Workflows
Matter checklists and task assignments · Exemplum Legal (Totus Demo)
Conveyancing workflow
MA-P-001 · Declan Sample
10/23 steps · 43%
1.Client onboarding and conflict check
DoneTaylor Demo
2.AML / KYC verification
DoneTaylor Demo
3.Obtain title deeds from client
DoneJess Demo
4.Draft contract for sale
DoneSam Demo
5.Issue contract to purchaser's solicitor
DoneSam Demo
6.Raise replies to pre-contract enquiries
DoneSam Demo
7.Agree closing date with all parties
DoneAlex Demo
8.Receive signed contracts from purchaser
DoneJess Demo
9.Exchange of contracts
DoneAlex Demo
10.Receive deposit from purchaser
DoneTaylor Demo
11.Issue closing documentation
ActiveSam DemoDue: 18 Apr 2026
12.Obtain vacate of mortgage from lending institution
PendingJess Demo
13.Closing - confirm funds received, release keys
PendingAlex Demo
14.Lodge stamp duty return (SDLT) with Revenue
PendingTaylor Demo
15.File Land Registry application
PendingJess Demo
16.Obtain Land Registry folio for new owner
PendingJess Demo
17.Issue title deeds to purchaser / mortgage lender
PendingSam Demo
18.Issue final invoice
PendingTaylor Demo
19.Close file and archive all documents
PendingTaylor Demo
20.Send closure letter to client
PendingJess Demo
21.Request Google review from client
PendingTaylor Demo
22.Confirm 6-year document retention schedule
PendingTaylor Demo
23.Post-matter review
PendingAlex Demo