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 - 2.13.6
We're pleased to announce the latest release of Access Legal Case Management, version 2.13.6.
This update includes:
Access EVO early adopter programme - Copilot updates.
ISO20022 - Purpose codes for domestic chaps payments.
Case deletion and archiving module - manual override.
Bug fixes.
Access Legal Case Management - 2.13.5
In this release we have released a series of enhancements to Access Legal Case Management customers participating in our Access Evo Early Adopter Programme including:
Document Summarisation
Tailored summaries specifically designed for a legal audience, ensuring relevance and clarity.
Enhanced features that allow users to adjust the tone of summaries and pose questions, facilitating streamlined follow-on actions.
Expansion of summarisation capabilities to include additional file types, enabling text extraction from images.
Email Sentiment Analysis
Enhancements to our email sentiment analysis tool by incorporating positive sentiment analysis alongside the existing negative sentiment insights.
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.
This month we focus on:
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 |
Product Roadmap Webinar Update | Thursday, 22 May 14:00pm | |
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 |
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.
Update: Your Access Digital Assistant
We’re thrilled to share that the Access Digital Assistant is in its final stages of development and will be ready for release soon. Our team is diligently working to ensure that this innovative tool meets your needs and exceeds your expectations.
The Digital Assistant will provide expert support for Access Legal Case Management, delivering instant assistance for a wide range of queries, available 24/7.
Stay tuned for more updates as we near launch! 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].
May 2025 Delegate Day training:
Access Legal Case Management User training – Tues 6th May or Tues 3rd June
Supervisor training – Tues 13th May or Tues 24th June
Developer Day 1 training Wed 14th May or Wed 25th June
Developer Day 2 training Thurs 15th May or Thurs 26th June
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 >