Welcome to your Access Legal Bricks Customer Success Newsletter! Weâre excited to bring you the latest updates, tips, and best practices to help you get the most out of your software. Stay tuned for important news and insights designed to ensure your success every step of the way.
Latest release notes
View our release notes to see the latest updates to LB Connect and LB Law.
Release Information
Changes to the Client Questionnaire â Will & Financial Advice Referrals
Customers can now capture additional business, whilst helping their clients with will & mortgage referrals when using the LB Connect onboarding module.
Benefits include:
Automated email notifications â When a client completes the âClient Questionnaireâ, specific questions will determine if they require advice on preparation of a will, or if there is a need for financial advice. Information is subsequently shared in real-time.
Configurable email options â Details can be passed to internal or external partners to ensure they are immediately actioned.
Client Retention and Upsell (ÂŁ) â An additional point for client stickiness as well as surfacing up new opportunities to sell additional products. This would increase the lifetime value of the client through growth of the firms will bank, whilst also ensuring the client receives the right level of service.
Notifications and emails
Weâve now made it so that law firms and individual users can easily define what emails and notifications they want to receive as well as how they receive them.
We aim to enable our users to take control of their workflows with customizable tasks, stages, and notifications to easily personalize the way they work.
You can now:
Control which emails/notifications are being sent.
Create bespoke matter/task templates.
Create bespoke case lifecycle stages.
Group tasks or notifications together.
Easily add, remove, edit tasks, with drag and drop sorting.
Create the workflows and journeys you need.
Changes to how you log in to Legal Bricks
This evolution marks a significant step forward that will further allow us to deliver the next generation of Access products and enhance your overall software experience.
As we are preparing for this exciting transition, we are taking the steps required to enable a seamless and efficient experience for you, and the first step is migrating user accounts. This means you will have a different login page, from the one you have been used to so far.
In the coming weeks, you will be prompted to embark on this journey with us, by simply following instructions that will guide you to the new product login page.
We expect the transition to be quick and simple, taking less than 2 minutes to complete.
By transitioning to the new Access account, you will be set up to benefit from:âŻ
Single Sign On (for Access EVO products): Use a single login to seamlessly access Legal Bricks and any other Access EVO solutions you have licensed within the Access Group portfolio, providing a streamlined experience across the products, tools and features available to you.
Enhanced Security: Benefit from increased account security, ensuring your data remains protected with advanced encryption and authentication processes.âŻ
Future innovation: Having the products you love benefit from future innovation and cross product synergy.
More information will follow as we move closer to roll-out.
HMLR & HMRC integration updates
Legal Bricks now provides Post Completion as part of the end-to-end conveyancing journey.
Improved productivity â Pre-populated SDLT and AP1 forms using client and quote data.
Enhanced accuracy â Form validation, clear system warnings, and Land Registry authentication on certain data points.
Reduced requisitions â Clear concise updates, email or system notification alerts, and simplified process through a single solution.
Simplified Approach â Forms saved/updated in real-time, meaning the process is started as soon as the case opens.
Seamless integration to HMLR Business Gateway and HMRC (SDLT).
Ability to directly complete AP1, OS1, OS2, and K16 searches using stored LR-BG credentials.
Reach out to book a demo or find out more.
Maximise your Access software: Effective learning to upskill in one unit
Smarter in 6 provides valuable insights and practical knowledge, all within a concise time frame that fits seamlessly into your schedule. Join us and discover how efficient learning can lead to extraordinary results, making every minute count towards getting the most from your Access software.
This month, we focus on LB Connect and what your clients see and experience.
To register and view the latest from Smarter in 6, please visit our Smarter in 6 library.
Share your feedback
Weâd love to hear your thoughts on your experience with Legal Bricks. Your feedback helps us improve and shape our services to better meet your needs.
Access Legal Customer Community Forum
Would you be interested in taking part in our Access Legal Customer Community Forum. We are looking to invite a small group of customers to attend a remote focus group to discuss their use of Legal Bricks. The forum will be an opportunity for you to:
Share feedback about the features and functionality of Legal Bricks
Discuss best practice and real-life use cases with other users of Legal Bricks
Provide feedback on the existing materials we offer through our Access Customer Portal (training articles / webinars / eLearning etc.)
Suggest future topics to drive our webinar program and Knowledge Base
We would like to know which areas of Legal Bricks are the most valuable and which pieces of functionality you would like to get more from.
We would ask that you fill out this short survey to express your interest in taking part in our Legal Bricks Customer Community Forum.
Join our user feedback pilots and trials
Weâre excited to invite our customers to take part in user feedback pilots and trials for new features within the Legal Bricks platform!
All we ask is a commitment to provide regular feedback throughout the pilot, helping us refine and improve the experience together.
If youâd like more information or are interested in getting involved, please email: [email protected]
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 |
April Compliance Update | Thursday, 3 April 12:30pm | |
April AML Update | Thursday, 10 April 12:30pm | |
March Compliance Update | On-demand |
Knowledge Base
Step by step guides, key functionality guidance and frequently asked questions, our Knowledge Base articles are a hub of information for your Administrators and Users. The knowledge base gives you quick access to new feature announcements, live and on-demand webinars, and a self-serve knowledge base for instant answers to common questions. We've linked a selection of articles below
New status update 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.
Access Digital Assistant
The Access Digital assistant is live on LB law. Discover how the digital assistant can support both you and your customers with our Access Digital Assistant Guide.
Legal Bricks training
If youâre looking for assistance with refresher training, onboarding new users, or a Q&A session to tackle updates to fee scales, documentation, or quotes, our Professional Services Team is here to help!
We offer tailored consultancy to meet your needs. For more information, please reach out to us.
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 soonâor even in autumnâyou may have heard that insurers are offering rate discounts due to market overcapacity. While that sounds promising, thereâs 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 wonât receive the attention they deserve during the renewal process.
As a result, firms often end up with whatever terms theyâre given, with little room for negotiation.
Now is the time to consider working with an independent brokerâone 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. Hereâs what sets us apart:
Direct, reliable access to your brokerâyouâll 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 accessâwe work with the majority of solicitor insurers, leveraging key underwriting insights to secure the most competitive premiums.
Comprehensive commercial adviceâhelping firms navigate ongoing protection requirements and avoid compliance pitfalls.
A team of experts in risk management, complex claims, legal services, and underwritingâbringing valuable insight to every stage of your coverage.
Choosing QPI means choosing a broker who is truly invested in your success.
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