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Customer Success Newsletter - October 2025

Lindsey Samways avatar
Written by Lindsey Samways
Updated over 3 weeks ago
CS Newsletter

Welcome to your Proclaim newsletter

Each edition brings you the latest updates, practical tips, and expert insights to ensure your success every step of the way.


Police Station Telephone Attendance Update August 2025

As of August 2025 Proclaim can be updated to allow the time captured for Police Station Telephone attendance to be accommodated as Duty Solicitor time.

Missed the latest Product Roadmap webinar?

If you didn't get chance to join our September Product Roadmap webinar, don't worry we've got you covered. Watch now >


Webinars


Stay ahead with our expert-led webinars

Join our monthly webinars featuring industry specialists who'll help you get more from your software and stay compliant.

Expect practical optimisation tips, the latest legal compliance updates, and exclusive insights into upcoming product features. Each session is designed to enhance your business practices and keep you competitive in a rapidly evolving market.

Webinar Title

Date & Time

Registration Details

October Compliance Update

Thursday, 2 October 12:30pm

October AML Update

Tuesday, 7 October 12:30pm

Data Protection Update

On-demand

AI vs Human Behaviour: Augmenting Legal Excellence, Not Replacing It

On-demand

September Compliance Update

On-demand

Proclaim: Product Roadmap - September 2025

On-demand


Taylor Bracewell attains Cyber Essentials Plus Accreditation with Access Legal

We are excited to share a major compliance success story! Taylor Bracewell, a leading law firm, recently achieved the rigorous, Government-backed Cyber Essentials Plus accreditation. This certification demonstrates their ongoing commitment to best practice in cybersecurity and maintaining compliance with data protection standards.

Achieving the 'Plus' standard is particularly noteworthy as it required the firm to pass a more rigorous inspection, including an external technical audit of their IT security infrastructure. Pivotal to this success was their upgrade to the latest version of their Access Case Management software, which ensured continued support and crucial protection against new and emerging cybersecurity threats.

Our Access Legal team was proud to support Taylor Bracewell by rapidly deploying the software update across all offices, giving them the peace of mind that their secure digital environment keeps client data safe and keeps cyber criminals at bay. Find out more >

The state of the UK Conveyancing Market 2025

The report looks at changes in the conveyancing market, in terms of:

  • Transaction volumes by region

  • Operational efficiency

  • Client expectations

  • The ever-growing burden of compliance

  • Regional report cards for you to see how you compare to competitors in your region.

In addition, this year we’ll be looking at the impact AI is having and will have on the sector as well as identifying any opportunities and threats coming in the next 12 months. Complete this form and you’ll get a copy straight to your inbox >

Stay ahead in legal tech

Get expert insights, emerging trends, and essential resources delivered straight to your LinkedIn feed. Subscribe now >


Slip posting screen not appearing when Maintenance button selected in slips/docking screen

If you lose focus of the Maintenance screen when completing a slip in Main Case Handling or Proclaim Desktop, you can use this knowledge article to dock the screen and see the screen back in focus. Read more here >

Form updates

Proclaim Code

Form Title

Form Date

Salesforce Pack

Date Updated

N161ADOBE

Appellant's Notice

01/04/2025

Proclaim: Ministry of Justice webforms - pack 3B

18/08/25

HMLR ACD_no_address

Application for approval of a standard form of charge deed and allocation of official Land Registry reference

01/09/2025

Proclaim: Conveyancing Land Registry webforms - pack 1

20/08/25


Changes to Proclaim Support

We’re pleased to announce we are making some key changes to the way we support our Proclaim clients.

As the number of customers we support continues to grow, along with the variety of cases we receive, we’re evolving our approach to ensure we continue delivering the best possible support experience. Over the past two years, we’ve remained committed to expanding our support teams and investing in the development of our people, with now being the right time to make the changes.

The adoption of our digital channels has resulted in quicker resolution to simpler queries which has also allowed our engineers to focus on the more complex of cases, again, changing the dynamics of our current support model.

What’s Changing

Premier Support – A Dedicated Team

We’re introducing a dedicated team to support our Premier plan customers and aligning a new team leader to manage the overall Premier support service. This involves reassigning staff across existing teams, many of whom you’ll recognise as named engineers who’ve previously handled your cases. Every member of this team is focused on delivering a consistently excellent Premier Support experience.

Proclaim Technical Support – One Unified Team

We’re moving away from the traditional first line > second line support model. Instead, we’ve created a single, unified Proclaim – Technical Support team, bringing together engineers with a range of experience and skill levels.

This change will:

  • Enable better collaboration and knowledge sharing across the team.

  • Support ongoing staff development and upskilling.

  • Reduce the need for case handovers between teams, helping us to work more efficiently and resolve issues faster.

We’ll continue to have an Advanced technical team in place to handle complex issues and to act as a point of internal escalation. This team will also maintain close collaboration with our development team to progress any bugs or deeper investigations.

No Changes to Transitions or Accounts Teams

These teams will continue to operate as they do today, with no changes to their structure or processes.

What Do You Need to Do?

There are no changes to how you log support cases.

When calling us, please listen carefully when selecting the team, you need to speak to, as the options will also change.

You may notice that you’re speaking with different support agents than you’re used to. We kindly encourage you to allow them to manage your case with the same care and professionalism you expect whilst they settle into their new teams.

These changes will take place towards the end of October.

Thank you for your continued partnership. These changes are designed to improve your experience and ensure we’re always ready to support you.


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].

October / November 2025 Delegate Day training: 

  • User Level 1 – Tues 7th Oct or Tues 4th Nov

  • User Level 2 – Wed 8th Oct Sept or Wed 5th Nov

  • Technical Level 1 – Tues 14th Oct or Tues 11th Nov

  • Technical Level 2 – Wed 15th Oct or Wed 12th Nov

  • Technical Level 3 Day 1 – Tues 18th Nov

  • Technical Level 3 Day 2 – Wed 19th Nov

  • Technical Level 4 – Tues 25th Nov

  • Advanced Reports - Wed 26th Nov

  • Accounts Level 1 – Thurs 9th Oct or Tues 4th Nov

  • Accounts Level 2 – Fri 10th Oct or Tues 11th Nov


Compliance Corner

"Criminals would never approach your law firm" - why it is important to have effective AML controls

When working with law firms and other business, one of the most common pictures presented to me is: “criminals do not approach our company”.

While your firm might have minimal exposure to higher risk clients or does not deal with high value or more complex transactions, there are still risk factors that you must consider. In fact, some criminals approach smaller legal practices as they think that they will not be asked questions or subject to the same level of diligence.

In this insightful article, Mariam Dobosz, Senior Risk and Compliance Associate, examines why law firms should implement effective AML controls, despite believing that criminals would not approach them. Read now >

Sanctions for law firms - where to start?

It has been a fast paced environment and we have seen significant changes to the legal framework within the last few years, including numerous updates to the UK Sanctions Lists and it becoming a focus for many regulatory bodies as part of their audits and regulatory landscape. As a result, we have seen more law firms approach us for help with their Sanctions processes and review whether their current controls are fit for purpose.

In this practical guide, Mariam Dobosz, Senior Risk and Compliance Associate, provides a useful overview on Sanctions compliance for law firms and how to start creating internal controls. Read now >

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