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.
What's new with the 4.0.0.09 release?
In this release, we've included the following:
AI Features (as part of our EVO Early Adopter Programme)
Evo Document Summarisation: AI-powered summaries tailored for legal professionals with multiple formatting options
Document Management
Multi-select History Items - Select and send multiple documents to other cases
WebView2 Support - Alternative viewer for PDFs and emails in Classic View
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 |
August Compliance Update | Thursday, 7 August 12:30pm | |
SRA Enforcement Case Studies | Thursday, 28 August 12:30pm | |
July Compliance Update | On-demand | |
July AML Update | On-demand |
Forms updates
All forms are available to download via the Webforms area in the Customer Success Portal.
Proclaim Code | Form Title | Form Date | Salesforce Pack | Date Updated |
N5B ADOBE | Claim form for possession for a property located wholly in England (accelerated procedure) (assured shorthold tenancy) | 01/08/2020 | Proclaim: Ministry of Justice webforms - pack 3A | 09/07/25 |
EX107 | Tape Transcription request | 01/07/2025 | Proclaim: Ministry of Justice webforms - pack 3A | 09/07/25 |
CIVAPP8 | Application for amendment or prior authority in civil cases | 22/07/2016 | Proclaim: Civil Legal Aid webforms - pack 1 | 10/07/25 |
CIVAPP8A | Application for prior authority/change to cost limitation | 01/09/2018 | Proclaim: Civil Legal Aid webforms - pack 1 | 10/07/25 |
CIVAPP1 | Application for Civil Legal Aid certificate | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 1 | 14/07/25 |
CIVAPP11 | Application for withdrawal | 01/04/2013 | Proclaim: Civil Legal Aid webforms - pack 1 | 14/07/25 |
CIVAPP3 | Application for legal aid in family proceedings | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 1 | 14/07/25 |
CRM14 | Application for Legal Aid in Criminal Proceedings | 01/02/2025 | Proclaim: Criminal Legal Aid webforms | 18/07/25 |
CRM15 | Financial Statement for Legal Aid in Criminal Proceedings | 01/06/2022 | Proclaim: Criminal Legal Aid webforms | 18/07/25 |
Access Digital Assistant: Your hub for product updates and news
While the Digital Assistant is here to enhance your support experience, it's also your gateway to staying informed. Use the News feed to access the latest release notes, newsletters, and important updates - all in one convenient place, designed to keep you ahead.
To stay up to date, simply look out for the red dot indicating new content.
To see the Access Digital Assistant in action, please visit our Access Digital Assistant Guide for a short demonstration video and more detailed information on how to maximise this feature.
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].
August 2025 Delegate Day training:
User Level 1 – Tues 5th Aug or Tues 2nd Sept
User Level 2 – Wed 6th Aug or Wed 3rd Sept
Technical Level 1 – Tues 12th Aug or Tues 9th Sept
Technical Level 2 – Wed 13th Aug or Wed 10th Sept
Technical Level 3 Day 1 – Tues 16th Sept
Technical Level 3 Day 2 – Wed 17th Sept
Technical Level 4 – Tues 23rd Sept
Advanced Reports - Wed 24th Sept
Accounts Level 1 – Tues 5th Aug or Wed 3rd Sept
Accounts Level 2 – Tues 12th Aug or Thurs 4th Sept
SRA Transparency Rules: When was the last time you reviewed your website?
With the ongoing focus on AML and Sanctions aspects within the legal sectors, sometimes other regulatory requirement do not receive as much attention. While the Transparency Rules only apply to certain practice areas, it is important to remember that noncompliance can lead to repercussions including fines issued by the SRA.
In this article Mariam Dobosz, Senior Risk and Compliance Associate, highlights why it's a good idea to review your law firm's website. Read now >