Product Changes | eCourtDate Help

Message Dispatch Improvements

• Faster delivery: scheduled-to-sent latency drops from tens of seconds to 1-3 seconds in typical cases.
  • Tighter tail latency: bulk blasts that previously took minutes to drain now complete in seconds.
  • Higher throughput ceiling: agencies sending thousands of messages per minute are no longer capped by worker capacity.
  • Improved recovery: stuck messages are detected and retried automatically every 5 minutes.

Created 1 day ago

Weekly Product Changes - May 11 to May 18, 2026

New Features

• Payments troubleshoot page now provides diagnostic tools to help identify and resolve outbound messaging issues.
• Rich text editor now supports pasting and dropping images directly, making it easier to add visuals to messages and emails.

Improvements

• Message and email editors now use an improved WYSIWYG editor for a more intuitive writing experience.
• Agency signature and footer fields now support rich text formatting for better customization.
• Auto message templates display cleaner previews without HTML formatting cluttering the view.
• File browser context is preserved when refreshing the page, so Users return to their current folder.
• Status filters now auto-search automatically when the type filter changes, reducing manual steps.
• Event timestamps show improved spacing between date and time for better readability.
• Agency switcher now displays only active agencies, simplifying selection.
• Bulk actions preserve line breaks in pasted templates, maintaining formatting intent.
• Case details card appears automatically when a case number is entered on the citations page.
• Interpreter badge displays correctly based on the interpreter checkbox field on citations.
• Upload template editor includes expanded help text and renamed fields for clarity.

Bug Fixes

• File size filter now handles missing or invalid byte values gracefully.
• Event calendar refreshes period counts when search filters change for accurate data.
• Automatic language loading eliminated duplicate rendering of language fields across components.

Created 3 days ago

Data Dashboards Updates May 17

New features

Breakdown table — Below the Detailed Analysis table on the Messages and Events dashboards, you can now pick a second dimension and see a totals cross-tab. For example, group by Location and break down by Language to see, at a glance, how many Spanish messages went to each courthouse.

• Pick the second dimension from a dropdown in the panel header.
• Includes row totals, column totals, and a grand total.
• Export the full cross-tab to CSV with the same icon used in Detailed Analysis.
• Rows with missing values for either dimension are now grouped under "(none)" so the breakdown total always matches the universe total.

Show all in rate panels (Events) — The Reached Rate and Appeared Rate panels still default to the top 15 groups, but a new Show all button in each panel header expands the view to every group when there's more data to see.

Things that now work the way you'd expect

Drill-down actually filters (Messages) — Clicking a row in the Messages Detailed Analysis table previously just changed the grouping axis but didn't filter anything — so clicking "Main Courthouse" while grouped by location would refresh the table to show channels across all locations. Now clicking a row narrows the entire dashboard (KPIs, chart, narrative, tables) to that selection. The breadcrumb above the table lets you jump back to any earlier level, and clicking a row that has no deeper level no longer adds dead breadcrumb entries.

Scoped value lists — When grouping by Agency and clicking into a specific agency on Messages, the next level (Locations) now shows only that agency's locations instead of every location with mostly-zero columns.

Fixes

• Rate panels load instantly (Events) — The Reached Rate and Appeared Rate panels were issuing hundreds of background requests per refresh. They now load in one request, so the panels appear noticeably faster on busy dashboards.
• Agency names instead of UUIDs (Events rate panels & Breakdown) — When grouping by Agency, the rate panels and breakdown table now display the court name rather than the internal UUID.
• Breakdown totals reconcile with the top-left Total — The Breakdown table's grand total now matches the Total Messages stat in the top-left, including for rows where a dimension is missing.
• No invalid Breakdown options on Events — The Events Breakdown dropdown no longer offers "Channel" as a secondary dimension (Channel is a synthetic axis on Events; selecting it would have returned no data).

Performance & reliability

• Faster Events dashboard refresh thanks to the rate panel optimization (1 request replaces up to 400).
• Faster Breakdown loads thanks to a single server-side aggregation per breakdown.
• Test suite expanded by ~30 tests covering the new features and the bug fixes; CI runs them on every change.

Created 3 days ago

Data Dashboards Updates

Theme

• Light / Dark / System theme toggle in the bottom-left footer. Choice persists across visits; System follows your browser preference.
• Chart labels, legends, and axis text now use theme-appropriate colors so dark mode is readable.

