Help Center

Get help with any eCourtDate questions or issues.

Cases

How to manage Cases assigned to a Client. Track case history, status, charges, events, and payments.

Console

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

Contacts

How to manage Contacts and assign to Clients. Contacts are phone numbers or email addresses.

Clients

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

Dashboards and Reports

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

Events

How to manage in-person and virtual events. Send automated event reminders and web portals.

Auto Messages and Flows

How to send messages automatically using Auto Messages and Flows.

Files and Forms

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

General Settings

How to use the General Settings page to configure each eCourtDate agency.

Locations

How to create physical and virtual locations. Link a location through messages and portals.

Messages

How to send and receive omnichannel messages through eCourtDate.

Payments

How to manage Payments and assign to Clients. Payments can be one-time or recurring.

Portals

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

Users

How to manage Users who are authorized to access eCourtDate. Create roles to assign permissions.

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.

How to Create Redirect Links

Last Updated 2 months ago

Create redirect links to maintain control over links that are shared in messages and other client-facing resources. Maintain your agency's credibility by always using your official domain. Automatically create links to redirect visitors to external sites.

How to Switch the Send Mode

Last Updated 2 months ago

Simulate Mode allows users to test scheduling outbound messages without sending the message to the end recipient. Switch to Live Mode if you want messages to be delivered to the end recipient.

How to Switch the Send Mode Featured Image

How to Complete Carrier Registration

Last Updated 2 months ago

How to register your entity and campaigns with US-based carriers. Carrier registration as a government entity ensures high deliverability and sending rates.

How to Complete Carrier Registration Featured Image

How to Manually Add a New Client

Last Updated 3 months ago

Add New Clients Manually To Improve Communication and Client Management on eCourtDate.

How to Create Portals

Last Updated 3 months ago

step-by-step guide to create a new portal link

How to Add Contact Information for a Client

Last Updated 3 months ago

Learn How to Add Client's Contact Information to Streamline Your Communication Process on eCourtDate.

Assign Users in Bulk

Last Updated 3 months ago

How to Assign Users to Clients with Bulk Actions

How to Create New Agencies

Last Updated 3 months ago

Create multiple agencies to use eCourtDate for different use cases, user groups, departments, and/or locations. eCourtDate's multi-agency design allows you to isolate each agency for a specific need.

How to Create New Agencies Featured Image

How to Create a One-off Payment Request for a client

Last Updated 3 months ago

Use eCourtDateā€™s Payment Reminder to Quickly Send One-off Payment Requests and Notify Clients of Their Payment Obligations.

How to Setup a Pay Link

Last Updated 3 months ago

Create a pay link and quickly start accepting payments online with an accessible and multilingual portal.

How to Setup a Pay Link Featured Image

How to Manage Cases

Last Updated 3 months ago

Learn how to manage cases in eCourtDate. Create case-based workflows, organize clients based on cases, and send messages associated to dynamic case types and statuses.

How to Manage Cases Featured Image

How to Manage Agency Emails

Last Updated 3 months ago

Agency Emails are the email addresses used to send and receive multilingual email messages. At least one configured Agency Email is required for each agency to be able to send and receive emails.

How to Manage Agency Emails Featured Image

How to Forward Inbound Messages by Assigned User

Last Updated 3 months ago

The Forward Inbound Messages by Assigned User Allows eCourtDate Users to Forward Incoming Messages to the Assigned User automatically.

How to Manage Agency Phone Numbers

Last Updated 3 months ago

How to manage agency phone numbers. Use a local, toll-free, or short code number to send and receive multilingual texts (SMS/MMS) and calls.

How to Manage Agency Phone Numbers Featured Image

How to Manage Judges

Last Updated 3 months ago

Manage and assign Judges to events, cases, warrants, and payments. Create reports and dashboards to track real-time metrics by assigned Judge.

How to Manage Judges Featured Image

How to Track Geolocation on Portal Visits

Last Updated 3 months ago

Track geolocation and device data when visitors access portal links. Ensure clients are in authorized locations and increase message delivery validation.

How to Track Geolocation on Portal Visits Featured Image

How to Send a Gift Card

Last Updated 3 months ago

Instantly purchase gift cards from leading retailers and marketplaces. Send gift card redemption details to any recipient.

How to Send a Gift Card Featured Image

How to Run Reverse Lookups

Last Updated 3 months ago

Lookup details on any given phone number or email address. Validate your contact lists, improve message deliverability, and improve verification for self-enrollees.

How to Run Reverse Lookups Featured Image

How to Switch Your Current Agency

Last Updated 3 months ago

Learn How to Switch Your Current Agency If You Have More Than One Assigned to Your User Profile.

How to Switch Your Current Agency Featured Image

How to Create a User

Last Updated 3 months ago

Adding new users to the eCourtDate platform is a straightforward process that can be completed in a few simple steps

How to Restore Clients via Bulk Actions

Last Updated 4 months ago

Restoring via Bulk Actions empowers eCourtDate users to efficiently restore multiple clients from the trash, simplifying client management tasks, ensuring data integrity, and facilitating quick recovery for improved client organization.

How to Set Up Addresses for Clients

Last Updated 4 months ago

eCourtDate Ensures Accurate Client Address Management, Improving Communication Through Precise Location Information.

Roles and Permissions

Last Updated 4 months ago

Restrict User Access Based on Configurable Roles and Permissions

Roles and Permissions Featured Image

How to Create a Virtual Event

Last Updated 4 months ago

Notify clients about a virtual event with dynamic meeting information.

How to Create a Virtual Event Featured Image

How to Trash or Archive Contacts

Last Updated 4 months ago

Trashing or Archiving Allows Users to Efficiently Declutter Their Contact List by Removing Outdated or Inactive Contacts While Retaining Essential Information for Future Reference or Compliance Purposes.

How to Trash or Archive Contacts Featured Image

How to Archive/Trash Clients via Bulk Actions

Last Updated 3 months ago

Archiving or trashing clients via bulk actions allows to efficiently archive or trash multiple clients in bulk, simplifying client management tasks for improved organization and time-saving purposes.

How to Assign Users via Bulk Actions

Last Updated 3 months ago

Assigning Users via Bulk Action allows you to efficiently assign users to specific clients in one go, streamlines user management, and saves time and effort.

How to Setup a Payment Portal

Last Updated 4 months ago

Launch a multilingual, accessible, and secure payment portal with configurable payment options.

How to Setup a Payment Portal Featured Image

How to Send a Mass One-off Message Using Bulk Actions

Last Updated 4 months ago

Bulk Actions allows users to efficiently send one-off messages to multiple recipients, saving time and improving communication in eCourtDate.

How to Setup Payout Accounts

Last Updated 4 months ago

Set up a payout account to transfer completed card and ACH payments to a US bank account of your choice.

How to Setup Payout Accounts Featured Image

Get Help from the eCourtDate Team

Schedule a Virtual Meeting