All client, matter, and financial data is fictional. Exemplum Legal (Totus Demo) is a fictional solicitor practice created solely to illustrate the Totus platform. No real legal service is offered or implied. Nothing shown constitutes legal advice. Totus is not affiliated with any regulatory body named herein.

About Totus·Privacy Notice

Totus puts your entire business in one place. This demo runs as Exemplum Legal (Totus Demo) with sample data. The software is real.Sample data, real software.

T
Exemplum Legal (Totus Demo)
T
Exemplum Legal (Totus Demo)
  • Hub
  • Clients
  • Matters
  • Pipeline
  • Calendar
  • Consultations
  • Intake forms
  • Relay
  • Email
  • Call log
  • WhatsApp
  • Broadcasts
  • Documents
  • E-Sign
  • Workflows
  • Knowledge base
  • Time & billing
  • Time log
  • Invoices
  • Revenue
  • Practice accounts
  • Disbursements
  • Compliance
  • Limitation Sentinel
  • Analytics
  • Department reviews
  • Marketing hub
  • Content editor
  • Team
  • Integrations
  • Settings
  • Hub
  • Clients
  • Matters
  • Pipeline
  • Calendar
  • Consultations
  • Intake forms
  • Relay
  • Email
  • Call log
  • WhatsApp
  • Broadcasts
  • Documents
  • E-Sign
  • Workflows
  • Knowledge base
  • Time & billing
  • Time log
  • Invoices
  • Revenue
  • Practice accounts
  • Disbursements
  • Compliance
  • Limitation Sentinel
  • Analytics
  • Department reviews
  • Marketing hub
  • Content editor
  • Team
  • Integrations
  • Settings

All client, matter, and financial data is fictional. Exemplum Legal (Totus Demo) is a fictional solicitor practice created solely to illustrate the Totus platform. No real legal service is offered or implied. Nothing shown constitutes legal advice. Totus is not affiliated with any regulatory body named herein.

About Totus·Privacy Notice

Built inClioThirdfortOnfido
HomeInboxClientsMattersToday
Back to matters

Pádraig Byrne Demo

Client 360 · Exemplum Legal (Totus Demo)

At a glance

Open matters
1
Outstanding
€0
Overdue
€0
Lifetime billed
€2,645
Email
padraig.sample@example.com
Phone
+353208901234
Client since
7 Mar 2026
Last contact
19 Apr 2026

Matters

1
  • Probate query: Demo estate
    2026/PR/0002 · Wills · next action 6 Jul 2026
    Assigned

Invoices and payments

1
INV-2026-014
Probate: initial application and inventory work
Issued 24 Feb 2026 · due 26 Mar 2026 · paid 25 Mar 2026
€2,645
paid

