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A review of Access Legal’s after-sales care

Toby Sewell

Divisional Marketing Manager

There’s lots of things to consider when selecting new legal software solutions and one of the key criteria is the post-sales or after-sales services provided. In this article, we review what services and resources are available when you select Access Legal as your legal technology partner.

Premier Customer Success Plans[1]

Our Premier Plan enables legal teams to achieve more and improve productivity through an ongoing relationship with a designated Customer Success Manager and named Technical Support Engineer. The Access experts understand how the firm is using the technology and will advise on how to get more from it. Working with the same people also makes faster resolution times likely when firms are looking for advice and guidance. See below what’s included in the Premier Customer Success Plan:

Success Plans aren’t available for all… just yet!

Our success plans are being rolled out across all our legal products but currently they aren’t available for all, therefore in the interim we encourage customers in those product areas to work closely with their nominated Account Manager.

Access Customer Success Portal

This portal is for all our customers and is the go to place to find answers to product questions, either through the knowledge base, product focused events or by asking the active community. You can access the portal as a guest via our link below.

Access Customer Success Portal

There's nearly 8000 Community Users on the portal and the number is growing every week.

FlexPoints and Professional Services

All firms face their own unique and continually changing needs. Client expectations, regulatory change, digital transformation, mergers and acquisitions and more, all require the firm to change or develop over time. When investing in legal software, successful firms recognise they are likely to need ongoing consulting services and training to help them get the most out of their solution, as their requirements evolve. Our Professional Services team and FlexPoints are there to support firms navigate these changes and maximise the value of their software.

We have over 30 certified legal professional services employees who are ready to help customers get the most value possible out of their legal software. Our team helps hundreds of customers, every week, to improve their productivity, increase their efficiency and ultimately provide them with the freedom to do more. There’s a huge range of services provided from new user training and advanced board reports to bespoke workflow configuration, integrations and project management.

“Stefan, part of the Access Legal Training team, is extremely professional and knowledgeable. He helped me by creating a report that was urgently required and went above and beyond.” Sarah Taylor - Financial Controller, Mansfield Solicitors

Access FlexPoints provide a simple way to create an allocation of points that customers can call on at any time to spend on Access services. Having a banked allocation of FlexPoints provides the reassurance that as a firm’s needs evolve it can use them to extend and modify use of the technology. The allocation of FlexPoints are replenished year by year, so that Access expertise is available continually. FlexPoints can be used educate new team members, add reporting capability or completely reconfigure the way you use your Access solution.

FlexPoints conditions to be aware of

FlexPoints contracts are purchased annually for a minimum term of three years. At the end of each year, any FlexPoints which haven’t been used in that year will expire so can’t be carried over in to the next year. You can, however, bring forward and use up to 30% of the points during the first two years of a 3-year contract, letting you flex your usage if needing more sooner. Find out more about FlexPoints in the below video.

Free Legal Insight & Resources

As part of our commitment to our customers and the legal market as a whole, we continually monitor the market to understand new challenges, opportunities and trends to ensure we remain experts in our field and our customers can gain valuable insight. We regularly create thought leadership whitepapers, run virtual panel discussions and webinars, write blogs and participate in industry research projects, all of which we provide free via our Legal Resource Hub, Webinar Hub, Legal Blog and monthly newsletters.


[1] Success Plans are being rolled out across Access, they are not currently available for all Access products. Please check with your account manager if they are available for your product