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staging
As part of our upcoming help chatbot, responses will render in Markdown. This allows for enhanced readability as well as clickable links.
Created 1 day ago
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staging
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 1 week ago
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staging
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 1 week ago
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production
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 1 month ago
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production
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 1 month ago
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production
When searching on the Messages page, the search options have been redesigned and simplified.
Created 1 month ago
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production
Users can edit carrier campaign registrations directly through the Carriers page. Previously, updates to carrier changes required submitting a help ticket.
Created 1 month ago
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production
The Data Dashboards backend has been upgraded to allow for more performant queries.
Created 1 month ago
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production
If a user is not Super Admin and does not have a "create" permission, then then the create form will be automatically hidden.
Created 2 months ago
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production
When configuring roles, users can set the "Hidden Navigations" setting to hide sub page tabs based on the assigned user's role.
Created 2 months ago
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production
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 2 months ago
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production
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 2 months ago
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production
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 2 months ago
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production
On the Comments page, users can search with the following fields:
- Partial search on any comment content
- Case Number
- Archived or Trashed
Created 2 months ago
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production
When creating a form, users can choose from multiple sample forms instead of only a survey form.
Created 2 months ago
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production
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 2 months ago
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production
When submitting a form on the portal, clients can use the "Download PDF" to save a fillable PDF version of the form.
Created 2 months ago
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production
When viewing the Cases page, users can customize their preferred fields by clicking on the "Fields" button and toggling any desired fields.
Created 2 months ago
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production
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 2 months ago
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production
Clients can use the "Additional Email Addresses" field to include additional emails when scheduling meetings through a portal.
Created 2 months ago
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production
Inbound texts and emails should see an improved speed on processing times.
Created 2 months ago
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production
Uploads should see improved performance on processing times.
Created 2 months ago
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production
All data dashboards should experience improved load times and reduced latency.
Created 2 months ago
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production
From the "Get Help" page, click on the "Download Operations Manual" to generate a customized PDF manual based on your agency settings.
Created 2 months ago
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production
The following web portal features should experience improved performance and reduced latency: attorney directory, public/private calendars, checkin/checkout forms, private dashboard/profile/documents, maps and locations, and redirects.
Created 2 months ago
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production
Use the "Skip Duplicate Messages" setting to disable duplicate prevention for outbound messages. This is only recommended for API users who want to control duplicate prevention completely on their end without setting duplicate conditions on a per-request level. https://staging.ecourtdate.com/settings?search=duplicate
Created 2 months ago
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production
If a portal has a custom check-in form, the admin check in will use the same fields.
Created 2 months ago
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production
After checking in, clients can click the "Visitor Badge" button to take a photo and create a badge.
Created 2 months ago
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production
When a bulk action is ran live, the messages will begin processing immediately. In addition, each message is generated simultaneously. This will result in faster dispatch and processing times.
Created 3 months ago
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production
Forms support auto population of any fields based on a URL parameter. Pre populated links can be generated in QR codes, used in message links, or integrated in an external system to create dynamic links.
Created 3 months ago
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production
When viewing webhook logs in the Console, users can click the "Retry" button to immediately resend the log to the webhook URL.
Created 3 months ago
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production
Users can generate a real-time waitlist page of scheduled events and check-ins through a portal. Waitlists can work on both client/visitor devices and show on display screens (TVs and kiosks).
Created 3 months ago
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production
When editing a QR code for a portal form, users can choose to auto populate any fields associated with the form.
Created 3 months ago
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production
Users can create custom fields, select field types, select field options, select whether a field is hidden or required, and set a default value. In addition, the UX has been improved to streamline check-in form creation.
Created 3 months ago
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production
When editing a flow, users can click the "Duplicate" button to create additional messages and the "Import Sample" button to pre-populate the Subject and Message fields with a sample template. Scheduling and trigger options have been reorganized for simplicity.
Created 3 months ago
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production
The following merge tags are available for client-level data: [ClientBirthDate] [ClientBirthYear] [ClientAge] [ClientGender]
Created 3 months ago
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production
The submissions viewer has been improved with inline editing, file downloads, and data search.
Created 3 months ago
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production
On the Referrals page, under Agency Setup, users can generate press release templates to announce using eCourtDate.
Created 3 months ago
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production
Use the "When a Client Group Is" Auto Message trigger to send a message when a client is assigned to a specific group. This auto message can be triggered when clients are created with a group or updated to a group.
Created 3 months ago
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production
When searching for clients on the main client's page, users can select which field to choose for a partial search.
When editing a client, the following changes have been made:
- A blank thumbnail image of the client is shown next to the client name (unless a photo is uploaded)
- A list of the client's next three upcoming events is displayed below the client's profile
Created 3 months ago
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production
On the Clients and Events pages, users can choose from additional fields to include when creating new records.
Created 3 months ago
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production
When editing a client, users are able to manually assign the supervision level to a client. If a supervision level is assigned, then any details about the level are shown. Ensure to configure supervision levels under Admin > Settings > Supervisions.

