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
How effectively does the employee ensure accurate and error-free billing of legal services?
Does the employee adhere to billing guidelines, rates, and client agreements?
Does the employee review billing details and calculations for correctness?
Expense Tracking and Reporting
How well does the employee track expenses related to legal matters and client services?
Does the employee maintain organized records of costs and disbursements?
Does the employee provide accurate expense reports for client billing?
Communication with Clients
How effectively does the employee communicate billing details and invoices to clients?
Does the employee address client inquiries and concerns regarding invoices?
Does the employee offer clear explanations of billing items and charges?
Financial Record Management
How does the employee manage billing records, invoices, and financial documentation?
Does the employee maintain accurate and organized records for audit and reference?
Does the employee contribute to efficient financial record-keeping processes?
Client Account Reconciliation
How well does the employee reconcile client accounts, payments, and outstanding balances?
Does the employee identify discrepancies and resolve billing discrepancies promptly?
Does the employee contribute to accurate financial reporting?
Time and Task Management
How effectively does the employee manage billing tasks and meet billing deadlines?
Does the employee ensure timely submission of invoices and client statements?
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.
Write and export this review. Right now, for free.
Hop into our editor to write your review, with the help of our AI tools, before exporting it as a PDF.
Whenever you’re ready, here are 4 ways WorkStory can help you:
The WorkStory Platform: Our all-in-one performance management solution. WorkStory makes it easy to gather continuous feedback, run 360 reviews, and track team progress—all in one place. Perfect for teams looking to move beyond traditional performance reviews.
The Performance Review Builder Tool: Create customized performance reviews that fit your organization’s unique needs. Tailor the reviews to each role, streamline the review process, and focus on growth-oriented feedback.
Performance Review Templates: Access a library of pre-built, best-in-class performance review templates that are ready to use. Whether you need templates for leadership, team members, or cross-functional roles, we’ve got you covered.
HR Document Templates: From onboarding checklists to change management guides, our HR templates are designed to save time and ensure consistency across your organization. Simply download, customize, and implement.
