Articles for Agency Settings
How to configure the agency settings as an administrator user.
The Agency Checklist scores 17 sections of your agency configuration and shows exactly what is left to finish before you go live.
Configure an Agency Email in eCourtDate across its Settings, Outbound, and Inbound tabs to control sending, replies, and forwarding.
Set up auto responses, forwarding rules, and outside of business hours behavior for inbound calls and texts on an agency phone number.
Define the status values your staff choose on client, case, event, and payment records, and control how each status affects messaging.
Agency Emails are the addresses your agency sends from and receives replies to, each with its own layout, theme, and forwarding rules.
Activate, port, and configure the local, toll-free, and short code phone numbers your agency uses to send and receive texts and calls.
Use the Agency Setup wizard to configure your template, agency details, messaging, and analytics, then launch the whole configuration at once.
Port your local area code number into eCourtDate to keep your existing number while gaining the platform's full messaging features.
Locations are the physical and virtual places your agency operates, each with its own rooms, hours, judge, and messaging controls.
Turn on Disable Messages for a status so eCourtDate stops generating scheduled messages for the records that match that status name.
Add your short code in eCourtDate, generate the short code transfer form, and send the signed forms to migrate from your current aggregator.