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.
Access Evo Early Adopter Program
Our Early Adopter Program for Access Evo is currently in full swing! A big thank you to all participants for your invaluable feedback and insights; your contributions are instrumental in shaping the future of our product.
We are actively incorporating your suggestions into our development plans, and we can't wait to share some exciting updates with you soon.
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.
This month we focus on how to check your current version of Proclaim and compare to the latest release.
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 |
April Compliance Update | Thursday, 3 April 12:30pm | |
April AML Update | Thursday, 10 April 12:30pm | |
March Compliance 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 |
HMLR FR1 | Land Registry - Application For First Registration | 01/03/2025 | Proclaim: Conveyancing Land Registry webforms - pack 2 | 04/03/25 |
IHT423 | Direct payment scheme bank or building society account | 01/03/2025 | Proclaim: Probate webforms - pack 2 | 07/03/25 |
N260ADOBE | Statement of costs | 01/06/2015 | Proclaim: Ministry of Justice webforms - pack 4B | 21/03/25 |
Court Funds Office announcement
Court Funds Office have announced a reduction in the basic rate of interest, which affects interest payable on overdue pecuniary legacies in Probate. Please see the Knowledge base article here: Proclaim: Court Funds Office Basic Interest Rate March 2025.
New Financial Year End Curated Collection
Explore our new curated collection for completing your year end. You will need to be logged into the portal before opening up the link: Curated Collection: Financial year end.
New status dashboard for Access Legal
We're pleased to announce that we've recently rolled out a new application status page and customer notification tool. This upgrade features enhanced views and improved communication to better serve your needs.
The dashboard enables you to:
Register for product alerts for new events and updates created on the status dashboard, for example, high-priority incidents. You can register for alerts on the dashboard itself.
Receive alerts and updates for planned scheduled maintenance work.
Have a central view of current and historical events.
Receive updates as we share any root cause and prevention measures.
If you are currently subscribed to our existing tool, there is no action required on your part. We will automatically transition your subscription to the new tool. You can expect to receive the same level of communication as before; however, please note that the links to the status page and the page itself will have a refreshed look and feel.
Learn more about how to navigate the dashboard in our Status Dashboard guide.
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 April 2025:
08/04/2025 – User Level 1 Regular Day
09/04/2025 – User Level 2 Regular Day
07/04/2025 – Accounts User Level 1 regular day
15/04/2025 – Accounts User Level 2 regular day
Top Tips for using AML electronic checks
More and more firms are deciding to complete Client Due Diligence (CDD) checks via AML electronic check providers instead of obtaining traditional proof of ID, address, and checking the relevant registers manually.
Mariam Dobosz, Senior Risk and Compliance Associate, shares some practical tips on using AML electronic checks. Read now >
PII Spring renewal - what can we expect from our broker?
If your renewal is coming up soon—or even in autumn—you may have heard that insurers are offering rate discounts due to market overcapacity. While that sounds promising, there’s a catch when it comes to how brokers operate:
Large brokers are overwhelmed with business and struggling to manage it effectively.
Getting essential documents processed is becoming increasingly difficult.
Many firms won’t receive the attention they deserve during the renewal process.
As a result, firms often end up with whatever terms they’re given, with little room for negotiation.
Now is the time to consider working with an independent broker—one that truly partners with you throughout the year instead of just showing up at renewal time.
Why choose QPI?
At QPI, we prioritise Quality, Professionalism, and Integrity to deliver the best outcomes for our clients. Here’s what sets us apart:
Direct, reliable access to your broker—you’ll always be able to connect with us.
A deep understanding of your business needs, ensuring tailored insurance solutions.
A proactive, year-round partnership, not just a once-a-year transaction.
Whole-of-market access—we work with the majority of solicitor insurers, leveraging key underwriting insights to secure the most competitive premiums.
Comprehensive commercial advice—helping firms navigate ongoing protection requirements and avoid compliance pitfalls.
A team of experts in risk management, complex claims, legal services, and underwriting—bringing valuable insight to every stage of your coverage.
Choosing QPI means choosing a broker who is truly invested in your success.