Welcome to your Access Legal Case Management Customer Success Newsletter! We’re 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.

We're excited to announce the launch of advanced AI capabilities in Access Legal Case Management Evo, designed to eliminate administrative burden and free up your time for client work.

The new AI-powered features include: Copilot, your GenAI assistant that helps you find answers in seconds, Feeds for personalised task management, and Analytics for instant business insights.

Key capabilities now available:

These features are built with a robust three-tier security model developed with Microsoft, ensuring complete data security and privacy while helping you shift from non-billable admin tasks to billable client work.

Ready to transform your practice with AI? Contact the Customer Success Team today to learn how Access Legal Case Management Evo can streamline your operations and enhance your client experience.

We're pleased to announce the latest release of Access Legal Case Management, available from 31 July 2025. This update includes a number of key bug fixes.

View release notes >

This minor release addresses an issue that was identified where an error message would appear when sending messages in SafeChat (messages were being sent successfully, however an error message was also appearing).

This release resolves the issue correcting the code for the 'Error Summary: Failed to send message' notification. View release notes >

Join our monthly webinars featuring industry specialists who'll help you get more from your software and stay compliant.

Expect practical optimisation tips, the latest legal compliance updates, and exclusive insights into upcoming product features. Each session is designed to enhance your business practices and keep you competitive in a rapidly evolving market.

While the Digital Assistant is here to enhance your support experience, it's also your gateway to staying informed. Entitlement contacts can use the News feed to access the latest release notes, newsletters, and important updates - all in one convenient place, designed to keep you ahead.

​To stay up to date, simply look out for the red dot indicating new content.

To see the Access Digital Assistant in action, please visit our Access Digital Assistant Guide for a short demonstration video and more detailed information on how to maximise this new feature.

Access Legal Case Management can be used with an integrated toolbar within your Outlook client, showing you how to add the Outlook add-in as an administrator and how to set up the Outlook add-in for your company.

For more information please visit the article below:

Read now >

Below are the regularly scheduled courses that we deliver remotely every month. Course places are available to book all core sessions in the program and delegates join other users from our customer base. These are an ideal cost-effective training solution for firms who are looking for one or two members of staff to take on more in-depth learning and for user refresher purposes.

To arrange a booking for this solution or a group booking purely for your firm, please email the training team via [email protected].

With the ongoing focus on AML and Sanctions aspects within the legal sectors, sometimes other regulatory requirement do not receive as much attention. While the Transparency Rules only apply to certain practice areas, it is important to remember that noncompliance can lead to repercussions including fines issued by the SRA.

In this article Mariam Dobosz, Senior Risk and Compliance Associate, highlights why it's a good idea to review your law firm's website.

Read now >