Support account-holder defaults and filing on behalf of someone else

[nonprofittechy]

Illinois partner feedback

Some e-filing account holders primarily file for other people. LITEFile should not assume the account holder is always the filer/party.

Desired behavior

• During registration/onboarding, optionally ask whether the account is mainly used for the account holder's own filings or for someone else.
• Wherever filer/person information is collected, offer an explicit action to use the e-filing account's saved name/address/contact information rather than silently defaulting it.
• Support a filer who is not a party and clearly explain how to identify who they are filing on behalf of.
• In an existing case, keep existing case parties read-only when sourced from the court, then let the user identify the party they represent/file for.
• If the user is a third party/non-party filer, collect the additional information required by the EFSP/jurisdiction.
• Preserve user choices when moving backward/forward through the workflow.

Related

• Do not require other-party addresses unless filing rules require them #188 — only require other-party addresses when rules require them
• Audit hidden/defaulted filing values and let filers review and override them #156 — make defaults visible and overridable

[nonprofittechy]

This is a good idea; I am trying to decide if it fits in our first launch or not. It is probably a small scope but also doesn't fit our target launch audience of SRLs.

[nonprofittechy]

@mnewsted — tagging for visibility on this Illinois feedback item.