Performance Review Templates

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Law Firm

Performance Review Examples in 2024

You’re a busy manager running your business, and researching the best performance review questions you can use to grow your team is time-consuming. So, we took the liberty of doing this legwork for you.

These example templates can help you create a better review experience by asking the right questions for each role.

We've curated the best questions by researching industry standard practices, pulling examples from our most successful teams, and by incorporating other other subjective parameters that we think would contribute best to growth. We hope this will help you save time in your own performance management process.

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Law Firm

Performance Review Examples

Plays a vital role in the legal landscape by offering comprehensive legal services to diverse clientele. Comprising experienced attorneys, paralegals, and administrative personnel, a law firm offers expertise across various practice areas, including litigation, corporate law, real estate, family law, and more. Law firms serve as trusted partners to clients, guiding them through legal complexities, formulating strategies, and providing expert representation in legal proceedings to achieve favorable outcomes.
Litigation Attorney
Corporate Attorney
Managing Partner
Legal Secretary
Paralegal
Legal Associate
Legal Intern
Receptionist/Administrative Assistant
Legal Billing Specialist
Legal Administrative Assistant

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Law Firm

Litigation Attorney

Job Description:
Represents clients in legal disputes and provides legal advice and guidance on litigation matters. Collaborates with clients, prepares legal documents, conducts legal research, and advocates on their behalf in court.
Performance Areas:
Legal Representation and Advocacy
  1. How well does the employee represent clients in court proceedings and legal disputes?
  2. Does the employee provide effective legal advice and guidance to clients?
  3. Does the employee advocate zealously for clients' interests within ethical and legal boundaries?
Legal Research and Case Analysis
  1. How effectively does the employee conduct legal research and analyze case law and precedents?
  2. Does the employee identify relevant legal arguments and strategies?
  3. Does the employee provide insightful legal analysis to support clients' cases?
Document Preparation and Case Strategy
  1. How does the employee prepare legal documents, pleadings, and motions?
  2. Does the employee develop comprehensive case strategies aligned with clients' objectives?
  3. Does the employee draft accurate and persuasive legal documents?
Client Communication and Relationship Management
  1. How well does the employee communicate with clients and manage client expectations?
  2. Does the employee provide regular updates and transparent communication on case progress?
  3. Does the employee build strong and trusting relationships with clients?
Negotiation and Settlement
  1. How effectively does the employee negotiate settlements and alternative dispute resolutions?
  2. Does the employee achieve favorable outcomes for clients through negotiation?
  3. Does the employee evaluate settlement offers and make informed recommendations to clients?
Courtroom Presentation and Litigation Skills
  1. How does the employee present cases effectively in court?
  2. Does the employee demonstrate strong courtroom skills, including cross-examination and argumentation?
  3. Does the employee handle unexpected challenges and objections during proceedings?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
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Law Firm

Corporate Attorney

Job Description:
Provides legal advice and services related to corporate transactions, contracts, and business operations. Represents corporate clients in negotiations, drafting agreements, and ensuring legal compliance.
Performance Areas:
Contract Negotiation and Drafting
  1. How well does the employee negotiate and draft contracts and agreements?
  2. Does the employee ensure contracts are clear, comprehensive, and aligned with clients' objectives?
  3. Does the employee safeguard clients' interests through contract terms and provisions?
Business Entity Formation and Governance
  1. How effectively does the employee assist clients in forming and structuring business entities?
  2. Does the employee provide guidance on corporate governance and compliance requirements?
  3. Does the employee ensure legal formalities are met in entity formation and operations?
Mergers, Acquisitions, and Due Diligence
  1. How does the employee support clients in mergers, acquisitions, and due diligence processes?
  2. Does the employee conduct thorough legal assessments of target companies?
  3. Does the employee provide sound legal advice on transactional matters?
Regulatory Compliance and Licensing
  1. How well does the employee ensure clients' compliance with industry regulations and licenses?
  2. Does the employee advise clients on legal risks and compliance strategies?
  3. Does the employee handle regulatory inquiries and investigations effectively?
Intellectual Property Protection
  1. How effectively does the employee counsel clients on intellectual property protection and enforcement?
  2. Does the employee assist in trademark and copyright registrations?
  3. Does the employee resolve intellectual property disputes and infringement issues?
Corporate Restructuring and Bankruptcy
  1. How does the employee assist clients in corporate restructuring and bankruptcy proceedings?
  2. Does the employee advise clients on debt restructuring and insolvency matters?
  3. Does the employee guide clients through legal complexities in financial distress?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
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Law Firm

