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.
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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, weβve 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 β but the case type is often named βdebt debtorsβ ).
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 β Tues 3rd June or Tues 1st July
User Level 2 β Wed 4th June or Wed 2nd July
Technical Level 1 β Tues 10th June or Tues 8th July
Technical Level 2 β Wed 11th June & Wed 9th July
Technical Level 3 Day 1 β Tues 15th July
Technical Level 3 Day 2 β Wed 16th July
Technical Level 4 β Tues 22nd July
Advanced Reports - Wed 23rd July
Accounts Level 1 β Tues 10th June or Tues 8th July
Accounts Level 2 β Wed 11th June or Tues 15th July
Important β 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 (βA2Aβ) to the Claims Portal.
If you would like to continue to use the Proclaim A2A integration then, if you havenβt done so already, please register your interest by 16th June. We will then contact you directly in due course with further details.
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 >
