Agency Settings | eCourtDate Help Center

How to Complete Your Agency Setup ChecklistReview your agency's 19 setup tasks in eCourtDate. Skip eligible tasks and see what needs attention before you start live messaging.
How to Configure Agency Email SettingsConfigure an Agency Email in eCourtDate across its Settings, Outbound, and Inbound tabs to control sending, replies, and forwarding.
How to Configure Inbound Voice and Text SettingsSet up auto responses, forwarding rules, and outside of business hours behavior for inbound calls and texts on an agency phone number.
How to Define Custom StatusesDefine the status values your staff choose on client, case, event, and payment records, and control how each status affects messaging.
How to Manage Agency EmailsAgency Emails are the addresses your agency sends from and receives replies to, each with its own layout, theme, and forwarding rules.
How to Manage Agency Phone NumbersActivate, port, and configure the local, toll-free, and short code phone numbers your agency uses to send and receive texts and calls.
How to Set Up a New AgencyUse the Agency Setup wizard to configure your template, agency details, messaging, and analytics, then launch the whole configuration at once.
How to Port In a Local Area Code Phone NumberPort your local area code number into eCourtDate to keep your existing number while gaining the platform's full messaging features.
How to Create LocationsLocations are the physical and virtual places your agency operates, each with its own rooms, hours, judge, and messaging controls.
How to Disable Messages Based on StatusTurn on Disable Messages for a status so eCourtDate stops generating scheduled messages for the records that match that status name.
How to Port In a Short CodeAdd your short code in eCourtDate, generate the short code transfer form, and send the signed forms to migrate from your current aggregator.