Managing Partner

Job Description:
Leads and manages the law firm's operations, business development, and client relationships. Sets strategic direction, oversees financial performance, and ensures the firm's success and growth.
Performance Areas:
Strategic Leadership and Direction
  1. How well does the employee set and communicate the law firm's strategic goals and direction?
  2. Does the employee lead the firm in achieving growth, profitability, and market presence?
  3. Does the employee adapt the firm's strategy to changing legal trends and client needs?
Business Development and Client Acquisition
  1. How effectively does the employee lead business development efforts to acquire new clients?
  2. Does the employee foster client relationships and lead client engagement efforts?
  3. Does the employee drive the firm's reputation and presence in the legal market?
Financial Performance and Resource Management
  1. How does the employee manage the firm's financial health and performance?
  2. Does the employee allocate resources effectively to support firm operations and growth?
  3. Does the employee implement financial strategies to achieve long-term sustainability?
Operational Excellence and Efficiency
  1. How well does the employee oversee day-to-day operations and administrative functions?
  2. Does the employee ensure efficient workflows and processes within the firm?
  3. Does the employee implement technology and tools to enhance operational efficiency?
Team Leadership and Professional Development
  1. How effectively does the employee build and lead a high-performing team of attorneys and staff?
  2. Does the employee foster a culture of collaboration, growth, and professional development?
  3. Does the employee provide mentorship and guidance to junior attorneys and team members?
Client Service Excellence
  1. How well does the employee ensure exceptional client service and satisfaction?
  2. Does the employee address client needs and concerns promptly and effectively?
  3. Does the employee promote a client-centric culture within the firm?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Law Firm

Legal Secretary

Job Description:
Provides administrative support to attorneys and legal professionals. Prepares legal documents, schedules appointments, manages correspondence, and assists in maintaining organized case files.
Performance Areas:
Document Preparation and Formatting
  1. How effectively does the employee prepare legal documents and correspondence?
  2. Does the employee ensure accurate formatting and adherence to legal guidelines?
  3. Does the employee maintain consistency in document style and presentation?
Case File Management and Organization
  1. How well does the employee organize and maintain case files and documentation?
  2. Does the employee ensure documents are accessible and easily retrievable?
  3. Does the employee assist in updating case files with relevant information?
Appointment Scheduling and Coordination
  1. How does the employee manage attorneys' calendars and schedule appointments?
  2. Does the employee coordinate meetings, hearings, and court appearances effectively?
  3. Does the employee handle scheduling conflicts and changes proactively?
Client Communication and Interaction
  1. How effectively does the employee communicate with clients and provide updates on case progress?
  2. Does the employee manage client inquiries and requests professionally and promptly?
  3. Does the employee maintain a positive and client-focused demeanor?
Legal Research Support
  1. How well does the employee assist in legal research tasks, such as case law and regulations?
  2. Does the employee locate relevant legal documents and resources efficiently?
  3. Does the employee support attorneys in gathering information for cases?
Filing and Document Management
  1. How effectively does the employee manage physical and electronic filing systems?
  2. Does the employee ensure accurate and timely filing of legal documents?
  3. Does the employee maintain confidentiality and data security in document management?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Law Firm

Paralegal

Job Description:
Assists attorneys in legal research, case preparation, and administrative tasks. Gathers information, drafts legal documents, and supports clients in legal matters.
Performance Areas:
Legal Research and Case Analysis
  1. How effectively does the employee conduct legal research and analyze case law and statutes?
  2. Does the employee identify relevant legal arguments and strategies?
  3. Does the employee support attorneys in building strong legal cases?
Drafting Legal Documents
  1. How well does the employee draft legal documents, pleadings, and contracts?
  2. Does the employee ensure accuracy, clarity, and adherence to legal guidelines?
  3. Does the employee assist in drafting documents for court proceedings?
Client Interaction and Communication
  1. How does the employee interact with clients and respond to inquiries professionally?
  2. Does the employee gather client information and assist in case assessments?
  3. Does the employee manage client expectations and maintain confidentiality?
Discovery and Evidence Gathering
  1. How effectively does the employee assist in the discovery process, including document collection and interviews?
  2. Does the employee support attorneys in preparing evidence for trial?
  3. Does the employee ensure accurate documentation and organization of evidence?
Case File Management and Organization
  1. How well does the employee maintain organized case files, documents, and correspondence?
  2. Does the employee ensure timely and accurate updates to case records?
  3. Does the employee assist in tracking important deadlines and milestones?
Courtroom Support and Trial Preparation
  1. How does the employee assist attorneys during court proceedings and trials?
  2. Does the employee coordinate logistics, exhibits, and documentation for hearings?
  3. Does the employee manage administrative tasks to support effective trial presentation?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Law Firm

