Help Center for eCourtDate

Get help with any eCourtDate questions or issues.

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Platform Overview

Learn about the eCourtDate platform, its features, and how to get started.

Agency Settings

How to configure the agency settings as an administrator user.

Users

How to manage users and roles to restrict permissions in eCourtDate.

Message Templates

How to create message templates using Auto Messages and Flows.

Portals

How to create accessible self-service Web Portals and link to messages.

Clients

How to manage clients such as defendants, victims, witnesses, jurors, and staff.

Contacts

How to manage contacts - phones, emails, and addresses associated to clients.

Messages

How to send and receive omnichannel texts, emails, and phone calls through eCourtDate.

Events and Calendars

How to manage in-person and virtual events. Send event reminders and create portals and calendars.

Cases and Warrants

How to manage cases. Track case history, status, charges, events, and payments.

Payments

How to manage payments and assign to clients. Create one-off and recurring payments.

Files and Forms

How to send and receive multimedia files and fillable forms through messages and portals.

Uploads

How to upload data to eCourtDate using flat files such as a CSV or Excel.

Bulk Actions

How to use Bulk Actions to quickly send a mass message, mass event, or bulk update clients.

Dashboards and Reports

How to create aggregated data dashboards and reports to track metrics in real-time.

Console

How to use the Console to run agency tools, manage integrations, and view audit logs.

Integration Guides

How to use eCourtDate when integrated with third-party applications and services.

Featured Articles

How to Switch Your Current Agency

eCourtDate's multi-agency feature allows you to switch between agencies to manage clients and contacts in different jurisdictions or departments.

How to Switch Your Current Agency

How to Send a One-off Message

eCourtDate can send one-off messages via email, text, and voice calls. This guide is if you want to send a one-off message to a client or contact.

How to Manage Events

Create an in-person or virtual event for a client. Assign a Flow to automatically notify the client about the event.

How to Manage Clients

Clients are the people or organizations who are your agency's primary recipients. They can be defendants, jurors, witnesses, staff, or any other recipient of messages.

How to Create an Auto Message

Auto messages are used to send a one-off or recurring message to a client. You can also use auto messages to pre-populate a message when sending one-off or bulk messages.

How to Create an Auto Message

How to Manage Users

Users are internal staff members who should have access to an eCourtDate agency. A user may have access to multiple agencies and varying roles and permissions.

How to Upload a Flat File

How to bulk create and update data in your agency using a CSV, TXT, or XLSX file.

How to Upload a Flat File

How to Create Locations

Locations are physical and virtual locations in your agency. Each location can have its own unique settings, including business hours, default judge, and more.

How to Create a Flow

Flows are used to automate a sequence of messages to a client. You can create a flow to remind and inform clients about events, payments, cases, and more.

How to Create a Flow

How to Complete Carrier Registration

To ensure compliance with carrier regulations, eCourtDate requires all users to register their messaging campaigns through the Campaign Registry.

How to Complete Carrier Registration

How to Send a Mass Message using Bulk Actions

Bulk Actions allow you to send a message to multiple clients at once. This is useful for sending a message to all clients or a group of clients at once.

How to Send a Mass Message using Bulk Actions

How to Set Up a New Agency

Use this guide to learn how to set up a new eCourtDate agency in staging or production.

How to Set Up a New Agency

Get Help from the eCourtDate Team

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