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Customer Success Newsletter - July 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.


Breach reporting masterclass

Free remote masterclass: Monday, 14 July 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 breach reporting.

Key topics include:

  • Overview of the Breach Reporting module homepage

  • Add a breach as a data inputter

  • Add a breach as a Supervisor

  • Assign remedial actions

  • 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:


Access Legal Diversity Tool 2025

We're pleased to announce that our Legal Diversity tool has been updated with the latest 2025 question set and is now available.

What is the Legal Diversity Survey

In July 2011, the Legal Services Board (LSB) issued guidance to regulators on diversity data collection across the legal workforce and the promotion of the transparency of this data at entity level. As a result, all firms regulated by the Solicitors Regulation Authority (SRA) are required to collect and report their diversity data every two years.

How to use the Access Legal Diversity Tool

We've created this comprehensive guide which includes everything you need to answer key questions and streamline your experience, including:

  • How to register - including a direct link to the Access Legal Diversity Tool for easy access

  • How to pay for your surveys

  • How to distribute the survey to staff

  • Guidance on reporting

  • How to upload your results to the SRA site

You can also view our release notes >


Webinars


Elevate your knowledge and maximise your software

Each month, you'll have access to a range of webinars delivered by industry experts. From the UK's leading legal compliance update to practical guidance for optimising your software, along with important insights into product development.

Our webinars are designed to help you enhance your business practices and stay ahead in an ever-changing landscape.

Webinar Title

Date & Time

Registration Details

July Compliance Update

Thursday, 3 July 12:30pm

July AML Update

Thursday, 10 July 12:30pm

Access Legal Compliance: Breach Reporting Masterclass

Monday, 14 July 12:30pm

Access Legal Compliance: Audits Masterclass

On-demand

Responsible AI in the Legal Sector

On-demand

June Compliance Update

On-demand

How Does Access Safeguard Firm and Client Data?

On-demand

June Conveyancing Update

On-demand

Navigating the Evolving Landscape of Conveyancing: Trends, Tools, and Future Opportunities

On-demand


Enjoy instant assistance at your fingertips

The Digital Assistant is an expert in Access Legal Compliance, designed to make it easier than ever for you to get the support you need. With its capability to provide instant assistance for a wide range of product queries, you can enjoy 24/7 support at your fingertips.

From within Legal Compliance, simply click the Digital Assistant icon to enjoy:

  • Instant assistance: Looking to perform common tasks in your software? We've designed your Digital Assistant to ensure you can get instant answers to our most frequently asked questions.

  • Convenient access: Access knowledge articles directly from your software, saving you time when looking for the answers you need.

  • 24/7 availability: Your Digital Assistant is available around the clock, helping you to get answers day or night.

  • Reach the team faster: If you can’t find the answer you need from our Access Digital Assistant, you will have the ability to automatically convert this into a support case to be investigated by our Support teams, all without leaving Access Legal Compliance.

To find out more, including a short video of the assistant in action, please visit our Access Digital Assistant Guide.


Your guide to success

To help you get the most from Legal Compliance, we've created this guide to success. It has everything you need to help you achieve your goals and use Legal Compliance to its full potential, focusing on two key areas.

To get started, simply choose an area you're interested in below:

Each of these areas has three stages so it doesn't matter whether you're a beginner or advanced, there's something for you:

  • Establish the basics and get up and running.

  • Evolve your knowledge and take it to the next level.

  • Excel at making the most of Legal Compliance.


Compliance Corner

AI in Legal Services: Navigating Professional Indemnity Insurance

The legal sector in the UK is experiencing a transformative shift with the integration of artificial intelligence (AI) technologies. Law firms are increasingly adopting AI to enhance efficiency, accuracy, and client services. This technological advancement brings numerous benefits, including improved productivity, cost savings, and the ability to provide more innovative solutions to clients. However, it also introduces new challenges, particularly in the realm of Professional Indemnity Insurance (PII).

In this article Rosanna Davenport, Risk and Compliance Associate, explores how to embrace the exciting innovations in AI while balancing compliance and risk management. Read now >

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