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Customer Success Newsletter - October 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.


Access Legal Case Management Version 2.17.4

We're pleased to announce the latest release of Access Legal Case Management version 2.17.4.

This update includes various enhancements and bug fixes. View release notes >


Access Legal OneOffice & Financial Director version 16.4.1.0

We're pleased to announce the latest release of Access Legal OneOffice & Financial Director Version 16.4.1.0.
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This update includes:

Bugs - OneOffice

  • Hyperlinks No Longer Work After Bundling

  • Bundling Incorrectly Warned “You Must Select at Least 2 Documents to Merge”

  • Bundling: “Include Letters After Index Numbering” Setting Not Respected

  • Standard Bundle: “Include Letters Before Index Number” Setting Not Preserved

  • Error Adding an Asset Donated to Charity in Probate

  • IHT402 Form Showing Incorrect (NaN) Calculations

New Functionality - OneOffice

  • HMRC Form Update: IHT400 (04/26 Revision)

  • HMRC Form Update: IHT403 (04/26 Revision)

  • HMRC Form Update: IHT404 (04/26 Revision)

  • HMRC Form Update: IHT405 (04/26 Revision)

  • HMRC Form Update: IHT405 (04/26 Revision)

  • HMRC Form Update: IHT405 (04/26 Revision)

  • HMRC Form Update: IHT418 (04/26 Revision)

  • Save Column Widths for e-Chit Requests Tab

  • Hide and Show Columns in e-Chit Requests Tab

  • Reset Column Layout to Defaults in e-Chit Requests Tab

🔔 Please note: If you are a hosted client this will automatically be applied to your system by one of our technicians, if you are a non-hosted client and have an SLA, we will be in touch to arrange an update at a convenient time.


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

October AML Update

Thursday, 15 October at 12:30pm

September Compliance Update

On demand

October Compliance Update

On demand

Law Firm Undertakings

On demand

September Data Protection Update

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].

October 2026 delegate day training:

  • ALCM User - Tuesday, October 13

  • ALCM Supervisor - Wednesday, October 14


Your Support Cases, All in One Place with MyAccess

Keeping track of your support interactions is now even easier with MyAccess, giving you greater visibility of your support activity in one convenient place.

If you’re an entitled user, you can view your open and closed support interactions directly within MyAccess. Simply log in and select Support Cases from the main Dashboard or left-hand navigation menu to view your case history and keep track of progress. This includes any support conversations handled by our team via the Digital Assistant.

Everything in one place

Your support cases are automatically available within MyAccess, so there’s nothing extra you need to do. Conversations logged and resolved through the Digital Assistant are synchronised, giving you a more complete view of your support history.

Simply log in to MyAccess as normal and navigate to Support Cases.

Please be aware that MyAccess provides a view-only record of your support interactions. To provide updates or manage an open case, please continue to use the Digital Assistant.

Case information is refreshed every four hours, so you may occasionally notice a short delay before the latest information or status is displayed in MyAccess. This is expected and does not mean there is an issue with your case.

You’ll be able to view cases from the last three years. If you need information about an older case, please contact your usual Support team, who will be happy to help.

Are you a Supervisor?

If you have Supervisor access, you’ll have even greater visibility. In addition to viewing your own cases, you can view all support cases for your firm, making it easier to keep track of support activity across your organisation. This includes cases raised via the Digital Assistant alongside cases raised on the old portal.

Can’t see a case?

As case information is refreshed periodically, it may take a little time for a new case or recent update to appear.

If you believe a case is missing or displaying incorrectly after 24 hours, please contact your usual Support team and we’ll investigate.

We hope this makes it even easier to stay informed and keep track of your support cases through MyAccess.


Compliance Corner

Carter-Ruck - The Future of Regulatory Access to Privileged Material

Carter-Ruck isn't really about what regulators can't see.

It's about whether law firms can prove they're doing the right thing when regulators can't see everything.

The judgment reinforces the importance of legal professional privilege, but it also highlights the need for robust governance, clear compliance records and defensible decision-making.

Rosanna Davenport's article shares her thoughts on the wider implications for law firms and compliance professionals. Read now >

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