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.
🚀 Product Updates – Delivered This Sprint
Here’s a quick look at what’s been released recently to improve stability, security, and your overall inCase experience:
✅ Delivered This Sprint
Security vulnerability fixes (Web)
We’ve resolved several dependency level security vulnerabilities across the client application, ensuring the platform remains aligned with industry security standards.
SmartSearch AML validation fix
An issue affecting certain address formats and causing AML checks to fail has now been resolved, improving accuracy and reliability for all firms using SmartSearch.
Document service reliability improvements
Intermittent errors affecting document retrieval for some users have been fixed, restoring consistent and reliable access to case documents.
TA6 & TA7 Updated Forms - March 2026 Go Live
Updates to the TA6 and TA7 forms are now fully live and delivered in line with the latest Law Society guidance.
Android app quality improvements
Several fixes are now live, including improvements to questionnaire navigation, keyboard behaviour, document read confirmations, and logins using uppercase email addresses.
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.
Compliance insights with Brian Rogers
Brian Rogers, Regulatory Director, runs free monthly webinars to keep your firm one step ahead, and with over 5,000 attendees already signed up, you'd be in good company.
Each session covers the latest SRA updates, real-world enforcement insights and practical steps you can act on immediately. With monthly Compliance updates, quarterly AML deep-dives and emerging compliance topics, our webinars help you to stay ahead on the things that really matter.
See what Brian has to say in the video below, then register for free.
All Brian's sessions are CPD-eligible - join live to raise your specific compliance concerns in our Q&A, or watch on-demand at your convenience.
Each month, we round up the latest webinars and on-demand recordings - browse the full list below.
Webinar Title | Date & Time | Registration Details |
April Compliance Update | Thursday, 2 April at 12:30pm | |
April AML Update | Thursday, 16 April at 12:30pm | |
March Compliance Update | On-demand | |
CQS Update 2026 | On-demand | |
PII Update 2026 | On-demand |
Stay ahead of regulatory risk
In her first six months leading the Risk & Compliance Consultancy team, Becky Bennett has seen first-hand how firms can be caught off guard by regulatory visits and what it takes to be prepared.
In this on-demand session, Becky covers the current compliance landscape, recent high-profile SRA cases and why proactive compliance isn't just best practice - it's essential. From reviewing your AML risk assessments to making the most of the free support available to you, this is a session worth making time for.
Watch now to understand how we can support your firm's compliance processes - whether you're reviewing your procedures or starting from scratch, Becky and the team are here to help.
🌟 Support portal update:
✨ Improvements coming to your MyAccess Portal support experience
We’re excited to share that we’re introducing enhancements to the support experience within the MyAccess Portal. These updates bring a new and improved way to get help, with AI powered support and chat functionality working alongside our Support Team within the Digital Assistant. This means a faster, more connected support experience that helps you find answers quickly and access the right resources when you need them.
From your side, the way you access support in the MyAccess Portal will remain largely the same, the main change is that you’ll now have the option to begin your support journey through the Access Digital Assistant.
👉 You can learn more about this update and see the new support experience here.
🌟 What you can expect
• Convenience: Access support without leaving the product
• Speed: Faster response times
• Availability: 24/7 access to the Digital Assistant
• Streamlined Experience: Support tools and resources all in one place
🔄 What’s changing?
You can now raise and manage support queries directly within the MyAccess Portal using the Access Digital Assistant.
Through the Digital Assistant, you’ll be able to:
• Use 24/7 AI support
• Start a Digital Assistant chat
• View your support cases
• Navigate to Help Centre guides
📅 When is this changing?
From 24 March, all support requests raised in the MyAccess Portal will begin through the Access Digital Assistant. It will guide you to the most relevant support option or help article.
👉 Additional information can be found in our Help Centre.
✔️ What do I need to do?
To access support:
Log in to MyAccess Portal
Under Need Help? select Ask a question
Click Access inCase to open the Digital Assistant
This will open the Digital Assistant chat messenger in the bottom right corner of your screen.
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 £100 + VAT per place.
Sessions coming up:
From Suspicion to Submission: A Practical Guide to Effective SAR Reporting with Mariam Dobosz - Wednesday 29th April @ 10am
Managing Complaints with Confidence: A Compliance‑Led Approach for Legal Teams with Rosanna Davenport - Wednesday 20th May @10am
AI in Legal Practice: Compliance, Control and Risk Management with Diana Borlea - Monday 8th June @ 10am
The Perfect Start: File Opening Essentials for Legal Professionals with Jack Brown - Wednesday 22nd July @ 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!
How to be an effective MLRO
Even though there is a general strong focus and awareness around the AML regime, many people appointed as MLORs are unsure where to begin or what their responsibility actually is.
In this article, Mariam Dobosz, Senior Risk and Compliance Associate, explores how to be an effective MLRO. Read now >