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
How effectively does the employee manage legal documents, correspondence, and case files?
Does the employee organize documents in a structured and accessible manner?
Does the employee maintain accuracy and completeness in document filing and retrieval?
Client Interaction and Communication
How well does the employee communicate with clients and respond to inquiries?
Does the employee assist in managing client communication and scheduling appointments?
Does the employee create a positive and professional image in client interactions?
Calendar Management and Scheduling
How does the employee manage attorneys' calendars and schedule appointments and meetings?
Does the employee coordinate appointments and events with efficiency?
Does the employee handle scheduling changes and conflicts effectively?
Clerical Tasks and Administrative Support
How effectively does the employee assist in clerical tasks, such as photocopying, faxing, and scanning?
Does the employee support legal professionals with administrative assignments?
Does the employee contribute to efficient office operations and workflow?
Legal Software and Tools Proficiency
How well does the employee use legal software, office tools, and technology?
Does the employee manage digital communication, scheduling, and documentation accurately?
Does the employee adapt to software changes and updates?
Client Record Maintenance
How does the employee maintain accurate client records, case notes, and updates?
Does the employee contribute to keeping records organized and accessible?
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.
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