Created 4 months ago
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production
If using a managed server by eCourtDate, users previously submitted a help request to make a change to the server's inbound security rules.
Authorized users can now directly manage their own IP addresses through the Console Server page.
Add new inbound IPs

Edit existing inbound IPs

Created 5 months ago
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production
To ensure geolocation is only turned on by users if desired:
- When using the "Auto Setup" tool, the portal that is created will have geolocation disabled by default.
- When manually creating a Portal, geolocation is disabled by default.
- When viewing the Portals page, the current geolocation and verification settings are visible.

Created 5 months ago
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production
The frontend has been upgraded, including:
- Improved dark mode support
- Real-time updates on background processes
- Improved usability on app search and agency switcher
- Enhanced user preferences
Created 5 months ago
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production
We've improved the Agency Auto Setup. When setting up a new agency, this tools automatically configures the following agency configuration:
- Set general settings, including languages and business hours
- Creates one location
- Imports sample Flows and Auto Messages
- Creates messaging Reports
- Creates event, payment, and client statuses
- Activates Agency Phone by area code
- Activates Agency Email address
- Activates a Web Portal

Created 5 months ago
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production
eCourtDate now supports Hakha Chin for outbound and inbound messaging.
There are over 170,000 speakers of this language.
Hakha Chin is the lingua franca in Thantlang and Hakha townships of Chin State.
Created 6 months ago
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production
Event views on the portal now allow clients to subscribe additional participants. The event must still be in the future for this option to appear.

Created 6 months ago
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production
On the Events page, a user can select multiple events and choose to bulk update or archive any of the selected results.

Created 6 months ago
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production
Upload Templates allow a "events.am_pm" field. This can be used to parse event times. We've also added "gi" as an additional time format option. When used with AM PM, times such as 900 am or 245 pm can be used.

Created 7 months ago
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production
When simulating an upload template, any generated dates and times use the template's date and time formats. This helps ensure that synthetic data matches the source data for testing.
Created 7 months ago
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production
1. Updated the documentation guide to include sample payloads and implementation code samples
2. Added a new "Webhook Header Secret" option that users can use to validate the webhooks for data integrity and security (optional).
3. When editing a Webhook in the Console, added the ability to generate a sample payload using the Test Request button.
4. Users can view the IP addresses for the webhook servers to whitelist the IPs without submitting a support ticket.
5. Users can create custom webhook Headers and receive them on the app server (optional).
6. Increased the "timeout" to up to 10 seconds from 3 seconds.
7. Separated client data into a nested "client_data" object.

Created 7 months ago
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production
When creating or editing an event:
- All fields use the custom field labels configured in General Settings
- Location, Flow, and Portal auto choose the default option
- If a Location has Rooms, then a Location Room dropdown shows
- Event field preferences apply to both add and create forms
Created 7 months ago
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production
Allow clients to upload documents directly on a standalone Documents page.

Created 7 months ago
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production
The following Judge level merge tags are available:
- JudgeReference
- JudgeType
- JudgeLink
- JudgeRoom
- JudgePhone
- JudgeEmail
- JudgeWebsite
- JudgeVirtualLink
- JudgeVirtualCode
- JudgeDescription
Created 7 months ago
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production
User profiles support a free entry Title field. This can be used by large agencies or IDP users to include the title for more efficient user management.

Created 7 months ago
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production
In Admin > Settings, use the Calendar Title and Calendar Description options to customize the information used in calendar templates.

Created 7 months ago
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production
[EventNotes] can be used as a merge tag for agencies that want to share notes with their clients.
Created 7 months ago
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production
In General Settings: use the Customize Labels setting to define your own labels for primary data models:
- Clients
- Events
- Payments
- Cases
- Warrants
- Contacts
- Payments

Created 8 months ago
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production
When editing an Upload Template, upload a sample file to use the Auto Map button. This will automatically guess the field mappings using AI.

Created 8 months ago
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production
When editing an Upload Template, the File Format setting has an "AUTO" option. This allows users not to need to choose a specific format.
Created 8 months ago
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production
When viewing an Agency through the Console, the following integration stats are now available:
- APIS: the total number of API clients
- SFTPs: the total number of SFTP clients
- DOMAINS: the total number of custom domains
Created 8 months ago
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production
Users who are not Super Admins will no longer be able to customize their own Top Navigation through their Preferences screen.
Created 8 months ago
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production
Duplicate Reports
When editing a Report, click the Tools > Duplicate button to create a new report with the same settings.
Add Custom Emails
When editing a Report, use the Add Email field to notify any email address besides registered users.
Created 9 months ago
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production
When editing an Availability Template, users can include custom fields that are used in the booking form when clients schedule an event.

