A clear path from kickoff to go-live

Standard onboarding is recommended for most agencies. Choose a program intake only if your agency is part of that program, such as the Texas Court Reminder Program. Choose Multi-agency onboarding only if one IT team and one source system will launch several courts or agencies at once. Choose Case management onboarding after Standard onboarding when your agency is bringing its cases and case history into eCourtDate. Choose Electronic Warrants onboarding or Electronic Citations onboarding when your agency is launching one of those products, on its own or with the platform.

One agency is one group of users who share a caseload, settings, and messages: a court, a district, a probation office, or a clerk's office. Two courts in the same county that keep separate dockets are two agencies, and each completes its own Standard onboarding.

Usually not. Each court completes Standard onboarding in about 15 minutes, launches on its own schedule, and keeps its own settings. Multi-agency onboarding is for programs where every agency receives records from the same source system and a central IT team runs the implementation.

When a state court administration office or a regional court system is launching many agencies from one unified case management system, automation will do most of the setup, and a dedicated IT team owns the integration. If each agency would need its own connection, onboard them one at a time instead.

Yes. Complete Standard onboarding for the first agency. Additional agencies can be added at any time through a new intake or your implementation specialist, and settings from the first agency can be reused.

Complete Standard onboarding first, then Case management onboarding. Standard onboarding sets up your team, settings, sign-in, and messaging in about 15 minutes. Case management onboarding covers your current system, daily workflows, required reports and exports, connected systems, sensitive records, and how your case history migrates: by flat file exports (CSV, TXT, or XLSX) or a secure read-only database connection, phased by case type or division with a parallel run before cutover. Read how migration works at ecourtdate.com/migrate.

A discovery intake, not a configuration form. It asks about the system that holds your cases today, the workflows your staff repeat most, the reports and exports you must keep producing, the systems that exchange data with your current system, whether you hold financial, health-related, or confidential records, and what history to migrate and how the cutover is paced. Nothing is uploaded; sample extracts, report samples, and code tables are shared at kickoff, and your team reviews the field mapping before anything moves.

Most agencies do, and we recommend eCourt AI (ecourt.ai), the modernization partner for courts and justice agencies. For a case management project it profiles and remediates your records before migration, independently verifies the converted data against acceptance criteria your agency agrees to, and keeps searchable archival access to the retired system. Choose it in the Cutover and readiness step, or tell us at kickoff.

Electronic Warrants onboarding, whether it launches on its own or with the platform. It asks about the agencies that apply for, review, sign, and serve warrants, the warrant types and forms, routing and the sworn hearing, what happens after signing, and the connections to your state repository and case records, in about 25 minutes. If your agency is also launching communications, scheduling, or case management, complete Standard onboarding as well.

Yes. The Electronic Warrants intake asks which body controls your forms, how binding they are, and for a link to each one. State-controlled forms are set up as published, local forms are converted from the Word or PDF versions you use today, and your team reviews every template before it goes live.

Electronic Citations onboarding, whether it launches on its own or with the platform. It asks about the agencies that issue citations and the courts that receive them, the citation types and forms, offense codes and the payable schedule, what officers carry and print, how citations reach the court and how court dates are set, payment and notices, and the connections to your state and the DMV, in about 25 minutes. If your agency is also launching communications, scheduling, or case management, complete Standard onboarding as well.

Yes. The Electronic Citations intake asks which body controls your form, how binding it is, whether the state issues citation numbers or prescribes their format, and for a link to each controlled form. State-controlled forms are set up as published, state number blocks are loaded and tracked, and your team reviews every template before it goes live.

Not for Standard onboarding; an administrator can complete it and name an IT point of contact for the connection questions. Multi-agency onboarding asks for an IT lead because the source-system connection is the center of the project. Electronic Warrants onboarding names an IT point of contact and a judicial lead, Electronic Citations onboarding an IT point of contact and a court clerk, and the sections on sign-in, connected systems, and records are easier with them in the room.

Yes. Progress saves in your browser on the device you started on for 30 days, and you can return to the same page to continue. Submitted intakes cannot be edited online; reply to the confirmation email with any correction.

You receive a reference number and a confirmation email with a PDF copy of your answers. Our implementation team reviews the intake within 3 business days, sends a scope confirmation, and schedules your kickoff call.