Communications

18
  1. Call
    From Pádraig Byrne Demo
    20 min call
    Beneficiary questions relayed to solicitor, clarified distribution schedule
    Pádraig Byrne Demo · 19 Apr 2026, 15:00
  2. Email sent
    Probate timeline note for beneficiaries
    Draft beneficiary update note prepared for your use. Please review and forward to the beneficiaries as appropriate.
    Sam (Associate) · 19 Apr 2026, 14:00
  3. Email received
    Re: Interim invoice - paid
    Invoice paid. Also, one of the beneficiaries is asking about the timeline.
    Pádraig Byrne Demo · 19 Apr 2026, 11:00
  4. Email sent
    Interim invoice - probate
    Interim invoice INV-W-2026-071 for work to date has been issued. Grant expected mid-May.
    Sam (Associate) · 18 Apr 2026, 10:00
  5. Message
    To Sam (Associate)
    Application is in the queue, typically 6 to 8 weeks. I will contact you when it issues.
    Sam (Associate) · 12 Apr 2026, 10:30
  6. Message
    From Pádraig Byrne Demo
    Any update on the grant of probate?
    Pádraig Byrne Demo · 12 Apr 2026, 10:00
  7. Email sent
    Probate application lodged
    Application lodged with the Probate Office today. Grant typically issues in 6 to 8 weeks.
    Sam (Associate) · 4 Apr 2026, 09:30
  8. Email received
    Revenue affidavit approved
    All values confirmed correct. Signed copy will follow in a separate message.
    Pádraig Byrne Demo · 30 Mar 2026, 15:00
  9. Email sent
    Revenue affidavit draft
    Draft CA24 revenue affidavit enclosed. Please verify all asset values before signing.
    Sam (Associate) · 25 Mar 2026, 10:00
  10. Call
    To Pádraig Byrne Demo
    60 min call
    Estate conference call with Pádraig and his sister, assets scope finalised
    Pádraig Byrne Demo · 20 Mar 2026, 11:00
  11. Message
    To Sam (Associate)
    UK situs assets are handled differently. I will advise on this in our next call.
    Sam (Associate) · 18 Mar 2026, 09:30
  12. Message
    From Pádraig Byrne Demo
    I have the bank statements but one account is in the UK. Is that a problem?
    Pádraig Byrne Demo · 18 Mar 2026, 09:00
  13. Email received
    Property valuation - 42 Rosemount Ave
    Valuation report for probate purposes has been completed. Open market value assessed at current market conditions.
    Estate Agent · 16 Mar 2026, 11:00
  14. Email sent
    Probate documents required
    Full list: original will, death cert, revenue affidavit, property valuations, bank statements.
    Sam (Associate) · 12 Mar 2026, 10:00
  15. Email received
    Re: Engagement - signed
    Signed returned. I am gathering documents - will the will be enough or do I need more?
    Pádraig Byrne Demo · 11 Mar 2026, 09:30
  16. Email sent
    Engagement letter - probate estate
    Our engagement letter is being prepared and a probate document checklist will follow by separate email.
    Sam (Associate) · 8 Mar 2026, 09:00
  17. Call
    To Pádraig Byrne Demo
    35 min call
    Initial probate consultation, estate overview, assets and liabilities discussed
    Pádraig Byrne Demo · 7 Mar 2026, 14:30
  18. Email received
    Probate query - estate of Demo Pádraig
    My father passed last month. I am the executor. Not sure what steps to take.
    Pádraig Byrne Demo · 7 Mar 2026, 10:00

Documents

4
  • Probate inventory schedule, Demo estate v1.xlsx
    2026/PR/0002 · uploaded 18 Apr 2026
    draft
  • Oath of Executor, Pádraig Byrne Demo.pdf
    2026/PR/0002 · uploaded 13 Apr 2026
    reviewed
  • Form CA24 Inland Revenue Affidavit, Demo estate.pdf
    2026/PR/0002 · uploaded 11 Apr 2026
    draft
  • Engagement letter, Pádraig Byrne Demo, probate of Demo estate.pdf
    2026/PR/0002 · uploaded 18 Feb 2026
    signed
Back to matters

Pádraig Byrne Demo

Client 360 · Exemplum Legal (Totus Demo)

At a glance

Open matters
1
Outstanding
€0
Overdue
€0
Lifetime billed
€2,645
Email
padraig.sample@example.com
Phone
+353208901234
Client since
7 Mar 2026
Last contact
19 Apr 2026

Matters

1
  • Probate query: Demo estate
    2026/PR/0002 · Wills · next action 6 Jul 2026
    Assigned

Invoices and payments

1
INV-2026-014
Probate: initial application and inventory work
Issued 24 Feb 2026 · due 26 Mar 2026 · paid 25 Mar 2026
€2,645
paid

