Use ~google/gemini-flash-latest (works with video uploads) and update .env

docs/research/E-Filing_in_Filevine_2min_20260513.md

@@ -0,0 +1,44 @@
+# eFiling — UX Analysis: E-Filing_in_Filevine_2min.mp4
+
+| Field | Value |
+|-------|-------|
+| **Source video** | `E-Filing_in_Filevine_2min.mp4` |
+| **Duration** | 2m 0s |
+| **Analysis date** | 2026-05-13 18:35 UTC |
+| **Model** | ~google/gemini-flash-latest |
+
+---
+
+Sure! Here is a UX research analysis of the screen recording:
+
+### 1. Overall Workflow Summary
+The user is performing a legal e-filing process within the Filevine platform. The workflow involves selecting the filing type (E-File, Initial), checking off required document types, and then manually attaching corresponding PDF files from a project repository. The user experiences several interruptions due to validation errors and a non-intuitive document-matching process.
+
+### 2. Friction Timeline
+* **0:34 - 0:40:** User navigates to "File and Serve" and clicks "Add Action."
+* **0:41 - 0:47:** Initial hesitation while selecting "Order Type" and "Filing Type."
+* **0:48 - 0:58:** User checks multiple document types (Summons, Complaint, etc.).
+* **1:00 - 1:10:** **Major Friction Point:** User attempts to "Create" but is blocked by a red validation message: *"We cannot save because you are missing required fields or have invalid data."* The user scrolls up and down, clearly confused about which field is missing.
+* **1:11 - 1:20:** User realizes "Filing Status" is required and selects "Unknown."
+* **1:21 - 1:50:** **Inefficient Workflow:** User must manually search and attach each document they previously checked off. They accidentally attach the wrong file at 1:42 and have to delete it.
+* **1:51 - 2:00:** Continued manual searching for the "Complaint" file.
+
+### 3. Inferred User Intent
+The user wants to quickly submit a set of standardized legal documents for a specific case. They expect the system to understand which files are needed based on the checkboxes and ideally "auto-map" them if they already exist in the project folder.
+
+### 4. UX Issues Ranked by Severity
+
+| Severity | Issue | Description |
+| :--- | :--- | :--- |
+| **High** | **Vague Validation Errors** | The error message at 1:05 doesn't highlight the specific missing field ("Filing Status"), forcing the user to hunt for the mistake. |
+| **High** | **Redundant Data Entry** | The user checks "Complaint" in the list, then has to manually find and upload "Complaint.pdf." This is a double-entry task. |
+| **Medium** | **Poor UI Discoverability** | The "Filing Status" dropdown is located far below the primary action area, making it easy to miss. |
+| **Medium** | **Lack of File Mapping** | The system doesn't suggest files from the project folder that match the checked document types. |
+| **Low** | **Confusing Terminology** | "Order Type" vs. "Filing Type" caused a brief moment of hesitation at the start. |
+
+### 5. Suggested Improvements
+* **Inline Validation:** Instead of a generic error message at the top, highlight the "Filing Status" field in red with the text "This field is required" as soon as the user tries to save.
+* **Smart File Suggestions:** When a user checks "Summons," the "Add Docs" area should automatically suggest files named "Summons" or "Summons.pdf" from the current project folder.
+* **Workflow Consolidation:** Combine the document checklist and the file upload area. Instead of two separate steps, provide an "Upload" button directly next to each document type (e.g., [x] Summons -> [Upload File]).
+* **Default Values:** If "Initial" filing is selected, the system could default "Filing Status" to a logical starting state to reduce clicks.
+* **Visual Feedback:** Use a "Progress Bar" or "Step Indicator" (1. Details, 2. Documents, 3. Review) to help the user understand where they are in the filing process.