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Customer Success Newsletter - May 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.


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.
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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

AML Independent Audits

Thursday, 22 May 12:30pm

May Compliance Update

On-demand

April Compliance Update

On-demand

April AML Update

On-demand

Streamline Your AML Process: How inCase Simplifies Compliance Without Compromise

On-demand


SRA Diversity Survey 2025

In 2011 the Legal Services Board published their decision paper on increasing diversity and social mobility in the legal workforce.

Firms must collate and report their diversity data to the SRA every two years, this requirement applies to all firms regulated by the SRA, including sole practices, recognised bodies and alternative business structures.

Once the data has been collated the SRA will publish the diversity profile of the profession on its website, and report back to the Legal Services Board.

Coming Soon: Access Legal Diversity Survey Tool

As a regulated firm, it is your responsibility to undertake this survey. To facilitate this process, weโ€™re excited to announce that our online SRA Diversity Survey tool will soon be available to help streamline data collection and reporting.

The system enables you to:

  • Collect and collate all necessary data safely and anonymously.

  • Staff members can complete surveys from their smartphones or mobile devices.

  • Monitor and manage survey completion.

  • Receive a detailed report based on the collected survey data, formatted appropriately for submission to the SRA.

Weโ€™ll be sharing further updates once this fantastic tool is available.


Knowledge Centre

Set up Access Legal Fusion on your desktop

Looking for guidance on setting up Access Legal Fusion on your desktop? We've put together a step-by-step guide and short video to walk you through the process.

Reprint historic bank reconciliation

You can print reconciled and unreconciled items from a previous bank reconciliation from the Reports tab. Learn more >


Upcoming AI enhancement for your Access Digital Assistant

We're pleased to share an update on the exciting AI capabilities being integrated into the Access Digital Assistant. Our team is currently making the final tweaks to ensure a seamless experience that will streamline your access to information.

The AI enhancement is scheduled to go live in June. Stay tuned for further updates in our next newsletter.


Maximise your use of Access Legal Fusion

Ensure your users are up to speed quickly and conveniently with our Access Legal Fusion Professional eLearning course.

This course provides a comprehensive understanding of the Legal Fusion system through easily digestible lessons. By signing up, you will gain online 24/7 access to up-to-date training, including:

  • Create, track and edit a case

  • Review the Client, Matter, and Case area

  • Record time

  • Manage the Fusion diary


Compliance Corner

Financial year end - why do we do it to ourselves?

Beth Mayman, Head of Risk and Compliance Services at Access Legal, shares her thoughts on proactive measures that compliance teams and supervisors can implement to ease the pressures experienced during the final 4 to 8 weeks of the financial year. Read now >

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