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.
Finance queries
For any financial matters concerning your Access software, please visit the Bills and Payments section of the Customer Success Portal. To learn more and view a walkthrough of this area, you can watch our Introduction to Bills and Payments webinar.
Access Legal Case Management - Understanding Version numbers
There is often a requirement for your software to be updated to facilitate some backend features that do not impact on day-to-day use. To avoid any confusion, we wanted to share some clarity around versioning and why it is sometimes necessary to add an increment to the current version release.
One decimal point (e.g. 2.13) = a release that contains some level of significant change, such as new client facing features, entire logic changes etc. - it's 'high impact' from a client perspective. This would have a release note.
Two decimal points (e.g. 2.13.1) = a release that contains fixes/updates to existing capabilities but isn't fundamentally changing anything - it's medium/low impact. This would have a release note.
Three decimal points (e.g. 2.13.1.1) = a release that contains backend updates, fixes etc. - there is nothing client facing and as such is no impact to clients. This would not have a release note.
Join our Access Evo Early Adopter Program
We kicked off our Early Adopter Program for Access Evo in January and have started to receive some great feedback!
If you are interested in getting involved, we would love to have you on board. This is a great opportunity to get early access to new AI-enabled features, provide feedback and help shape the direction of the product.
If you would like to take part, please contact Danielle Park at: [email protected].
Maximise your Access Software: Impactful learning to upskill yourself in one unit of time
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.
Each month, we'll highlight new content in our newsletter to keep you up to date with the latest Smarter in 6 resources for your software:
To register and view all content, please visit our Smarter in 6 homepage.
Expert-led sessions to deepen your knowledge and make the most of your software
Each month, you'll have access to a range of webinars, 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 |
February Compliance Update | Thursday, 6 February 12:30pm (GMT) | |
Sanctions Masterclass | Wednesday, 12 February 12:30pm (GMT) | |
ALCM/OneOffice Product Roadmap Update | Thursday, 27 February 2:00pm (GMT) | |
January Compliance Update | On-demand | |
January AML Update | On-demand | |
2025 Horizon Scanning | On-demand |
Support improvement updates
We are excited to share some remarkable improvements in our support service over the past six months. Our commitment to enhancing your experience has led to several key achievements across the service we provide.
Reduction in Support Cases: We have successfully reduced the number of support cases by an impressive 47%. This significant decrease reflects our ongoing efforts to streamline processes and address issues proactively.
Decrease in Aged Cases: Our focus on timely resolutions has resulted in a 43% reduction in aged cases. We are dedicated to ensuring that your concerns are addressed promptly and effectively.
Efficient Case Closures: We have been driving efficiencies across our team, leading to 67% of all cases being closed within a 48-hour period. Please note this is total time to resolve cases no matter of status, i.e. pending testing, additional information, update from 3rd party. This rapid response time demonstrates our commitment to resolving your issues swiftly.
Team Expansion and Upskilling: We are pleased to announce the addition of 8 new team members. With buddy systems and technical pod’s in place, we ensure that cases are reviewed by the right technical skill set, which not only enhances the quality of support but also aids in the upskilling of our staff.
Upcoming Status Dashboard: In our continuous effort to improve communication, we are launching a new status dashboard within the next month. This tool will provide you with key updates and changes, ensuring you are always informed about the status of your cases.
Customer Feedback: We are pleased to report that our customer feedback, measured by tNPS (Transactional Net Promoter Score), has increased from 43 to 60. This positive shift reflects our commitment to enhancing your experience and the effectiveness of the improvements we have implemented.
We are proud of these advancements and remain committed to providing you with the highest level of support. Thank you for your continued trust in our services. If you have any questions or feedback, please do not hesitate to reach out.
DPS Hosting/Hardware:Password reset with Access Legal URL
If you are using the new migrated Access Legal URL and have been locked out of your account due to incorrect/expired password, please see this article which now includes a video tutorial for a short guide on how to reset your password.
Access Legal Case Management 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].
February and March 2025 Delegate Day training:
Supervisor - Tuesday 18th February 2025
Developer Day 1 - Tuesday 25th February 2025
Developer Day 2 - Wednesday 26th February 2025
Access Legal Case Management User - Tuesday 4th March 2025
Supervisor - Tuesday 11th March 2025
Developer Day 1 - Tuesday 18th March 2025
Developer Day 2 - Wednesday 19th March 2025
Gaining time for compliance
In today’s rapidly evolving legal landscape, compliance is not just an obligation, but a cornerstone of a successful law firm. Diana Borlea, Risk and Compliance Associate, explores how time plays a crucial role in compliance management, the challenges it presents and the available tools to effectively address them. Read now >
