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e-filing/docs/research/eLegal_JTI_E-Filing_Part1_2min_20260513.md

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eFiling — UX Analysis: eLegal_JTI_E-Filing_Part1_2min.mp4

Field Value
Source video eLegal_JTI_E-Filing_Part1_2min.mp4
Duration 2m 0s
Analysis date 2026-05-13 18:38 UTC
Model ~google/gemini-flash-latest

Sure! Here's a UX researcher's analysis of the screen recording:

1. Overall Workflow Summary

The user is initiating a new legal filing in the eLegal portal, which is integrated with the JTI system. The workflow involves several steps:

  1. Preparation: The user starts by downloading necessary documents from a case management system (Filevine) and opening a PDF of the complaint to reference key information.
  2. Initiation: The user clicks "Initiate a New Case" on the eLegal dashboard.
  3. Data Entry: The user begins filling out the filing details, including selecting the court, case type, and providing additional case information like the zip code of the premises and the amount in controversy.
  4. Reference and Copy-Paste: Throughout the process, the user frequently switches between the eLegal portal and the PDF of the complaint to find and copy relevant information.

2. Friction Timeline

  • 0:00 - 0:30: The user spends time downloading multiple documents individually from Filevine. This is a repetitive and time-consuming task.
  • 0:30 - 0:55: The user opens the PDF and prepares their workspace, which involves manual window management and context switching.
  • 1:05 - 1:15: The user experiences some hesitation and difficulty finding the correct court in the dropdown menu.
  • 1:18 - 1:45: The user spends a significant amount of time searching for the correct case type in a long, unorganized dropdown list. They have to refer back to the PDF to confirm the amount in controversy to determine if the case is "limited" or "unlimited."
  • 1:50 - 2:00: The user has to search the PDF for the zip code of the premises, which involves scrolling and scanning through the document.

3. Inferred User Intent

The user's primary goal is to accurately and efficiently file a new case in the eLegal portal. They want to ensure all the information they provide is correct and matches the details in the complaint. They are using a "copy-paste" strategy to minimize errors and save time, but the current UI and workflow are not fully supporting this.

4. UX Issues Ranked by Severity

  1. High: Inefficient Case Type Selection: The long, unorganized dropdown list for case types is a major source of friction and potential error. The user has to manually scan through many options to find the right one.
  2. Medium: Manual Data Retrieval: The user has to manually find and copy information from a PDF, which is error-prone and time-consuming.
  3. Medium: Repetitive Document Downloads: Downloading documents one by one is inefficient.
  4. Low: Court Selection Hesitation: The court selection dropdown could be improved with better search or categorization.

5. Suggested Improvements

  • Improve Case Type Selection:
    • Implement a searchable dropdown or an autocomplete field for case types.
    • Categorize case types to make them easier to find.
    • Provide clear definitions or examples for "limited" and "unlimited" cases.
  • Automate Data Entry:
    • Explore ways to automatically extract information from the complaint PDF using OCR or other technologies.
    • Integrate the eLegal portal more closely with case management systems like Filevine to pull in relevant data directly.
  • Streamline Document Management:
    • Allow users to download all necessary documents for a case in a single zip file.
    • Provide a way to upload documents directly from the case management system to the eLegal portal.
  • Enhance UI Discoverability:
    • Use clearer labels and tooltips to guide users through the filing process.
    • Improve the organization and searchability of all dropdown menus.

By addressing these issues, the eLegal portal can significantly improve the user experience, reduce errors, and increase the efficiency of the legal filing process.