General onboarding | eCourtDate

Welcome

Choose the starting configuration that best matches your agency.

Choose a setup template *

This gives your workspace a practical starting point. You can change individual settings later.

Justice agencyRecommendedJustice operations, hearings, and public communicationsStandard agencyGeneral government services and constituent communicationsCustom setupBuild the workspace around your own client groups

Your onboarding team

Name the people who will work with your implementation specialist from kickoff to go-live. At a minimum we recommend an administrator point of contact and an IT point of contact. One person can hold both roles.

Administrator point of contact

The person who owns the rollout and makes configuration decisions for your agency.

Name *Job title *Email *Phone *

IT point of contact

The person who can approve system access and answer questions about your records, network, and domains.

Our administrator point of contact is also our IT point of contact

Name *Job title *Email *Phone *

Other team members

Add anyone else who should join implementation calls or needs an account at launch. You can add the rest of your staff after go-live.

Use standard staff rolesRecommendedThis gives administrators, managers, staff, and read-only users sensible starting access.

Invitation emails are sent only after your agency confirms the setup.

No other team members added.

Data sources

Tell us where records originate and how information will enter eCourtDate.

Where will your team keep the main case or client record?

This tells us whether to set up eCourtDate as the main record or connect the system you already use.

Keep the main record in eCourtDateRecommendedConnect our current record system

How should eCourtDate receive records?

Select every method you expect to use. We recommend an automatic connection when your current system supports one.

Manual entryUpload a spreadsheet or fileAutomatic system connection (API)RecommendedScheduled secure file transfer (SFTP)Connection through another provider

Agency settings

Add the agency information used across your workspace and communications.

Agency name *Agency phone *We use the area code to suggest a local number for messages.Agency email *We send the confirmation here and use its domain to suggest an email sending address.Agency websiteRecommendedYour public website helps us match familiar agency links and branding.Street addressAddress line 2CityStateZIP codeTimezone *This keeps scheduled messages and reports on your local time.

Locations

Add agency offices or service locations. You can skip this section and add them later.

Add your main location now Strongly recommendedAdd every agency location so addresses and in-person instructions stay accurate.

No locations added.

Sign-in

Choose how agency staff will sign in to eCourtDate.

Does your agency want to use single sign-on (SSO)? *

Single sign-on lets staff use the same work account they already use and makes access easier for your IT team to manage.

Yes, use single sign-onRecommended when availableNo, use eCourtDate sign-in

Client portal

Choose whether clients need a secure place to check in, complete forms, and access shared files.

Does your agency need a client portal? *

A portal gives clients self-service options and gives staff one place to share approved information.

Yes, include a client portalRecommendedNo, we do not need a portal

Messaging

Choose the communication channels and starter message flows your agency needs.

How should your starter message templates be created? *

Choose a starting point. Your team can review and edit every message before launch.

Use ideas42 templatesRecommendedStart with behaviorally designed language that is clear and action-focused.Generate templates with AICreate drafts from your agency’s needs, then review them before use.Create templates manuallyWrite each message from the beginning when you need full control.

Send text messages and voice callsRecommendedThese channels reach clients quickly, including those who do not check email often.

Send email messagesRecommendedEmail gives recipients a searchable copy with room for links and details.

Automations

Choose the work your agency wants eCourtDate to handle automatically.

ChatbotsAn AI assistant can answer routine questions and route clients to the right information.

SchedulersLet clients request or manage appointments without staff handling every scheduling call.

Document GenerationCreate routine documents from approved templates and existing case or client information.

WorkflowsConnect repeatable steps so the next task starts automatically when an event occurs.

Add-ons

Tell us which additional capabilities your agency may want to discuss. These choices only indicate interest.

Which add-ons interest your agency?

Select any that should be included in your onboarding discussion.

Electronic SignaturesCollect signatures digitally with a clear record of who signed and when.Electronic WarrantsPrepare, route, sign, and track warrants digitally.Electronic CitationsIssue citations electronically and move the record into agency systems.Online Payment ProcessingGive clients a secure way to pay eligible balances online.

Custom development interestA short description helps us route the request to the right product and technical teams.

Analytics

Create a starter dashboard and schedule summary reports. You can change these later.

Summary reports

Scheduled summaries keep leaders informed without requiring them to open the platform.

Weekly summaryMonthly summary

Dashboards

Choose the level of reporting detail your team needs in the platform.

Standard dashboardRecommendedTrack common activity and outcomes with a ready-to-use dashboard.Advanced dashboardAdd custom measures, filters, and deeper analysis for complex programs.

Review and submit

Confirm your choices before sending them to the onboarding team. Nothing is configured until your agency approves the final setup.

General agency onboarding

Configure your agency workspace

Welcome

Your onboarding team

Data sources

Who can help connect your systems (API)?

Who can help set up secure file delivery (SFTP)?

Agency settings

Business hours

Languages

Locations

Sign-in

Client portal

What should clients be able to do?

Who can help set up your public web address (domain)?