Law Firm

Legal Billing Specialist

Performance Review Example

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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.

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