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 Integrate Avenu Clearview Jury

Last Updated 1 day ago

Use eCourtDate as your texting service in Avenu Insight's Clearview Jury. Quickly integrate Clearview Jury and eCourtDate to send text messages to your jurors from Clearview's ad-hoc form.

How to Configure Inbound Voice and Text Settings

Last Updated 4 weeks ago

How to setup auto responses and forwarding rules when your agency receives an inbound call or text.

How to Use Merge Tags

Last Updated 1 month ago

Dynamically personalize multilingual templates using Merge Tags

Customize Opt-In and Opt-Out Responses

Last Updated 1 month ago

How to automatically trigger responses based on an inbound text, email, or phone call.

How to Set Up Addresses for Clients

Last Updated 1 month ago

How to create and validate physical addresses. Associate addresses to clients. Generate and send postcards and letters.

How to Create Portals

Last Updated 1 month ago

Create a Web Portal to create forms, info pages, and allow clients to manage their own profile

How to Add a Physical or Virtual Agency Location

Last Updated 1 month ago

How to add a physical or virtual location to use for events, messages, and cases.

How to Manage Agency Phone Numbers

Last Updated 1 month 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

Troubleshooting Automated Messages

Last Updated 1 month ago

How to investigate and troubleshoot issues with automated messages

Troubleshooting Uploads

Last Updated 1 month ago

Step-by-step guide on how to troubleshoot your uploads

About eCourtDate Regions

Last Updated 1 month ago

Multi-Region Architecture for Better Scalability, Reliability, and Security

Customize Add to Calendar Templates

Last Updated 1 month ago

How to customize the Portals Add to Calendar Title and Description

How to Switch the Send Mode

Last Updated 1 month 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

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

Last Updated 1 month ago

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

How to Generate Automated Reports

Last Updated 1 month ago

Use the Reports feature to generate downloadable reports in CSV format automatically.

How to Manually Add a New Client

Last Updated 1 month ago

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

Automated Message Issue Response Guide

Last Updated 1 month ago

Automated Message Issue Troubleshooting Guide

How to Configure Agency Email Settings

Last Updated 1 month ago

How to set up replies from your agency's email address

Troubleshooting Guide for Logging In Issues

Last Updated 1 month ago

Getting help with logging in for the first time

How to Manage Portal Check-ins

Last Updated 1 month ago

Enable check-ins for physical locations and virtual meetings.

How to Automatically Upload Files using SFTP

Last Updated 2 months ago

Automatically upload files to eCourtDate using Secure File Transfer Protocol

How to Disable Messages based on Status

Last Updated 2 months ago

Configure statuses to automatically disable outbound messages.

How to Auto Forward Inbound Messages

Last Updated 2 months ago

Auto-forward inbound texts from authorized users to quickly notify client groups.

How to Assign Users via Bulk Actions

Last Updated 2 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 Verify an Email Domain

Last Updated 2 months ago

Verify an email domain to send authenticated outbound emails.

How to Verify an Email Domain

How to Configure Email Gateways

Last Updated 2 months ago

Configure Email Gateways to route outbound emails through your Email Server.

How to Configure Email Gateways

How to Create Events for Clients

Last Updated 3 months ago

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

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.

How to Create Redirect Links

Last Updated 7 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 Complete Carrier Registration

Last Updated 7 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

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