Welcome to your Access Legal Case Management Customer Success 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.

Busy firms need smart solutions. That’s why Gudgeons Prentice chose to upgrade to Access Legal Case Management Evo, helping them work more efficiently and deliver faster, high-quality service.

“Evo is a tool to streamline internal efficiencies, enabling us to achieve our goal of delivering exceptional customer service in less time… empowering our staff to manage client expectations with ease and confidence.”
— Legal Finance & Practice Manager, Gudgeons Prentice

Access Legal Case Management Evo is built to support firms like yours - making everyday tasks simpler, smarter, and more connected. Find out more >

If you didn’t get a chance to join our “Work Smarter, Not Harder – Discover AI-Powered Case Management with Access Legal Evo” webinar last week, don’t worry - we’ve got you covered! Watch now >

To make it easier to get the information you need, we've broken down the key topics from the webinar into short, focused videos that you can watch when it's convenient. Each video is 6 minutes or less:

We're pleased to announce the latest release of Access Legal Case Management, Version 2.14.3. This update includes:

Please review the release notes here >

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.

Law firms are managing increasing volumes of data across multiple systems, yet many still struggle to turn that data into actionable insights that drive growth, compliance and profitability.

To address this challenge, Access Legal has partnered with legal business intelligence specialists Katchr, combining their strengths to deliver smarter, more accessible reporting for law firms. Read now >

Get expert insights, emerging trends, and essential resources delivered straight to your LinkedIn feed. Subscribe now >

Due to increased customer interest and a number of support cases raised on this topic, we are signposting this article to provide guidance to help you self-serve for information around setting up the Outlook Add-in for your business.

Read now >

Below are the regularly scheduled courses that we deliver remotely every month. Course places are available to book all core sessions in the program and delegates join other users from our customer base. These are an ideal cost-effective training solution for firms who are looking for one or two members of staff to take on more in-depth learning and for user refresher purposes.

To arrange a booking for this solution or a group booking purely for your firm, please email the training team via [email protected].

We are pleased to announce that our range of Risk and Compliance services are now also available to customers via our FlexPoints Services Catalogue.

Provided by our team of experts who have extensive experience working in regulated sectors and advising businesses on various quality and accreditation schemes, our team draws on its experience dealing with compliance issues, accumulated from over 1,000 clients, as well as direct contact with and input from regulators.

We are also in the unique position of being able to provide and utilise our Risk and Compliance system, so that it can be used to record and manage a firm’s compliance and quality related data.

We can provide:

Explore now in our Service Catalogue or reach out to the Access Legal CSM Team.

For legal practice, providing effective support and service is not just good practice, but also a legal and ethical obligation. Legal professionals must ensure that vulnerable clients are treated with respect, dignity and fairness throughout the legal process.

In this article Diana Borlea, Risk and Compliance Associate, explores why it is essential for law firms to review their approach when dealing with vulnerable clients and share practical tips for improvement. Read now >

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