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Customer Success Newsletter - June 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.


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.


Webinars


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

Responsible AI in the Legal Sector

Thursday, 5 June 11:00am

June Compliance Update

Thursday, 5 June 12:30pm

How does Access and Microsoft safeguard firm and client data?

Thursday, 12 June 11:00am

June Conveyancing Update

Thursday, 19 June 12:30pm

May Compliance Update

On-demand

AML Independent Audits

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 can we help

To assist you in meeting this requirement, we developed a user-friendly and secure survey tool. This tool generates a unique questionnaire link that can be easily shared with staff. All responses are submitted anonymously and securely to the platform, where an admin user can track participation in real time. When ready, your admin can download an aggregated report summarising responses to each question, perfect for assisting with SRA submissions.

What's new in this update

To align with the 2025 SRA requirements, we’ve updated the questionnaire to reflect the latest set of diversity questions. These updates are also incorporated into the downloadable report, ensuring consistency and compliance.

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

CIVMEANS1A

Information about your self-employed work

01/02/2025

Proclaim: Civil Legal Aid webforms - pack 1

30/04/25

CIVMEANS1B

Information about your partnership

01/02/2025

Proclaim: Civil Legal Aid webforms - pack 1

30/04/25

CIVMEANS1

Financial Assessment Form

01/02/2025

Proclaim: Civil Legal Aid webforms - pack 1

01/05/25

CIVMEANS1C

Information about a shareholding in a private limited company and/or directorship

01/02/2025

Proclaim: Civil Legal Aid webforms - pack 1

01/05/25

CIVMEANS2A

Information about your business

01/02/2025

Proclaim: Civil Legal Aid webforms - pack 1

01/05/25

CIVMEANS5

Change in capital

01/02/2025

Proclaim: Civil Legal Aid webforms - pack 1

01/05/25

CIVMEANS7

Financial Assessment for Family Mediation

01/02/2025

Proclaim: Civil Legal Aid webforms - pack 1

01/05/25

CIVMEANS2

Financial Assessment Form

01/06/2022

Proclaim: Civil Legal Aid webforms - pack 1

02/05/25

CIVMEANS3

Financial assessment form - outside UK

01/02/2025

Proclaim: Civil Legal Aid webforms - pack 1

02/05/25

CRM14

Application for Legal Aid in Criminal Proceedings

01/02/2025

Proclaim: Criminal Legal Aid webforms

08/05/25

CRM16

Application for a review of Legal Aid in criminal proceedings on the grounds of hardship

01/02/2025

Proclaim: Criminal Legal Aid webforms

09/05/25

COP1

Application Form

01/02/2025

Proclaim: The Court of Protection webforms

15/05/25

D8BN

Answer to a nullity application

01/03/2024

Proclaim: Ministry of Justice webforms - pack 1B

23/05/25

K16Adobe

Application for an official search

01/11/2024

Proclaim: Conveyancing land charges webforms

23/05/25

HMLR PN1

Application for a search in the index of proprietor's names

01/10/2024

Proclaim: Conveyancing Land Registry webforms - pack 2

23/05/25

K15Adobe

Application for an official search

01/11/2024

Proclaim: Conveyancing land charges webforms

23/05/25

K1

Application for registration of a Land Charge

01/11/2024

Proclaim: Conveyancing land charges webforms

28/05/25

K2

Application for registration of a Land Charge of Class F

01/11/2024

Proclaim: Conveyancing land charges webforms

29/05/25

K3

Application for registration of a Pending Action

01/11/2024

Proclaim: Conveyancing land charges webforms

29/05/25

K4

Application for registration of a Writ or Order

01/11/2024

Proclaim: Conveyancing land charges webforms

29/05/25

K6

Application for registration of a Priority Notice

01/11/2024

Proclaim: Conveyancing land charges webforms

29/05/25

K7

Application for the renewal of a registration

01/11/2024

Proclaim: Conveyancing land charges webforms

29/05/25

K8

Application for the renewal of a registration of a Land Charge of Class F

01/11/2024

Proclaim: Conveyancing land charges webforms

29/05/25

K9

Application for the rectification of an entry in the register

01/11/2024

Proclaim: Conveyancing land charges webforms

29/05/25

K11

Application to cancel an entry in the land charges registry

01/11/2024

Proclaim: Conveyancing land charges webforms

29/05/25

K12

Application for cancellation of an entry in the register under special directions of the registrar

01/11/2024

Proclaim: Conveyancing land charges webforms

29/05/25

K13

Application For Cancellation Of A Land Charge

01/11/2024

Proclaim: Conveyancing land charges webforms

29/05/25

K19

Application for an office copy of an entry in the register

01/11/2024

Proclaim: Conveyancing land charges webforms

29/05/25

K20

Application for a certificate of the cancellation of an entry in the register

01/11/2024

Proclaim: Conveyancing land charges webforms

29/05/25

CCBC Updates May 2025

The CCBC Claim changes updated May 2025. Two changes have been made to the claim validation. The first claim amounts have been broken into the total claim amount for greater clarity.

The second is the defendant postcode validation has been improved to assist in detecting Postcodes out of England and Wales.

All changes take place in the Debt case type (case type names may vary from system to system – but the case type is often named β€œdebt debtors” ).

The instructions here will provide you with the resources to update your system.


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 viaβ€―[email protected].

June 2025 Delegate Day training:β€―

  • User Level 1 – Tues 3rd June or Tues 1st July

  • User Level 2 – Wed 4th June or Wed 2nd July

  • Technical Level 1 – Tues 10th June or Tues 8th July

  • Technical Level 2 – Wed 11th June & Wed 9th July

  • 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 10th June or Tues 8th July

  • Accounts Level 2 – Wed 11th June or Tues 15th July

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 (β€˜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 16th June. We will then contact you directly in due course with further details.


Compliance Corner

Promoting diversity in the legal profession: Upcoming bi-annual diversity survey

A diverse legal profession more accurately mirrors society and guarantees that the justice system operates fairly and inclusively. Given the diversity of clients, it is crucial that this variety is also represented among legal professionals. By encouraging talent from different backgrounds to enter the legal sector, we can help break down historical barriers that have hindered underrepresented groups.

As summer approaches, the next bi-annual diversity survey is on the horizon. Jack Brown, Risk and Compliance Associate, provides useful insights on the upcoming Diversity Survey data collection. Read now >

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