Skip to main content

Customer Success Newsletter - February 2026

Lindsey Samways avatar
Written by Lindsey Samways
Updated over a week ago
CS Newsletter


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.


Watch the exclusive reveal: CaseMatters Evo

Experience the future of legal technology - on demand. See how CaseMatters Evo is redefining case management for modern law firms. This isn't just an upgrade; it's a bold leap forward that delivers clarity, speed, and intelligence at the heart of every case you manage. Watch now >

Powering your law firm beyond limits

We’re redefining legal tech as your competitive advantage. Built on 30+ years of expertise and enhanced with purposeful AI, our integrated platform helps firms work smarter, faster, and more profitably. It all starts with unrivalled case management.

πŸ‘‰ 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


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.


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

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 – Tues 3rd Feb

  • User Level 2 training – Wed 4th Feb

  • Technical Level 1 training – Tues 10th Feb

  • Technical Level 2 training – 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".


Compliance Corner

AML Independent Audit - what happens after?

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

Footer
Did this answer your question?