Add New Clients Manually To Improve Communication and Client Management on eCourtDate.
Why Manually Add a New Client?
By manually adding a new client on eCourtDate, you can enter their information directly into the system, enabling seamless communication and client management.
How to Manually Add a New Client
Step 1) Go to the Clients from the top navigation.
Step 2) Fill out the client form with the desired information; click the "Add Client" button once complete.
What to Expect
After clicking "Add Client," the new client will be successfully added to your clients' list and appear at the top.
Frequently Asked Questions
Question: Can I add additional information to a client's profile later?
Answer: You can update a client's details anytime by accessing their profile.
Question: Can I import a list of clients in bulk instead of manually adding them individually?
Answer: eCourtDate allows importing clients in bulk using a CSV file.