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Getting Started

Set up your agency and learn the basics.

Platform Overview 17

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

Agency Settings 13

How to configure the agency settings as an administrator user.

Users 9

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

People & Data

Manage clients, contacts, cases, and imports.

Clients 9

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

Contacts 3

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

Cases and Warrants 17

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

Uploads 3

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

Communication

Send messages, manage templates, and events.

Messages 6

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

Message Templates 10

How to create message templates using Auto Messages and Flows.

Events and Calendars 11

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

Portals 14

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

Popular Articles

Agency Settings

How to Complete Carrier Registration

Carrier registration ensures your agency's SMS messages are delivered reliably by registering your brand and messaging campaigns with mobile carriers through eCourtDate.

6 min read Updated Feb 14
Message Templates

How to Create a Flow

Flows let you automate a sequence of messages to clients, ensuring timely reminders and updates about events, payments, cases, and more without manual effort.

14 min read Updated Feb 14
Users

How to Create a Passkey

eCourtDate supports passkeys, a faster and more secure way to log in that replaces both passwords and traditional multi-factor authentication (MFA), letting you sign in with just your device's built-i...

6 min read Updated Feb 14
Message Templates

How to Create an Auto Message

Auto messages allow you to send one-off or recurring messages to clients automatically based on triggers, or to pre-populate message content when sending manually or in bulk.

13 min read Updated Feb 14
Portals

How to Create Forms

Custom web forms in eCourtDate let your agency collect information from clients through your portal, reducing paperwork and ensuring accurate, secure data submission.

9 min read Updated Feb 14
Agency Settings

How to Create Locations

Locations in eCourtDate represent the physical and virtual places where your agency operates, allowing you to assign unique settings like business hours and default judges to each one.

8 min read Updated Feb 14

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