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.
Maximise your Access software: Effective learning to upskill in one unit
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.
Elevate your knowledge and maximise your software
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.
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 |
July Compliance Update | Thursday, 3 July 12:30pm | |
July AML Update | Thursday, 10 July 12:30pm | |
Responsible AI in the Legal Sector | On-demand | |
June Compliance Update | On-demand | |
How Does Access Safeguard Firm and Client Data? | On-demand | |
June Conveyancing Update | On-demand | |
Navigating the Evolving Landscape of Conveyancing: Trends, Tools, and Future Opportunities | On-demand |
Access Legal Diversity Tool 2025
We're pleased to announce that our Legal Diversity tool has been updated with the latest 2025 question set and is now available.
What is the Legal Diversity Survey
In July 2011, the Legal Services Board (LSB) issued guidance to regulators on diversity data collection across the legal workforce and the promotion of the transparency of this data at entity level. As a result, all firms regulated by the Solicitors Regulation Authority (SRA) are required to collect and report their diversity data every two years.
How to use the Access Legal Diversity Tool
We've created this comprehensive guide which includes everything you need to answer key questions and streamline your experience, including:
How to register - including a direct link to the Access Legal Diversity Tool for easy access
How to pay for your surveys
How to distribute the survey to staff
Guidance on reporting
How to upload your results to the SRA site
You can also view our release notes >
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 |
D8 | Divorce/dissolution/(judicial) separation petition | 01/01/2025 | Proclaim: Ministry of Justice webforms - pack 1B | 06/06/25 |
HMLR ID1 | Certificate of identity for a private individual | 09/06/2025 | Proclaim: Conveyancing Land Registry webforms - pack 2 | 09/06/25 |
HMLR ID2 | Certificate of identity for a body corporate | 09/06/2025 | Proclaim: Conveyancing Land Registry webforms - pack 2 | 09/06/25 |
EX160 | Application for fee remission | 01/06/2025 | Proclaim: Ministry of Justice webforms - pack 3A | 09/06/25 |
C63 | Application for declaration of parentage under s55A of the Family Law Act 1986 | 01/05/2025 | Proclaim: Ministry of Justice webforms - pack 1A | 09/06/25 |
FORMA | Notice of [intention to proceed with] an application for a financial order | 01/05/2025 | Proclaim: Ministry of Justice webforms - pack 2B | 09/06/25 |
Proclaim Debt Case Type Update: New Bank of England Interest Rate June 2025
A new late payment interest rate has been announced by the bank of England which can be updated in Proclaim. Find out more >
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].
July 2025 Delegate Day training:
July/August 2025 Delegate Day training:
User Level 1 – Tues 1st July or Tues 5th Aug
User Level 2 – Wed 2nd July or Wed 6th Aug
Technical Level 1 – Tues 8th July or Tues 12th Aug
Technical Level 2 – Wed 9th July or Wed 13th Aug
Technical Level 3 Day 1 – Tues 15th July
Technical Level 3 Day 2 – Wed 16th July
Technical Level 4 – Tues 22nd July
Advanced Reports - Wed 23rd July
Accounts Level 1 – Tues 8th July or Tues 5th Aug
Accounts Level 2 – Tues 15th July or Tues 12th Aug
Important – Proclaim RTA/ELPL A2A Users
Following the announcement by Claims Portal that the interface for both RTA and ELPL claims will be changing (from SOAP to REST) Access Legal are pleased to confirm we are working on a solution so that Proclaim A2A users can continue to benefit from direct integration (‘A2A’) to the Claims Portal.
If you would like to continue to use the Proclaim A2A integration then, if you haven’t done so already, please register your interest by 31st July. We will then contact you directly in due course with further details.
AI in Legal Services: Navigating Professional Indemnity Insurance
The legal sector in the UK is experiencing a transformative shift with the integration of artificial intelligence (AI) technologies. Law firms are increasingly adopting AI to enhance efficiency, accuracy, and client services. This technological advancement brings numerous benefits, including improved productivity, cost savings, and the ability to provide more innovative solutions to clients. However, it also introduces new challenges, particularly in the realm of Professional Indemnity Insurance (PII).
In this article Rosanna Davenport, Risk and Compliance Associate, explores how to embrace the exciting innovations in AI while balancing compliance and risk management. Read now >