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.
Patch Self Installer now available
We've introduced a new self-serve Patch Installer tool that makes it quick and easy to keep your Proclaim system running on the latest supported version — ensuring it stays stable, secure, and fully supported.
If you're a self-hosted customer, you can now check your current version and install the latest patches at a time that suits you, without the need for scheduled maintenance or any disruption to your working hours. You'll soon receive a separate email with more details and a guide to get you started.
If you're a hosted customer, there's nothing you need to do — we take care of all updates and maintenance on your behalf as part of your hosting service, so your system will always be kept up to date.
For more information, visit our support article >
Stay ahead with our expert-led webinars
Join our monthly webinars featuring industry specialists to help you get more from your software, stay compliant and keep pace with a rapidly changing regulatory landscape.
Compliance insights with Brian Rogers
Brian Rogers, Regulatory Director, runs free monthly webinars to keep your firm one step ahead, and with over 5,000 attendees already signed up, you'd be in good company.
Each session covers the latest SRA updates, real-world enforcement insights and practical steps you can act on immediately. With monthly Compliance updates, quarterly AML deep-dives and emerging compliance topics, our webinars help you to stay ahead on the things that really matter.
See what Brian has to say in the video below, then register for free.
All Brian's sessions are CPD-eligible - join live to raise your specific compliance concerns in our Q&A, or watch on-demand at your convenience.
Each month, we round up the latest webinars and on-demand recordings - browse the full list below.
Webinar Title | Date & Time | Registration Details |
April Compliance Update | Thursday, 2 April at 12:30pm | |
April AML Update | Thursday, 16 April at 12:30pm | |
March Compliance Update | On-demand | |
CQS Update 2026 | On-demand | |
PII Update 2026 | On-demand | |
Right-Click Shortcuts Unveiled | On-demand | |
Managing Incoming Mail Actions | On-demand | Watch now |
Changing Banner Colors | On-demand |
Schedule of forms to be added to Proclaim - March 2026
Proclaim Code | Form Title | Form Date | Salesforce Pack | Date Updated |
CRM11 | Claim Cost Summary Sheet | 01/04/2013 | Proclaim: Criminal Legal Aid webforms | 06/03/26 |
IHT38 | Claim for relief - loss on sale of land | 01/04/2026 | Proclaim: Probate webforms - pack 1 | 23/03/26 |
Stay ahead of regulatory risk
In her first six months leading the Risk & Compliance Consultancy team, Becky Bennett has seen first-hand how firms can be caught off guard by regulatory visits and what it takes to be prepared.
In this on-demand session, Becky covers the current compliance landscape, recent high-profile SRA cases and why proactive compliance isn't just best practice - it's essential. From reviewing your AML risk assessments to making the most of the free support available to you, this is a session worth making time for.
Watch now to understand how we can support your firm's compliance processes -whether you're reviewing your procedures or starting from scratch, Becky and the team are here to help.
Get Support Faster: Your MyAccess Portal Experience Has Changed
We've improved how you access support in MyAccess Portal. From 24 March, all support requests raised through the portal now begin in the Access Digital Assistant - making it quicker and easier to get help.
What’s New
• A streamlined support journey directly within MyAccess Portal
• Faster responses with AI-powered assistance available 24/7
• Access to chat, help articles, and your existing support cases in one place
What You’ll Still Do
How you contact support remains familiar. Simply:
Log in to MyAccess Portal
Under Need Help? select Ask a question
Click Access Proclaim to open the Digital Assistant
Why This Matters
These updates create a smoother, more integrated experience, helping you find the right answers and support options more quickly.
To learn more about the new support experience, visit our Help Centre.
Real-time system status in your Digital Assistant
We've added a live StatusHub widget to your digital assistant, so you can see real-time system status the moment you open the messenger icon - no need to navigate elsewhere or raise a ticket just to check if something is down.
The widget displays current operational status, any active incidents and upcoming scheduled maintenance at a glance. If there's a known issue, the assistant can also acknowledge it automatically using live data, so you get a relevant, timely response straight away.
Where to find it
Open the digital assistant and you'll see the status indicator near the top of the home screen. Green means all systems operational, and any active alerts will appear there too.
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].
April 2026 Delegate Day training:
User Level 1 training – Tues 7th April
User Level 2 training – Wed 8th April
Technical Level 1 training – Tues 14th April
Technical Level 2 training – Wed 15th April
Risk & Compliance Monthly Training Sessions
Each month our Risk & Compliance Consultancy Team run a training session on a key compliance topic based on the queries received into our compliance helpline, trends we are seeing in the sector or in our work with our customers.
Places can be booked through the FlexPoints catalogue for 70 points per attendee or you can email [email protected] if you wish to pay via invoice for £100 + VAT per place.
Sessions coming up:
From Suspicion to Submission: A Practical Guide to Effective SAR Reporting with Mariam Dobosz - Wednesday 29th April @ 10am
Managing Complaints with Confidence: A Compliance‑Led Approach for Legal Teams with Rosanna Davenport - Wednesday 20th May @10am
AI in Legal Practice: Compliance, Control and Risk Management with Diana Borlea - Monday 8th June @ 10am
The Perfect Start: File Opening Essentials for Legal Professionals with Jack Brown - Wednesday 22nd July @ 10am
Any questions or for further information on session agendas, please do not hesitate to reach out to us via [email protected]
We look forward to seeing you on a session soon!
How to be an effective MLRO
Even though there is a general strong focus and awareness around the AML regime, many people appointed as MLORs are unsure where to begin or what their responsibility actually is.
In this article, Mariam Dobosz, Senior Risk and Compliance Associate, explores how to be an effective MLRO. Read now >




