Welcome to your Access Legal OneOffice Customer Success Newsletter! We’re excited to bring you the latest updates, tips, and best practices to help you get the most out of your software.
Stay tuned for important news and insights designed to ensure your success every step of the way.
Latest release information
We are excited to announce the release of OneOffice and Financial Director v.16.2.1.1, packed with powerful new features, enhancements, and fixes to help your firm stay compliant, streamline workflows, and enhance user control. Here's what's new:
Manual Override of Case Destruction Dates (CDAM Module)
CDAM Destruction Report Enhancements
High-Risk Client Identification
COS Import Tool – Now with Payee Details
IHT Forms Update – IHT418 & IHT423
Zero-Rated Diary Items – Charge Override
Ad-Hoc Reporting – Longer SQL Queries
Client & Matter Forms Refactored
Bug Fixes – OneOffice & Financial Director
ISO 20022 Compliance for Domestic CHAPS Payments
Billing Workflow Improvements
Bill Templates – Per-Page Totals
Elevate your knowledge and maximise your software
Each month, you'll have access to a range of webinars delivered by industry experts. From the UK's leading legal compliance update to practical guidance for optimising your software, along with important insights into product development.
Our webinars are designed to help you enhance your business practices and stay ahead in an ever-changing landscape.
Webinar Title | Date & Time | Registration Details |
Product Roadmap Webinar Update | Thursday, 22 May 14:00pm | |
AML Independent Audits | Thursday, 22 May 12:30pm | |
May Compliance Update | On-demand | |
April Compliance Update | On-demand | |
April AML Update | On-demand | |
Streamline Your AML Process: How inCase Simplifies Compliance Without Compromise | On-demand |
SRA Diversity Survey 2025
In 2011 the Legal Services Board published their decision paper on increasing diversity and social mobility in the legal workforce.
Firms must collate and report their diversity data to the SRA every two years, this requirement applies to all firms regulated by the SRA, including sole practices, recognised bodies and alternative business structures.
Once the data has been collated the SRA will publish the diversity profile of the profession on its website, and report back to the Legal Services Board.
Coming Soon: Access Legal Diversity Survey Tool
As a regulated firm, it is your responsibility to undertake this survey. To facilitate this process, we’re excited to announce that our online SRA Diversity Survey tool will soon be available to help streamline data collection and reporting.
The system enables you to:
Collect and collate all necessary data safely and anonymously.
Staff members can complete surveys from their smartphones or mobile devices.
Monitor and manage survey completion.
Receive a detailed report based on the collected survey data, formatted appropriately for submission to the SRA.
We’ll be sharing further updates once this fantastic tool is available.
Make changes to Office 365
As part of our collection of self-serve training videos we have updated the following two articles to make it easier for you to make changes to Office 365.
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].
May & June 2025 Delegate Day training:
One Office user training – Wed 7th May or Wed 4th June
Supervisor training – Tues 13th May or Tues 24th June
Developer Day 1 training Wed 14th May or Wed 25th June
Developer Day 2 training Thurs 15th May or Thurs 26th June
Financial year end - why do we do it to ourselves?
Beth Mayman, Head of Risk and Compliance Services at Access Legal, shares her thoughts on proactive measures that compliance teams and supervisors can implement to ease the pressures experienced during the final 4 to 8 weeks of the financial year. Read now >