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.
Latest release information
View our latest release notes.
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 |
AML Independent Audits | Thursday, 22 May 12:30pm | |
May Compliance Update | On-demand | |
April Compliance Update | On-demand | |
April AML Update | On-demand | |
Streamline Your AML Process: How inCase Simplifies Compliance Without Compromise | On-demand |
SRA Diversity Survey 2025
In 2011 the Legal Services Board published their decision paper on increasing diversity and social mobility in the legal workforce.
Firms must collate and report their diversity data to the SRA every two years, this requirement applies to all firms regulated by the SRA, including sole practices, recognised bodies and alternative business structures.
Once the data has been collated the SRA will publish the diversity profile of the profession on its website, and report back to the Legal Services Board.
Coming Soon: Access Legal Diversity Survey Tool
As a regulated firm, it is your responsibility to undertake this survey. To facilitate this process, we’re excited to announce that our online SRA Diversity Survey tool will soon be available to help streamline data collection and reporting.
The system enables you to:
Collect and collate all necessary data safely and anonymously.
Staff members can complete surveys from their smartphones or mobile devices.
Monitor and manage survey completion.
Receive a detailed report based on the collected survey data, formatted appropriately for submission to the SRA.
We’ll be sharing further updates once this fantastic tool is available.
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 |
FORM E | Financial Statement | 01/04/2025 | Proclaim: Ministry of Justice webforms - pack 2B | 07/04/25 |
HMRCD31 | Schedule D31 - Domicile outside the United Kingdom | 01/04/2025 | Proclaim: Probate webforms - pack 2 | 07/04/25 |
HMRCD39 | Schedule D39 - Foreign Assets | 01/04/2025 | Proclaim: Probate webforms - pack 2 | 08/04/25 |
IHT400 | Inheritance Tax Account | 01/04/2025 | Proclaim: Probate webforms - pack 1 | 10/04/25 |
HMRCD31b | D31b Schedule - Long-term UK residence - transitional provisions | 01/04/2025 | Proclaim: Probate webforms - pack 2 | 10/04/25 |
IHT402 | Claim to transfer unused nil rate band | 01/04/2025 | Proclaim: Probate webforms - pack 1 | 14/04/25 |
IHT417 | Foreign assets | 01/04/2025 | Proclaim: Probate webforms - pack 2 | 14/04/25 |
IHT418 | Assets held in trust | 01/04/2025 | Proclaim: Probate webforms - pack 2 | 14/04/25 |
IHT435 | Claim for Residence Nil Rate Band | 01/04/2025 | Proclaim: Probate webforms - pack 2 | 15/04/25 |
SA900 | Trust and Estate Tax Return | 01/04/2025 | Proclaim: Probate webforms - pack 3 | 15/04/25 |
IHT421 | Probate summary | 01/04/2025 | Proclaim: Probate webforms - pack 2 | 15/04/25 |
CRM2 | Application for Advice and Assistance | 01/02/2025 | Proclaim: Criminal Legal Aid webforms | 16/04/25 |
CRM10 | Application for review of refusal or withdrawal of Advocacy Assistance | 01/02/2025 | Proclaim: Criminal Legal Aid webforms | 17/04/25 |
CRM1 | Client's Details Form | 01/02/2025 | Proclaim: Criminal Legal Aid webforms | 17/04/25 |
HMRCD31a | Schedule D31a - Long-term UK residence | 01/04/2025 | Proclaim: Probate webforms - pack 2 | 22/04/25 |
CRM3 | Application for Advocacy Assistance | 01/02/2025 | Proclaim: Criminal Legal Aid webforms | 22/04/25 |
CIVADMIN2 | Change of details | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 1 | 23/04/25 |
L17 | Statement Of Earnings | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 2 | 23/04/25 |
L31 | Information about your partnership or self employed work | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 2 | 23/04/25 |
CIVAPP1 | Application for Civil Legal Aid certificate | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 1 | 24/04/25 |
CIVAPP3 | Application for legal aid in family proceedings | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 1 | 24/04/25 |
CIVAPP6 | Emergency Application | 01/04/2025 | Proclaim: Civil Legal Aid webforms - pack 1 | 24/04/25 |
CIVADMIN1 | Preservation or recovery under the statutory charge and request to postpone enforcement | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 1 | 24/04/25 |
IHT401 | Domicile outside the United Kingdom | 01/04/2025 | Proclaim: Probate webforms - pack 1 | 28/04/25 |
CW1PL | Family Help (Lower) Public Law | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 2 | 28/04/25 |
CW1&2 | Legal Help and Controlled Legal Representation - Mental Health | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 2 | 28/04/25 |
CW4 | Application for Review of Refusal or Withdrawal of Controlled Legal Representation | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 2 | 29/04/25 |
ECF1 | Application for Exceptional Case Funding | 01/06/2022 | Proclaim: Civil Legal Aid webforms - pack 2 | 29/04/25 |
IHT401A | Schedule IHT401a | 01/04/2025 | Proclaim: Probate webforms - pack 1 | 29/04/25 |
CW1 | Legal Help, Help at Court and Family Help (Lower) | 01/08/2023 | Proclaim: Civil Legal Aid webforms - pack 2 | 29/04/25 |
CW2 | Controlled Legal Representation (Imm) | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 2 | 29/04/25 |
CW5 | Help with Family Mediation | 01/02/2025 | Proclaim: Civil Legal Aid webforms - pack 2 | 29/04/25 |
HMRC
HMRC have released an updated batch of forms associated with the IHT submission which will affect Proclaim Probate, from 6th April. Read now >
Guidance with submitting your VAT return through to HMRC. Read now >
Proclaim training course bookings
Why book?
Below are the regularly scheduled courses that we deliver remotely every month. Course places are available to book on 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].
Proclaim Delegate training courses May 2025:
User Level 1 – Tues 3rd June
User Level 2 – Wed 4th June
Technical Level 1 – Tues 13th May & Tues 10th June
Technical Level 2 – Wed 14th May & Wed 11th June
Technical Level 3 Day 1 – Tues 20th May & Tues 15th July
Technical Level 3 Day 2 – Wed 21st May & Wed 16th July
Technical Level 4 – Tues 27th May & Tues 22nd July
Advanced Reports Wed 28th May & Wed 23rd July
Accounts Level 1 – Tues 10th June
Accounts Level 2 – Wed 21st May or Wed 11th June
Financial year end - why do we do it to ourselves?
Beth Mayman, Head of Risk and Compliance Services at Access Legal, shares her thoughts on proactive measures that compliance teams and supervisors can implement to ease the pressures experienced during the final 4 to 8 weeks of the financial year. Read now >