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

This month, we've focused on the everyday moments that matter most to your clients and your teams — making questionnaires easier to complete, ensuring signed documents and ID checks are returned accurately, improving the overall app experience, and continuing to strengthen platform security.

Completing a questionnaire on a mobile device should feel simple and intuitive. This month, we've introduced several enhancements that make it easier for clients to understand exactly what's required and track their progress.

We've also resolved several issues that could interrupt completion:

Reopening an in-progress questionnaire no longer causes unexpected app closures.

Free-text answers now save reliably.

Clients no longer need to tap twice for answers to be recorded.

The result: fewer incomplete submissions, a smoother client experience, and less time spent chasing missing information.

We've made a number of improvements behind the scenes to ensure signed documents and ID verification reports reach your firm accurately and reliably.

✅ Resolved an issue that could cause document signing to fail.

✅ Fixed a problem that occasionally generated duplicate signed documents.

✅ Form responses now populate generated PDFs correctly.

✅ Returned documents now display signatures consistently.

✅ Completed ID reports are now delivered more reliably.

✅ Client photographs and signatures are included correctly in reports.

✅ Unbundled ID checks now file automatically to the correct matter within integrated case management systems.

The result: less manual intervention, fewer delays, and greater confidence that completed documentation arrives where it should, first time.

We've continued to refine the day-to-day experience for both clients and firms.

The result: fewer interruptions, less friction, and a more dependable experience throughout the platform.

Protecting client data remains a top priority.

Following a comprehensive penetration-test review, we've strengthened security across the platform with a range of enhancements, including:

✅ Stronger password requirements

✅ Improved session management

✅ Enhanced access controls

✅ Updated web security configurations

✅ Continued dependency updates and platform maintenance

These improvements bring inCase further in line with current security best practices while helping maintain a secure, stable, and high-performing platform.

The result: stronger foundations, increased resilience, and greater peace of mind for your firm and your clients.

We'd love to hear from you. If you have any questions, spot anything that isn't quite right, or have ideas for what you'd like to see next, please get in touch with us through the usual support channel, your feedback directly shapes where we take inCase next.

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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.

​​Read now >