Included in every plan

Client Management

Give every person you serve, from defendants and victims to witnesses, jurors, and probationers, one record shared across every product. Assign tasks, upload photos, share documents, and let clients sign in to a branded portal to manage their preferences and see what you’ve sent.

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Client contact management interface showing defendant profile, contact information, and case history

Every product touches the same people, but the people live in no single place.

A defendant is also a payer, a portal user, and maybe a supervised client. When each product keeps its own copy of that person, data drifts, history fragments, and staff re-enter the same details. Client Management gives every person one profile the whole platform shares, and a portal where they manage their own preferences, tasks, and documents.

What it does

Every capability inside Client Management: built in, configurable, and connected to the rest of the platform.

  • Client Records

    One profile for every defendant, victim, witness, juror, and probationer, shared across messaging, payments, scheduling, and supervision.

  • Photos & Identification

    Upload client photos and identification to confirm who you’re working with across the platform.

  • Contact Preferences

    Clients manage their own channels, language, and quiet hours, and you respect them automatically.

  • Task Assignment

    Assign tasks to clients, set due dates, and track completion from the same record.

  • Assigned Documents

    Share documents to a client’s portal and see when they’ve been viewed or completed.

  • Client Portal Sign-In

    Clients sign in to a branded portal to manage preferences, complete tasks, and access what you’ve sent.

  • Unified Contact History

    Every message, payment, event, and document tied to the person. One timeline, no duplicate entry.

Outcomes

One

Profile per person, shared platform-wide

Self-service

Clients manage their own preferences & tasks

↓

Duplicate data entry across products

Client Management inherits the whole platform

Security, accessibility, configurability, and language access are not add-ons. Every product runs on the same government-grade foundation.

Security & Compliance

CJIS, FIPS 140-3, AWS GovCloud, SSO, and complete audit trails.

Accessibility

WCAG 2.2 AA, ADA, and Section 508 across every interface.

Configurability

Per-jurisdiction rules, templates, branding, and role-based access.

Language Access

100+ languages with automatic detection on every channel.

Works with what you already run

Client Management syncs bi-directionally with your case management system. It connects, it doesn’t replace.

Tyler TechnologiesJournal TechnologiesREST API
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Explore more of the platform

Every product shares the same data, security, and integrations. Add one and it’s already connected.

Client Management questions, answered

Who gets a record in eCourtDate Client Management?
eCourtDate gives every person you serve, from defendants and victims to witnesses, jurors, and probationers, one profile shared across messaging, payments, scheduling, and supervision. That single record replaces the duplicate copies each product would otherwise keep, so history stops fragmenting and staff stop re-entering the same details.
Can clients manage their own contact preferences?
Yes. Clients sign in to a branded portal to set their own channels, language, and quiet hours, which eCourtDate then respects automatically on every message. From the same portal they complete assigned tasks and open documents you have shared, and you see when each has been viewed or completed.
Is client data in eCourtDate secure?
Yes. eCourtDate is CJIS compliant and runs on AWS GovCloud, and each record can hold photos and identification to confirm who staff are working with. Every message, payment, event, and document ties to one person on a single timeline for a complete history.
Can eCourtDate share these records with the case system we already run?
Yes. eCourtDate exchanges case and client data bi-directionally with the systems you keep, including Tyler Technologies and Journal Technologies, by REST API. Start with what you need, connect what you have, and replace what no longer works.

See Client Management in action

Get a demo tailored to your agency: the product, the integrations, and the security in one session.

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