Lextree
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Master Contract Management with This Free Spreadsheet
Streamline your contract management processes with Berkman Solutions' Free Contract Management Spreadsheet. This robust tool is tailored to help you effortlessly oversee and manage your contracts, documents, and parties all in one accessible platform.
www.berkmansolutions.com/free-tools/contract-management/
What You’ll Learn in This Video:
Comprehensive Overview: Navigate through the sections of Contracts, Parties, and Documents to manage your agreements efficiently.
Dynamic Functionality: Learn how to assign multiple documents to contracts and manage details like contract types, effective dates, and expiration dates.
Link Management: See how to incorporate and access document links stored on various platforms such as Dropbox, Google Drive, or SharePoint directly from the spreadsheet.
Customization and Flexibility: Discover how to add new contracts and customize types of contracts and parties to fit your specific needs.
Data Management Tips: Important advice on how to download and save your data to ensure it remains secure when you navigate away from the page.
This tool is perfect for business administrators, legal professionals, and anyone needing a straightforward, no-cost solution for contract management. No registration is required.
Be sure to download your data for permanent retention, and learn how tools like Lextree can provide even more advanced management features, including automated notifications and cloud-based data storage.
Enhance your contract management capabilities effortlessly with our free tool today!
มุมมอง: 156

วีดีโอ

Streamline Entity Management with This Free Spreadsheet
มุมมอง 473 หลายเดือนก่อน
Discover the convenience of managing your legal entities with Berkman Solutions' Free Entity Management Spreadsheet. This tool is designed to simplify the management of governance, compliance, and ownership details for all your entities in one accessible platform. www.berkmansolutions.com/free-tools/entity-management/ What You’ll Learn in This Video: Comprehensive Management: Understand how to ...
Track Business Ownership Easily with Our Free Spreadsheet Tool
มุมมอง 193 หลายเดือนก่อน
Explore the capabilities of our Free Business Ownership Spreadsheet from Berkman Solutions. This tool offers a straightforward way to manage and visualize ownership relationships within your business network, at no cost. www.berkmansolutions.com/free-tools/ownership/ lexchart.com What You’ll Learn in This Video: Ease of Use: A simple guide to using the spreadsheet for tracking both entities and...
Corporate Transparency Act tracking in Lextree
มุมมอง 436 หลายเดือนก่อน
This tutorial explains how to use Lextree to comply with Corporate Transparency Act (CTA) and prepare Beneficial Ownership Information (BOI) Reports for FinCEN. The most sweeping federal law since the creation of national income taxes takes effect in 2024 for small businesses. The Corporate Transparency Act requires that every small business report who owns and controls the business to the fede...
Import Lextree Data into Lexchart
มุมมอง 478 หลายเดือนก่อน
Discover the best way to create company ownership charts from your Lextree company ownership data.
Client Engagement with Legal Entities
มุมมอง 63ปีที่แล้ว
Previously recorded webinar from Berkman Solutions. This webinar covers how to improve client engagement with legal entity management.
Real Estate Holdings and Legal Entities
มุมมอง 40ปีที่แล้ว
Previously recorded webinar from Berkman Solutions. This webinar covers how to manage legal entities for real estate investors.
Saved Reports for Entity Management
มุมมอง 15ปีที่แล้ว
See the power of saved reports in Lextree for Entity Management. Learn how to leverage both static and dynamic reports for better analysis.
Saved Contract Management Reports
มุมมอง 23ปีที่แล้ว
See the power of saved reports in Lextree for Contract Management. Learn how to leverage both static and dynamic reports for better analysis.
Entity Management Saved Reports
มุมมอง 654 ปีที่แล้ว
