83 lines
5.0 KiB
Markdown
83 lines
5.0 KiB
Markdown
# eFiling — UX Analysis: eLegal_JTI E-Filing Part 2_full.mp4
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| Field | Value |
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| **Source video** | `eLegal_JTI E-Filing Part 2_full.mp4` |
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| **Duration** | 4m 0s |
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| **Analysis date** | 2026-05-13 18:40 UTC |
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| **Model** | ~google/gemini-flash-latest |
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---
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Sure! Here are the step-by-step instructions for an entry-level intern to execute the workflow flawlessly:
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## Step 1: Prepare and Gather Documents
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1. **What you see:** The File & Serve portal on the left and the Filevine document viewer on the right.
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2. **Exactly what to do:**
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- In the File & Serve portal, look for the "Representing Attorney" field.
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- Click the dropdown menu and select "Todd B. Hubbard" regardless of who is signing the case.
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- Scroll down to the "Parties" section.
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- Click the "Add Party" button.
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3. **What should appear next:** A new party entry form will appear.
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4. **Where to find the next target:** Scroll down to the "Role" field in the new party entry form.
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5. **Exact text to look for or avoid:** Look for "Defendant" in the "Role" dropdown menu. Avoid selecting "Plaintiff" or any other role.
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⚠️ **Stumble:** Selecting the wrong role for the party.
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🛑 **Fix:** Click the "Role" dropdown menu again and select the correct role.
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⚡ **Pitfall:** Forgetting to add all defendants, including those with AKAs or DBAs. The court will reject the filing if any parties are missing.
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## Step 2: Input Defendant Information
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1. **What you see:** The party entry form with fields for "Last Name", "First Name", and "Address".
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2. **Exactly what to do:**
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- Refer to the document in the Filevine viewer on the right.
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- Copy the defendant's last name and paste it into the "Last Name" field in the File & Serve portal.
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- Copy the defendant's first name and paste it into the "First Name" field.
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- If the defendant has an AKA or DBA, click "Add Party" again and select the appropriate role (e.g., "AKA" or "DBA").
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3. **What should appear next:** The defendant's information will be populated in the form.
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4. **Where to find the next target:** Scroll down to the "Party We Represent" section.
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5. **Exact text to look for or avoid:** Look for the checkbox next to the party you are representing.
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## Step 3: Select Services and Payment
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1. **What you see:** Sections for "Additional Services", "Filing Fees", and "Payment Method".
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2. **Exactly what to do:**
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- In the "Additional Services" section, do not select any services like process serving.
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- In the "Payment Method" section, click the "Select Payment Account" dropdown menu.
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- Select the appropriate credit card for payment.
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- Click the "Calculate Fees" button.
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3. **What should appear next:** The total fees will be calculated and displayed.
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4. **Where to find the next target:** Scroll down to the "Review & Submit" section.
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5. **Exact text to look for or avoid:** Look for the "Submit Filing" button.
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⚠️ **Stumble:** An error message appears when calculating fees.
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🛑 **Fix:** Review the party information and ensure all required fields are filled out correctly. Check for any typos or missing information.
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## Step 4: Review and Submit
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1. **What you see:** A summary of the filing information, including the representing attorney, parties, and fees.
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2. **Exactly what to do:**
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- Review all information for accuracy.
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- In the "Courtesy Email Notice" field, enter the project email address found in the Filevine "Vitals" section.
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- Check the box "I have verified my filing information".
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- Click the "Submit Filing" button.
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3. **What should appear next:** A confirmation message will appear, and the filing status will change to "Pending".
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4. **Where to find the next target:** The "Filings" tab in the File & Serve portal.
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5. **Exact text to look for or avoid:** Look for the filing ID and the status "Pending".
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## UX Issues Found (severity-ranked)
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| Severity | Issue | Where it happens | Why it's confusing |
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|----------|-------|------------------|--------------------|
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| 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. |
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| Medium | Manual AKA/DBA Entry | Step 2, Add Party section | Adding AKAs and DBAs as separate parties is counterintuitive and can lead to omissions. |
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| 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. |
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## Suggested Improvements
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1. **Automate Attorney Selection:** Pre-populate the "Representing Attorney" field based on the user's login or the specific case.
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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.
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3. **Improve Error Messaging:** Provide more detailed error messages that pinpoint the exact field or information causing the issue during fee calculation.
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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. |