Demo only. Exemplum Legal (Totus Demo) is a fictional example. Your Totus would be built for your own business. AI content is illustrative.

Launch Readiness

12-gate onboarding checklist · Exemplum Legal (Totus Demo)

Demo data
Gates complete
10/12
onboarding steps done
In progress
1
awaiting completion
Launch progress
83%
Est. time to go live
50 min
remaining gates (est.)
What this shows: Exemplum Legal (Totus Demo) completed onboarding in under 3 hours. A typical new practice is fully live within half a day. Gates 11 and 12 remain - confirming Relay end-to-end and the final go-live sign-off.
✓
Practice information completeComplete
14 Apr 202610 minutes

Business name, address, contact details, practice number, and principal solicitor details entered and verified.

Module: Settings
✓
Staff accounts createdComplete
14 Apr 202615 minutes

All fee earners and support staff added with correct roles (Admin / Manager / Staff) and access levels.

Module: Team
✓
Service catalogue configuredComplete
14 Apr 20265 minutes

Niches enabled (Wills & probate, Property, Family, Employment, General). Relay routing rules updated to match.

Module: Settings
✓
SLA policies setComplete
14 Apr 202610 minutes

First response and resolution targets defined for each channel. Escalation rules configured for High priority tickets.

Module: Settings
✓
Postmark wiredComplete
15 Apr 202620 minutes

Postmark inbound webhook pointing to /api/relay/inbound/email. Test email received and ticket created in Relay.

Module: Integrations
✓
Business hours configuredComplete
15 Apr 20265 minutes

Office hours set (Mon-Fri 09:00-17:30, Europe/Dublin). Irish public holidays imported for 2026.

Module: Settings
✓
First client record createdComplete
15 Apr 20265 minutes

Minimum one client entered: name, contact details, matter reference, AML status. Confirms CRM is operational.

Module: Clients
✓
First matter loggedComplete
15 Apr 20265 minutes

At least one active matter created with status, assigned solicitor, and deadline. Confirms pipeline is live.

Module: Matters
✓
Email templates reviewedComplete
16 Apr 202630 minutes

All 4 standard templates (consultation booked, AML pack, matter update, closure letter) reviewed and customised for the practice.

Module: Settings
✓
AML/KYC process verifiedComplete
16 Apr 202615 minutes

At least one AML check completed in the system. Team understands the ID verification workflow and document retention rules.

Module: Compliance
11
Relay test: end-to-end ticketIn progress
20 minutes

Send a test enquiry via email or web form. Confirm it appears in the Relay queue, is assigned, responded to, and resolved.

Module: Relay
12
Go live sign-offPending
30 minutes

Practice principal reviews the system, confirms all critical modules are operational, and authorises live use with real clients.

Module: All modules
10 of 12 gates complete · estimated 50 minutes remaining
Almost there