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.

Our Early Adopter Program for Access Evo is currently in full swing! A big thank you to all participants for your invaluable feedback and insights; your contributions are instrumental in shaping the future of our product.

We are actively incorporating your suggestions into our development plans, and we can't wait to share some exciting updates with you soon.

We're pleased to announce the latest release of Access Legal Case Management, version 2.13.4. This update includes:

You can review the release notes via the following link: Click here >

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.

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.
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Our webinars are designed to help you enhance your business practices and stay ahead in an ever-changing landscape.

Did you know that you can use Docusign within Access Legal Case Management for secure signing of documents? Find out how >

Explore our new curated collection for completing your year end. You will need to be logged into the portal before opening up the link: Financial year end.

We're pleased to announce that we've recently rolled out a new application status page and customer notification tool. This upgrade features enhanced views and improved communication to better serve your needs.

The dashboard enables you to:

If you are currently subscribed to our existing tool, there is no action required on your part. We will automatically transition your subscription to the new tool. You can expect to receive the same level of communication as before; however, please note that the links to the status page and the page itself will have a refreshed look and feel.

View and subscribe to the the status page >

Learn more about how to navigate the dashboard in our Status Dashboard guide.

We’re excited to announce that the Access Digital Assistant is scheduled to be available in Access Legal Case Management towards the end of June.
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The Access Digital Assistant is an expert on Access Legal Case Management and will make it easier than ever to get the support you need. With its ability to provide instant assistance for a wide range of product queries, you can enjoy 24/7 support at your fingertips. As always, our dedicated Support Team will still be on hand to deal with more complex or technical queries.
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To find out more, please visit our Access Digital Assistant Guide.
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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.

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].

More and more firms are deciding to complete Client Due Diligence (CDD) checks via AML electronic check providers instead of obtaining traditional proof of ID, address, and checking the relevant registers manually.

Mariam Dobosz, Senior Risk and Compliance Associate, shares some practical tips on using AML electronic checks. Read now >

If your renewal is coming up soon—or even in autumn—you may have heard that insurers are offering rate discounts due to market overcapacity. While that sounds promising, there’s a catch when it comes to how brokers operate:

Now is the time to consider working with an independent broker—one that truly partners with you throughout the year instead of just showing up at renewal time.

Why choose QPI?

At QPI, we prioritise Quality, Professionalism, and Integrity to deliver the best outcomes for our clients. Here’s what sets us apart:

Choosing QPI means choosing a broker who is truly invested in your success.