Articles for Clients
How to manage clients such as defendants, victims, witnesses, jurors, and staff.
Adding contact information for a client in eCourtDate enables your agency to send and receive messages through phone numbers and email addresses, ensuring reliable communication with the people you se...
Track clients whose messages could not be delivered due to bad contact information, opt-outs, or disconnected numbers. Use eCourtDate to generate postal notifications and create follow-up workflows so...
Store and organize client addresses by type, validate them with USPS, and generate postal mailings to keep your agency connected with every client.
View all client photos in a gallery layout and manage photo collections for each client in your caseload.
Clients are the people or organizations who are your agency's primary recipients. This guide walks you through creating, updating, searching, archiving, trashing, and restoring client records in eCour...
Manage partner organizations and external agencies to track relationships, link them to clients and cases, and maintain a centralized directory of your agency's external contacts.
Identify clients with failed message delivery, follow up with alternative contact methods, and create re-engagement workflows to bring them back into communication.
Collect, organize, and validate documents from clients and staff so your agency can maintain a searchable, centralized document repository with OCR text extraction and self-service upload capabilities...
Client groups allow you to organize clients for easy tracking, automated messaging, bulk communications, and reporting within eCourtDate.