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.
Key updates and enhancements
We’re excited to introduce our latest update, v.16.1.2.1 from March 10, 2025, bringing key enhancements, fixes, and improvements to OneOffice and Financial Director.
Criminal Legal Aid fees update
We've implemented a separate Youth Court fee scheme with additional fees for serious cases, in line with the latest Criminal Legal Aid regulations. Additionally, we’ve introduced a travel fee for Police Station attendance at Destination police stations.
Billing guide enhancements
By popular demand, we’ve added:
A date range in Time Analysis for the Time Guide.
The ability to export Time Notes with Time entries for better costing visibility in Excel.
Time Notes now display within a single Excel cell for easier data extraction.
Bill templates – multiple pages
Bill templates now handle overflow across multiple pages while maintaining a running and carried-forward balance, ensuring long narratives are displayed clearly and professionally.
Lloyds Bank integration
Financial Director now supports Lloyds bank payment templates for BACS and CHAPS payments.
Important notice: Auto-bill numbering fix Users upgrading from version 16.1.2.0 should review their Auto-bill numbering due to a previously identified issue where sequential numbering was not correctly applied. This issue has now been resolved.
Upcoming release v.16.2.1.0
We are excited to announce key enhancements coming in our April release, designed to improve compliance, streamline operations, and enhance the user experience.
Case deletion and archiving: Manual override feature in OneOffice/Access Legal Case Management
We are introducing manual override functionality in the Case Deletion and Archiving module. This functionality allows users with the appropriate security profile to adjust case retention timelines to meet specific legal requirements.
Users can modify retention dates from within the case
A mandatory reason field ensures a full audit trail, capturing the change details, user, and timestamp.
Users can revert to the original retention settings at any time.
This was the final customer-requested enhancement for the case deletion and archiving module, ensuring greater control and compliance.
High-risk identification in OneOffice
We’re also introducing high-risk client identification to OneOffice for enhanced compliance and risk management.
A new Red/Green drop down field and Country field allow quick visual identification of high-risk clients.
Improved reporting capabilities provide better decision-making tools for high-risk cases.
ISO 20022 compliance in Financial Director
To ensure compliance with ISO 20022 standards, Financial Director will mandate Purpose Codes for UK CHAPS payments related to property starting May 1, 2025.
This update enhances payment processing efficiency and regulatory compliance.
Users will have the necessary tools for seamless financial management.
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 |
April Compliance Update | Thursday, 3 April 12:30pm | |
April AML Update | Thursday, 10 April 12:30pm | |
March Compliance Update | On-demand |
Enable mailbox, groups and Office 365 tasks
If you need assistance with how to enable mailbox forwarding, manage groups, or other tasks within the Office 365 admin center, please take a look at the below article,s which now include video tutorials on how to complete these tasks.
Completing your year end
Explore our new curated collection for completing your year end. You will need to be logged into the portal before opening up the link: Financial year end.
New status dashboard for Access Legal
We're pleased to announce that we've recently rolled out a new application status page and customer notification tool. This upgrade features enhanced views and improved communication to better serve your needs.
The dashboard enables you to:
Register for product alerts for new events and updates created on the status dashboard, for example, high-priority incidents. You can register for alerts on the dashboard itself.
Receive alerts and updates for planned scheduled maintenance work.
Have a central view of current and historical events.
Receive updates as we share any root cause and prevention measures.
If you are currently subscribed to our existing tool, there is no action required on your part. We will automatically transition your subscription to the new tool. You can expect to receive the same level of communication as before; however, please note that the links to the status page and the page itself will have a refreshed look and feel.
Learn more about how to navigate the dashboard in our Status Dashboard guide.
Access Digital Assistant: Achieve more from your software
Your Access Digital Assistant enhances your digital support options and provides a more seamless and convenient experience.
Access Legal OneOffice 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].
April and May 2025 Delegate Day training courses:
OneOffice User Training: Wednesday 9th April 2025
OneOffice User Training: Thursday 8th May 2025
Supervisor Training: Tuesday 13th May 2025
Developer Day 1 Training: Wednesday 14th May 2025
Developer Day 2 Training: Thursday 15th May 2025
Top Tips for using AML electronic checks
More and more firms are deciding to complete Client Due Diligence (CDD) checks via AML electronic check providers instead of obtaining traditional proof of ID, address, and checking the relevant registers manually.
Mariam Dobosz, Senior Risk and Compliance Associate, shares some practical tips on using AML electronic checks. Read now >
PII Spring renewal - what can we expect from our broker?
If your renewal is coming up soon—or even in autumn—you may have heard that insurers are offering rate discounts due to market overcapacity. While that sounds promising, there’s a catch when it comes to how brokers operate:
Large brokers are overwhelmed with business and struggling to manage it effectively.
Getting essential documents processed is becoming increasingly difficult.
Many firms won’t receive the attention they deserve during the renewal process.
As a result, firms often end up with whatever terms they’re given, with little room for negotiation.
Now is the time to consider working with an independent broker—one that truly partners with you throughout the year instead of just showing up at renewal time.
Why choose QPI?
At QPI, we prioritise Quality, Professionalism, and Integrity to deliver the best outcomes for our clients. Here’s what sets us apart:
Direct, reliable access to your broker—you’ll always be able to connect with us.
A deep understanding of your business needs, ensuring tailored insurance solutions.
A proactive, year-round partnership, not just a once-a-year transaction.
Whole-of-market access—we work with the majority of solicitor insurers, leveraging key underwriting insights to secure the most competitive premiums.
Comprehensive commercial advice—helping firms navigate ongoing protection requirements and avoid compliance pitfalls.
A team of experts in risk management, complex claims, legal services, and underwriting—bringing valuable insight to every stage of your coverage.
Choosing QPI means choosing a broker who is truly invested in your success.