New Group By options

• Messages: added Language.
• Events: added Language, Type, Flow, and Case Class.
• Optouts: added Language.
• When grouped by Language, charts and tables show the language name (e.g., English (en)) instead of just the code.

Date defaults

• Events and Optouts now default to the last 3 months on first load, matching Messages.

Metric cards

• Each dashboard now shows 5 or 6 metric cards instead of 10. Removed: Maximum, Minimum, Total Agencies, Total Locations, Data Quality, Trend Strength, Peak-to-Valley, Group Dominance.
• Change indicators ("vs. prior period") are now computed from the equivalent prior date range. Previously these were placeholder values.

Charts

• Removed the four-method Predictive Analytics panel. A single forecast line with a 95% confidence band is now drawn on the main chart instead. The forecast hides itself when there isn't enough history or the data is too noisy to predict honestly.
• Replaced the four Time Analysis cards (Peak Period, Lowest Period, Most Consistent, Most Volatile) with a single Group Variability chart that shows the range and consistency of every group at once.
• Replaced the two Events pie charts with: a Conversion view (Total → Reached → Appeared) and two horizontal bar charts showing Reached and Appeared rates broken down by the current Group By.
• Removed the Messages distribution pie chart (the table now has Total and % of total columns).
• Removed scatter, sankey (Flow Diagram), and network chart types from Events and Messages.
• Removed background grid lines from all charts.
• Anomalous data points are marked with an X directly on the chart with a tooltip showing the expected value and z-score. The separate "N Anomalies" alert panel on Messages is gone.

Compare layout

• Events and Messages have a new Combined / Compare toggle next to the chart. Compare splits the chart into a small grid, one mini-chart per top group, sharing the same y-axis scale.

Detailed Analysis table

• Cells are subtly shaded by row position (helps spot hot streaks).
• Added Total, % of total, and Δ vs prior period columns.
• The group column and header row stay visible when scrolling wide ranges.

Locations map

• Total Agencies and Total Counties now format with thousands separators (1,234 instead of 1234).

• New Payments and Clients Dashboards

Created 2 weeks ago

Weekly Product Changes - Apr 27 to May 4, 2026

Improvements

• Citations section now available with configurable default citation status and type settings for better case management.
• Map display updated to use MapTiler for improved performance and reliability.
• Console warnings resolved on the locations detail page for a smoother user experience.
• Event processing optimized to handle more events per client session.
• Calendar scheduling interface improved with better table structure and organization.

Created 2 weeks ago

Weekly Product Changes - Apr 20 to Apr 27, 2026

New Features

• Batch auto-translation now includes progress tracking, making it easier to monitor translation status in the Messages section.
• Auto Translate All button repositioned next to the Show/Hide Languages toggle for improved workflow.
• Help text and validation masks added to portal check-in fields, providing Users with clearer guidance during check-in.
• Notify attorney results setting enables batch notification emails for case outcomes.

Improvements

• Map layers migrated to Mapbox for enhanced mapping functionality and performance.
• Contacts page now displays accurate valid and opt-out counts using an improved backend endpoint, with the beta badge removed.
• Custom date options hidden in Reports when export frequency is already configured, streamlining the export setup process.
• Inbound text messages now support multiple languages with fallback to legacy strings for compatibility.
• PNG QR code option is now consistently available, with automatic disabling when the logo format is SVG.
• Portal preview URL formatting corrected to remove spacing issues.

Bug Fixes

• Fixed production build error caused by missing lodash import.
• Stray space removed from portal preview URL between domain and menu path.
• Check-in field validation mask now restricted to HTML5-supported pattern types.

Created 3 weeks ago

Weekly Product Changes - Apr 6 to Apr 13, 2026

New Features

• Ticket file upload limit increased to 1GB, allowing Users to attach larger files.
• Forms section now available in the agency checklist for streamlined workflow management.

Improvements

• Checklist page redesigned with grouped sections and progress gamification for better organization and engagement.
• Messaging page has been redesigned for an improved user experience.
• Agency checklist now includes updated filtering options and improved guide URLs for easier navigation.
• Sample templates have been updated with the latest options and configurations.

Created 1 month ago

Inbound Message Language Detection Updates

Quick Keyword Detection

If your message is a single word like "English", "Español", "French", or "Arabic", we instantly recognize the language - no extra processing needed. We support keywords for over 15 languages including English, Spanish, French, Arabic, Vietnamese, German, Portuguese, Chinese, Korean, Japanese, Russian, Haitian Creole, Italian, Polish, and Tagalog.

