Welcome to your Access Legal Proclaim newsletter
Each edition brings you the latest updates, practical tips, and expert insights to ensure your success every step of the way.
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π Watch the 3-minute demo for CaseMatters Evo and see how your firm can power beyond.
Take a product tour of CaseMatters Evo
Discover how to reclaim time, reduce risk, and unlock new revenue opportunities with a personalised demo tailored to your firm. Get started >
You Said, We Did: Recent Product Enhancements
We've been listening to your feedback, and we're excited to share some of the key enhancements we've delivered based on what you've told us matters most.
CDH Plus Import Improvements
You said: "We would like a smoother, faster experience when importing large datasets"
We did: We've significantly enhanced CDH Plus with improved large file handling and processing times. This has been a game-changer for firms managing substantial data migrations and imports.
Performance Plans Service
You said: "We're not sure we're using the software to its full potential"
We did: We've introduced Performance Plans - a comprehensive service to review your system, identify optimisation opportunities, and help you unlock capabilities you might not know existed. Multiple customers have discovered powerful features already available in their systems through this service.
"The performance plan opened our eyes to what the product can actually do for us" - Recent Performance Plan Customer
Click here to see our services Catalogue
Email & Document Management Enhancements (Proclaim v3.5.1.10-21)
You said: "Email handling and document management should be effortless, it would be great to see improved efficiency gains in this area"
We did: We've delivered multiple improvements including:
Enhanced Outlook integration
Better email signature handling
Improved PDF processing (migrated to Aspose)
Enhanced document workflow performance
Convert document history items to DOCX format
View full details in Proclaim 3.5.1.19 Release Notes | Proclaim 3.5.1.18 Release Notes | Proclaim 3.5.1.15 Release Notes | Proclaim 3.5.1.14 Release Notes
Banking Integration Expansion
You said: "We need support for modern banking formats and compliance requirements"
We did: We've added comprehensive banking integration support including:
NatWest PAYIT digital payments format
Barclays bank export files (BACS, CHAPS, FPS)
ISO20022 Purpose Codes for compliance
Enhanced payment processing controls
Want to Learn More?
For complete details on these and other enhancements, check out the full release notes in the Help Centre. Can't find something you're looking for? Our Support team is here to help you make the most of your software.
Have suggestions for future improvements? We're always listening. Share your feedback through your Account Manager or via the Ideas Portal.
This roundup covers enhancements delivered across recent months. For detailed technical specifications and implementation guidance, please refer to the full release notes.
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 |
February Compliance Update | Thursday, 5 February at 12:30pm | |
Where were all the compliance officers? | Thursday, 19 February at 12:30pm | |
Horizon Scanning 2026 | On-demand | |
AML Update | January 2026 | On-demand | |
Quick Case Reference Entry on Time Recording | On-demand | |
How to Send Multiple Items Through Queries | On-demand |
Schedule of forms added to Proclaim - January 2026
All forms are available to download via the Webforms area in the Customer Success Portal.
Proclaim Code | Form Title | Form Date | Salesforce Pack | Date Updated |
N180 | Directions Questionnaire | 01/12/2024 | Proclaim: Ministry of Justice webforms - pack 3B | 01/12/2025 |
LPA120 | LPA and EPA fees | 01/11/2025 | Proclaim: The Office of the Public Guardian webforms | 04/12/2025 |
IHT417 | Foreign assets | 29/12/2025 | Proclaim: Probate webforms - pack 2 | 06/01/2026 |
IHT400 | Inheritance Tax Account | 30/12/2025 | Proclaim: Probate webforms - pack 1 | 06/01/2026 |
HMLR PN1 | Application for a search in the index of proprietor's names | 01/11/2025 | Proclaim: Conveyancing Land Registry webforms - pack 2 | 06/01/2026 |
K15Adobe | Application for an official search | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K16Adobe | Application for an official search | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K1 | Application for registration of a Land Charge | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K2 | Application for registration of a Land Charge of Class F | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K4 | Application for registration of a Writ or Order | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K6 | Application for registration of a Priority Notice | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K7 | Application for the renewal of a registration | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K8 | Application for the renewal of a registration of a Land Charge of Class F | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K9 | Application for the rectification of an entry in the register | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K11 | Application to cancel an entry in the land charges registry | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K12 | Application for cancellation of an entry in the register under special directions of the registrar | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K13 | Application For Cancellation Of A Land Charge | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K19 | Application for an office copy of an entry in the register | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
K20 | Application for a certificate of the cancellation of an entry in the register | 01/12/2025 | Proclaim: Conveyancing land charges webforms | 08/01/2026 |
IHT401A | Schedule IHT401a | 31/12/2025 | Proclaim: Probate webforms - pack 1 | 09/01/2026 |
N462ADOBE | Judicial review - acknowledgement of service | 01/01/2026 | Proclaim: Ministry of Justice webforms - pack 4C | 12/01/2026 |
Legal Aid Agency Billing Change February 2026
The Legal Aid Agency has confirmed that the new Submit a Bulk Claim (SaBC) portal will go live on 4th February 2026, replacing the old CWA system that has been unavailable since the cyber-attack in May 2025.
This represents a significant change to how you submit your civil legal aid billing, and there are important new requirements you need to be aware of. Read now >
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 viaβ―[email protected].
February 2026 Delegate Day training:
User Level 1 training β Tues 3rd Feb
User Level 2 training β Wed 4th Feb
Technical Level 1 training β Tues 10th Feb
Technical Level 2 training β Wed 11th Feb
Still time to sign up to our SOW/SOF AML Masterclass and take advantage of our Β£100 offer!
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 Β£100 +VAT or 70 FlexPoints.
Hosted by Jack Brown, one of our Risk & Compliance Consultancy Team, this 90- minute remote masterclass will cover:
SOF/SOW Introduction
Legal and Regulatory Requirements
Why is it important
Practical Steps
Examples
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".
AML Independent Audit - what happens after?
Mariam Dobosz, Senior Risk & Compliance Associate, focuses on what should happen after the AML Independent Audit. Read now >