Created 9 months ago
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production
When viewing a portal calendar, a new "list" view option is available:

Created 9 months ago
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production
When viewing an inbound message that is not English, a Translate button allows the user to instantly detect and translate the language.
Translations use Goolge Translate API and are guaranteed for accuracy.
Created 9 months ago
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production
The SFTP Last Notification alert will run at 8 am eastern (instead of 2 pm) to notify IT of SFTP failures earlier.
For users that expect a nightly upload, we recommend configuring the Failure Grace Period setting to 12.
Created 9 months ago
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production
When managing a Custom Domain in the Console, if you are not responsible for your agency's network infrastructure, click the Notify button.
You will receive an email with the necessary DNS instructions that can be forwarded directly to the appropriate IT users.
The IT users will not need to login to complete their required step.
Created 9 months ago
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production
Download previous month audit logs through the Console > Logs > Backups page. Any previously backed up months will be available to download as a CSV file.
Created 10 months ago
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production
STATUSES
Use the Import Sample to quickly import sample statuses for clients, events, cases, and payments.
REPORTS
Use the Import Sample to quickly import a sample report. The report will auto-export to your email address after creating.
LOCATIONS
Alert to indicate if there is no default location configured.
When updating a location, the ability to use the address picker in case the map needs to be updated.
PORTALS
Subdomain generates after a Portal Name is chosen; allowing the user to choose a different subdomain.
If the subdomain isn't available, an inline alert is shown.
If a default portal isn't chosen, then the new portal is the default.
Default settings configured for portals:
- One-time-password enabled
- Weather disabled
- Show Contact Info enabled
- Welcome message configured
Created 10 months ago
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production
Users can customize any Event and Case level field labels to use their naming convention.
For example: instead of "Event Reference" use "Hearing ID".
Created 10 months ago
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production
Up to 10 of the most recent Super Admin users in an agency will be notified via email when a first-time user is created.
This email can be ignored if the new user is expected/authorized.
Super Admins may need to update the new users' roles in case the agency uses a custom IDP with a limited default role.
Created 10 months ago
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production
The user who created the upload and any emails in the Upload Template > Notify Emails setting will receive an email with a list of any new statuses.
This notification can be forwarded to agency-level users to advise them to review any new statuses that may need additional configuration.
Created 10 months ago
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production
When a user is editing a Flow message under Admin > Messages > Flows, any triggered messages that are scheduled or sent will be displayed. Click the total messages to see a full list.

Created 11 months ago
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production
Use the Import Sample form to quickly create new user roles with recommended permissions. The form is available under Admin > Users > Roles:

Created 11 months ago
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production
On the Clients page > Search Clients form, use the Organization field to search clients by assigned organization.
Note: this field will only show if you have at least one organization in Admin > Settings > Organizations.
Created 11 months ago
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production
We're introducing our first keyboard shortcuts to navigate in the admin application.
Switch Agencies: CTRL K
Search Data: CTRL /
Enter New Line: SHIFT ENTER
New Message: CTRL N
Created 11 months ago
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production
When editing an event with an assigned case, any case-level fields will be visible including:
- Case Description
- Case Status
- Case Type
- Offense Description
- Offender Name
- Attorney Name and Bar Number
- Arresting Agency Name
- Arrest Tracking Number
Created 11 months ago
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production
Under Admin / Settings, use the "Default Subject" setting to auto-populate a subject if one is not provided in any outbound message. Merge tags are supported.
Created 11 months ago
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production
Use the General Settings > Client Tabs setting to create and manage the tabs that show when editing a client.
Both internal in-app links and external links can be used.
Click Set Default to configure in-app tabs or reset to use our default.

