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Customer Success Newsletter - March 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.


Join our Access Evo Early Adopter Program

We kicked off our Early Adopter Program for Access Evo in January and have started to receive some great feedback!

If you are interested in getting involved, we would love to have you on board. This is a great opportunity to get early access to new AI-enabled features, provide feedback and help shape the direction of the product.

If you would like to take part, please contact Danielle Park at: [email protected].


Version 3.5.1.16

Proclaim 3.5.1.16 is now available. You can find further information on how to move to this version in our release notes.

Land Registry Business Gateway integration version 2

Please follow this link to find out how this version will be made available: Land Registry Business Gateway integration version 2.


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.


Support Update

Attend our Legal Compliance forum

Date: Wednesday, 26 March

Location: Access Group, 8 Bishopgate, London, EC2N 4BQ

This exclusive event is designed for legal professionals looking to stay ahead in a rapidly evolving industry.

Whether you are a managing partner, compliance officer, or aspiring leader, our forum offers invaluable insights into the intersection of technology, regulation, and best practices.

Each session is carefully curated to address the most pressing challenges and opportunities in the legal sector today, ensuring you leave equipped with actionable strategies and practical knowledge.

Don’t miss this chance to connect with industry peers, gain expert advice, and elevate your understanding of the future of legal practice. View the agenda and register >


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

March Compliance Update

Thursday, 6 March 12:30pm (GMT)

Sanctions Masterclass

On-demand

February Compliance Update

On-demand

Cyber Risk Update: Fireside Chat with Access Group CISO, Diego Baldini

On-demand

Unlocking Efficiency with Access Legal Proclaim

On-demand

How AI solutions can address the challenge faced by compliance officers

On-demand


Knowledge Centre

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

D89

Request For Personal Service By A Court Bailiff

01/01/2025

Proclaim: Ministry of Justice webforms - pack 1B

24/01/25

COP1

Application Form

01/02/2025

Proclaim: The Court of Protection webforms

05/02/25

HMLR CIT

Application in connection with court proceedings, insolvency and tax liability

01/02/2025

Proclaim: Conveyancing Land Registry webforms - pack 1

07/02/25

HMLR RQ

Request for a restriction by owner(s) not living at the property

01/02/2025

Proclaim: Conveyancing Land Registry webforms - pack 3

10/02/25

HMLR RQ(Co)

Request for a restriction by a company

01/02/2025

Proclaim: Conveyancing Land Registry webforms - pack 3

10/02/25

HMLR DJP_no _address

Application to remove from the register the name of a deceased joint proprietor

01/02/2025

Proclaim: Conveyancing Land Registry webforms - pack 2

10/02/25

PA1A

Probate application where the person who has died did not leave a will that deals with assets in England and Wales

01/02/2025

Proclaim: Probate webforms - pack 3

17/02/25

IHTCORRECTIVE

IHT Corrective Account

01/02/2025

Proclaim: Probate webforms - pack 1

20/02/25

Note: Changes have been made to Privacy Notices on a number of Civil and Criminal Legal Aid forms. We are in the process updating our forms Proclaim and these will be available to download from the Customer Portal in the usual way before 5 May 2025.


Submitting the VAT return in VAT Management

Looking for guidance on how to submit the VAT return in Vat Management? View our guide for support.


Proclaim conveyancers

On 1st April 2025 there are changes to the SDLT calculations where the temporary increase in the First Time Buyer threshold, and the increase in the nil rate band will come to an end. The stamp duty maths for SDLT will need to be changed to allow the rate to switch over based upon the completion date. You can book this change direct through the service catalogue.

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 March 2025:

  • Technical Level 1 - Tuesday 11th March 2025

  • Technical Level 2 - Wednesday 12th March 2025

  • Technical Level 3 - Day 1 Tuesday 18th March 2025

  • Technical Level 3 – Day 2 Wednesday 19th March 2025

  • Technical Level 4 - Tuesday 25th March 2025

  • Advanced Reports - Wednesday 26th March 2025


Compliance Corner

Top tips for your PII renewal

As we head towards March a number of firms will be facing the renewal of their Professional Indemnity Insurance (PII). This process is always met with an element of trepidation and the task of gathering the correct information and understanding the market can be daunting.

Rosanna, Risk and Compliance Associate, collaborated with our partners, QPI Ltd to share tops tips for a stress-free PII renewal and getting the best deal. Read now >

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