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.
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.
Each month, we round up the latest webinars and on-demand recordings - browse the full list below.
Webinar Title | Date & Time | Registration Details |
June Compliance Update | Thursday, 4 June at 12:30pm | |
Conveyancing Update | Thursday, 25 June at 12:30pm | |
May Compliance Update | On-demand | |
Breach Management Update | On-demand | |
Workload Monitor Overview | On-demand | |
Proclaim Case Folder Integration | On-demand | |
Using Proclaim Libraries | On-demand |
Whatâs New â Access Legal Proclaim Digital Assistant
Since launching the new support experience in MyAccess on 24 March, we've enhanced its capabilities to help you resolve issues faster and track them more easily.
We'll keep listening and monitoring how you use the assistant. As always, thank you for your feedback, this really helps shape what we build next.
You can read about the enhancements here.
Schedule of forms to be added to Proclaim - June 2026
Proclaim Code | Form Title | Form Date | Salesforce Pack | Date Updated |
HMRCD31b | D31b Schedule - Long-term UK residence - transitional provisions | 01/04/2026 | Proclaim: Probate webforms - pack 2 | 05/05/26 |
R185TI | Statement of income from trust | 01/04/2026 | Proclaim: Probate webforms - pack 3 | 05/05/26 |
SA900 | Trust and Estate Tax Return | 01/04/2026 | Proclaim: Probate webforms - pack 3 | 05/05/26 |
HMRCD37 | Schedule D37 - Argricultural Relief | 01/04/2026 | Proclaim: Probate webforms - pack 2 | 05/05/26 |
HMRCD38 | Schedule D38 - Business relief, business or partnership interests | 01/04/2026 | Proclaim: Probate webforms - pack 2 | 05/05/26 |
LP1F | Lasting Power of Attorney - Financial Decisions |
| Proclaim: The Office of the Public Guardian webforms | 07/05/26 |
FORMGADOBE | Notice of response to First Appointment |
| Proclaim: Ministry of Justice webforms - pack 2B | 07/05/26 |
IHT205 2002 | Short form for personal applicants | 01/09/2025 | Proclaim: Probate webforms - pack 1 | 07/05/26 |
IHT205 2002-2003 | Short form for personal applicants (2002 - 2003) | 01/08/2025 | Proclaim: Probate webforms - pack 1 | 07/05/26 |
IHT205 2004-2006 | Return of estate information (2004 to 2006) | 01/09/2025 | Proclaim: Probate webforms - pack 1 | 07/05/26 |
IHT205 2006-2011 | Return of estate information (2006-2011) | 01/09/2025 | Proclaim: Probate webforms - pack 1 | 07/05/26 |
IHT405 | Houses, land, buildings and interests in land | 06/04/2026 | Proclaim: Probate webforms - pack 1 | 11/05/26 |
IHT412 | Unlisted stocks and shares, and control holdings | 06/04/2026 | Proclaim: Probate webforms - pack 2 | 11/05/26 |
IHT404 | Jointly owned assets | 13/05/2026 | Proclaim: Probate webforms - pack 1 | 13/05/26 |
C9 ADOBE | Statement of service | 01/05/2026 | Proclaim: Ministry of Justice webforms - pack 1A | 14/05/26 |
FL415ADOBE | Statement of service | 01/05/2026 | Proclaim: Ministry of Justice webforms - pack 2A | 14/05/26 |
FP6 | Certificate of service | 01/05/2026 | Proclaim: Ministry of Justice webforms - pack 2B | 14/05/26 |
N119 | Particulars of claim for possession (rented residential premises) | 15/05/2026 | Proclaim: Ministry of Justice webforms - pack 3B | 15/05/26 |
IHT38 | Claim for relief - loss on sale of land | 01/05/2026 | Proclaim: Probate webforms - pack 1 | 22/05/26 |
N5 WALES | Claim form for possession of property located in Wales | 22/05/2026 | Proclaim: Ministry of Justice webforms - pack 3A | 22/05/26 |
N5ADOBE | Claim form for possession of property in England | 22/05/2026 | Proclaim: Ministry of Justice webforms - pack 3A | 22/05/26 |
N5B ADOBE | Claim form for possession for a property located wholly in England (accelerated procedure) (assured shorthold tenancy) | 22/05/2026 | Proclaim: Ministry of Justice webforms - pack 3A | 22/05/26 |
N121Adobe | Particulars of claim for possession (trespassers) | 22/05/2026 | Proclaim: Ministry of Justice webforms - pack 3B | 22/05/26 |
FORMA | Notice of [intention to proceed with] an application for a financial order | 01/05/2026 | Proclaim: Ministry of Justice webforms - pack 2B | 22/05/26 |
IHT400 | Inheritance Tax Account | 22/05/2026 | Proclaim: Probate webforms - pack 1 | 27/05/26 |
Ready to leave Proclaim behind?
If you've been using Proclaim and wondering whether there's a better way to run your practice, CaseMatters Evo was built with firms like yours in mind.
It's a cloud-native, AI-powered case management platform designed for UK law firms that want to spend less time on admin and more time on fee-earning work. No servers to maintain, no clunky interfaces to navigate, just a modern, intuitive system that works the way your team actually works.
With CaseMatters Evo you get built-in AI tools that reduce manual tasks, real-time visibility across your caseload, and a platform that scales as your firm grows. And because it's cloud-based, your team can work from anywhere, office, court, or home.
Making the switch is simpler than you might think. Our team will guide you through migration so nothing falls through the cracks.
Curious? Book a demo and see the difference for yourself.
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 viaâŻ[email protected].
June 2026 delegate day training:
Proclaim User | 02/06/2026 | 30/06/2026 |
Proclaim User 2 | 05/06/2026 |
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Technical Level 1 | 09/06/2026 |
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Technical Level 2 | 10/06/2026 |
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Proclaim Accounts User 1 | 03/06/2026 |
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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 ÂŁ100 + VAT per place.
Sessions coming up:
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
Why File Closure Matters: Avoiding risks and strengthening compliance with Diana Borlea - Tuesday 18th August @ 10am
A Practical Guide to the SRA Accounts Rules with Rosanna Davenport - Wednesday 16th September @ 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!