Created 11 months ago
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production
Use the Update Existing Payments By setting to override the default way existing payments are updated.
Created 1 year ago
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production
When editing a Web Portal, use the Whitelist Domains setting to configure additional domains to allow iFrame embeds from.
Created 1 year ago
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production
Users can configure two new Auto Message triggers:
- When a Client is Updated: trigger this message whenever a client record is updated.
- When a Client Status Is: trigger this message whenever a client status matches the configured status.
Created 1 year ago
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production
When editing a check-in, users can send a one-off message immediately to the check-in.
This feature allows users to communicate with check-ins beyond any automated messages. Messages are sent immediately.
Created 1 year ago
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production
In General Settings, use the Date Format and Time Format settings to configure the format for displaying dates and times.
When used, the settings are applied to the following merge tags:
- [EventDate]
- [EventTime]
- [EventDateTime]
- [NextEventDate]
- [NextEventTime]
- [NextEventDateTime]
- [DateToday]
- [DateTomorrow]
- [DateYesterday]
- [Date12Hours]
- [NextBusinessDay]
- [PaymentDueDate]
- [PaymentIssueDate]
- [WarrantIssueDate]
Created 1 year ago
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production
Use the "Create Payments" Bulk Action Type to create outstanding payments for any filtered clients.
Created 1 year ago
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production
Use the Setup > Carriers page to view your current campaign carrier registration. If your agency does not have a registration, you can start the process directly from the same screen.
Created 1 year ago
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production
Use the Recurring Actions tab to schedule any Bulk Action to run on a given frequency.
Created 1 year ago
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production
A new Alert Contacts setting is available on the IDP level for agencies that use a custom IDP to authenticate their users.
This will be used to notify any contacts about IDP-related alerts, such as when a client is expired or misconfigured.
Created 1 year ago
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production
Upload Templates support the following Warrant fields:
- Warrant Number/Reference
- Warrant Status
- Warrant Type
- Warrant Judge
- Warrant External URL
- Warrant Case Number
- Warrant Bond Number
The following Merge Tags are supported:
- [WarrantNumber]
- [WarrantStatus]
- [WarrantType]
- [WarrantJudge]
- [WarrantURL]
- [WarrantCaseNumber]
- [WarrantBondNumber]
Use the Auto Message Warrant Created trigger to send a message when a warrant is manually created, uploaded, or sent via the API.
Created 1 year ago
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production
Use the Date Field Filter when editing a report to set which field is used for the Date Range (From - To Date).
Previously, reports were based on when the message is scheduled (or received if inbound). This change allows user to choose from any data model date field available in Reports, including:
Events: date, created_at, updated_at, archived_at, deleted_at
Clients: dob, created_at, updated_at, archived_at, deleted_at
Messages: scheduled_at, created_at, updated_at
Created 1 year ago
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production
The following new features are available for portal-based check-ins:
- The following fields can be added to a check-in form: Case Number, Judge, and Officer.
- If the Checkin Maximum Distance setting is used for a Virtual Location, then geolocation will be required to check-in. The distance is based on the device location to the General Settings Agency Address.
- The ability for portal users to checkout with their notes and checkout time. If geolocation is required, users cannot checkout without their geolocation enabled and within the Maximum Distance range.
- Updated Sample Auto Message Templates "Check In Created" and "Check In Updated".
- [CheckinLocation] merge tag uses the Location Name.
- Ability to link a scheduled event with a check-in.
- If a Judge profile is linked to a portal with check-ins enabled, the Judge profile shows a "Check In" button.
- "Completed" field tracks when the portal user checked out.
Created 1 year ago
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production
When running an Update Client Bulk Action, use the Update Organization setting to bulk assign an organization to the retrieved clients.
Created 1 year ago
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production
In Admin > Portals, users can enable the following new features:
Case Search
Allow portal users to look up case details and associated events.
Restrict case search access to authenticated clients or allow public lookups.
Set predefined filters to limit to specific case types and statuses.
Profile Self Update
Allow authenticated portal clients to self-manage their profile or restrict to read-only access.
Allow clients to separately manage or view only their contacts, addresses, and ID documents.
Created 1 year ago
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production
The following changes have been made to streamline managing Schedules:
- Random Schedules: notification complete template includes configured options.
- Random Schedules End Date fixed to end on the day of (not the end of the given month).
- UX for managing schedules and viewing current schedule on portal improved.
- Ability to export schedules to CSV/PDF.
- Ability to create Group-level Schedules.
Created 1 year ago
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production
In Admin > Settings, directly upload your agency's logo and icon. Once uploaded, any custom images are used as the default branding for:
- In-app admin application
- Any web portals (unless customized in Portal)
- Any data dashboards (unless customized in Dashboard)
- Any outbound email template (unless customized in Agency Email)
Created 1 year ago
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production
The following updates were made to streamline managing Forms and Submissions in Admin > Portals:
- Improved Forms table with inline Open Portal button
- New search options for Forms and Submissions
- Form expiration option with countdown if less than 3 days remaining
- Use an external form with the External Redirect option
- Assign a Flow to a Form
- Form submission auto-assigned to a client (if signed into the portal)
- Form submission names are auto-generated based on the submission #
- Sample Client Survey form in the Learn More section
- Track when a form is opened
- Submissions grid layout with an inline PDF button
Created 1 year ago
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production
Authorized users can reset forms, submissions, and calenders directly through the Console Reset Tools.
Created 1 year ago
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production
Use the Assign Cases feature to auto-assign Location, Judge, and Attorney to cases.
Choose Random for each option to assign with a Max Per option to assign randomly.
Once submitted, the process may take 10 - 15 minutes to complete. You'll receive a Case Assignment Complete email with a list of updated cases.

Created 1 year ago