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Customer Success Newsletter - June 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.


Audits module masterclass

Free remote masterclass: Thursday 12 June, 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 file audits.

Key topics to be covered include:

  • Overview of the Audits Module homepage

  • Scheduling audits

  • Adding and completing an audit

  • Task Flow: Assigning corrective actions, verification and task completion

  • Question set creation and management

  • Key Account Settings

  • Reporting

Don’t miss this opportunity to enhance your knowledge and skills in legal compliance. We look forward to seeing you there!

Missed our Legal Compliance Overview session? Catch up here >


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 can we help

To assist you in meeting this requirement, we developed a user-friendly and secure survey tool. This tool generates a unique questionnaire link that can be easily shared with staff. All responses are submitted anonymously and securely to the platform, where an admin user can track participation in real time. When ready, your admin can download an aggregated report summarising responses to each question, perfect for assisting with SRA submissions.

What's new in this update

To align with the 2025 SRA requirements, we’ve updated the questionnaire to reflect the latest set of diversity questions. These updates are also incorporated into the downloadable report, ensuring consistency and compliance.

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

Responsible AI in the Legal Sector

Thursday, 5 June 11:00am

June Compliance Update

Thursday, 5 June 12:30pm

How does Access and Microsoft safeguard firm and client data?

Thursday, 12 June 11:00am

Access Legal Compliance: Audits Module Masterclass

Thursday, 12 June 12:30pm

June Conveyancing Update

Thursday, 19 June 12:30pm

A reintroduction to Access Legal Compliance

On-demand

May Compliance Update

On-demand

AML Independent Audits

On-demand

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

On-demand


Set up a new user

Check out our comprehensive guide on how to add a new user and configure appropriate permissions within the Legal Compliance module. This step-by-step approach ensures that the permissions assigned align with the designated roles and responsibilities of each user, thereby enhancing both security and compliance within your organisation.

We encourage you to take advantage of this essential guide to streamline your user management process. Read now >


Compliance Corner

Promoting diversity in the legal profession: Upcoming bi-annual diversity survey

A diverse legal profession more accurately mirrors society and guarantees that the justice system operates fairly and inclusively. Given the diversity of clients, it is crucial that this variety is also represented among legal professionals. By encouraging talent from different backgrounds to enter the legal sector, we can help break down historical barriers that have hindered underrepresented groups.

As summer approaches, the next bi-annual diversity survey is on the horizon. Jack Brown, Risk and Compliance Associate, provides useful insights on the upcoming Diversity Survey data collection. Read now >

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