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