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.
Release notes based on Proclaim version
Release notes v3.5.1.20
Access Legal Proclaim v3.5.1.20 is a comprehensive stability release that directly addresses over 40 customer-reported issues. This focused maintenance update resolves specific challenges identified by Proclaim users, enhancing the reliability View the full release notes >
Release notes v4
This update includes a new modern look and feel to Proclaim desktop, with both improved performance and stability and an enhanced user experience. To explain each new icon and its use, we've added tooltips, visible when you hover your mouse over them. We've not changed the functionality of the features from previous iterations.
View the full release notes >
Your new Help Centre is live🎉
We’ve launched a brand-new Help Centre to make support faster, easier, and more intuitive for you!
What’s new?
Smarter search and navigation.
Sleek, user-friendly design.
Quick access to resources.
See it in action!
Watch our quick tour to see how easy it is to find what you need in the new Help Centre.
Stay informed: service status notifications
Never miss an important update about your Access Legal products. Our Service Status Hub provides instant notifications about service disruptions, planned maintenance, and incident resolutions - delivered directly to you via email or SMS.
By subscribing to our status notifications, you'll be among the first to know about any issues affecting your services, enabling you to plan accordingly and keep your teams informed.
Benefits of subscribing
Receive immediate notifications of any service disruptions
Stay informed about planned maintenance windows
Get real-time updates on incident resolution progress
Choose notification preferences (email, SMS, or both)
Select specific products you wish to monitor
How to subscribe
Visit the Service Status Hub to set up your subscription in seconds, or read our full guide to learn more about the benefits and how to get started.
Stay ahead with our expert-led webinars
Join our monthly webinars featuring industry specialists who'll help you get more from your software and stay compliant.
Expect practical optimisation tips, the latest legal compliance updates, and exclusive insights into upcoming product features. Each session is designed to enhance your business practices and keep you competitive in a rapidly evolving market.
Webinar Title | Date & Time | Registration Details |
November Compliance Update | Thursday, 6 November at 12:30pm | |
Law Firm Financial Management | Thursday, 13 November at 12:30pm | |
Ask Me Anything with Legal AI Expert, Uwais Iqbal | Tuesday, 11 November at 2:00pm | |
The State of The UK Conveyancing Market 2025 - Where do conveyancers go from here? | On-demand | |
Redefining the Future of Legal Technology - Smarter, Safer, AI-Powered Case Management | On-demand | |
October Compliance Update | On-demand | |
October AML Update | On-demand | |
Changing History Colour by Action Type | On-demand | |
Organising Case History in Proclaim Desktop Using Folder View | On-demand |
Be aware: spot and avoid phishing emails
We’re seeing more phishing emails that look like they’re from people you trust - but they’re not. These messages may include QR codes, links, or attachments designed to steal your information. Email security systems work hard to block these threats, but some may still reach your inbox.
Please stay alert and look out for:
Unexpected or urgent requests
Slight misspellings in email addresses or names
Poor grammar or unusual formatting
Links or attachments you weren’t expecting
If something feels off, don’t click - report it.
Need help or advice? Our team is here to support you.
Get instant help with billing and account queries 24/7
We've launched a new Account Support experience to help you resolve billing, invoice, and account-related questions more quickly.
Please note: This service is specifically for account matters - for technical or software support, please continue using your usual channels.
What's changed
Our Access Digital Assistant is now available 24/7 to answer questions about your account, payments, and billing matters. This means faster resolutions for routine queries and more time for our team to focus on complex issues that need human expertise. When you need additional support, you can still connect directly with our Customer Experience team.
What Account Support can help with
This service covers billing and account queries, including:
Getting invoices and account statements
Making remittances and setting up direct debits
Managing purchase orders
Updating your company details or contact information
Understanding account reconciliation
Ready to try it?
Visit the Account Support page and click the 
icon in the bottom-right corner. Select Ask a Question and describe your account or billing query - the more specific you are, the faster we can help.
Form 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 |
N161ADOBE | Appellant's Notice | 01/04/2025 | Proclaim: Ministry of Justice webforms - pack 3B | 18/08/25 |
HMLR ACD_no_address | Application for approval of a standard form of charge deed and allocation of official Land Registry reference | 01/09/2025 | Proclaim: Conveyancing Land Registry webforms - pack 1 | 20/08/25 |
LP1F | Lasting Power of Attorney - Financial Decisions | 01/03/2017 | Proclaim: The Office of the Public Guardian webforms | 26/09/25 |
LP2 | Registration Application | 01/08/2025 | Proclaim: The Office of the Public Guardian webforms | 29/09/25 |
LP1H | Lasting Power of Attorney - Health and care decisions | 01/08/2025 | Proclaim: The Office of the Public Guardian webforms | 29/09/25 |
N265ADOBE | List Of Documents: Standard Disclosure | 01/10/2005 | Proclaim: Ministry of Justice webforms - pack 4B | 07/10/25 |
CRM2 | Application for Advice and Assistance | 01/02/2025 | Proclaim: Criminal Legal Aid webforms | 10/10/25 |
CRM7 | Non-Standard Fee Contract Work Assessment Form | 01/12/2024 | Proclaim: Criminal Legal Aid webforms | 10/10/25 |
Failure to prevent fraud: putting it into practice
The Access Legal Risk & Compliance Services are pleased to announce the first of a new series of monthly training sessions launching in January 2026 to give customers the opportunity to learn about some key topics and processes direct from our expert Compliance Consultancy Team.
Our first session will be held on 28th January and hosted by Miriam Dobosz, our Senior Risk and Compliance Associate, and will focus on the recent Failure to Prevent Fraud Offence. Mariam will discuss what this means for the Legal Sector, it's application and items to consider.
Agenda
This 2 hour session will help translate the legislation into the practical action you need to take.
Legal requirements
Requirements for law firms
Applicable offences
Where to start?
Practical tips
How to book
For our FlexPoints Customers, you can book your seat via our Services Catalogue for 220 FlexPoints - please select Risk and Compliance Team Monthly Training.
Alternatively, you can secure your spot for £400 +VAT by emailing [email protected] with the subject header "Risk and Compliance Team Monthly Training" for a member of the Team to get in touch.
Got a suggestion for a topic you'd like to see covered in a session? Send your suggestions to the Team now
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 via [email protected].
November/December 2025 Delegate Day training:
User Level 1 – Wed 5th Nov or Tues 2nd Dec
User Level 2 – Thurs 6th Nov or Wed 3rd Dec
Technical Level 1 – Tues 11th Nov or Tues 9th Dec
Technical Level 2 – Wed 12th Nov or Wed 10th Dec
Accounts Level 1 – Tues 4th Nov or Tues 2nd Dec
Accounts Level 2 – Wed 12th Nov or Tues 9th Dec
Navigating the SRA Accounts Rules: practical tips for fee earners and COFAs
Client money is one of the most sensitive areas in legal practice - and the SRA Accounts Rules are here to ensure it’s handled with care. While the rules are more streamlined than previous versions, breaches still happen. One of the most common? Residual balances left on matter files after legal work is complete.
Rosanna Davenport, Risk and Compliance Associate, provides a practical guide for Fee Earners and COFAs on how to avoid common SRA Accounts Rules breaches and how to strengthen your internal controls. Read the full article >