Compliance & GRC

Berkman Solutions

Est. 2004 Portland, Oregon Updated 2026-03-19
entity-managementcontract-managementcompliance
○ Unverified by r/legaltech members — this page is based on publicly available information, not hands-on testing or practitioner feedback. Verify your experience with Berkman Solutions

Lextree is a combined entity management and contract management platform from Berkman Solutions, a bootstrapped 2-person company founded in 2004 in Portland, OR. Targets in-house legal teams, corporate secretaries, and compliance officers managing legal entity structures, subsidiary ownership, org charts, contracts, and compliance deadlines. Pricing: $100/mo (single user) to $400/mo (unlimited users). Reports $220K revenue (2025 per Latka). At this revenue level with 2 employees, it’s a sustainable micro-SaaS but practitioners should factor in vendor risk for critical entity tracking. Confirmed government customer: Northwest Florida Water Management District ($4,188/year per board minutes). Also merged legacy ‘Contract Analyst’ product (233 LinkedIn followers). Competes against Diligent Entities (enterprise), Athennian (mid-market), and EntityKeeper in entity management; against manual Excel/SharePoint tracking for smaller teams. Capterra/GetApp: 5/5 from 5 reviews (all appear from 2016 era). G2: 3.5/5 from 1 review. Facebook: 3.7/5 from 3 reviews. One Reddit r/legaltech mention noted it ‘misses context’ for clause spotting.

Key Capabilities

  • Entity management: Legal entity registry with automatic org chart generation, ownership tracking, and subsidiary relationship mapping
  • Contract management: Centralized contract repository with approval workflows, deadline tracking, and document storage
  • Compliance tracking: Monitors compliance deadlines, regulatory filings, and governance requirements across entities

Pricing

  • Professional: $100/mo — single user, unlimited records, 10 GB storage
  • Business: $400/mo — unlimited users, unlimited records, 100 GB storage
  • Enterprise: Custom pricing — custom URL and instance

Who It’s For

Designed for in-house corporate counsel, corporate secretaries, and compliance officers managing legal entity structures across subsidiaries and jurisdictions. Also used by private equity teams tracking portfolio company entities. Not designed for law firms.

What We Haven’t Verified

  • Vendor claim of “$4 billion in contracts managed globally” is unverified
  • No SOC 2 or security certification information found
  • Integration ecosystem not documented — unclear if Lextree connects to e-signature, DMS, or ERP systems
  • Reddit r/legaltech user noted Lextree “misses context” for clause spotting — single data point, not verified at scale

Workflows

Based on practitioner evidence, Berkman Solutions is used in these workflows:

Document Review & Management Filing & Compliance Document Drafting & Automation

What practitioners struggle with

Real frustrations from legal professionals — the problems Berkman Solutions addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.

Signed contracts vanish into email threads and shared drives — when a dispute arises, nobody can find the executed version

Document Review & Management 96 vendors affected In-house counsel · Legal ops · Small firm (2–10) · Mid-size firm (11–50)

Contract auto-renewed at 15% higher because nobody tracked the 60-day opt-out window buried on page 37

Filing & Compliance 76 vendors affected In-house counsel · Legal ops · Mid-size firm (11–50) · Large firm (51–200)

Post-incorporation corporate housekeeping costs $500-2,000 per task through an attorney — board consents, stock certificates, 83(b) elections, option grants are all templated documents with variable fields that shouldn't require a lawyer every time

Document Drafting & Automation 21 vendors affected In-house counsel · Small firm (2–10)

Where it fits in your workflow

Community Data

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