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Customer Success Newsletter - September 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.


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

September Compliance Update

Thursday, 4 September 12:30pm

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

Wednesday, 17 September 11:00am

Data Protection Update

Thursday, 18 September 12:30pm

Proclaim Roadmap Webinar

Thursday, 18 September 4:00pm

Ask Me Anything with Legal AI Expert, Uwais Iqbal

On-demand

August Compliance Update

On-demand

SRA Enforcement Case Studies

On-demand


No time for a full webinar? We've got you covered!

Get up to speed on key features and functionality with our latest bite-sized video tutorials. Each "Smarter in 6" episode delivers focused insights - perfect for quick, actionable guidance on maximising your Access software.

This month we focus on user profile permissions. Watch now >


Access Legal partner with Katchr to deliver clearer insight and stronger performance for law firms

Law firms are managing increasing volumes of data across multiple systems, yet many still struggle to turn that data into actionable insights that drive growth, compliance and profitability.

To address this challenge, Access Legal has partnered with legal business intelligence specialists Katchr, combining their strengths to deliver smarter, more accessible reporting for law firms. Read now >

Stay ahead in legal tech

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


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].

September / October 2025 Delegate Day training:

  • User Level 1 – Tuesday 2nd September or Tuesday 7th October

  • User Level 2 – Wednesday 3rd September or Wednesday 8th October

  • Technical Level 1 – Tuesday 9th September or Tuesday 14th October

  • Technical Level 2 – Wednesday 10th September or Wednesday 15th October

  • Technical Level 3 Day 1 – Tuesday 16th September

  • Technical Level 3 Day 2 – Wednesday 17th September

  • Technical Level 4 – Tuesday 23rd September

  • Advanced Reports - Wednesday 24th September

  • Accounts Level 1 – Wednesday 3rd September or Wednesday 15th October

  • Accounts Level 2 – Thursday 4th September or Thursday 16th October

Risk and Compliance Services now available via the FlexPoints Catalogue

We are pleased to announce that our range of Risk and Compliance services are now also available to customers via our FlexPoints Services Catalogue.

Provided by our team of experts who have extensive experience working in regulated sectors and advising businesses on various quality and accreditation schemes, our team draws on its experience dealing with compliance issues, accumulated from over 1,000 clients, as well as direct contact with and input from regulators.

We are also in the unique position of being able to provide and utilise our Risk and Compliance system, so that it can be used to record and manage a firm’s compliance and quality related data.

We can provide:

  • Compliance Helpline

  • File Auditing

  • Independent AML Auditing

  • Bespoke Governance

  • Bespoke Training

Explore now in our Service Catalogue or reach out to the Access Legal CSM Team.


Compliance Corner

Supporting vulnerable clients: Practical tips for law firms

For legal practice, providing effective support and service is not just good practice, but also a legal and ethical obligation. Legal professionals must ensure that vulnerable clients are treated with respect, dignity and fairness throughout the legal process.

In this article Diana Borlea, Risk and Compliance Associate, explores why it is essential for law firms to review their approach when dealing with vulnerable clients and share practical tips for improvement. Read now >

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