e-filing/docs/research/eLegal_JTI E-Filing Part 2_full_20260513.md

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

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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.