# Dashboard Help Guidance — In-App Tooltips & Assistance **Purpose**: Contextual help shown to users as they use the dashboard **Used by**: `dashboard.js` to display help cards and tooltips **Last Updated**: March 30, 2026 --- ## Dashboard Help Cards ### Page: Dashboard (Main Home) **Location**: Top banner - **Title**: "Welcome to Evident" - **Message**: "Upload evidence, run analysis, export results. [Help] to get started." - **Action Button**: "[View Demo Cases]" (links to first demo case) - **Dismiss**: After 5 views or user clicks [X] **Location**: Sidebar - **Title**: "Tier Features" - **Message**: "See what's included in your plan → [View Tier Details]" - **Action**: Links to [Tier Feature Guide](TIER_USER_GUIDE.md) - **Shown To**: Demo + Starter tiers only **Location**: Quick Start Panel (if first visit) - **Steps**: 1. ✓ Create account (DONE) 2. ⭕ Upload first file 3. ⭕ Run Lumen AI 4. ⭕ Export result - **Message**: "Complete all steps to unlock achievements!" --- ### Page: Case Dashboard **Location**: Files section (if empty) ``` ┌─────────────────────────────────────────────────┐ │ 📁 Files (0) [Upload] [?] │ ├─────────────────────────────────────────────────┤ │ │ │ No files uploaded yet. │ │ │ │ [Upload Files] to get started: │ │ • Documents (PDF, Word, Excel) │ │ • Video (MP4, MOV, WebM) │ │ • Audio (MP3, WAV, M4A) │ │ • Email (MSG, EML) │ │ │ │ ✓ Supported: 100+ file types │ │ ✓ Max size: 5 GB per file │ │ ✓ Bulk upload: 50+ at once (OK!) │ │ │ │ [View Upload Guide] │ │ │ └─────────────────────────────────────────────────┘ ``` **Location**: Pipeline section (processing) ``` ┌─────────────────────────────────────────────────┐ │ 📊 Pipeline Status │ ├─────────────────────────────────────────────────┤ │ │ │ Processing 3 files... │ │ │ │ ⏳ Ingestion [████░░░░░░] 40% │ │ Extracting metadata & structure │ │ │ │ • Extraction [░░░░░░░░░░] 0% │ │ • Transcription (waiting) │ │ • Detection (waiting) │ │ • Classification (waiting) │ │ • Linking (waiting) │ │ • Quality Check (waiting) │ │ │ │ 💡 Tip: Large videos take 2–5 minutes. │ │ You can upload more files while it processes. │ │ │ │ [What is the pipeline?] │ │ │ └─────────────────────────────────────────────────┘ ``` **Location**: Lumen AI panel (if Professional tier, first case) ``` ┌─────────────────────────────────────────────────┐ │ 🤖 Lumen AI Analysis Tools │ ├─────────────────────────────────────────────────┤ │ │ │ 📝 Evidence Summary │ │ Quick overview of any file │ │ [Try it on a file] │ │ │ │ 🔍 Contradiction Analysis │ │ Find inconsistencies across files │ │ [Run analysis] (if 2+ files uploaded) │ │ │ │ 📅 Timeline Reconstruction │ │ Auto-build event timeline from evidence │ │ [Run analysis] (if timestamps detected) │ │ │ │ ⚖️ Legal Tagging │ │ Map evidence to NJ law standards │ │ [Run analysis] (if documents uploaded) │ │ │ │ 📄 Full Analysis Report │ │ Comprehensive 3-page case summary │ │ [Generate] (if multiple analyses run) │ │ │ │ 💪 Burden of Proof │ │ Evaluate case strength (0–100%) │ │ [Calculate] (if case complete) │ │ │ │ 📚 [Lumen AI Guide] │ │ │ └─────────────────────────────────────────────────┘ ``` --- ### Page: Export **Location**: Format selection (first export) ``` ┌─────────────────────────────────────────────────┐ │ 📥 Export & Download │ ├─────────────────────────────────────────────────┤ │ │ │ Choose download format: │ │ │ │ 📄 PDF (Recommended for courts) │ │ Human-readable, universally accepted │ │ ✓ Works on all devices │ │ ✓ Professional