Automatic Detection for Longer Messages

For full sentences or longer messages, we use Google's language detection to identify the language with high accuracy. If we're confident in the detection (over 90% certainty), we'll update your language preference automatically.

Created 1 month ago

Weekly Product Changes - Mar 31 to Apr 7, 2026

New Features

• Added RTL language direction support to the Messages section, improving accessibility for right-to-left language speakers.
• Payment reference information now displays in relevant sections for better transaction tracking.

Improvements

• Ticket file upload limit increased to 1GB, allowing Users to attach larger files.
• The messaging page has been redesigned for a better user experience.
• Message content rendering is now secured across list and individual message views.
• Sample templates functionality enhanced for improved template management.

Bug Fixes

• Location map removed from location cards to streamline the interface.
• Bulk action performance optimized to skip unnecessary attachment retrieval calls.

Created 1 month ago

March 2026 Changelog

Messaging and Flows

• Improved flows management with clearer card hierarchy, language controls, message counts, preview enhancements, and clickable navigation between messages.
• Added merge tag validation across previews, flow editing, auto messages, and bulk actions to surface invalid tags earlier.
• Improved messaging-related UI details, including print handling, badge behavior, copy updates, and safer preview behavior.

Bulk Actions and Client Management

• Expanded bulk actions with an editable message editor and drag-and-drop file attachments.
• Fixed client count issues, organization selection limits, and live-run exclusion saving.
• Added auto-save for include/exclude toggles and improved group and organization multi-select behavior.
• Tuned client preview pagination for better usability and performance.

Help, Support, and Ticketing

• Added file attachments to help tickets.
• Added support ticket satisfaction ratings.
• Simplified the Help page and replaced older article-style content with Help Center, wiki, onboarding, implementation, and service-status links.
• Updated support ticket naming and navigation details.

Training and Setup

• Reworked training into standard and admin tracks.
• Replaced certificate downloads with async email delivery and improved certificate button/layout behavior.
• Simplified the training UX by removing the level system.
• Expanded setup checklist logic with validations for active users, logo configuration, languages, send mode, custom domains, and monthly reporting.

Citations, Events, and Case Workflows

• Significantly expanded citation editing with new fields, layout changes, attachment management, identities support, and sidebar visibility.
• Added bulk archive, trash, and restore actions to events.
• Fixed calendar timezone issues that could place events on the wrong day.
• Added an event troubleshooting page with diagnostic checks and updated default case creation fields.

Navigation, Performance, and UI Polish

• Added load-more pagination to agencies and the agency switcher.
• Fixed sent files pagination so loading more appends results correctly.
• Lazy-loaded routes and added recovery for chunk loading errors.
• Replaced the Toast UI editor with a custom contenteditable WYSIWYG editor.
• Cleaned up dark mode issues, improved preview components, adjusted navbar/logo behavior, and removed unused onboarding/stats views.

Created 1 month ago

Monthly Email Report for Custom Domains

An automated monthly email report has been implemented for agencies that use custom domains for sending emails. Each report include domain status as well as usage metrics for the previous monthly period. The recipients are the creator of the custom domain and any emails included in the Notify setting.

Created 3 months ago

Auto Forward Inbound Emails to Clients by Organization

When editing an Agency Email, users can select up to 4 organizations to auto forward inbound emails to clients by.

Created 4 months ago

Bulk Actions Default Limit Increased

The Bulk Actions Default Limit has been increased to 1000 from 250. Agencies can customize the limit based on their preferences using the General Settings > Bulk Actions Default Limit setting.

Created 4 months ago

Time Zone Format General Setting and Time Zone Long Merge Tag

Under Admin > Settings, users can set the Time Zone Display setting to customize how time zones are displayed. Alternatively, [TimeZoneLong] uses a longer format ("Eastern Time" instead of "EST").

Created 4 months ago

Message Templates Renamed to Messaging

For improved organization, Message Templates has been renamed to Messaging.

Created 4 months ago

Only Business Days Setting for Recurring Actions

When configuring a Recurring Bulk Action, users can enable the "Only Business Days" setting to skip running the bulk action on a non-business day. If enabled, Federal Holidays are considered a non-business day.

