Welcome to your Access Legal Compliance Customer Success Newsletter
Each edition brings you the latest updates, practical tips, and expert insights to ensure your success every step of the way.
Webinar spotlight: join our free Gift & Hospitality module masterclass
Thursday, 20 November at 12:00pm
Struggling to track gifts and hospitality across your firm? In this webinar, Becky Bennett, Consultancy Manager, will show you how to build a central register in Access Legal Compliance, and set approval thresholds to align with your internal anti-bribery policy.
Topics covered:
Introduction to the Gift & Hospitality module
Adding a record
Task process
Reporting
Adding and amending entity types
Key Account Settings
New to Access Legal Compliance?
Browse our Re-introduction to Access Legal Compliance webinar series and choose the topics you need. Get up to speed >
Stay ahead with our expert-led webinars
Join our monthly webinars featuring industry specialists who'll help you get more from your software and stay compliant.
Expect practical optimisation tips, the latest legal compliance updates, and exclusive insights into upcoming product features. Each session is designed to enhance your business practices and keep you competitive in a rapidly evolving market.
Webinar Title | Date & Time | Registration Details |
November Compliance Update | Thursday, 6 November at 12:30pm | |
Ask Me Anything with Legal AI Expert, Uwais Iqbal | Tuesday, 11 November at 2:00pm | |
Law Firm Financial Management | Thursday, 13 November at 12:30pm | |
Legal Compliance: Gift & Hospitality masterclass | Thursday, 20 November at 12:00pm | |
The State of The UK Conveyancing Market 2025 - Where do conveyancers go from here? | On-demand | |
Redefining the Future of Legal Technology - Smarter, Safer, AI-Powered Case Management | On-demand | |
October Compliance Update | On-demand | |
October AML Update | On-demand |
Be aware: spot and avoid phishing emails
Weâre seeing more phishing emails that look like theyâre from people you trust - but theyâre not. These messages may include QR codes, links, or attachments designed to steal your information. Email security systems work hard to block these threats, but some may still reach your inbox.
Please stay alert and look out for:
Unexpected or urgent requests
Slight misspellings in email addresses or names
Poor grammar or unusual formatting
Links or attachments you werenât expecting
If something feels off, donât click - report it. Need help or advice? Our team is here to support you.
Get instant help with billing and account queries 24/7
We've launched a new Account Support experience to help you resolve billing, invoice, and account-related questions more quickly.
Please note: This service is specifically for account matters - for technical or software support, please continue using your usual channels.
What's changed
Our Access Digital Assistant is now available 24/7 to answer questions about your account, payments, and billing matters. This means faster resolutions for routine queries and more time for our team to focus on complex issues that need human expertise. When you need additional support, you can still connect directly with our Customer Experience team.
What Account Support can help with
This service covers billing and account queries, including:
Getting invoices and account statements
Making remittances and setting up direct debits
Managing purchase orders
Updating your company details or contact information
Understanding account reconciliation
Ready to try it?
Visit the Account Support page and click the icon in the bottom-right corner. Select Ask a Question and describe your account or billing query - the more specific you are, the faster we can help.
Maintain ongoing risk governance
Ongoing review is necessary to ensure your firm's analysis remains relevant, and that controls are meeting expectations successfully. Maintaining a living and breathing risk register will not only help you to manage the risks you and your firm face, but will also help show the SRA and your professional indemnity insurer that you take risk management and compliance seriously. Find out more >
Failure to prevent fraud: putting it into practice
The Access Legal Risk & Compliance Services are pleased to announce the first of a new series of monthly training sessions launching in January 2026 to give customers the opportunity to learn about some key topics and processes direct from our expert Compliance Consultancy Team.
Our first session will be held on 28th January and hosted by Miriam Dobosz, our Senior Risk and Compliance Associate, and will focus on the recent Failure to Prevent Fraud Offence. Mariam will discuss what this means for the Legal Sector, it's application and items to consider.
Agenda
This 2 hour session will help translate the legislation into the practical action you need to take.
Legal requirements
Requirements for law firms
Applicable offences
Where to start?
Practical tips
How to book
For our FlexPoints Customers, you can book your seat via our Services Catalogue for 220 FlexPoints - please select Risk and Compliance Team Monthly Training.
Alternatively, you can secure your spot for ÂŁ400 +VAT by emailing compliancehelpline@theaccessgroup.com with the subject header "Risk and Compliance Team Monthly Training" for a member of the Team to get in touch.
Got a suggestion for a topic you'd like to see covered in a session? Send your suggestions to the Team now
Navigating the SRA Accounts Rules: practical tips for fee earners and COFAs
Client money is one of the most sensitive areas in legal practice - and the SRA Accounts Rules are here to ensure itâs handled with care. While the rules are more streamlined than previous versions, breaches still happen. One of the most common? Residual balances left on matter files after legal work is complete.
Rosanna Davenport, Risk and Compliance Associate, provides a practical guide for Fee Earners and COFAs on how to avoid common SRA Accounts Rules breaches and how to strengthen your internal controls. Read the full article >