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Customer Success Newsletter - August 2026

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Written by Laura Petrache
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.

"Customer relationships are built every single day through trust, value, and meaningful interactions that have a lasting impact." — Access Legal Customer Success Team


What's new

The 16 July 2026 release included major updates to key AML titles in line with MLR changes, effective from 30 June 2026, and the continued upgrade of policy templates. The June Conveyancing Update webinar for CQS customers, is also now available on demand.

What's next

Our next release is scheduled for 27 Aug 2026. It includes updates to our renamed title How to be an effective COFA, produced in collaboration with the Institute of Legal Finance and Management (ILFM), as well as an updates to AI for law firms.

Horizon scanning

Crime and Policing Act

Updates pertaining to the Crime and Policing Act will be implementing into relevant policies and already scheduled courses over the next few releases.

Changes Coming to Policies and Precedents for Law Firms

Over the next few months, we'll be continuing with changes to the Policies & Precedents library. Look out for separate communications with more detail as these changes are rolled out. No action is needed right now - we'll keep you informed along 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: What does the move to FCA regulation for AML mean for law firms?

The legal sector is facing a major regulatory shift: law firms are set to move from SRA supervision to direct FCA oversight for anti-money laundering compliance, with far-reaching implications for how firms manage compliance.

This is the first in a quarterly webinar series tracking the transition from announcement to implementation — giving you up-to-date analysis on what's changing and what to do next.

In this opening session, Caroline Brady (Group Chief Risk and Compliance Officer, MLRO and FCA Approved Person) and Brian Rogers (Regulatory Director) will cover:

  • What the move to FCA supervision means in practice

  • How FCA AML regulation differs from the current SRA regime

  • The timeline and key milestones ahead

  • What firms should be doing now to prepare

Relevant for managing partners, COLPs, compliance officers, and anyone responsible for AML in their firm.

Join us on 20 August at 12:30pm: Register here >


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

Webinar Title

Date & Time

Registration Details

August Compliance Update

Thursday, 6 August at 12:30pm

What does the move to FCA regulation for AML mean for law firms?

Thursday, 20 August at 12:30pm

July Compliance Update

On demand

July AML Update

On demand


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:

  • Why File Closure Matters: Avoiding risks and strengthening compliance with Diana Borlea - Tuesday 18th August @ 10am

  • A Practical Guide to the SRA Accounts Rules with Rosanna Davenport - Wednesday 16th September @ 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!


Compliance Corner

Why file closure matters: avoiding risks and strengthening compliance

In her latest article, Diana Borlea, Risk and Compliance Associate, explores why file closure should receive the same level of attention as client onboarding, helping firms strengthen compliance, reduce risk and ensure matters are concluded appropriately.

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