Why Search for Existing Clients?

Searching for existing clients on eCourtDate enables quick access to client information, ensuring efficient client management and seamless communication with your client base.

Prerequisites

You need Super Admin or view client permissions to search for existing clients. Click Here to Learn About Roles.

How to Search for Existing Clients

Use the Global Search bar at the top of every page
• Search for a client's profile using their name, email, phone number, or relevant information in the search bar. 
• Matching profiles will appear in real-time.

The search field supports searching by the following attributes:
• First Name
• Middle Name
• Last Name
• Client Reference
• Phone(s)
• Email(s)
• Case Number(s)
• Event Reference(s)

The clients page features an advanced search function that provides greater control over the search process.

Using the client search feature on eCourtDate, you can quickly find and access the profiles of existing clients, streamlining client management.

Frequently Asked Questions

Question: Can I search for clients based on their case details or assigned user? 

Answer: eCourtDate's Advanced Search allows searching for clients based on their names, contact information, statuses, and assigned user.