Our very first edition is here🎉

Your new go‑to source for the latest updates, practical tips, and expert insights designed to support your success every step of the way.

We’re excited to share that our brand‑new TA forms are almost ready! We’ll be announcing an official go‑live date for all firms very soon.

In the meantime, if you’d like early access to test the new forms before the transition takes place, we’d love to involve you. Simply get in touch with [email protected], and we’ll help arrange everything you need to get set up.

Stay tuned - more updates coming your way!

Your dedicated partners for inCase & Legal Bricks success

As an inCase or Legal Bricks customer, you benefit from direct access to our Legal Excellence Team - your specialist support hub. Every firm is assigned a dedicated Customer Relationship Manager (CRM) to help with questions, best practice, and day‑to‑day success.

Your Account Manager remains your primary contact for your wider Access relationship, while the Legal Excellence Team works alongside them to provide focused, product‑level support.

💡 What We’re Here To Help With

📨 Quick Query Support

Fast answers to your questions, or we’ll direct you to the right team.

🧭 Guidance & Best Practice

Helping you get the most out of inCase and Legal Bricks with tips, advice, and walkthroughs.

🛠️ Issue Investigation & Resolution

We’ll investigate any issues and chase updates so you don’t have to.

💬 Feedback & Suggestions

Your input helps shape future improvements and we’re always listening.

📧 Get in Touch

Have a question, need support, or want to share feedback?

👉 [email protected]

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.

We’re always working to deliver the best possible support experience, and the quickest way to get help is through our Customer Success Portal.

Why use the Customer Success Portal?

How to Register

👉 If you don’t already have access, you can register here

Once registered:

Inside the portal, you’ll also have access to our Help Centre, packed with resources to help you resolve common queries quickly, without waiting for a response.

📞 Important Update – Phone System Switch Over

To help us continue improving your experience, we’ve recently upgraded our phone system.

If you need to contact us by phone, please call: 01206 696430 and select option 6.

Start using the portal today for quicker, smoother support!.

There is still time to sign up for our Delving into Source of Funds/Source of Wealth Masterclass being held Wednesday 25th February and the good news is that places are now only £100 +VAT or 70 FlexPoints.

Hosted by Jack Brown, one of our Risk & Compliance Consultancy Team, this 90- minute remote masterclass will cover:

Email [email protected] for more information or for assistance with booking.

Keep an eye out for our future sessions, including March's "Stop Issues Before They Start: Legal File Reviews Made Simple".

Mariam Dobosz, Senior Risk & Compliance Associate, focuses on what should happen after the AML Independent Audit. Read now >