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.
Release information v.25.2 - what's new
Released on 27 March 2025.
Case documents - In-Tray - User
In the Case Documents/Out-Tray and In-Tray screen, the User column for In-Tray items is now populated with the user that has added the document to the In-Tray.
System verification error – Support
When clicking the Support button in the Balance Verification Viewer this will now direct you to the Customer Success Portal.
Costs management manager – Search by fee earner
Both Fee Earner and Fee Earner code have been added to the Costs Manager:
This is available in the following views:
Overview
Warnings
Overdue
Over Budget Matters/Tasks
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 |
April Compliance Update | Thursday, 3 April 12:30pm | |
April AML Update | Thursday, 10 April 12:30pm | |
March Compliance Update | On-demand |
Completing your year end
Explore our new curated collection for completing your year end. You will need to be logged into the portal before opening up the link: Financial year end.
New status dashboard for Access Legal
We're pleased to announce that we've recently rolled out a new application status page and customer notification tool. This upgrade features enhanced views and improved communication to better serve your needs.
The dashboard enables you to:
Register for product alerts for new events and updates created on the status dashboard, for example, high-priority incidents. You can register for alerts on the dashboard itself.
Receive alerts and updates for planned scheduled maintenance work.
Have a central view of current and historical events.
Receive updates as we share any root cause and prevention measures.
If you are currently subscribed to our existing tool, there is no action required on your part. We will automatically transition your subscription to the new tool. You can expect to receive the same level of communication as before; however, please note that the links to the status page and the page itself will have a refreshed look and feel.
Learn more about how to navigate the dashboard in our Status Dashboard guide.
Exciting enhancement coming to the Access Digital Assistant
We are thrilled to announce that we are adding AI capabilities to the Access Digital Assistant. This enhancement will allow you to effortlessly type your queries, enabling the assistant to search our extensive knowledge base and deliver the most helpful and relevant answers.
Stay tuned for this exciting upgrade that will enhance your experience and streamline your access to information.
Top Tips for using AML electronic checks
More and more firms are deciding to complete Client Due Diligence (CDD) checks via AML electronic check providers instead of obtaining traditional proof of ID, address, and checking the relevant registers manually.
Mariam Dobosz, Senior Risk and Compliance Associate, shares some practical tips on using AML electronic checks. Read now >
PII Spring renewal - what can we expect from our broker?
If your renewal is coming up soon—or even in autumn—you may have heard that insurers are offering rate discounts due to market overcapacity. While that sounds promising, there’s a catch when it comes to how brokers operate:
Large brokers are overwhelmed with business and struggling to manage it effectively.
Getting essential documents processed is becoming increasingly difficult.
Many firms won’t receive the attention they deserve during the renewal process.
As a result, firms often end up with whatever terms they’re given, with little room for negotiation.
Now is the time to consider working with an independent broker—one that truly partners with you throughout the year instead of just showing up at renewal time.
Why choose QPI?
At QPI, we prioritise Quality, Professionalism, and Integrity to deliver the best outcomes for our clients. Here’s what sets us apart:
Direct, reliable access to your broker—you’ll always be able to connect with us.
A deep understanding of your business needs, ensuring tailored insurance solutions.
A proactive, year-round partnership, not just a once-a-year transaction.
Whole-of-market access—we work with the majority of solicitor insurers, leveraging key underwriting insights to secure the most competitive premiums.
Comprehensive commercial advice—helping firms navigate ongoing protection requirements and avoid compliance pitfalls.
A team of experts in risk management, complex claims, legal services, and underwriting—bringing valuable insight to every stage of your coverage.
Choosing QPI means choosing a broker who is truly invested in your success.