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

HomeInboxClientsMattersToday

Workflows

Matter checklists and task assignments · Exemplum Legal (Totus Demo)

Every checklist step, every assigned task, every conveyancing milestone. Yours. Asana and Monday syndicate FROM Totus, the matter file note and undertaking trail stay inside the firm for STR and PII audit.

How Totus Workflows work

Each step is assigned to a team member and marked complete with one click. Steps connected to integrations (Land Registry, Revenue, e-signature) advance automatically when the event confirms. Every completed step is timestamped for Law Society file audit.

Recent cross-module activity · Declan Foley Demo · 2026/CV/0001
09:14Clients confirmed AML→Workflows advanced to step 3
09:14Suppression check passed→Broadcasts queued “Documents received”
11:32Client opened email→logged to Matters audit trail
Conveyancing workflow
2026/CV/0001 · Declan Foley Demo
10/23 steps · 43%
1.Client onboarding and conflict check
Done
Conor (Paralegal)
2.AML / CDD verification
Done
Conor (Paralegal)
Clientsconfirmed→Broadcastsbasis: contract+2d
3.Obtain title deeds from client
Done
Conor (Paralegal)
4.Draft contract for sale
Done
Sam (Associate)
5.Issue contract to purchaser's solicitor
Done
Sam (Associate)
6.Raise replies to pre-contract enquiries
Done
Sam (Associate)
7.Agree completion date with all parties
Done
Pat (Managing Partner)
8.Receive signed contracts from purchaser
Done
Conor (Paralegal)
9.Exchange of contracts
Done
Pat (Managing Partner)
Signaturesconfirmed→Broadcastsbasis: contract+1d
10.Receive deposit from purchaser
Done
Conor (Paralegal)
11.Issue completion documentation
Active
Sam (Associate)Due: 18 Apr 2026
Mattersconfirmed→Broadcastsbasis: contractCalendarbasis: contract
12.Obtain vacate of mortgage from lending institution
Pending
Conor (Paralegal)
13.Completion - confirm funds received, release keys
Pending
Pat (Managing Partner)
14.Lodge stamp duty return (SDLT) with Revenue
Pending
Conor (Paralegal)
15.File Land Registry application
Pending
Conor (Paralegal)
16.Obtain Land Registry folio for new owner
Pending
Conor (Paralegal)
17.Issue title deeds to purchaser / mortgage lender
Pending
Sam (Associate)
18.Issue final invoice
Pending
Conor (Paralegal)
19.Close file and archive all documents
Pending
Conor (Paralegal)
20.Send closure letter to client
Pending
Conor (Paralegal)
21.Request Google review from client
Pending
Conor (Paralegal)
22.Confirm 6-year document retention schedule
Pending
Conor (Paralegal)
23.Post-matter review
Pending
Pat (Managing Partner)

Workflows

Matter checklists and task assignments · Exemplum Legal (Totus Demo)

Every checklist step, every assigned task, every conveyancing milestone. Yours. Asana and Monday syndicate FROM Totus, the matter file note and undertaking trail stay inside the firm for STR and PII audit.

How Totus Workflows work

Each step is assigned to a team member and marked complete with one click. Steps connected to integrations (Land Registry, Revenue, e-signature) advance automatically when the event confirms. Every completed step is timestamped for Law Society file audit.

Recent cross-module activity · Declan Foley Demo · 2026/CV/0001
09:14Clients confirmed AML→Workflows advanced to step 3
09:14Suppression check passed→Broadcasts queued “Documents received”
11:32Client opened email→logged to Matters audit trail
Conveyancing workflow
2026/CV/0001 · Declan Foley Demo
10/23 steps · 43%
1.Client onboarding and conflict check
Done
Conor (Paralegal)
2.AML / CDD verification
Done
Conor (Paralegal)
Clientsconfirmed→Broadcastsbasis: contract+2d
3.Obtain title deeds from client
Done
Conor (Paralegal)
4.Draft contract for sale
Done
Sam (Associate)
5.Issue contract to purchaser's solicitor
Done
Sam (Associate)
6.Raise replies to pre-contract enquiries
Done
Sam (Associate)
7.Agree completion date with all parties
Done
Pat (Managing Partner)
8.Receive signed contracts from purchaser
Done
Conor (Paralegal)
9.Exchange of contracts
Done
Pat (Managing Partner)
Signaturesconfirmed→Broadcastsbasis: contract+1d
10.Receive deposit from purchaser
Done
Conor (Paralegal)
11.Issue completion documentation
Active
Sam (Associate)Due: 18 Apr 2026
Mattersconfirmed→Broadcastsbasis: contractCalendarbasis: contract
12.Obtain vacate of mortgage from lending institution
Pending
Conor (Paralegal)
13.Completion - confirm funds received, release keys
Pending
Pat (Managing Partner)
14.Lodge stamp duty return (SDLT) with Revenue
Pending
Conor (Paralegal)
15.File Land Registry application
Pending
Conor (Paralegal)
16.Obtain Land Registry folio for new owner
Pending
Conor (Paralegal)
17.Issue title deeds to purchaser / mortgage lender
Pending
Sam (Associate)
18.Issue final invoice
Pending
Conor (Paralegal)
19.Close file and archive all documents
Pending
Conor (Paralegal)
20.Send closure letter to client
Pending
Conor (Paralegal)
21.Request Google review from client
Pending
Conor (Paralegal)
22.Confirm 6-year document retention schedule
Pending
Conor (Paralegal)
23.Post-matter review
Pending
Pat (Managing Partner)