Created 4 months ago

New Next Event Merge Tags

The following next event merge tags have been added:

• [NextEventType]
• [NextEventDescription]
• [NextEventStatus]
• [NextEventReference]

Created 4 months ago

Ability to Customize Auto Forwarding Template

The Auto Forwarding template used with any forwarding related features is customizable through the General Settings > Auto Forward settings.

Created 4 months ago

Console Server Directory Browser Upgrades

The Console Server Directory Browser is faster and supports downloading files directly to a user's computer.

Created 5 months ago

Console SFTP Supports FTPS Connections

The Console SFTP and SFTP Gateway support FTPS connections.

Created 5 months ago

Organizations Portals Page

Users can create an "Organizations" page on a portal and allow clients to toggle subscriptions directly.

Created 5 months ago

IDP Enforced Roles and Expiration

IDP users will use the roles and expiration from the issuing provider instead of eCourtDate defaults.

Created 5 months ago

Upgraded Reports UX and Expanded Sample Reports

The UX has been improved to be easier and more streamlined to create and manage reports. In addition, we've added multiple sample reports that can be quickly imported.

Created 6 months ago

Portals Performance Updates

The following features should work faster by an average of .5 seconds per page/action:

• Searching Cases
• Searching Events linked to a Case
• Logging in / Registering as an Attorney
• Logging in / Registering as a Client
• Viewing Calendars
• Checking in / out for an event
• Viewing an Event
• Viewing a Warrant
• Sending / receiving Chats
• Viewing Files attached to a Message
• Viewing Events on the Waitlist

Created 6 months ago

New Workflows Feature

Users can create and manage "workflows" to automate a series of actions. 

Created 6 months ago

New Admin Automations Section

A new admin section named "Automations" has been added to the admin navigation. 

Created 6 months ago

Reduced Inbound Text Message Latency

Inbound text messages are processed faster by an average of .5 seconds.

Created 7 months ago

Virginia Pretrial Risk Assessment Instrument

The assessments feature now supports the Virginia Pretrial Risk Assessment Instrument.

Created 7 months ago

Portals Show Event Attachments Setting

When editing a portal, users can enable the Show Event Attachments setting. If enabled, any files attached to an event are also displayed in the portal for clients to download. This can be used both for files that should be downloaded prior to an event and after (such as meeting transcripts and recordings).

Created 7 months ago

Attach Files to Cases and Events

Users can drag and drop file attachments to both cases and events. When viewing either a case or event, there is a new drag-and-drop file uploader.

Created 7 months ago

Public Case Lookup Inline Form

On the case lookup, if subscriptions are allowed publicly and the client is not logged in, a form with the following fields allows the client to register and subscribe to the case in one action:

• First Name
• Last Name
• Email Address
• Phone Number

Created 7 months ago

Electronic Warrants Updates

Warrants support the following fields:

• Location
• Title
• Subtitle
• Audience
• Description (HTML)
• Custom meta fields per warrant

In addition, the PDF and portal views of warrants have been updated.

Created 7 months ago

Checkins Page Send a Message Update

On the Checkins page > Send a Message form, users can preload the message form with an Auto Message and use the Auto Translate button. If an Auto Message is selected with multiple languages, the appropriate language is used for each checkin.

Created 7 months ago

Configurable Portal Options to Allow Clients to Cancel Events

When editing a portal, there are two new options:

• Allow Cancel Event
• Cancel Event Reasons

When enabled, event pages on the portal will display a Cancel Event button at the end of the page. If clicked, the client chooses a reason and adds optional comments. The event status is updated to canceled and a comment is created with the reason.

Created 7 months ago

Fillable PDF Generator Updates

The fillable PDF generator for any portal form supports checkbox fields, long text fields, and multi-line field labels.

Created 7 months ago

Events Page Search Options

In the Events page search form, users can search "Location Notes" and "Virtual Notes" fields with a partial query. The Location Notes field will only show if a Location is selected. The Virtual Notes field will only show if the Virtual checkbox is selected.

Created 7 months ago

Events Page UX Changes

When manually creating new events:

• The Flow, Location, and Portal options are defaulted to the first option if a default option is not found.
• A "Edit Event" button shows next to the "Create" button whenever creating an event.
• An Event is auto set as virtual if the Location is virtual.

Created 7 months ago

Bulk Actions Create From Upload

When a bulk action is created from an upload, the bulk action will use the specific upload instead of the creator search filter. This will ensure that bulk actions are restricted only to the particular upload instead of any clients that may have been created by a previous upload.

