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Customer Success Newsletter - July 2025

Lindsey Samways avatar
Written by Lindsey Samways
Updated this week
CS Newsletter

Welcome to your Legal Learning newsletter

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


AML Training Refresh and Policy Changes

This month’s update includes a refreshed CQS Financial Crime course – the core training features refreshed content, visuals, and tone to align with current best practices, in line with the latest CQS and AML standards. Brian Rogers presents two new practical webinars: AML Independent Audits and Handling Client Complaints.

This release will also see the retirement of several legacy policy documents as part of our ongoing product upgrade.

What’s next

Our next content release is scheduled for July 10th.

As part of our ongoing efforts to keep our training content relevant and aligned with evolving terminology, our UK GDPR course offerings will be renamed to Data Protection better reflect their broader data protection focus within legal practice. The full scope of the changes are:

GRC for Law Firms

  • UK GDPR for Law Firms → Data Protection for Law Firms

  • UK GDPR for International Law Firms → Data Protection for International Law Firms

  • UK GDPR for Barristers and UK GDPR for Clerks → combined into one course: Data Protection for Chambers


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

July Compliance Update

Thursday, 3 July 12:30pm

July AML Update

Thursday, 10 July 12:30pm

Responsible AI in the Legal Sector

On-demand

June Compliance Update

On-demand

How Does Access Safeguard Firm and Client Data?

On-demand

June Conveyancing Update

On-demand

Navigating the Evolving Landscape of Conveyancing: Trends, Tools, and Future Opportunities

On-demand


Access Legal Diversity Tool 2025

We're pleased to announce that our Legal Diversity tool has been updated with the latest 2025 question set and is now available.

What is the Legal Diversity Survey

In July 2011, the Legal Services Board (LSB) issued guidance to regulators on diversity data collection across the legal workforce and the promotion of the transparency of this data at entity level. As a result, all firms regulated by the Solicitors Regulation Authority (SRA) are required to collect and report their diversity data every two years.

How to use the Access Legal Diversity Tool

We've created this comprehensive guide which includes everything you need to answer key questions and streamline your experience, including:

  • How to register - including a direct link to the Access Legal Diversity Tool for easy access

  • How to pay for your surveys

  • How to distribute the survey to staff

  • Guidance on reporting

  • How to upload your results to the SRA site

You can also view our release notes >


AML Update: What’s New?

To any customers that will be affected by the 'Failure to prevent fraud' legislation coming into force on 1 September 2025, it will be covered in brief as part of our annual Anti-money laundering for law firms course maintenance review and will be highlighted in a new AML refresher course coming later in 2025. As a reminder, your firm will be covered if it has more than 250 employees, £36m+ turnover, or £18m+ in total assets.


Refresher Courses: Exciting opportunity to work with our Learning Designers

Access is seeking to engage with you to explore new Legal training products! Upcoming “Refresher” style courses will reduce time-burden and repetition involved with annual revisits of compliance topics, while also identifying any necessary areas for competency improvement.

To make these as successful as possible for your staff (and convenient for your training managers to deploy!), we invite you to join us for a demo of the refresher solution and a chance to offer your valuable feedback.

The demo will last for 1.5 hours via MS Teams, between 14th July-31st July, scheduled around your availability.

Please register your interest via this form by July 10th to take part.


Compliance Corner

AI in Legal Services: Navigating Professional Indemnity Insurance

The legal sector in the UK is experiencing a transformative shift with the integration of artificial intelligence (AI) technologies. Law firms are increasingly adopting AI to enhance efficiency, accuracy, and client services. This technological advancement brings numerous benefits, including improved productivity, cost savings, and the ability to provide more innovative solutions to clients. However, it also introduces new challenges, particularly in the realm of Professional Indemnity Insurance (PII).

In this article Rosanna Davenport, Risk and Compliance Associate, explores how to embrace the exciting innovations in AI while balancing compliance and risk management. Read now >

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