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Customer Success Newsletter - August 2026

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Written by John Guga
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.

"Customer relationships are built every single day through trust, value, and meaningful interactions that have a lasting impact." — Access Legal Customer Success Team


Legal Customer Support Channels

Getting support for your Legal products is easy.

As you will be aware, we launched the Access Digital Assistant in March 2026. This is the quickest and easiest way to get help. If you are an entitled contact, you can ask a question through the Digital Assistant via the MyAccess Portal, giving you access to support 24 hours a day, 7 days a week. Our teams are also available between 08:00 and 18:00, Monday to Friday, should you need additional assistance.

We kindly ask that you try this channel first wherever possible, as we are continually enhancing and expanding the support content available to you. Your use of these tools supports our ongoing commitment to improving the customer experience

All software users can also access the dedicated Help Centre for Proclaim.

Should you need to contact us by phone, Legal Support has a single dedicated telephone number: 01206 696430

If you have any old support numbers saved, please disregard them and ensure you use the number above going forward

When calling, please listen carefully to the available options and select the one for your product. This will help ensure you are connected to the correct support team as quickly as possible.

As mentioned above, our digital channels are often the fastest and most convenient way to access support.


Webinars

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

August Compliance Update

Thursday, 6 August at 12:30pm

What does the move to FCA regulation for AML mean for law firms?

Thursday, 20 August at 12:30pm

July Compliance Update

On demand

July AML Update

On demand


Schedule of forms added to Proclaim - August 2026

Proclaim Code

Form Title

Form Date

Salesforce Pack

Date Updated

C100

Application under Children Act for residence, contact, prohibited steps or specific issue order

29/06/2026

Proclaim: Ministry of Justice webforms - pack 1A

29/06/26

FL431

Application to be joined as, or cease to be, a party to forced marriage protection proceedings.

01/06/2026

Proclaim: Ministry of Justice webforms - pack 2A

01/07/26

IHT410

Life assurance and annuities

01/06/2026

Proclaim: Probate webforms - pack 1

01/07/26

IHT403

Gifts and other transfers of value

01/06/2026

Proclaim: Probate webforms - pack 1

01/07/26

D11

Application notice

30/06/2026

Proclaim: Ministry of Justice webforms - pack 1B

02/07/26

FL401A

Application for a forced marriage protection order

Proclaim: Ministry of Justice webforms - pack 2A

07/07/26

FL403A

Application to vary, extend or discharge a forced marriage protection order.

01/07/2026

Proclaim: Ministry of Justice webforms - pack 2A

07/07/26

FL403ADOBE

Application to vary, extend or discharge an order in existing proceedings

01/07/2026

Proclaim: Ministry of Justice webforms - pack 2A

07/07/26

PA8A

Application to stop a Grant of Representation

01/07/2026

Proclaim: Probate webforms - pack 3

23/07/26

PA8B

Application to extend a caveat on a grant of representation

01/07/2026

Proclaim: Probate webforms - pack 3

23/07/26

N215ADOBE

Certificate of service

01/06/2026

Proclaim: Ministry of Justice webforms - pack 4A

24/07/26

N379

Application for charging order on land or property

28/07/2026

Proclaim: Ministry of Justice webforms - pack 4C

28/07/26


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 via [email protected].

August 2026 delegate day training:

  • User Level 1 training – Tuesday, August 4, 2026

  • User Level 1 training – Monday, August 17, 2026

  • User Level 2 training – Wednesday, August 5, 2026

  • Proclaim Accounts User 1 - Monday, August 17, 2026

  • Proclaim Accounts User 2 - Wednesday, August 5, 2026


Compliance Corner

Why file closure matters: avoiding risks and strengthening compliance

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.

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