet import, bulk update and delete, and export; reporting is included in Business and Enterprise.checked 8 Oct 2026
- Deadlines
- Events track compliance deadlines in a calendar with configurable reminders.checked 8 Oct 2026
- Documentation
- The help center includes getting-started material, common-feature guides, module references, record management, administration, and account documentation.checked 15 Oct 2026
- Events
- Events provide a cross-entity calendar for deadlines with configurable advance reminders.checked 15 Oct 2026
- Hosting regions
- Customers can select US or EU hosting for the primary database, file storage, and retained backups.checked 15 Oct 2026
- Independent pricing record
- Capterra lists legacy Professional pricing at $100 per month, Business at $400 per month, and Enterprise as custom quote.checked 15 Oct 2026
- Integrations
- Enterprise includes API access and an MCP server to connect an AI assistant.checked 8 Oct 2026
- 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.checked 8 Oct 2026
- Legal entity
- Lextree's own About page identifies Berkman LLC, a Wyoming limited liability company doing business as Berkman Solutions, as the maker.checked 15 Oct 2026
- Limit: implementation effort
- A Capterra reviewer said manual data entry and extensive customization made implementation take longer.checked 15 Oct 2026
- Limit: integrations and interface
- A Capterra reviewer requested drag-and-drop capabilities and integrations with Outlook and Box.checked 15 Oct 2026
The company
- Company
- Lextree is a product built by Berkman LLC, doing business as Berkman Solutions.checked 8 Oct 2026
- Company founding
- LinkedIn lists Berkman Solutions as founded in 2004.checked 15 Oct 2026
- Company size and location
- LinkedIn lists Berkman Solutions as a privately held software company headquartered in Portland, Oregon, with 11–50 employees.checked 15 Oct 2026
- Independent company record
- Stanford CodeX lists Berkman Solutions as active, Portland-based, subscription-funded, and founded in 2011, with no disclosed funding.checked 15 Oct 2026
Where it runs
- GetApp platforms
- GetApp lists web, Android, and iPhone/iPad as supported platforms.checked 15 Oct 2026
- GetApp product scope
- GetApp describes Lextree as SaaS for legal-entity, contract, compliance, and risk management, with unlimited users, entities, and contracts.checked 15 Oct 2026
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