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Customer Success Newsletter - March 2026

Written by Lindsey Samways
Updated over 2 weeks ago
CS Newsletter

Welcome to your Access Legal Case Management newsletter

Each edition brings you the latest updates, practical tips, and expert insights to ensure your success every step of the way.


Access Legal Case Management 2.16

We're pleased to announce the latest release of Access Legal Case Management Version 2.16.

This update includes various enhancements and bug fixes as detailed below:

  • HMRC Inheritance Tax Form Updates

  • LAA Fee Code Updates

  • Case Uplift (due to complexity) %

  • Legal Help Class Fixed Fee Display

  • Family Private Legal Aid - Rule 16.4 Fee Calculation Fix

  • Panel Member Indicator Now Displays on Time Screens

  • Certificated Class TIME Screen - Panel Member Uplift Visibility

  • Special Character in Matter Reference Impacting Billing Functions

  • Claim 1A Form - Zero Value Items Exclusion

  • Dictation Deletion Issue Resolved

  • Client Name Not Updating in Time Recording

  • Matter Copy Function Restored

  • Escape Fee Calculation Alignment for Family Matter Types

  • Panel Uplift Calculation

  • Legal Help Summary screen not displaying Level 1 and Total figures for FPC02 Level 2 Public cases


A reminder about in-app support

Following our update last month, here's everything you need to raise a support case quickly and easily in Access Legal Case Management.

How to raise a support case

All support queries for Access Legal Case Management are now handled directly within the product. Simply click the Digital Assistant icon in the bottom-right corner of your screen to:

  • Enter a query and raise a support case if needed (support-entitled users only)

  • Search our knowledge base for instant answers, 24/7

  • View the latest product news, release notes, and newsletters

This change brings everything you need into one convenient location, with no more switching between platforms. All users can access Help Centre content, while support-entitled users can raise cases as usual.

The Customer Success Portal is no longer used for new cases, however, any cases raised through the Digital Assistant will still appear there once resolved, so your records always remain intact.

Can't see the Digital Assistant icon?

Simply clear your cache and cookies, accept third-party cookies and log back into Access Legal Case Management - full step-by-step instructions are available in our FAQ guide.

Quick tip for Google Chrome users: Copy and paste the link below directly into your browser to allow third-party cookies in just a few clicks: chrome://settings/cookies > Allow third-party cookies.

Want to know more?

If you have any questions about the change or need a hand getting set up, our FAQ guide has everything covered - from support entitlements and case tracking to accessing help when you're offline.


Reminder: Update to the MyAccess Support Portal Login URL

We want to remind you that the login URL for the MyAccess Support Portal (previously known as the Customer Success Portal) has recently been updated.

If you have the old link saved as a bookmark, you will now be directed to an error page when trying to access your account.

Please update any bookmarks you have saved to the new URL below:

Updating your bookmark will ensure you can continue to raise and manage support tickets, access resources, and find all your Access-related information without interruption.

If you experience any issues accessing the portal after updating your bookmark, please contact our support team.


Webinars

Stay ahead with our expert-led webinars

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.

Webinar Title

Date & Time

Registration Details

March Compliance Update

Thursday, 5 March at 12:30pm

CQS Update 2026

Thursday, 12 March at 12:30pm

PII Update 2026

Thursday, 19 March at 12:30pm

February Compliance

Update

On-demand

Where were all the compliance officers?

On-demand


Upcoming training course bookings

Why book?

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.

How do I book?

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

March 2026 Delegate Day training:

  • Access Legal Case Management User training – Monday 2nd March

  • Supervisor training – Thursday 19th March

  • Developer Day 1 training – Tuesday 24th March

  • Developer Day 2 training – Wednesday 25th March


Level‑up your firm’s compliance in 90 minutes

The Access Legal Risk & Compliance Consultancy Team is running a remote training series (via Microsoft Teams) designed for busy legal professionals who want practical, immediately applicable guidance -plus time to get questions answered.

What you’ll get

🕙 90‑minute sessions with open Q&A

🧑‍🎓 Delivered by our consultancy team who advise firms daily

✅ Just £100 + VAT or 70 FlexPoints per delegate

Upcoming sessions (all Wednesdays, 10:00):

  • 18 Mar - Stop Issues Before They Start: Legal File Reviews Made Simple (Host: Rosanna Davenport)

  • 29 Apr - From Suspicion to Submission: A Practical Guide to Effective SAR Reporting (Host: Mariam Dobosz B.A, LLM)

  • 20 May - Managing Complaints with Confidence: A Compliance‑Led Approach for Legal Teams (Host: Rosanna Davenport)


Compliance Corner

Case Management Systems: The Backbone of Compliance

As the legal industry finds itself in an increasingly regulated and risk sensitive environment, the question is not whether a law firm should use a case management system, but if it can afford not to

In this article, Diana Borlea, Risk and Compliance Associate, examines the benefits or properly implemented a case management system. Read now >

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