How to manage Cases assigned to a Client. Track case history, status, charges, events, and payments.
How to use the Console to run admin tools, manage advanced integrations, and view audit logs.
How to manage Contacts and assign to Clients. Contacts are phone numbers or email addresses.
How to manage Clients such as defendants, victims, witnesses, and jurors.
How to create aggregated data dashboards and reports to track metrics in real-time.
How to manage in-person and virtual events. Send automated event reminders and web portals.
How to send messages automatically using Auto Messages and Flows.
How to send and receive multimedia files and fillable forms through messagers and portals.
How to use the General Settings page to configure each eCourtDate agency.
How to create physical and virtual locations. Link a location through messages and portals.
How to send and receive omnichannel messages through eCourtDate.
How to manage Payments and assign to Clients. Payments can be one-time or recurring.
How to create accessible self-service Web Portals and link to messages.
How to manage Users who are authorized to access eCourtDate. Create roles to assign permissions.
How to upload data to eCourtDate using flat files such as a CSV or Excel.
How to use Bulk Actions to quickly send a mass message, mass event, or bulk update clients.
Last Updated 2 days ago
The Forward Inbound Messages by Assigned User Allows eCourtDate Users to Forward Incoming Messages to the Assigned User automatically.
Last Updated 2 days ago
Create a Web Portal to create forms, info pages, and allow clients to manage their own profile
Last Updated 2 days ago
Updating Flows Is Essential for Efficient Communication. It Allows Quick Changes to Pre-set Message Templates.
Last Updated 2 days ago
Flows Allow a Pre-defined Template for the Message. Templates Save Time and Ensure Consistency in Your Communication.
Last Updated 2 days ago
Configure Email Gateways to route outbound emails through your Email Server.
Last Updated 2 days ago
Updating Contacts on eCourtDate Allows Users to Ensure Accurate and Up-to-Date Information for Streamlined Communication.
Last Updated 2 days 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Trashing or Archiving Allows Users to Efficiently Declutter Their Contact List by Removing Outdated or Inactive Contacts While Retaining Essential Information for Future Reference or Compliance Purposes.
Last Updated 2 days ago
Restoring Contacts allows users to easily recover and reactivate deleted or archived contacts, ensuring uninterrupted communication and improving contact list organization for efficient data management.
Last Updated 2 days 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.
Last Updated 1 month ago
How to setup auto responses and forwarding rules when your agency receives an inbound call or text.
Last Updated 1 month ago
Dynamically personalize multilingual templates using Merge Tags
Last Updated 1 month ago
How to automatically trigger responses based on an inbound text, email, or phone call.
Last Updated 1 month ago
How to create and validate physical addresses. Associate addresses to clients. Generate and send postcards and letters.
Last Updated 1 month ago
How to add a physical or virtual location to use for events, messages, and cases.
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.
Last Updated 1 month ago
How to investigate and troubleshoot issues with automated messages
Last Updated 1 month ago
Step-by-step guide on how to troubleshoot your uploads
Last Updated 1 month ago
Multi-Region Architecture for Better Scalability, Reliability, and Security
Last Updated 1 month ago
How to customize the Portals Add to Calendar Title and Description
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.
Last Updated 1 month ago
Use eCourtDate’s Payment Reminder to Quickly Send One-off Payment Requests and Notify Clients of Their Payment Obligations.
Last Updated 1 month ago
Use the Reports feature to generate downloadable reports in CSV format automatically.
Last Updated 1 month ago
Add New Clients Manually To Improve Communication and Client Management on eCourtDate.
Last Updated 1 month ago
Automated Message Issue Troubleshooting Guide
Last Updated 1 month ago
How to set up replies from your agency's email address
Last Updated 1 month ago
Getting help with logging in for the first time
Last Updated 1 month ago
Enable check-ins for physical locations and virtual meetings.
Last Updated 2 months ago
Configure statuses to automatically disable outbound messages.
Last Updated 2 months ago
Auto-forward inbound texts from authorized users to quickly notify client groups.
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.
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