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Customer Success Newsletter - February 2026

Written by Lindsey Samways
CS Newsletter


Welcome to your Access Legal Compliance newsletter

Each edition brings you the latest updates, practical tips, and expert insights to ensure your success every step of the way.


Legal Compliance and Access Legal Case Management Integration

We’re pleased to introduce the new integration between Legal Compliance and the Access Legal Case Management System, designed to eliminate manual data entry and streamline compliance workflows.

How it works

Firms using both solutions can now search for matters directly within the compliance system, using criteria such as matter reference, client name, or fee earner. With one click, matter and client details automatically populate the relevant fields.

Key benefits

This integration delivers greater accuracy, reduces system switching and provides a consistent case structure between compliance and the case management system, helping your teams work faster and with confidence.

Get started

If you are using both solutions and would like to take advantage of this new integration, please email accesslegalcsm@theaccessgroup.com and we can set up your connection.


Webinars

Webinar spotlight: System management best practices

Thursday, 19 February at 12:30pm

Master the fundamentals of user administration with our upcoming webinar led by Becky Bennett, Consultancy Manager.

This session will cover:

  • Creating users in Access Evo & assigning them access to Legal Compliance

  • Assigning module permissions

  • Disabling users & reassigning tasks

  • Using the Company Noticeboard

  • Deleting records


New to Access Legal Compliance?

Browse our Re-introduction to Access Legal Compliance webinar series and choose the topics you need. Get up to speed >


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

Legal Compliance: System management best practices

Thursday, 19 February at 12:30pm

Horizon Scanning 2026

On-demand

AML Update | January 2026

On-demand

January Compliance Update

On-demand


In-app assistance now live

Following our email in January, we wanted to remind you that as of February 3, all support queries for Access Legal Compliance are now handled directly within the product through our in-app messenger.

Quick reminder:

  • Click the messenger icon (bottom-right corner) to access the Digital Assistant and Help Centre guides

  • Support-entitled users will now raise all support cases through the Digital Assistant - the Support Portal is no longer available for new cases

  • Telephone support remains available as always

This change brings everything you need into one convenient location - no more switching between platforms. All users can access Help Centre content, while support-entitled users can raise cases as usual.

Questions about the change? Visit our FAQ document for detailed answers about the transition, including information about support entitlements, case tracking, and accessing help when offline. Read now >

Can't see the messenger icon? You may need to clear your cache and accept third-party cookies - find step-by-step instructions in our FAQ >


Are you using Legal Compliance to manage your file audits

By utilising Legal Compliance for your audit program, you can centralise your processes and save time collating audit findings. The inbuilt reports help to provide greater business insights, allowing you to spot trends and have visibility across departments and staff.

Embedding a new audit process can help you to reposition the purpose of audits as a tool to better the position of the firm and allow for support to be provided where needed. Find out more >


Sign up to our SOW/SOF AML Masterclass and take advantage of our £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 £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 compliancehelpline@theaccessgroup.com 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 >

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