See the power of saved reports in Lextree for Entity Management. Learn how to leverage both static and dynamic reports for better analysis.
Lextree for Entity Management product demonstration.
มุมมอง 7984 ปีที่แล้ว
This pre-recorded webinar is a full length product demonstration of Lextree from Berkman Solutions (berkmansolutions.com). The video covers major capabilities of entity management software. Entity Management Software features covered in the demo: - Dashboard - Legal entity registry - Organizational documents and corporate records - Compliance requirements and filings - Owners and automatic orga...
Achieve Better Contract Management with Lextree
มุมมอง 874 ปีที่แล้ว
Contract management software You can manage contracts with software as a service that is secure and easy to use. Alerts, documents, and reports. Simple pricing for any person or company. Contract Repository Gain insight into the latest developments in your contract portfolio. The contract repository dashboard gives you a presentation of recent contracts and documents. The contract status displa...
Discover Lextree: Entity Management Software
มุมมอง 4064 ปีที่แล้ว
Entity Management Software manages compliance, reduces risk, and improves profits. Use Lextree from Berkman Solutions to generate entity org charts automatically, manage officers and directors across legal entities, and take control of compliance filings for each entity in your entity registry. Org Charts Visualize corporate structure automatically with our entity management software. Easily na...
How to Control Access to Lextree
มุมมอง 585 ปีที่แล้ว
Many organizations want to compartmentalize access to entities. There are three ways to restrict access to entities or to otherwise limit features to certain users: groups, roles, and document access. This video explains how to configure Lextree to restrict access to legal entities.
Alerts and Notifications
มุมมอง 645 ปีที่แล้ว
Lextree allows you to set alerts for a wide variety of corporate legal events and activities, including filing deadlines, terms of service expiration, corporate agreements, and more. Learn more about entity management: www.berkmansolutions.com/entity-management
Compliance Requirements
มุมมอง 1905 ปีที่แล้ว
Compliance Requirements
Corporate Documents and Records
มุมมอง 1985 ปีที่แล้ว
Corporate Documents and Records
Corporate Registry
มุมมอง 2015 ปีที่แล้ว
Corporate Registry
Create Account and Login to Lextree
มุมมอง 1565 ปีที่แล้ว
Create Account and Login to Lextree
First Entity and Org Chart
มุมมอง 1745 ปีที่แล้ว
First Entity and Org Chart
First Time Setup for Lextree for Entity Management
มุมมอง 1295 ปีที่แล้ว
First Time Setup for Lextree for Entity Management
First Time User to Lextree for Entity Management
มุมมอง 975 ปีที่แล้ว
First Time User to Lextree for Entity Management
Assign and Track Officers and Directors
มุมมอง 585 ปีที่แล้ว
Assign and Track Officers and Directors
Track Business Owners and Ownership Interests
มุมมอง 845 ปีที่แล้ว
Track Business Owners and Ownership Interests
Create Legal Entity Reports in Lextree
มุมมอง 765 ปีที่แล้ว
Create Legal Entity Reports in Lextree
How to Manage Tasks in Lextree for Entities
มุมมอง 525 ปีที่แล้ว
How to Manage Tasks in Lextree for Entities
Using the View Menu in Lextree
มุมมอง 355 ปีที่แล้ว
Using the View Menu in Lextree
Complete Contract Task in Lextree
มุมมอง 466 ปีที่แล้ว
Complete Contract Task in Lextree
Contract Request and Approval Workflow
มุมมอง 4126 ปีที่แล้ว
Contract Request and Approval Workflow
Contract Amendment Request
มุมมอง 1206 ปีที่แล้ว
Contract Amendment Request

ความคิดเห็น

  • @kendrickcasanova9938
    @kendrickcasanova9938 ปีที่แล้ว

    "Promosm" 😩

  • @polinasuhina824
    @polinasuhina824 3 ปีที่แล้ว

    1:34 - 3:18

  • @alexplotkin3368
    @alexplotkin3368 4 ปีที่แล้ว

    nice job. especially action and residual risks section.

  • @nyikasangweni9182
    @nyikasangweni9182 4 ปีที่แล้ว

    insightful

  • @winniekashoma6056
    @winniekashoma6056 4 ปีที่แล้ว

    Thanks it was very informative

  • @lex_tree
    @lex_tree 6 ปีที่แล้ว

    Here is a link to the spreadsheet. It at the bottom of the article. Enjoy! www.berkmansolutions.com/how-to-manage-contracts