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Customer Success Newsletter - August 2026

Written by Simona Elena Babuciu

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.

"Customer relationships are built every single day through trust, value, and meaningful interactions that have a lasting impact." — Access Legal Customer Success Team


Access Legal Case Management - 2.17.1

We're pleased to announce the latest release of [insert product name].
​

This update includes:

Release 2.17.1 is a maintenance release focused on tightening up Civil Legal Aid certificate and billing calculations, alongside a set of reliability fixes across client creation, time recording, dictation, and document retention. It also delivers AGFS Fee Scheme 17 changes ahead of the 28 July 2026 go-live, so CCCD claims are paid correctly under the new fee rules without needing manual correction.

Several issues affecting Civil Legal Aid certificate and case summary figures have been resolved, addressing incorrect fixed fees shown on hourly rate matters, certificate totals that didn't match the case summary, and certificate totals that excluded the panel member uplift. Together these give firms a reliable, trustworthy view of spend against their certificate limits.

Other fixes in this release cover creating company client records, time recording when multiple fee earners access the same matter at once, completing dictations that aren't linked to a case, a dictation upload error on DPS Mobile, and the manual override of document destruction dates in CDAM.

Fee earner KPI widgets now show accurate monthly billing targets. This release also includes AGFS Fee Scheme 17 changes: an increase to the additional preparation fixed fee, extended eligibility for guilty plea and discontinuance claims, and a reduced trial-days threshold for wasted preparation time - all effective from 28 July 2026.


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

July Compliance Update

On demand

July AML Update

On demand

August Compliance Update

Thursday, 6 August at 12:30pm

What does the move to FCA regulation for AML mean for law firms?

Thursday, 20 August at 12:30pm


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].

August 2026 delegate day training:

  • ALCM/One Office Supervisor: Thursday, August 20, 2026


Risk & Compliance Monthly Training Sessions

Each month our Risk & Compliance Consultancy Team run a training session on a key compliance topic based on the queries received into our compliance helpline, trends we are seeing in the sector or in our work with our customers.

Places can be booked through the FlexPoints catalogue for 70 points per attendee or you can email [email protected] if you wish to pay via invoice for Ā£100 + VAT per place.

Sessions coming up:

  • Why File Closure Matters: Avoiding risks and strengthening compliance with Diana Borlea - Tuesday 18th August @ 10am

  • A Practical Guide to the SRA Accounts Rules with Rosanna Davenport - Wednesday 16th September @ 10am

Any questions or for further information on session agendas, please do not hesitate to reach out to us via [email protected]

We look forward to seeing you on a session soon!


Compliance Corner

Important CJSM changes due in mid-August

You may have seen in our recent email that the Ministry of Justice is changing how CJSM emails can be accessed. Here's a reminder of what this means and what you may need to do.

What's changing?

From mid-August 2026, CJSM emails will no longer be accessible via POP3 in Outlook. Instead, everyone will need to use the CJSM portal directly (cjsm.net) to read and send CJSM emails.

What does this mean for you?

For Most Users (including our hosted clients)

If you usually check your CJSM email using the CJSM web portal or plan to do so, no action is needed other than to make sure you are familiar with the portal.

If you use Outlook to receive your CJSM e-mails,we've put together a step-by-step guide on how to use the CJSM portal.

We strongly recommend that all users read this document.

For our non-hosted/On-prem customers

If you use POP3 to connect CJSM emails automatically to another system (such as Outlook, etc), or your own Microsoft Exchange server. You may need to make changes to avoid any disruption.

If you are unsure or know you rely on POP3 automation, please contact the CJSM Helpdesk before the proposed mid-August change over, for personalised support to help you make the necessary changes:

Next Steps

  1. Read the guide on how to use the CJSM portal.

  2. If you think you may be affected, please contact the CJSM helpdesk as soon as possible.

We are here to help make this transition as smooth as possible. Please don't hesitate to reach out if you need assistance or have any questions.


Why file closure matters: avoiding risks and strengthening compliance

In her latest article, Diana Borlea, Risk and Compliance Associate, explores why file closure should receive the same level of attention as client onboarding, helping firms strengthen compliance, reduce risk and ensure matters are concluded appropriately.

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