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.
Introducing AI features to streamline admin and free up lawyers' time
We're excited to announce the launch of advanced AI capabilities in Access Legal Case Management Evo, designed to eliminate administrative burden and allow legal practitioners to focus on delivering exceptional client experiences.
At launch, new elements available within Access Legal Case Management Evo include Copilot (GenAI assistant) to help practitioners find answers in seconds, Feeds (a personalised task stream tailored to the user’s role), Analytics (business insights at your fingertips) and several features including:
Document Summarisation with tone adjustment to quickly review documents and reports, freeing time to improve client outcomes.
Sentiment Analysis to detect and address early positive or negative sentiment in client communications.
Intelligent Matter and Ledger Enquiry to view milestones, case workers, and costs to improve case load management.
WIP notifications and time levels for improved cost management and client billing communications.
In-depth Analytics, with an easy interface for creating new insights and the ability to Copilot the insights using natural language
Access Legal Case Management Evo is the first step on Access Legal’s AI roadmap, which will see powerful GenAI embedded across a law firm. This is just the beginning of the new ground Access Legal is breaking to redefine the future of legal practice.
To explore more about Access Legal and AI in the legal sector, visit: AI in Legal: Transforming the Legal Industry for Law Firms.
Access Legal Case Management - 2.14
We're pleased to announce the latest release of Access Legal Case Management, Version 2.14. This is a significant update and includes the launch of Access Evo for Access Legal Case Management. This update includes:
Access Evo for Access Legal Case Management
Access Digital Assistant for entitlement contacts
Bug fixes
Maximise your Access software: Effective learning to upskill in one unit
Smarter in 6 provides valuable insights and practical knowledge, all within a concise time frame that fits seamlessly into your schedule. Join us and discover how efficient learning can lead to extraordinary results, making every minute count towards getting the most from your Access software.
To register and view the latest from Smarter in 6, please visit our Smarter in 6 library.
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 |
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 >
Now live: Your Access Digital Assistant
We're thrilled to announce that the Access Digital Assistant is now live for entitlement contacts, and ready to enhance your experience with Access Legal Case Management.
The Access Digital Assistant is your 24/7 virtual support companion, expertly integrated to assist with a multitude of product queries. Simply type your question, and our AI-powered assistant will search through our comprehensive knowledge base to provide you with timely and relevant information.
Entitlement contacts can now click the Digital Assistant icon within Access Legal Case Management 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 Case Management.
As always, our dedicated Support Team will be on hand to assist with more complex or technical queries.
Thank you for being a valued member of our community. The launch of the Access Digital Assistant marks a significant milestone in our commitment to providing exceptional service, and we can't wait for you to experience all the advantages it brings.
To see the Access Digital Assistant in action, please visit our Access Digital Assistant Guide for a short demonstration video and more detailed information on how to maximise this new feature.
Document Summarisation
With the launch of Access Evo, you can streamline processes within Access Legal Case Management to help you with your day to day tasks. One feature that Evo brings you is document summarisation. Find out more >
Upcoming training course bookings
Why book?
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.
How do I book?
To arrange a booking for this solution or a group booking purely for your firm, please email the training team via [email protected].
July 2025 Delegate Day training:
Access Legal Case Management User training – Tues 8th July or Tues 5th Aug
Supervisor training – Tues 22nd July or Tues 19th Aug
Developer Day 1 training Wed 23rd July or Wed 20th Aug
Developer Day 2 training Thurs 24th July or Thurs 21st Aug
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 >