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Customer Success Newsletter - November 2025

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

Welcome to your Access Legal Learning newsletter

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


Latest Legal Learning content

Welcome to the October edition of our Legal Learning content release note. This month introduces the latest webinars and updates to our mental health training.

Get prepared for the changing compliance landscape with our new Data Protection Update webinar and the evolved Mental Health Awareness for Law Firms course that now includes an optional module for managers.

What's Next?

Our next content release is scheduled for November 13th. It will have updates to policies, webinars, and refreshed risk management training.

The previous Risk Management for Law Firms course is suitable for all staff in your firm and is accompanied by a separate Risk Management for Managers course tailored specifically for partners, managers, and compliance officers to support you in fulfilling your leadership responsibilities.


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

November Compliance Update

Thursday, 6 November at 12:30pm

Ask Me Anything with Legal AI Expert, Uwais Iqbal

Tuesday, 11 November at 2:00pm

Law Firm Financial Management

Thursday, 13 November at 12:30pm

Mastering LMS Evo: Efficient Training Enrollment

Wednesday, 19 November at 2:00 pm

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


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.


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


Compliance Corner

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 >

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