A training platform that helped Morecrofts pass an SRA audit

Morecrofts was successfully able to prove to the Solicitors Regulation Authority (SRA) during an audit that its staff had completed all their mandatory training by simply using a report from the Access Legal Learning system.

|Access Legal|

The lockdown in 2020 presented a major challenge to the entire legal industry, but for Alison Lobb, managing partner and COLP at 200-year-old Liverpool law firm, Morecrofts LLP, there was another challenge – an SRA anti-money laundering (AML) audit.

With staff forced to work from home, proving that all the correct processes had been followed could have been difficult, but Access Legal Learning’s Governance, Risk and Compliance (GRC) for Law Firms package, which includes a suite of AML training courses specifically for law firms, allowed Morecrofts to meet their training requirements easily and efficiently.

As part of the learning platform, Alison was able to simply produce a report showing that all staff had completed the required training and could satisfy the SRA that Morecrofts are following all the correct procedures and staff are all trained to the appropriate level.

Ignition Law, Actionstep case study-01

Biscoes boosts efficiency with Access Legal

Biscoes | Access Legal |
Biscoes finance manager, Catherine Ridzuan, explains how Access Legal's Financial Director saves significant time for fee earner and business support teams alike

A client onboarding checklist

| Clio |
Effective client onboarding is a cornerstone of any successful law firm. But because each client and firm is different finding a formula that works can be a challenge.