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Customer Success Newsletter - March 2026

Written by Lindsey Samways
Updated over a month ago
CS Newsletter

Welcome to your Access Legal inCase newsletter

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


📢 Upcoming Update: Transition to the New TA Forms

We want to let you know that we will be moving all Conveyancing firms to the updated TA forms on 10th March 2026.

If you're happy to move over

There’s nothing you need to do, your account will be updated automatically on the day.

If you’d prefer to delay the change

You can opt out any time before 10th March.

Please note: all firms will be automatically opted in at the end of March to ensure consistency across the platform.

If you’d like to opt out temporarily or have any questions about the new forms, please reach out to Megan Corten at [email protected].


🌟 Shape the Future of Your Client Experience

We're investing in enhancing how your clients interact with your firm through our portal and CRM capabilities, and we'd love your input.

Over the coming weeks, we’ll be running a series of discovery sessions to understand what matters most to you and your clients, from communication and case updates to document sharing and onboarding.

This is your opportunity to directly influence the features and improvements we prioritise, ensuring they address real challenges in your day‑to‑day practice.

📩 Interested in taking part?

Please reach out to Danielle Park at [email protected] or speak to your Customer Success Manager.


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.


Support for inCase is about to get even easier

We’re enhancing the way you access support for inCase. Soon, all support requests will be submitted through our new My Access Portal, offering a faster and more streamlined experience.


Please note – you can still call and speak to our support team as usual. That isn’t changing.

Through the My Access Portal, you’ll be able to:

  • Get AI‑powered support 24/7

  • Use the Digital Assistant chat box

  • View and track your support cases

  • Access Help Centre guides and resources

What happens next?

You’ll soon receive a dedicated communication with more details about the change, what to expect, and the confirmed switchover date.

Thank you for your continued partnership. We look forward to delivering a simpler, faster and more integrated support experience.


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


Level‑up your firm’s compliance in 90 minutes

Access Legal’s 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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