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Customer Success Newsletter - August 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.


Improved task navigation

We’ve introduced a set of usability enhancements in response to user feedback - particularly from those who use the platform less frequently. These updates are designed to make it more intuitive to navigate, easier to understand, and quicker to complete tasks with fewer steps.


Complaints masterclass

Free remote masterclass: Thursday, 21 August at 12:30pm

Join us for the next session in our Reintroduction to Access Legal Compliance series. This month, Becky Bennett, Customer Success Team Lead, will focus on the important topic of complaints management.

Key topics include:

  • Overview of the Complaints module homepage

  • Add a complaint record

  • Work a complaint using the task flow

  • Reporting

  • Key Account Settings


Enjoy our Reintroduction to Access Legal Compliance series on demand

Missed a session? Don't worry, we've got you covered. Catch up on any sessions at your convenience, using the links below:


Webinars


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

August Compliance Update

Thursday, 7 August 12:30pm

Legal Compliance: Complaints Module Masterclass

Thursday, 21 August 12:30pm

SRA Enforcement Case Studies

Thursday, 28 August 12:30pm

Legal Compliance: Breach Reporting Masterclass

On-demand

July Compliance Update

On-demand

July AML Update

On-demand


Access Digital Assistant: Your hub for product updates and news

While the Digital Assistant is here to enhance your support experience, it's also your gateway to staying informed. Use the News feed to access the latest release notes, newsletters, and important updates - all in one convenient place, designed to keep you ahead.


To stay up to date, simply look out for the red dot indicating new content.

To see the Access Digital Assistant in action, please visit our Access Digital Assistant Guide for a short demonstration video and more detailed information on how to maximise this feature.


Embed a culture of compliance

A robust compliance culture not only minimises the risk of regulatory breaches but also enhances your firm’s reputation and operational efficiency. By taking a proactive approach to conducting file audits, managing risks, and training staff on the compliance processes pertinent to their roles, you empower your team to actively engage with these practices.

Explore how Access Legal Compliance can help you to create a compliance culture with your guide to success. Read now >


Compliance Corner

SRA Transparency Rules: When was the last time you reviewed your website?

With the ongoing focus on AML and Sanctions aspects within the legal sectors, sometimes other regulatory requirement do not receive as much attention. While the Transparency Rules only apply to certain practice areas, it is important to remember that noncompliance can lead to repercussions including fines issued by the SRA.

In this article Mariam Dobosz, Senior Risk and Compliance Associate, highlights why it's a good idea to review your law firm's website. Read now >

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