Created 7 months ago

Bulk Actions Add Contacts Supports Flexible Formatting

When performing a Bulk Action, users can click Add Contacts to manually paste a list of email addresses and phone numbers. This feature now accepts multiple formatting options:

• Comma-separated values

• Space-separated values

• New line–separated values

This flexibility makes it easy to copy and paste contact lists from a variety of file sources without requiring any formatting changes.

Created 7 months ago

Auto Docs Feature

Auto Docs allow users to create automated document generation workflows. Documents are generated based on existing data and can be sent to any external destination such as email, SFTP, S3, and API. Each document can be personalized based on dynamic fields and supports custom templates.

Created 7 months ago

Chatbots Available on Web Portals

Users can create a chatbot and enable it on a portal. Any AI-generated responses will use the chatbot personality and configuration set by the user. When editing a portal, choose a chatbot and click save. Once saved, the chatbot will appear on all portal pages in the bottom right corner. A demo chatbot is available at https://demo.ecourtdate.com

Created 7 months ago

Form Submissions Updates

The following updates have been made when managing form submissions:

• When clicking the CSV button on the submissions viewer, the submission fields will be extracted to separate columns.
• When editing a single submission, a new CSV button also works the same way.
• When generating a PDF from a single submission, the template has been updated to include the general fields before the submission fields.
• When switching between forms on the submissions viewer, the current URL will update automatically.

Created 7 months ago

Client Types General Setting

In General Settings, a new "Client Types" option has been added. When configured, then any "Client Type" fields will use the options. If not configured, then a dynamic list of client types is generated based on the data available.

Created 7 months ago

Bulk Action Labels Match Custom Settings

When creating and editing bulk actions, any custom fields and labels configured in General Settings will use the custom configuration.

Created 7 months ago

New Events Page Options

When users edit their preferences, a new Hide Events Calendar option is available. If enabled, the calendar on the events page will be hidden.

When viewing the Events page, there are new Date Range filter options.

Created 7 months ago

New Options When Transferring Clients

When users are transferring clients manually or through bulk actions, the following options are available:

• Sync With Target Agency - if enabled, the client and related records will be updated instead of skipped.
• Related Records - users can choose which related records are transferred instead of all.

Created 7 months ago

Availability Templates Enabled Days Setting

When users are editing an Availability Template, the Enabled Days setting is a list of checkboxes.

Created 8 months ago

Hide Register Link

When editing a web portal, users can enable the "Hide Register Link" option in the "Welcome" tab. If enabled, this will hide the "register" link to the enrollment page.

Created 8 months ago

Portals Photos Configuration Options

When editing a portal, users can customize the "Photos" page. The Photos page only works for authenticated clients and allows clients to upload their photos through a web cam or file browser.

Created 8 months ago

Portals Profile Form Builder

Users can customize the fields used in the Portal Profile with a builder similar to the Enroll Form and Checkin Form builders. This allows users to completely customize which fields are available to clients in their profile.

Created 8 months ago

Portals Library UI Improvements

The Web Portal Library UI has been upgraded. In addition, loading the library and individual resources is faster.

Created 8 months ago

UI Improvements When Viewing Messages and Contacts

When viewing a single message or contact, the message feed for the record has new sorting and filter options. In addition, outbound and inbound messages are sorted in a conversational style.

Created 8 months ago

OTPs Verify Endpoint Validation

When using the new /otps/verify endpoint via API, users should expect that the "channel" property is required to match the original "channel" value provided in the /otps endpoint.

The API docs have been updated to reflect this change: https://docs.ecourtdate.com/#/One-Time%20Passcodes/VerifyOTP

Created 8 months ago

Events Data Dashboard Updates

The following features have been added to the Events Data Dashboard:

• Quick Time Range buttons to easily update the date filter.
• Visualizations including heatmaps.
• Rate calculation options including FTA Rate and Reached Rate.
• Pie charts including "Reached Distribution" and "Appeared Distribution".
• Predictive Analytics with conservative and optimistic models.
• Data quality metrics including trend strength and group dominance.

Created 8 months ago

Assigned Phone Numbers When Viewing Campaigns

On the carriers page, users can see which local area code phone numbers are assigned to which campaigns.