appearance │ │ │ │ 📊 OPT (eDiscovery standard) │ │ For exchanging with opposing counsel │ │ ✓ Includes metadata │ │ ✓ Full chain of custody │ │ │ │ 🗂️ DAT (Legacy systems) │ │ For old case management software │ │ ✓ Maximum compatibility │ │ ✓ Includes index │ │ │ │ [Learn more about formats] │ │ │ └─────────────────────────────────────────────────┘ ``` --- ### Page: Settings **Location**: Billing section (Demo tier) ``` ┌─────────────────────────────────────────────────┐ │ 💰 Your Plan: DEMO (Free) │ ├─────────────────────────────────────────────────┤ │ │ │ ✓ 1 GB storage (for demo cases) │ │ ✓ Lumen AI: Evidence Summary only │ │ ✓ Forever free (no expiration) │ │ │ │ Ready for more? │ │ │ │ [Starter] $29/mo │ │ • 25 GB storage │ │ • Add 1–3 team members │ │ • OPT+DAT export │ │ │ │ [Professional] $79/mo ⭐ MOST POPULAR │ │ • 100 GB storage │ │ • ✨ ALL 6 LUMEN TOOLS │ │ • 5–10 team members │ │ • API access │ │ • Clio integration │ │ │ │ [View all tiers] → [Tier Feature Guide] │ │ │ └─────────────────────────────────────────────────┘ ``` **Location**: Team section (if Solo) ``` ┌─────────────────────────────────────────────────┐ │ 👥 Team Members (0) │ ├─────────────────────────────────────────────────┤ │ │ │ No team members yet. │ │ │ │ Your tier allows: │ │ • Demo: Solo only (no invites) │ │ • Starter: 1–3 members │ │ • Professional: 5–10 members │ │ • Premium: 15–25 members │ │ • Enterprise: Unlimited │ │ │ │ Invite someone: │ │ [+ Invite Team Member] │ │ │ │ Roles: │ │ 🔵 Lead (can upload, edit, archive) │ │ 🟢 Attorney (can upload, view notes) │ │ 🟡 Paralegal (can upload, run pipeline) │ │ 🔴 Viewer (read-only, no upload) │ │ │ │ [Team setup guide] │ │ │ └─────────────────────────────────────────────────┘ ``` --- ## Contextual Tool Tips ### When user hovers over tool name **Evidence Summary**: ``` "Quick overview of any uploaded file. AI reads content and generates a 200-word summary with key findings. ⏱️ Takes 5–10 seconds 👤 Available: All tiers 📍 Use: First time reviewing a file" ``` **Contradiction Analysis**: ``` "Find inconsistencies across all your case files. AI compares timestamps, statements, and facts to flag conflicts. ⏱️ Takes 15–30 seconds 👤 Requires: Professional tier or higher 📍 Use: Before deposition or trial prep" ``` **Timeline Reconstruction**: ``` "Auto-build a comprehensive timeline by extracting timestamps from all evidence (video metadata, document dates, etc.). ⏱️ Takes 20–60 seconds (depends on # files) 👤 Requires: Professional tier or higher 📍 Use: Jury presentation or settlement negotiation" ``` **Legal Tagging**: ``` "Map your evidence against NJ law standards and admissibility rules. Get Brady/Giglio compliance checks. ⏱️ Takes 30–90 seconds 👤 Requires: Professional tier or higher 📍 Use: Pre-trial motions, discovery disputes" ``` **Full Analysis Report**: ``` "Comprehensive 3–5 page case analysis combining all Lumen findings. Ready to send to clients or court. ⏱️ Takes 30–120 seconds 👤 Requires: Professional tier or higher 📍 Use: Client meetings, settlement discussions" ``` **Burden of Proof**: ``` "Score your case strength (0–100% confidence) against the applicable legal standard (criminal/civil/admin). ⏱️ Takes 20–45 seconds 👤 Requires: Professional tier or higher 📍 Use: Plea negotiations, bail hearings, jury instructions" ``` --- ## onboarding Prompts ### First Time Using Evident (Demo Tier) ``` ┌──────────────────────────────────┐ │ 👋 Welcome to Evident! │ ├──────────────────────────────────┤ │ │ │ Let's get you set up in 3 steps: │ │ │ │ 1️⃣ View a demo case │ │ Click the "Traffic Incident" │ │ case below to explore │ │ │ │ 2️⃣ Try Lumen AI │ │ Click [Evidence Summary] to │ │ see AI analysis in action │ │ │ │ 3️⃣ Upload your first file │ │ [+ New Case] → [Upload Files] │ │ │ │ [Let's go!] or [Tell me more] │ └──────────────────────────────────┘ ``` ### Upgrading from Starter to Professional ``` ┌──────────────────────────────────┐ │ 🚀 Unlock All Lumen Tools! │ ├──────────────────────────────────┤ │ │ │ You're on Starter ($29/mo) │ │ │ │ Upgrade to Professional │ │ for just +$50 more: │ │ │ │ ✨ Get 5 NEW AI analysis tools: │ │ • Contradiction Analysis │ │ • Timeline Reconstruction │ │ • Legal Tagging │ │ • Full Analysis Report │ │ • Burden of Proof │ │ │ │ 💪 Plus: │ │ • 100 GB storage (4x more) │ │ • 5–10 team members (was 1–3) │ │ • Clio integration (read-only) │ │ │ │ Typical ROI: 5 hours saved │ │ per month = $200 in value │ │ │ │ [Upgrade to Professional] [Skip] │ └──────────────────────────────────┘ ``` --- ## Error Message Help ### "Lumen tools grayed out" ``` ┌──────────────────────────────────┐ │ 🔒 Tools Locked │ ├──────────────────────────────────┤ │ │ │ These Lumen AI tools require │ │ Professional tier or higher. │ │ │ │ You're on: Starter │ │ Unlocked: Evidence Summary only │ │ │ │ These require Professional: │ │ ❌ Contradiction Analysis │ │ ❌ Timeline Reconstruction │ │ ❌ Legal Tagging │ │ ❌ Full Analysis Report │ │ ❌ Burden of Proof │ │ │ │ [Upgrade to Professional] $79/mo │ │ [Learn more] │ │ │ └──────────────────────────────────┘ ``` ### "Ollama service unavailable" ``` ┌──────────────────────────────────┐ │ ⚠️ Lumen Temporarily Unavailable │ ├──────────────────────────────────┤ │ │ │ The AI backend is down. │ │ Usually back up in 1–2 minutes. │ │ │ │ What you can do: │ │ ✓ Try again in 30 seconds │ │ ✓ Upload more files meanwhile │ │ ✓ Export previous analyses │ │ │ │ Still down after 5 min? │ │ [Report to support] │ │ │ │ [Try again] │ │ │ └──────────────────────────────────┘ ``` --- ## Quick Links (Sidebar Widget) ``` ┌─ HELP ───────────────────────────┐ │ │ │ 📚 Documentation │ │ [User Handbook] │ │ [Lumen AI Guide] │ │ [Tier Features] │ │ [All Docs] │ │ │ │ 🎥 Video Tutorials │ │ [evident.icu/learn] │ │ │ │ 💬 Support │ │ [Live Chat] │ │ [Email: support@...] │ │ [Report Issue] │ │ │ │ ⚙️ Settings │ │ [Account] │ │ [Billing] │ │ [Team] │ │ │ └──────────────────────────────────┘ ``` --- ## Integration with dashboard.js The `dashboard.js` file should check: ```javascript // Show "Upload first file" prompt if: if (userTier === 'DEMO' && fileCount === 0 && !dismissedOnboarding) { showHelpCard('onboarding-upload'); } // Show "Lumen locked" message if: if (userTier === 'DEMO' || userTier === 'STARTER') { greyOutLumenTools([2, 3, 4, 5, 6]); // Tools 2-6 locked addTooltip('Contact support to unlock all 6 Lumen AI tools'); } // Show upgrade prompt if: if (userTier === 'STARTER' && hasRunLumenTool === true) { showUpgradeCard('professional', 'Unlock all 6 Lumen tools'); } ``` --- ## A/B Testing Opportunities 1. **Onboarding flow**: Should demo cases auto-load or require click? 2. **Tier messaging**: Does "$50 more" work better than "50% more features"? 3. **Lumen tool order**: Should Timeline come before Contradiction? 4. **Export guidance**: Should we recommend OPT vs. PDF by default? --- **Version**: 1.0 **Last Updated**: March 30, 2026 **Maintained by**: Evident Support Team