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Customer Success Newsletter - October 2025

Lindsey Samways avatar
Written by Lindsey Samways
Updated over 2 months ago
CS Newsletter

Welcome to your Legal Fusion newsletter

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


Latest product updates

Cookie consent banner

We have implemented a new cookie consent management system for Legal Fusion users who access Case Tracker. This enhancement ensures compliance with privacy regulations while providing users with transparent control over their cookie preferences.

When users first log into Case Tracker, they will encounter a new cookie consent banner that provides a seamless first-time login experience. The banner features a clean, intuitive design that doesn't interfere with the main application experience while ensuring that user preferences are remembered across all future sessions.

Consent options

Users can choose from three distinct consent levels to match their privacy preferences. The Accept All option consents to all cookie categories for optimal functionality and the fullest application experience. Users who prefer minimal data collection can select Required Only, which accepts only essential cookies necessary for basic application operation. For those who want more control, the Manage Preferences option provides granular control over individual cookie categories, allowing users to customize their experience.

Manage preferences functionality

The granular control feature enables users to make informed decisions about specific cookie categories. Essential Cookies are used to enhance the user experience and ensure proper application functionality. Analytics & Performance Cookies help improve application performance and user experience by providing insights into how the system is used. Functional Cookies enable enhanced features and personalization options that make the application more user-friendly.

Users can easily update their preferences at any time after their initial selection, and each cookie category includes clear descriptions of its purpose to help users make informed decisions about their privacy settings.

Upcoming release: Version 25.4

We are also pleased to let you know about our upcoming releases Version 25.4, this release will include important Legal Aid updates.

The Legal Aid Agency (LAA) is introducing a new interim billing system in response to the May 2025 cyber-attack. As part of this, all case management software must include new fee codes in bulk upload exports for Legal Aid billing. These changes apply to all Legal Aid case types and must be in place from week commencing 10th November.


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

October Compliance Update

Thursday, 2 October 12:30pm

October AML Update

Tuesday, 7 October 12:30pm

Data Protection Update

On-demand

AI vs Human Behaviour: Augmenting Legal Excellence, Not Replacing It

On-demand

September Compliance Update

On-demand


Introducing the new Legal Fusion Help Centre

We're excited to share that Legal Fusion has launched a brand-new Help Centre designed to make your support experience smoother and more efficient.

Watch this 3-minute video to discover:

  • Easy access to guides, FAQs, and tutorials

  • A clean, intuitive interface for quick navigation

  • Direct links to live support when needed

Whether you're exploring new features or troubleshooting, the Help Centre is here to help you get the most out of Legal Fusion. Watch now >


Taylor Bracewell attains Cyber Essentials Plus Accreditation with Access Legal

We are excited to share a major compliance success story! Taylor Bracewell, a leading law firm, recently achieved the rigorous, Government-backed Cyber Essentials Plus accreditation. This certification demonstrates their ongoing commitment to best practice in cybersecurity and maintaining compliance with data protection standards.

Achieving the 'Plus' standard is particularly noteworthy as it required the firm to pass a more rigorous inspection, including an external technical audit of their IT security infrastructure. Pivotal to this success was their upgrade to the latest version of their Access Case Management software, which ensured continued support and crucial protection against new and emerging cybersecurity threats.

Our Access Legal team was proud to support Taylor Bracewell by rapidly deploying the software update across all offices, giving them the peace of mind that their secure digital environment keeps client data safe and keeps cyber criminals at bay. Find out more >

The state of the UK Conveyancing Market 2025

The report looks at changes in the conveyancing market, in terms of:

  • Transaction volumes by region

  • Operational efficiency

  • Client expectations

  • The ever-growing burden of compliance

  • Regional report cards for you to see how you compare to competitors in your region.

In addition, this year we’ll be looking at the impact AI is having and will have on the sector as well as identifying any opportunities and threats coming in the next 12 months. Complete this form and you’ll get a copy straight to your inbox >

Stay ahead in legal tech

Get expert insights, emerging trends, and essential resources delivered straight to your LinkedIn feed. Subscribe now >


VAT error 'Not authorised user' when creating a new VAT return

Updating the authorisation for Access Legal Fusion to connect with HMRC for submitting the VAT return. This needs to be done every 18 months, the system will automatically prompt you to log into your HMRC account, when this is due you will need to grant authority again.

This article advises how to do this manually if the box doesn’t appear or you receive an error and you can’t create your new VAT return. Read now >


Compliance Corner

"Criminals would never approach your law firm" - why it is important to have effective AML controls

When working with law firms and other business, one of the most common pictures presented to me is: “criminals do not approach our company”.

While your firm might have minimal exposure to higher risk clients or does not deal with high value or more complex transactions, there are still risk factors that you must consider. In fact, some criminals approach smaller legal practices as they think that they will not be asked questions or subject to the same level of diligence.

In this insightful article, Mariam Dobosz, Senior Risk and Compliance Associate, examines why law firms should implement effective AML controls, despite believing that criminals would not approach them. Read now >

Sanctions for law firms - where to start?

It has been a fast paced environment and we have seen significant changes to the legal framework within the last few years, including numerous updates to the UK Sanctions Lists and it becoming a focus for many regulatory bodies as part of their audits and regulatory landscape. As a result, we have seen more law firms approach us for help with their Sanctions processes and review whether their current controls are fit for purpose.

In this practical guide, Mariam Dobosz, Senior Risk and Compliance Associate, provides a useful overview on Sanctions compliance for law firms and how to start creating internal controls. Read now >

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