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Customer Success Newsletter - May 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.


A reintroduction to Access Legal Compliance

Remote masterclass: Monday, 12 May at 12.30pm

Join Becky Bennett in a brand new series, where she re-introduces you to your Access Legal Compliance software. Discover all the materials and resources available to help you maximise your software investment.

Whether you've not used the software for some time, you've inherited the software or you just need a refresher of all the best bits, we've got you covered! Becky will be drawing on her years of experience onboarding, training and working with Customers on the Access Legal Compliance Software to get you refamiliarised and confident in using the software quickly and easily.

Our first session will cover:

  • Practical applications of Access Legal Compliance

  • Overview of the modules available

  • Basic navigation and task processes

  • User permissions and tailoring access

  • Free software training

  • Customer Success Knowledge Base


SRA Diversity Survey 2025

In 2011 the Legal Services Board published their decision paper on increasing diversity and social mobility in the legal workforce.

Firms must collate and report their diversity data to the SRA every two years, this requirement applies to all firms regulated by the SRA, including sole practices, recognised bodies and alternative business structures.

Once the data has been collated the SRA will publish the diversity profile of the profession on its website, and report back to the Legal Services Board.

Coming Soon: Access Legal Diversity Survey Tool

As a regulated firm, it is your responsibility to undertake this survey. To facilitate this process, we’re excited to announce that our online SRA Diversity Survey tool will soon be available to help streamline data collection and reporting.

The system enables you to:

  • Collect and collate all necessary data safely and anonymously.

  • Staff members can complete surveys from their smartphones or mobile devices.

  • Monitor and manage survey completion.

  • Receive a detailed report based on the collected survey data, formatted appropriately for submission to the SRA.

We’ll be sharing further updates once this fantastic tool is available.


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

A reintroduction to Access Legal Compliance

Monday, 12 May 12:30pm

AML Independent Audits

Thursday, 22 May 12:30pm

May Compliance Update

On-demand

April Compliance Update

On-demand

April AML Update

On-demand

Streamline Your AML Process: How inCase Simplifies Compliance Without Compromise

On-demand


Knowledge Centre

Top tips for user administration

Managing users and permissions effectively is crucial for optimising your experience with Access Legal Compliance. Build your user permission levels by module to ensure that user accounts are tailored to meet roles and specific access requirements.

We've curated the relevant knowledge articles to help you navigate user administration with ease. Whether you’re onboarding new users or adjusting permissions, these insights will empower you to maintain control and enhance security within your organisation:

Properly managing leavers is vital to maintaining compliance and ensuring a seamless transition within your organisation. The articles below with guide you through the steps to effectively handle compliance tasks in Legal Compliance when an employee leaves your firm.

By following these best practices, you can ensure that all responsibilities are appropriately handed over and that your system remains secure and compliant.


Compliance Corner

Financial year end - why do we do it to ourselves?

Beth Mayman, Head of Risk and Compliance Services at Access Legal, shares her thoughts on proactive measures that compliance teams and supervisors can implement to ease the pressures experienced during the final 4 to 8 weeks of the financial year. Read now >

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