# eFiling — UX Analysis: eLegal_JTI E-Filing Part 2_full.mp4

| Field | Value |
|-------|-------|
| **Source video** | `eLegal_JTI E-Filing Part 2_full.mp4` |
| **Duration** | 4m 0s |
| **Analysis date** | 2026-05-13 18:40 UTC |
| **Model** | ~google/gemini-flash-latest |

---

Sure! Here are the step-by-step instructions for an entry-level intern to execute the workflow flawlessly:

## Step 1: Prepare and Gather Documents

1. **What you see:** The File & Serve portal on the left and the Filevine document viewer on the right.
2. **Exactly what to do:** 
   - In the File & Serve portal, look for the "Representing Attorney" field. 
   - Click the dropdown menu and select "Todd B. Hubbard" regardless of who is signing the case.
   - Scroll down to the "Parties" section.
   - Click the "Add Party" button.
3. **What should appear next:** A new party entry form will appear.
4. **Where to find the next target:** Scroll down to the "Role" field in the new party entry form.
5. **Exact text to look for or avoid:** Look for "Defendant" in the "Role" dropdown menu. Avoid selecting "Plaintiff" or any other role.

⚠️ **Stumble:** Selecting the wrong role for the party.
🛑 **Fix:** Click the "Role" dropdown menu again and select the correct role.

⚡ **Pitfall:** Forgetting to add all defendants, including those with AKAs or DBAs. The court will reject the filing if any parties are missing.

## Step 2: Input Defendant Information

1. **What you see:** The party entry form with fields for "Last Name", "First Name", and "Address".
2. **Exactly what to do:** 
   - Refer to the document in the Filevine viewer on the right.
   - Copy the defendant's last name and paste it into the "Last Name" field in the File & Serve portal.
   - Copy the defendant's first name and paste it into the "First Name" field.
   - If the defendant has an AKA or DBA, click "Add Party" again and select the appropriate role (e.g., "AKA" or "DBA").
3. **What should appear next:** The defendant's information will be populated in the form.
4. **Where to find the next target:** Scroll down to the "Party We Represent" section.
5. **Exact text to look for or avoid:** Look for the checkbox next to the party you are representing.

## Step 3: Select Services and Payment

1. **What you see:** Sections for "Additional Services", "Filing Fees", and "Payment Method".
2. **Exactly what to do:** 
   - In the "Additional Services" section, do not select any services like process serving.
   - In the "Payment Method" section, click the "Select Payment Account" dropdown menu.
   - Select the appropriate credit card for payment.
   - Click the "Calculate Fees" button.
3. **What should appear next:** The total fees will be calculated and displayed.
4. **Where to find the next target:** Scroll down to the "Review & Submit" section.
5. **Exact text to look for or avoid:** Look for the "Submit Filing" button.

⚠️ **Stumble:** An error message appears when calculating fees.
🛑 **Fix:** Review the party information and ensure all required fields are filled out correctly. Check for any typos or missing information.

## Step 4: Review and Submit

1. **What you see:** A summary of the filing information, including the representing attorney, parties, and fees.
2. **Exactly what to do:** 
   - Review all information for accuracy.
   - In the "Courtesy Email Notice" field, enter the project email address found in the Filevine "Vitals" section.
   - Check the box "I have verified my filing information".
   - Click the "Submit Filing" button.
3. **What should appear next:** A confirmation message will appear, and the filing status will change to "Pending".
4. **Where to find the next target:** The "Filings" tab in the File & Serve portal.
5. **Exact text to look for or avoid:** Look for the filing ID and the status "Pending".

## UX Issues Found (severity-ranked)

| Severity | Issue | Where it happens | Why it's confusing |
|----------|-------|------------------|--------------------|
| Medium | Mandatory Attorney Selection | Step 1, Representing Attorney field | The system doesn't automatically populate the attorney, leading to potential errors if the wrong one is selected. |
| Medium | Manual AKA/DBA Entry | Step 2, Add Party section | Adding AKAs and DBAs as separate parties is counterintuitive and can lead to omissions. |
| Low | Fee Calculation Errors | Step 3, Calculate Fees button | Error messages are not always specific, making it difficult to identify the exact cause of the problem. |

## Suggested Improvements

1. **Automate Attorney Selection:** Pre-populate the "Representing Attorney" field based on the user's login or the specific case.
2. **Streamline AKA/DBA Entry:** Add a sub-field within the party entry form for AKAs and DBAs to ensure they are linked to the correct defendant.
3. **Improve Error Messaging:** Provide more detailed error messages that pinpoint the exact field or information causing the issue during fee calculation.
4. **Integrate Filevine and File & Serve:** Develop a direct integration to automatically pull party information from Filevine into the File & Serve portal, reducing manual data entry and errors.