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Customer Success Newsletter - September 2025

Written by Lindsey Samways
CS Newsletter


Welcome to your Access Legal Compliance newsletter

We’re excited to bring you the latest updates, tips, and best practices to help you get the most out of your software. Stay tuned for important news and insights designed to ensure your success every step of the way.


Streamlined task management

We rolled out navigation improvements in June that are making a real difference for teams like yours. Here's what your users now have access to:

  • Simplified Task Completion: Users can now complete tasks directly from the task list, reducing the number of steps and improving efficiency.

  • Improved Clarity: Clearer button labels and navigation paths help users understand where to go and what to do, reducing confusion.

  • Better Support for Infrequent Users: These changes are especially helpful for users who don’t use the system regularly, making it easier for them to engage with tasks confidently.

  • Time Savings: Direct links from emails and streamlined task access reduce time spent navigating the system, allowing users to focus on completing their work.


Webinars

Don't miss: Undertakings module masterclass

Free remote masterclass: Monday, 15 September at 12:30pm.

Managing undertakings just got easier. Join our free masterclass to streamline your compliance processes.

Topics covered:

  • Introduction to the undertakings module homepage

  • Adding an undertaking record

  • Task process

  • Reporting

  • Key account settings


Missed our Complaints Management masterclass? Catch up now!

Enjoy our Reintroduction to Access Legal Compliance series, including last months Complaints Management masterclass, on demand. Watch now >


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

September Compliance Update

Thursday, 4 September 12:30pm

Legal Compliance: Undertakings Module Masterclass

Monday, 15 September 12:30pm

AI vs Human Behaviour: Augmenting Legal Excellence, Not Replacing It

Wednesday, 17 September

Data Protection Update

Thursday, 18 September 12:30pm

Ask Me Anything with Legal AI Expert, Uwais Iqbal

On-demand

Work Smarter, Not Harder - Discover AI-Powered Case Management with Access Legal Evo

On-demand

August Compliance Update

On-demand

SRA Enforcement Case Studies

On-demand


Access Legal partner with Katcher to deliver clearer insight and stronger performance for law firms

Law firms are managing increasing volumes of data across multiple systems, yet many still struggle to turn that data into actionable insights that drive growth, compliance and profitability.

To address this challenge, Access Legal has partnered with legal business intelligence specialists Katchr, combining their strengths to deliver smarter, more accessible reporting for law firms. Read now >


Stay ahead in legal tech

Get expert insights, emerging trends, and essential resources delivered straight to your LinkedIn feed. Subscribe now >


Establish your risk management framework

Effective risk management can not only mitigate losses but positively contribute to the competitive standing of your firm. Creating a framework that ensures risks are effectively managed allows you to monitor and evidence compliance with regulatory requirements, improve customer satisfaction, prioritise resources and drive the improvement of cost control. Read now >

No time for the full guide? We've got you covered!

Get up to speed on building your risk register with our latest bite-sized video tutorials. Each "Smarter in 6" episode delivers focused insights - perfect for quick, actionable guidance:


Risk and Compliance Services now available via the FlexPoints Catalogue

We are pleased to announce that our range of Risk and Compliance services are now also available to customers via our FlexPoints Services Catalogue.

Provided by our team of experts who have extensive experience working in regulated sectors and advising businesses on various quality and accreditation schemes, our team draws on its experience dealing with compliance issues, accumulated from over 1,000 clients, as well as direct contact with and input from regulators.

We are also in the unique position of being able to provide and utilise our Risk and Compliance system, so that it can be used to record and manage a firm’s compliance and quality related data.

We can provide:

  • Compliance Helpline

  • File Auditing

  • Independent AML Auditing

  • Bespoke Governance

  • Bespoke Training

Explore now in our Service Catalogue or reach out to the Access Legal CSM Team


Compliance Corner

Supporting vulnerable clients: Practical tips for law firms

For legal practice, providing effective support and service is not just good practice, but also a legal and ethical obligation. Legal professionals must ensure that vulnerable clients are treated with respect, dignity and fairness throughout the legal process. It is increasingly important to be able to identify vulnerable clients, in order to provide them with a tailored approach in accessing legal services on an equal basis.

In this article Diana Borlea, Risk and Compliance Associate, explores why it is essential for law firms to review their approach when dealing with vulnerable clients and share practical tips for improvement. Read now >

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