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Customer Success Newsletter - May 2026

Written by Lindsey Samways
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.


Webinars

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.

Webinar Spotlight: Power Beyond β€” What the UK's Most Profitable Law Firms Do Differently

What do the UK's top-performing law firms have in common? In 45 minutes, we'll show you exactly how they're saving fee earners 5 hours a week, cutting admin by 75%, and unlocking an additional Β£42k income per fee earner and how CaseMatters Evo makes it possible for your firm too.


Each month, we round up the latest webinars and on-demand recordings - browse the full list below.

Webinar Title

Date & Time

Registration Details

May Compliance Update

Thursday, 7 May at 12:30pm

Breach Management Update

Thursday, 14 May at 12:30pm

April Compliance Update

On demand

April AML Update

On demand

Power Beyond β€” What the UK's Most Profitable Law Firms Do Differently

On demand

How to Run Batch Reports Efficiently

On demand

Using Proclaim's Quick Actions for Emails

On demand

Using the Magnifying Glass

On demand


Schedule of forms to be added to Proclaim - April 2026

Proclaim Code

Form Title

Form Date

Salesforce Pack

Date Updated

C100

Application under Children Act for residence, contact, prohibited steps or specific issue order

01/02/2026

Proclaim: Ministry of Justice webforms - pack 1A

02/04/26

K15Adobe

Application for an official search

13/04/2026

Proclaim: Conveyancing land charges webforms

13/04/26


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 viaβ€―[email protected].

May 2026 Delegate Day training:

  • User Level 1 training – Tues 5th May

  • User Level 2 training – Wed 6th May

  • Technical Level 1 training – Mon 11th May

  • Technical Level 2 training – Tues 12th May

  • Technical Level 3 day 1 training - Mon 18th May

  • Technical Level 3 day 2 training - Tues 19th May

  • Technical Level 4 training - Wed 20th May

  • Advanced Reports training - Fri 22nd May


New Compliance Helpline Contact Number

Subscribe our Access Legal Compliance Helpline? Then you need to know our new, direct, Compliance Helpline phone number!

From 1st May 2026 you can call our Compliance Helpline on 01753 610200.

or you can continue to email your queries to [email protected].

Opening hours: Monday to Friday, 9:00am – 5:00pm (UK) (excluding UK bank holidays). Please note that calls made outside of our opening hours will be dealt with when the helpline reopens.

A quick reminder of the types of query our Access Legal Compliance Consultancy Team can support with:

  • Anti-Money Laundering (AML), including Source of Funds (SoF) and Source of Wealth (SoW)

  • Client Due Diligence (CDD)

  • Data Protection

  • Policies and Compliance Documents

  • General Compliance Advice

  • Misconduct and Complaints

  • Regulatory and Statutory Requirements

  • Conflicts of Interest

If you have any questions regarding this change or are unsure whether your query is suitable for the Compliance Helpline, please do not hesitate to get in touch.


Compliance Corner

AI in the UK Legal Sector: What You Should Know

The rapid evolution of artificial intelligence continues to reshape the UK legal sector, with the last twelve months bringing a surge of regulatory activity, professional guidance, and sector wide debate. AI is now firmly embedded in daily legal workflows, prompting regulators, insurers, and professional bodies to sharpen expectations around transparency, accountability, and good governance.

In this article, Jack Brown, Risk and Compliance Associate, explores how your firm can prepare. Read now >

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