Legal Associate

Job Description:
Works closely with attorneys to support legal matters and client cases. Conducts research, drafts legal documents, participates in client meetings, and contributes to case preparation.
Performance Areas:
Legal Research and Analysis
  1. How effectively does the employee conduct legal research and analyze statutes, regulations, and case law?
  2. Does the employee identify relevant legal arguments and insights?
  3. Does the employee contribute to building strong legal cases?
Drafting Legal Documents
  1. How well does the employee draft legal documents, pleadings, and contracts?
  2. Does the employee ensure accuracy, clarity, and adherence to legal guidelines?
  3. Does the employee assist in drafting documents for court proceedings?
Client Interaction and Communication
  1. How does the employee interact with clients and maintain professional communication?
  2. Does the employee assist in gathering client information and case assessment?
  3. Does the employee manage client expectations and provide updates on case progress?
Case Preparation and Documentation
  1. How effectively does the employee assist in preparing case materials, exhibits, and documentation?
  2. Does the employee organize case files and maintain accurate records?
  3. Does the employee support in coordinating evidence and information for trial?
Meeting Participation and Note Taking
  1. How well does the employee participate in client meetings and legal discussions?
  2. Does the employee take accurate and comprehensive meeting notes and summaries?
  3. Does the employee contribute to client communication and follow-ups?
Legal Ethics and Professional Conduct
  1. How does the employee adhere to ethical guidelines and professional standards?
  2. Does the employee ensure compliance with legal regulations and confidentiality?
  3. Does the employee maintain high levels of professionalism in interactions and tasks?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Law Firm

Legal Intern

Job Description:
Participates in legal projects and tasks under the supervision of attorneys. Gains exposure to legal research, drafting, client interactions, and case preparation.
Performance Areas:
Legal Research and Analysis
  1. How effectively does the employee conduct legal research and gather information?
  2. Does the employee learn to analyze statutes, regulations, and case law?
  3. Does the employee contribute insights and findings to the legal team?
Drafting and Documentation
  1. How well does the employee assist in drafting legal documents, correspondence, and memoranda?
  2. Does the employee follow legal formatting and guidelines?
  3. Does the employee contribute to the preparation of accurate legal documents?
Client Communication and Interaction
  1. How does the employee engage in client interactions and communication?
  2. Does the employee learn to assist in gathering client information and case context?
  3. Does the employee contribute to effective client communication under guidance?
Case Support and Coordination
  1. How effectively does the employee assist in organizing case files, exhibits, and materials?
  2. Does the employee learn to manage case documentation and evidence?
  3. Does the employee support attorneys in coordinating case-related tasks?
Meeting Participation and Learning
  1. How well does the employee participate in client meetings and legal discussions?
  2. Does the employee observe and learn from attorneys' interactions and strategies?
  3. Does the employee contribute to meeting preparation and follow-ups?
Legal Ethics and Compliance
  1. How does the employee understand and adhere to ethical and professional standards?
  2. Does the employee handle confidential information and data with care?
  3. Does the employee learn to uphold ethical conduct in legal tasks?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Law Firm

