- How to Add Contact Information for a ClientAdd a phone number or email address to a client record, then set its Type and Channel so your agency can message the client reliably.
- How to Follow Up with Unreachable ClientsFind clients with invalid contacts or unreached events in eCourtDate, run a lookup, and generate a letter or postcard PDF to mail.
- How to Manage Client AddressesStore client addresses by type, read the automatic USPS verification results, and generate letter or postcard PDFs from any address record.
- How to Manage Client PhotosBrowse the client photo gallery, upload photos or capture them with your device camera, and delete the photos you no longer need.
- How to Manage ClientsCreate, update, search, archive, trash, and restore client records in eCourtDate, and work with the cards on each client profile.
- How to Manage OrganizationsCreate organizations on the Settings page, fill in their contact details, then assign them to clients from the Choose Organizations card.
- How to Manage Unreachable ClientsSearch the Unreachables page for events whose clients received no successful message, then fix the contacts and flows behind them.
- How to Upload and Manage Client DocumentsUpload client documents under Clients, set a type, status, and expiration date, scan files for text, and collect uploads through a portal.
- How to Manage Client GroupsClient groups label each client with one category your agency defines, so you can filter, message, and bulk update clients by segment.
Clients
How to manage clients such as defendants, victims, witnesses, jurors, and staff.