Law Firm

Legal Secretary

Performance Review Example

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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.

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