Receptionist/Administrative Assistant

Job Description:
Manages front desk operations, greets clients, answers calls, schedules appointments, and provides administrative support to the legal team.
Performance Areas:
Client Interaction and Communication
  1. How effectively does the employee greet clients and visitors with professionalism and courtesy?
  2. Does the employee manage phone calls and inquiries in a helpful and efficient manner?
  3. Does the employee create a positive and welcoming atmosphere at the front desk?
Appointment Scheduling and Coordination
  1. How well does the employee manage attorneys' calendars and schedule appointments?
  2. Does the employee coordinate meetings and appointments effectively?
  3. Does the employee handle scheduling changes and conflicts with efficiency?
Administrative Support to Legal Team
  1. How does the employee assist in administrative tasks, such as document preparation and filing?
  2. Does the employee support attorneys with clerical tasks and routine assignments?
  3. Does the employee contribute to smooth workflow within the legal office?
Client Assistance and Inquiry Handling
  1. How effectively does the employee assist clients with general inquiries and requests?
  2. Does the employee direct clients to the appropriate legal professionals or departments?
  3. Does the employee offer information and assistance in a professional manner?
Office Management and Organization
  1. How well does the employee manage office supplies, resources, and cleanliness?
  2. Does the employee ensure a tidy and organized front office environment?
  3. Does the employee contribute to an efficient and welcoming office atmosphere?
Technology and Communication Tools
  1. How effectively does the employee use communication tools, email, and office software?
  2. Does the employee manage digital communication and documentation accurately?
  3. Does the employee adapt to technology changes and updates?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Law Firm

Legal Billing Specialist

Job Description:
Handles billing and invoicing processes for legal services provided by the law firm. Ensures accurate and timely billing, tracks expenses, and communicates with clients regarding financial matters.
Performance Areas:
Billing and Invoicing Accuracy
  1. How effectively does the employee ensure accurate and error-free billing of legal services?
  2. Does the employee adhere to billing guidelines, rates, and client agreements?
  3. Does the employee review billing details and calculations for correctness?
Expense Tracking and Reporting
  1. How well does the employee track expenses related to legal matters and client services?
  2. Does the employee maintain organized records of costs and disbursements?
  3. Does the employee provide accurate expense reports for client billing?
Communication with Clients
  1. How effectively does the employee communicate billing details and invoices to clients?
  2. Does the employee address client inquiries and concerns regarding invoices?
  3. Does the employee offer clear explanations of billing items and charges?
Financial Record Management
  1. How does the employee manage billing records, invoices, and financial documentation?
  2. Does the employee maintain accurate and organized records for audit and reference?
  3. Does the employee contribute to efficient financial record-keeping processes?
Client Account Reconciliation
  1. How well does the employee reconcile client accounts, payments, and outstanding balances?
  2. Does the employee identify discrepancies and resolve billing discrepancies promptly?
  3. Does the employee contribute to accurate financial reporting?
Time and Task Management
  1. How effectively does the employee manage billing tasks and meet billing deadlines?
  2. Does the employee ensure timely submission of invoices and client statements?
  3. Does the employee communicate about billing schedules and expectations?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Law Firm

Legal Administrative Assistant

Job Description:
Provides administrative support to legal professionals and assists in managing daily office operations. Handles clerical tasks, document management, and client communication.
Performance Areas:
Document Management and Filing
  1. How effectively does the employee manage legal documents, correspondence, and case files?
  2. Does the employee organize documents in a structured and accessible manner?
  3. Does the employee maintain accuracy and completeness in document filing and retrieval?
Client Interaction and Communication
  1. How well does the employee communicate with clients and respond to inquiries?
  2. Does the employee assist in managing client communication and scheduling appointments?
  3. Does the employee create a positive and professional image in client interactions?
Calendar Management and Scheduling
  1. How does the employee manage attorneys' calendars and schedule appointments and meetings?
  2. Does the employee coordinate appointments and events with efficiency?
  3. Does the employee handle scheduling changes and conflicts effectively?
Clerical Tasks and Administrative Support
  1. How effectively does the employee assist in clerical tasks, such as photocopying, faxing, and scanning?
  2. Does the employee support legal professionals with administrative assignments?
  3. Does the employee contribute to efficient office operations and workflow?
Legal Software and Tools Proficiency
  1. How well does the employee use legal software, office tools, and technology?
  2. Does the employee manage digital communication, scheduling, and documentation accurately?
  3. Does the employee adapt to software changes and updates?
Client Record Maintenance
  1. How does the employee maintain accurate client records, case notes, and updates?
  2. Does the employee contribute to keeping records organized and accessible?
  3. Does the employee assist in updating case information and milestones?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
We know that choosing the right performance review questions can be daunting. These are the best options we found during our research, and we hope they're helpful for your team.

If you think there's an excellent addition that should be made, drop an email to our team at hello@workstory.team. Until then, happy growing!

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