Created 8 months ago

Electronic Signature Auto Complete and Additional Signers

When sending a file for electronic signature, users can enter a comma-separated list of additional signers. Once all signers have completed their signatures, the file status is automatically changed to complete.

Created 8 months ago

New Options for Portals

When editing Portals, users have the following new options:

• Customize Color Theme based on named presets
• Choose an Agency Chatbot to embed on the portal
• Configure any Agency Social Media profiles 
• Upload Public Media (can be inserted directly into any content blocks)

Created 9 months ago

New Options and Improved UX When Editing Posts

Users can now configure and link multiple forms and files to a post. In addition, users can drag and drog a featured image to highlight for the post. When uploading images directly through the editor, any images larger than 1024 px width will be automatically resized.

Created 9 months ago

Improved Performance for Staging and Primary APIs

The cloud infrastructure for the staging and primary APIs have been upgraded. Users will see improved speeds and general performance.

The status page now tracks the primary API in addition to each region API.

Created 9 months ago

Auto Generate Case Number Settings

The following settings allow users to customize how to case numbers are generated automatically. 

• Case Number Format
• Separator
• Type Code Length
• Case Number Length
• Case Number Prefix
• Case Number Suffix

Created 9 months ago

Ability to Rate Help Chat Responses

Users can rate our help chatbot responses uses an Emoji-based rating system. 

Created 9 months ago

Improved Portals Response Times

Portal response times have been improved for all web portals and pages.

Created 9 months ago

Improved UX When Viewing Uploads

When users are viewing an upload, we've added UX improvements including a sticky header and table alignment.

Created 9 months ago

Ability to Reset Identities and Documents via the Console

Console users can reset Identities and Documents through the "Reset Data" tool in the Console.

Created 9 months ago

One-Time Password API Endpoints Published

We have published the OTP endpoints that we use for the Web Portals. This allows any API user to implement OTP functionality into their own application.

Created 9 months ago

Events Calendar View

When viewing events, both a calendar and list view are displayed. The calendar view allows toggling between month, week, and day.

Created 9 months ago

Files Management Improvements

We've applied the following changes when managing files:

• Performance improvement - loading files is faster
• Category organization - create folders and sub-folders to organize files
• UX redesign - uploading and managing files is more intuitive with multi drag and drop support

Created 9 months ago

Improved Form Builder UX and Additional Field Types

The user experience has been improved when creating or editing forms. In addition, forms support the following field types:

• Password
• Range Slider
• Search
• Date and Time (combined)
• Week
• Month

When creating actions, all clients fields are available to populate based on the form submission.

Created 9 months ago

New Chatbot Settings

Users can customize chatbots behavior and persona. In addition, users can create custom responses for common questions.

Created 9 months ago

Status Page Subscriptions

Users can click "Get Updates" on the Status page to get service status notifications. https://status.ecourtdate.com

Created 9 months ago

Form Builder Supports URL Field

When building a form, users can choose the "URL" type as a field option. If used, it will validate the entry as a URL (ex: https://agency.gov).

Created 9 months ago

New 404 Error Page on Web Portals

When users attempt to load a URL that doesn't exist, the portal will return a more user-friendly error page with a link to go to the home page. Previously, there was a generic 404 error message.

Created 9 months ago

Performance Improvements on Portal Calendars

Users should experience faster response times when using calendar URLs with external calendars and on the portal.

Created 9 months ago

Console Domains UI Changes

The Console Domains page includes new search and filtering options.

Created 9 months ago

Redesigned Tickets Page

The in-app Help Tickets page has been redesigned to streamline the ticket creation process. In addition, a new metric has been added "Average Open Time" that calculates the average time all tickets are open.

Created 10 months ago

Endpoints Added to API Documentation

The following endpoints have been published in the API documentation:

• GET /settings
• PATCH /settings
• POST /messages/bulks

Created 10 months ago

Training Agent with Dynamic Client Personas

Users can train on how to use the eCourtDate platform by sending live SMS and getting simulated responses back. Create a client with the following phone number: (954)-405-8543. Any outbound messages sent in live mode from the agency will have a simulated response sent back. Configure the training agent persona and language in Admin > Settings > Training Agent.

Created 10 months ago

Help Chats Render in Markdown

As part of our upcoming help chatbot, responses will render in Markdown. This allows for enhanced readability as well as clickable links.

Created 10 months ago

New Data Dashboards Changes

Aggregate Trends now calculate using averages for more representative insights across time.

