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.
Manage the move from Proclaim with clarity and confidence
Weāre excited to introduce our new CaseMatters Evo Fee Earner Enablement Pack. The pack gives leaders readyāmade messaging and guidance to support internal conversations about the transition, while providing fee earners with FAQs, training materials, and roleābased examples to build confidence in using CaseMatters Evo.
Whether youāre preparing your teams for change or looking to accelerate adoption, the enablement pack makes it easier to engage your people, answer common questions, and ensure everyone understands the benefits of moving to a modern, AIāenabled platform. Find out more >
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:
New URL (please use this going forward): https://support.theaccessgroup.com/
Old URL (no longer active): https://access-support.force.com/Support/s
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 Proclaim is about to get even easier
Weāre enhancing the way you access support for Proclaim. Soon, all support requests will be submitted through our new My Access Portal, offering a faster and more streamlined experience.
āPlease note ā you can still call and speak to our support team as usual. That isnāt changing.
Through the My Access Portal, youāll be able to:
Get AIāpowered support 24/7
Use the Digital Assistant chat box
View and track your support cases
Access Help Centre guides and resources
What happens next?
Youāll 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.
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 | |
Export Billing Guide to Excel | On-demand | |
Maximising Email Space With A Simple Trick | On-demand |
Schedule of forms to be added to Proclaim - February 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 |
HMLR ID1 | Certificate of identity for a private individual | 16/02/2026 | Proclaim: Conveyancing Land Registry webforms - pack 2 | 05/02/26 |
HMLR ID2 | Certificate of identity for a body corporate | 16/02/2026 | Proclaim: Conveyancing Land Registry webforms - pack 2 | 05/02/26 |
HMLR ID5 | Certificate given by a conveyancer where a person's identification has been verified by way of an online video call | 01/02/2026 | Proclaim: Conveyancing Land Registry webforms - pack 2 | 05/02/26 |
CH60 | Evidence of identity and declaration in support of an application | 01/11/2025 | Proclaim: Ministry of Justice webforms - pack 4A | 06/02/26 |
V8882A | Request by a company for keeper at date of event information | 01/07/2025 | Proclaim: DVLA Forms | 13/02/26 |
LPA120 | LPA and EPA fees | 02/02/2026 | Proclaim: The Office of the Public Guardian webforms | 13/02/26 |
N215ADOBE | Certificate of service | 01/02/2026 | Proclaim: Ministry of Justice webforms - pack 4A | 18/02/26 |
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 viaāÆ[email protected].
March 2026 Delegate Day training:
User Level 1 training ā Tues 3rd March
User Level 2 training ā Wed 4th March
Technical Level 1 training ā Mon 9th March
Technical Level 2 training ā Wed 11th March
Technical Level 3 day 1 training - Fri 13th March
Technical Level 3 day 2 training - Tues 17th March
Technical Level 4 training - Tues 24th March
Advanced Reports training - Wed 25th March
Levelāup your firmās compliance in 90 minutes
Access Legalās 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 youāll get
š 90āminute sessions with open Q&A
š§āš Delivered by our consultancy team who advise firms daily
ā Just Ā£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 ComplianceāLed Approach for Legal Teams (Host: Rosanna Davenport)
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 >



