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Customer Success Newsletter - December 2025

Lindsey Samways avatar
Written by Lindsey Samways
Updated over a week ago
CS Newsletter

Welcome to your Access Legal Proclaim newsletter

Each edition brings you the latest updates, practical tips, and expert insights to ensure your success every step of the way.


The future of case management is coming…

Something big is on the horizon. Built on the foundation you know, reimagined for how you work today and tomorrow.

Think: More intuitive. More intelligent. More connected.

Here’s a preview of what’s ahead and how it’s designed to solve challenges you face every day.


A note from the Customer Success Team

Our team will be taking a well-earned break over the festive period and will be offline from 25th December, returning on Friday 2nd January.

Details of support availability during this time can be found below.

We'll also be pausing our monthly newsletter in January, so the next edition will land in your inbox in February. We're looking forward to sharing updates on new features, upcoming webinars, and helpful tips to start 2026 strong.

Wishing you a restful festive season.


Webinars


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

December Compliance Update

Thursday, 4 December at 12:30pm

November Compliance Update

On-demand

Law Firm Financial Management

On-demand

Draft/Version Control in Documents

On-demand

Sorting by Groups in History

On-demand


Support over the festive period

Our team is available to support you throughout the festive period, with the exception of Thursday 25 and Friday, 26 December 2025 and Thursday, 1 January 2026.

On these specific days, if you need assistance, we encourage you to use your Access Digital Assistant, which offers a wealth of information and knowledge articles, accessible 24/7.

You can find your Access Digital Assistant and Help Centre here >


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

HMLR ID1

Certificate of identity for a private individual

09/06/2025

Proclaim: Conveyancing Land Registry webforms - pack 2

03/11/25

HMLR ID2

Certificate of identity for a body corporate

09/06/2025

Proclaim: Conveyancing Land Registry webforms - pack 2

03/11/25

EX160

Application for fee remission

01/06/2025

Proclaim: Ministry of Justice webforms - pack 3A

07/11/25


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].

December 2025 Delegate Day training:

User Level 1 training – Tues 2nd Dec

User Level 2 training – Wed 3rd Dec

Technical Level 1 training – Wed 10th Dec

Technical Level 2 training – Fri 12th Dec


Risk and Compliance team over the festive period

Our Risk and Compliance team and helpline will be closed for the festive period from 5pm on Wednesday 24th December, reopening at 9am on Friday 2nd January 2026.

All queries received prior to this period will be responded to as usual. Queries received during the closure period will be picked up when the team returns on 2nd January.

Wishing you a fabulous holiday period and we look forward to working with you again in 2026.


Compliance Corner

A month on from The SRA COLP/COFA Conference 2025 – What have we learned?

Our Risk & Compliance Associate, Jack Brown, provides an insight into what we have learned a month on from the SRA's COLP/COFA Conference 2025. Read more >

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