• Introduced new Data Quality Metrics to help you identify inconsistencies and improve input hygiene.
• Added a Time Analysis Chart featuring the Coefficient of Variation (CV) to track relative variability.
• New Pie Chart visualizations for intuitive, distribution-based insights.
• Included four advanced Statistical Predictive Metrics for more accurate forecasting and trend projection.
• In the Detailed Analysis Chart, users can now click to drill down into specific data segments.

A redesigned Filter Panel (top-right corner) includes:

• Quick Time Ranges for faster filtering.
• New Visualization Options to customize views.
• Rate Calculations to dynamically assess changes over time.

Created 10 months ago

Attorneys Endpoints Added to API Documentation

API users can now programmatically search, create, update, and delete attorneys. In addition, the Update Case endpoint includes an example of how to assign multiple attorneys to a case.

Created 10 months ago

Import System Level Roles

Users can one-click import the following system level roles: ConsoleUser, Security, and Jurisdiction Admin.

Jurisdiction Admin is only available in us-texas region.

Created 11 months ago

Console Domains DNS Records

When viewing a domain in the Console, users can click a "Download DNS" button to save a CSV file with all necessary records for a domain. For email domains, this now includes both outbound and inbound DNS records.

Created 11 months ago

Messages Search Redesigned

When searching on the Messages page, the search options have been redesigned and simplified.

Created 11 months ago

Edit Carrier Campaigns

Users can edit carrier campaign registrations directly through the Carriers page. Previously, updates to carrier changes required submitting a help ticket.

Created 11 months ago

Improved Performance on Data Dashboards

The Data Dashboards backend has been upgraded to allow for more performant queries.

Created 1 year ago

Hide Create Forms by Role

If a user is not Super Admin and does not have a "create" permission, then then the create form will be automatically hidden.

Created 1 year ago

Page Tabs Can be Hidden by Role

When configuring roles, users can set the "Hidden Navigations" setting to hide sub page tabs based on the assigned user's role.

Created 1 year ago

Restrict Portal Access by Domain

When editing a Portal, use the "Allowed Domain" setting to restrict portal registration and login to a specific domain. If enabled, portal registration will require an email address and clients can only login with their email.

Created 1 year ago

Curfew Reminders

Users can configure Supervision Levels to send curfew reminders to assigned clients on a daily basis.

Each Supervision Level supports the following settings if curfew reminders are enabled:

• Curfew Days
• Curfew Start Time
• Curfew End Time
• Curfew Message (choose from Auto Messages)

Created 1 year ago

Improved Portal Performance

The following portal features should experience improved performance and reduced latency:

• Viewing informational posts
• Viewing event locations
• Searching, subscribing, and unsubscribing to cases
• Uploading documents and photos
• Creating addresses through the profile or enroll form
• Submitting forms
• Viewing checkins on waitlist
• Generating merge tags (partial)
• Electronically signing files
• Signing into the portal

Created 1 year ago

Search Comments

On the Comments page, users can search with the following fields:

• Partial search on any comment content
• Case Number
• Archived or Trashed

Created 1 year ago

Sample Forms List Updated

When creating a form, users can choose from multiple sample forms instead of only a survey form.

Created 1 year ago

Choose Agency Email Domain

When creating an agency email, users can choose from their custom domains or an "ecase.io" based domain. If an email gateway is configured, users can also set the gateway.

Created 1 year ago

Allow Clients to Download a Fillable PDF

When submitting a form on the portal, clients can use the "Download PDF" to save a fillable PDF version of the form.

Created 1 year ago

User Customizable Cases Fields

When viewing the Cases page, users can customize their preferred fields by clicking on the "Fields" button and toggling any desired fields.

Created 1 year ago

Detach Users in a Deactivated Agency

If an agency is deactivated, users can be still be detached through the Console. Previously, the agency had to be reactivated in order to manage users.

Created 1 year ago

Enter Additional Email Addresses when Scheduling a Meeting

Clients can use the "Additional Email Addresses" field to include additional emails when scheduling meetings through a portal.

Created 1 year ago

Improved Performance in Inbound Messaging

Inbound texts and emails should see an improved speed on processing times.

Created 1 year ago

Improved Performance on Upload Processing

Uploads should see improved performance on processing times.

Created 1 year ago

Improved Performance on Data Dashboards

All data dashboards should experience improved load times and reduced latency.

Created 1 year ago