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Customer Success Newsletters - May 2026

Written by Lindsey Samways
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 2.16.5

We're pleased to announce the latest release of Access Legal Case Management Version 2.16.5.
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This update includes various enhancements and bug fixes covering:

  • Email Template Formatting – Duplicate Line Spacing Resolved

  • Fixed Fee for INVB Police Station Telephone Advice Now Populates Correctly

  • LGFS Time Recording – Fares & Parking Fields Now Available

  • Client Matter List Displaying Incorrect Total Count and Incomplete Pagination

  • MA Certificated Case Summary – Letters & Calls Count and Total Fix

  • Word Document Formatting After Saving via Workflow

  • Duplicate Email Warning Now Shown on Drag-and-Drop Filing


Access Legal Case Management 2.16.4

We're pleased to announce the latest release of Access Legal Case Management Version 2.16.4.
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This update includes various enhancements and bug fixes covering:

  • Criminal Legal Aid: LGFS Unused Materials

  • MyLegalSpace Notes No Longer Display 
 Characters

  • Ledger Card – "Client Credit" Column Label Corrected

  • Email DPS Tag Displaying Incorrect Matter Reference

  • FAS Hearing Date Selection Now Includes Case Open Date

  • Closed matters now visible in client search


Probate Forms Update April 2026

We're pleased to announce the latest release of the Probate Forms Update April 2026.

What's New

HMRC & HMCTS has updated/added the following probate forms:

  • C4 - Corrective Amount

  • IHT38 - Claim for relief - loss on sale of land

  • IHT401a - Long-term United Kingdom (UK) residence

  • IHT417 - Foreign assets

  • PA1A - Probate application - where the person who has dies did not leave a will that deals with assets in England and Wales

  • PA1S - Postal search of the Probate records of England and Wales

How this version will be made available

We will automatically update this for you.


Webinars

Stay ahead with our expert-led webinars

Join our monthly webinars featuring industry specialists to help you get more from your software, stay compliant and keep pace with a rapidly changing regulatory landscape.

Each month, we round up the latest webinars and on-demand recordings - browse the full list below.

Webinar Title

Date & Time

Registration Details

May Compliance Update

Thursday, 7 May at 12:30pm

Breach Management Update

Thursday, 14 May at 12:30pm

April Compliance Update

On demand

April AML Update

On demand

Power Beyond β€” What the UK's Most Profitable Law Firms Do Differently

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 viaβ€―[email protected].

May 2026 Delegate Day training:

  • Access Legal Case Management User training – Wed 6th May

  • Supervisor training – Mon 11th May

  • Developer Day 1 training – Tues 19th May

  • Developer Day 2 training – Wed 20th May


New Compliance Helpline Contact Number

Subscribe our Access Legal Compliance Helpline? Then you need to know our new, direct, Compliance Helpline phone number!

From 1st May 2026 you can call our Compliance Helpline on 01753 610200.

or you can continue to email your queries to [email protected].

Opening hours: Monday to Friday, 9:00am – 5:00pm (UK) (excluding UK bank holidays). Please note that calls made outside of our opening hours will be dealt with when the helpline reopens.

A quick reminder of the types of query our Access Legal Compliance Consultancy Team can support with:

  • Anti-Money Laundering (AML), including Source of Funds (SoF) and Source of Wealth (SoW)

  • Client Due Diligence (CDD)

  • Data Protection

  • Policies and Compliance Documents

  • General Compliance Advice

  • Misconduct and Complaints

  • Regulatory and Statutory Requirements

  • Conflicts of Interest

If you have any questions regarding this change or are unsure whether your query is suitable for the Compliance Helpline, please do not hesitate to get in touch.


Compliance Corner

AI in the UK Legal Sector: What You Should Know

The rapid evolution of artificial intelligence continues to reshape the UK legal sector, with the last twelve months bringing a surge of regulatory activity, professional guidance, and sector wide debate. AI is now firmly embedded in daily legal workflows, prompting regulators, insurers, and professional bodies to sharpen expectations around transparency, accountability, and good governance.

In this article, Jack Brown, Risk and Compliance Associate, explores how your firm can prepare. Read now >

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