Getting Started

Set up your agency and learn the basics.

Platform Overview 16

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

Agency Settings 14

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 15

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

Tools & Operations

Automate workflows, payments, and reporting.

Automations 9

How to create automations for AI-driven workflows and tasks.

Bulk Actions 16

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

Payments 2

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

Files and Documents 6

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

Dashboards and Reports 5

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

Advanced

Console tools, integrations, and developer resources.

Console 13

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