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Customer Success Newsletter - June 2025

Lindsey Samways avatar
Written by Lindsey Samways
Updated over a week ago
CS Newsletter

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.


Access Legal Case Management - 2.13.7

We're pleased to announce the latest release of Access Legal Case Management, version 2.13.7. This update includes:

  • UI Improvements

  • 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.


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

June Conveyancing Update

Thursday, 19 June 12:30pm

Product Roadmap Webinar Update

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


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 >


Coming soon: You Access Digital Assistant

We’re excited to announce that the Access Digital Assistant is scheduled to be available in Access Legal Case Management in early July.

The Digital Assistant is an expert in Access Legal Case Management, designed to make it easier than ever for you to get the support you need. With its capability to provide instant assistance for a wide range of product queries, you can enjoy 24/7 support at your fingertips.

Simply type your queries into the assistant and allow AI to search our extensive knowledge base to deliver the most helpful and relevant answers. As always, our dedicated Support Team will be on hand to assist with more complex or technical queries.

To find out more, including a short video of the assistant in action, please visit our Access Digital Assistant Guide.

Thank you for being a valued part of our community. This is the next step in our journey to provide you with exceptional service, and we can’t wait for you to experience the benefits of the Access Digital Assistant.


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].

June 2025 Delegate Day training: 

  • Access Legal Case Management User training – Tues 8th July

  • Supervisor training – Tues 24th June or Tues 22nd July

  • Developer Day 1 training Wed 25th June or Wed 23rd July

  • Developer Day 2 training Thurs 26th June or Thurs 24th July


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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