Workflow Templates: Performance Review Checklist

Evaluate the lawyer's knowledge of relevant law and ability to apply it effectively in their practice area.

Assess the quality of legal analysis and creativity in problem-solving.

Review the consistency and effectiveness in drafting legal documents and correspondence.

Measure responsiveness to client communications and ability to meet or manage deadlines.

Gauge effectiveness in developing new client relationships and maintaining existing ones.

Assess ability to generate new business and contribute to the firm's growth.

Evaluate the ability to work collaboratively with colleagues and support staff.

Review leadership skills and the capacity to mentor junior lawyers and staff.

Assess the contribution to firm-wide initiatives and participation in firm management.

Verify adherence to ethical guidelines and professional standards of conduct.

Evaluate the ability to handle confidential information appropriately.

Review the commitment to continuing legal education and professional development.

Assess efficiency and effectiveness in managing workload and delegating tasks.

Evaluate adherence to administrative policies and procedures, including timekeeping and billing practices.

Review the lawyer's efforts in staying current with technology and practice tools that enhance productivity.

Review progress on previous goals and identify areas requiring improvement.

Set specific, measurable, achievable, relevant, and time-bound (SMART) goals for the next review period.

Discuss career aspirations and potential opportunities for advancement within the firm.

Performance Review Checklist