Why is it important to set up for success
Investing time and effort into the proper setup of your software is essential to ensure it aligns with your unique processes, workflows, and objectives. This alignment enhances operational effectiveness, reduces the likelihood of errors, and streamlines communication across teams, leading to improved user adoption and satisfaction. Effective configuration allows for streamlined processes, improved data accuracy, and enhanced reporting capabilities, enabling your firm to respond swiftly to audits and regulatory changes. The proper setup of your software is a critical step that lays the groundwork for enhanced productivity, improved user satisfaction, and ultimately, the achievement of your organisational objectives.
What you can do to set up for success
Register for our Customer Success Portal, which has everything you need to make the most of your software, including:
Access to log cases and view updates from our dedicated Support Team.
Knowledge articles and videos to support with frequently asked questions and best practice guidance.
Release notes for updates on new features and important milestones.
Upcoming and on-demand webinars from compliance and product experts.
The Bills & Payments section allows you to obtain copies of invoices and raise cases with our Finance Team.
Set up your Offices, Departments, Practice Areas, and Compliance Officers to ensure that the drop downs menus across the system align with your firm's structure. This helps to assign responsibilities effectively and enhances task categorisation, leading to improved management and tracking.
Configure your notification to automatically alert and remind staff what needs to be actioned and, crucially, when it needs to be done. Notifications can be set up on a module-by-module basis and allow key personnel to also be notified of tasks relevant to their role.
Build your user permission levels by module to ensure that user accounts are tailored to meet roles and specific access requirements.
Set up Firm Groups to organise users to align with your internal structure and procedures. Where appropriate, tasks can be allocated to a Firm Group, rather than an individual.
How to set up for success
Access our resources for support with setting up Access Legal Compliance and gaining access to key resources.
Register for our Customer Success Portal
Watch our Introduction to Bills and Payments webinar to learn how you can self-serve for anything financial concerning your Access products.
Configure your notification settings
Understand and assign user permissions