Communications

18
  1. Call
    From Pádraig Byrne Demo
    20 min call
    Beneficiary questions relayed to solicitor, clarified distribution schedule
    Pádraig Byrne Demo · 19 Apr 2026, 15:00
  2. Email sent
    Probate timeline note for beneficiaries
    Draft beneficiary update note prepared for your use. Please review and forward to the beneficiaries as appropriate.
    Sam (Associate) · 19 Apr 2026, 14:00
  3. Email received
    Re: Interim invoice - paid
    Invoice paid. Also, one of the beneficiaries is asking about the timeline.
    Pádraig Byrne Demo · 19 Apr 2026, 11:00
  4. Email sent
    Interim invoice - probate
    Interim invoice INV-W-2026-071 for work to date has been issued. Grant expected mid-May.
    Sam (Associate) · 18 Apr 2026, 10:00
  5. Message
    To Sam (Associate)
    Application is in the queue, typically 6 to 8 weeks. I will contact you when it issues.
    Sam (Associate) · 12 Apr 2026, 10:30
  6. Message
    From Pádraig Byrne Demo
    Any update on the grant of probate?
    Pádraig Byrne Demo · 12 Apr 2026, 10:00
  7. Email sent
    Probate application lodged
    Application lodged with the Probate Office today. Grant typically issues in 6 to 8 weeks.
    Sam (Associate) · 4 Apr 2026, 09:30
  8. Email received
    Revenue affidavit approved
    All values confirmed correct. Signed copy will follow in a separate message.
    Pádraig Byrne Demo · 30 Mar 2026, 15:00
  9. Email sent
    Revenue affidavit draft
    Draft CA24 revenue affidavit enclosed. Please verify all asset values before signing.
    Sam (Associate) · 25 Mar 2026, 10:00
  10. Call
    To Pádraig Byrne Demo
    60 min call
    Estate conference call with Pádraig and his sister, assets scope finalised
    Pádraig Byrne Demo · 20 Mar 2026, 11:00
  11. Message
    To Sam (Associate)
    UK situs assets are handled differently. I will advise on this in our next call.
    Sam (Associate) · 18 Mar 2026, 09:30
  12. Message
    From Pádraig Byrne Demo
    I have the bank statements but one account is in the UK. Is that a problem?
    Pádraig Byrne Demo · 18 Mar 2026, 09:00
  13. Email received
    Property valuation - 42 Rosemount Ave
    Valuation report for probate purposes has been completed. Open market value assessed at current market conditions.
    Estate Agent · 16 Mar 2026, 11:00
  14. Email sent
    Probate documents required
    Full list: original will, death cert, revenue affidavit, property valuations, bank statements.
    Sam (Associate) · 12 Mar 2026, 10:00
  15. Email received
    Re: Engagement - signed
    Signed returned. I am gathering documents - will the will be enough or do I need more?
    Pádraig Byrne Demo · 11 Mar 2026, 09:30
  16. Email sent
    Engagement letter - probate estate
    Our engagement letter is being prepared and a probate document checklist will follow by separate email.
    Sam (Associate) · 8 Mar 2026, 09:00
  17. Call
    To Pádraig Byrne Demo
    35 min call
    Initial probate consultation, estate overview, assets and liabilities discussed
    Pádraig Byrne Demo · 7 Mar 2026, 14:30
  18. Email received
    Probate query - estate of Demo Pádraig
    My father passed last month. I am the executor. Not sure what steps to take.
    Pádraig Byrne Demo · 7 Mar 2026, 10:00

Documents

4
  • Probate inventory schedule, Demo estate v1.xlsx
    2026/PR/0002 · uploaded 18 Apr 2026
    draft
  • Oath of Executor, Pádraig Byrne Demo.pdf
    2026/PR/0002 · uploaded 13 Apr 2026
    reviewed
  • Form CA24 Inland Revenue Affidavit, Demo estate.pdf
    2026/PR/0002 · uploaded 11 Apr 2026
    draft
  • Engagement letter, Pádraig Byrne Demo, probate of Demo estate.pdf
    2026/PR/0002 · uploaded 18 Feb 2026
    signed