Browse Topics
Pick a topic to see every guide written for it.
Getting Started
Set up your agency and learn the basics.
People & Data
Manage clients, contacts, cases, and imports.
- ClientsHow to manage clients such as defendants, victims, witnesses, jurors, and staff.9 articles
- ContactsHow to manage contacts, including the phones, emails, and addresses associated to clients.3 articles
- Cases and WarrantsHow to manage cases. Track case history, status, charges, events, and payments.11 articles
- UploadsHow to upload data to eCourtDate using flat files such as a CSV or Excel.3 articles
Communication
Send messages, manage templates, and events.
- MessagesHow to send and receive omnichannel texts, emails, and phone calls through eCourtDate.6 articles
- Message TemplatesHow to create message templates using Auto Messages and Flows.9 articles
- Events and CalendarsHow to manage in-person and virtual events. Send event reminders and create portals and calendars.10 articles
- PortalsHow to create accessible self-service Web Portals and link to messages.15 articles
- Messaging ComplianceHow to register with telecom carriers, manage 10DLC campaigns, and meet opt-in and opt-out requirements.3 articles
Tools & Operations
Automate workflows, payments, and reporting.
- AutomationsHow to create automations for AI-driven workflows and tasks.9 articles
- Bulk ActionsHow to use Bulk Actions to quickly send a mass message, mass event, or bulk update clients.16 articles
- PaymentsHow to manage payments and assign to clients. Create one-off and recurring payments.2 articles
- Files and DocumentsHow to send and receive multimedia files and fillable forms through messages and portals.6 articles
- Dashboards and ReportsHow to create aggregated data dashboards and reports to track metrics in real-time.6 articles
Advanced
Console tools, integrations, and developer resources.