Freedom251 › Legal Entity Management Software
Lextree
What Lextree is
Lextree is a compliance management platform for keeping company records, attachments, and deadlines organized. It offers 21 modules covering areas such as legal entities, governance, trusts, taxes, insurance, contracts, real estate, intellectual property, and assets. All modules share a legal entity hierarchy, and every plan includes all 21. Records can contain files, timeline history, and custom fields, while calendar events track deadlines with configurable reminders. Spreadsheet import, bulk update and delete, and export are included in plans. Workflows with structured checklists, multi-step approvals, and audit trails are available on Business and Enterprise, which also include reporting. Storage ranges from 100 GB on Pro to 1 TB on Enterprise. Enterprise adds API access and an MCP server. Lextree states that it does not hold its own SOC 2 report or ISO certification; its DigitalOcean infrastructure is SOC 2 Type II certified and hosted in ISO 27001 data centers. Plans start at $75/mo, and a 14-day trial is offered.
Who it suits
Lextree describes users including paralegals, office managers, compliance officers, CFOs, and external advisors. It serves organizations from small teams to large enterprises.
What it does well
- Every plan includes all 21 compliance modules.
- Deadlines appear on a calendar with configurable reminders.
- Business and Enterprise include workflows and reporting.
- Supports passwordless sign-in and multi-factor authentication.
- Enterprise includes API access and an MCP server.
What to know first
- No free plan is listed.
- Pro does not include workflows or reporting.
- Lextree says it has no own SOC 2 report or ISO certification.
- Enterprise single sign-on is an add-on.
Limits
Pro costs $75.00 per month, includes five seats and 100 GB of storage, and excludes workflows and reporting. Business and Enterprise provide those features, with storage increasing to 500 GB and 1 TB respectively.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Business | $550 per month base; $5,500 per year base · 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 a month |
| Pro | $75 per month base; $750 per year base · 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 a month |
| Enterprise | $950 per month base; $9,500 per year base · 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 a month |
As lextree.ai lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Lextree website
- Start the 14-day trial
- Choose a paid plan
- Use the web platform or API
- Invite included seats and organize records in the 21 modules
Verdict
Lextree covers company records, compliance deadlines, and structured workflows across its 21 modules. Compare plan features and storage limits, especially if you need reporting or workflows.
Questions
How much does Lextree cost?
Pro is $75.00 per month, Business is $550.00 per month, and Enterprise is $950.00 per month. Annual billing gives two months free; each plan includes five seats, with additional-seat charges varying by plan.
Is there a free plan?
No. Lextree offers a 14-day trial instead.
Which platforms does Lextree support?
Lextree is available through the web and an API.
Does every plan include all modules?
Yes. Every plan includes all 21 modules connected through a shared legal-entity hierarchy.
Does Lextree offer single sign-on?
SAML or OIDC single sign-on is available on Enterprise as an add-on.
Who makes Lextree?
Berkman LLC, doing business as Berkman Solutions, built Lextree.
Facts from Lextree's own pages
- 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. · lextree.ai, 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. · lextree.ai, 15 Oct 2026
- Attachments
- Files such as certificates and signed agreements can be stored directly on the records they support. · lextree.ai, 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. · lextree.ai, 8 Oct 2026
- Backups
- Managed backups support point-in-time recovery and are encrypted and kept separate from the live database. · lextree.ai, 15 Oct 2026
- Company
- Lextree is a product built by Berkman LLC, doing business as Berkman Solutions. · lextree.ai, 8 Oct 2026
- Company founding
- LinkedIn lists Berkman Solutions as founded in 2004. · linkedin.com, 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. · linkedin.com, 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. · lextree.ai, 8 Oct 2026
- Customization
- Users can add custom fields, rename labels, and configure templates without coding. · lextree.ai, 15 Oct 2026
- Data tools
- Plans include spreadsheet import, bulk update and delete, and export; reporting is included in Business and Enterprise. · lextree.ai, 8 Oct 2026
- Deadlines
- Events track compliance deadlines in a calendar with configurable reminders. · lextree.ai, 8 Oct 2026
- Documentation
- The help center includes getting-started material, common-feature guides, module references, record management, administration, and account documentation. · lextree.ai, 15 Oct 2026
- Events
- Events provide a cross-entity calendar for deadlines with configurable advance reminders. · lextree.ai, 15 Oct 2026
- GetApp platforms
- GetApp lists web, Android, and iPhone/iPad as supported platforms. · getapp.com, 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. · getapp.com, 15 Oct 2026
- Hosting regions
- Customers can select US or EU hosting for the primary database, file storage, and retained backups. · lextree.ai, 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. · techindex.law.stanford.edu, 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. · capterra.com, 15 Oct 2026
- Integrations
- Enterprise includes API access and an MCP server to connect an AI assistant. · lextree.ai, 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. · lextree.ai, 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. · lextree.ai, 15 Oct 2026
- Limit: implementation effort
- A Capterra reviewer said manual data entry and extensive customization made implementation take longer. · capterra.com, 15 Oct 2026
- Limit: integrations and interface
- A Capterra reviewer requested drag-and-drop capabilities and integrations with Outlook and Box. · capterra.com, 15 Oct 2026
Where Lextree stands on Freedom251
- Legal Entity Management Software#12 of 27