Get full access to our templates
Please share some background info to unlock the library
Welcome to the template library
We’re glad to have you onboard!
Let us know if you can't find what you're looking for.
Close
View Templates
Oops! Something went wrong while submitting the form.
Law Firm

Legal Billing Specialist

Performance Review Example

Don't copy/paste.
Write this review right now.
For Free.

Use our web-builder to draft and export your review, using AI to speed up the process.

Start Writing
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.

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.

Write your review

Whenever you’re ready, here are 4 ways WorkStory can help you:

  1. 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.
  2. 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.
  3. 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.
  4. 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.

Other 

Law Firm

Job Titles

Legal Intern

Participates in legal projects and tasks under the supervision of attorneys. Gains exposure to legal research, drafting, client interactions, and case preparation.
View

Legal Administrative Assistant

Provides administrative support to legal professionals and assists in managing daily office operations. Handles clerical tasks, document management, and client communication.
View

Legal Billing Specialist

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.
View

Legal Associate

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.
View

Paralegal

Assists attorneys in legal research, case preparation, and administrative tasks. Gathers information, drafts legal documents, and supports clients in legal matters.
View

Receptionist/Administrative Assistant

Manages front desk operations, greets clients, answers calls, schedules appointments, and provides administrative support to the legal team.
View

Legal Secretary

Provides administrative support to attorneys and legal professionals. Prepares legal documents, schedules appointments, manages correspondence, and assists in maintaining organized case files.
View

Managing Partner

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.
View

Corporate Attorney

Provides legal advice and services related to corporate transactions, contracts, and business operations. Represents corporate clients in negotiations, drafting agreements, and ensuring legal compliance.
View

Litigation Attorney

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.
View

Related Performance Review Example Collections

Entertainment and Media

An entertainment/media company creates, produces, and distributes content across various platforms to entertain and engage audiences.
View

Construction

A construction company is responsible for planning, designing, and overseeing the building of structures, from homes to commercial properties.
View

Logistics and Transportation

A logistics/transportation company manages the movement of goods from origin to destination, ensuring efficient and timely delivery.
View

Schools

A school is an educational institution designed to provide learning spaces and learning environments for the teaching of students under the direction of teachers.
View

Hotels

Hotels offers comfortable accommodations, amenities, and hospitality services for travelers. They provide a convenient and enjoyable stay experience for guests, whether they are visiting for business or leisure.
View

Architectural Design Firm

Architecture design firms specialize in creating innovative and aesthetically pleasing building designs and plans. Their team of architects, designers, and engineers collaborates to turn architectural visions into reality.
View

We’ve collected hundreds of thousands of feedback comments for our users, giving them a better idea of how well they're performing and saving them countless hours on performance reviews. We hope you’ll join us.

© 2024 GetSpeedBack, LLC

hello@workstory.team

Contact Us
Get started
How WorkStory works
Pricing
Schedule a demoLog In
Resources
BlogNewsletterFAQsReview templatesHR documentsReview writing tool
Compare
vs Latticevs 15Fivevs Culture Ampvs BambooHRvs Leapsome
vs Gustovs Trakstarvs PerformYardvs Spreadsheetsvs HRIS
Our software
IntegrationsAbout us
Legal
Privacy policy
Terms of service
Referrals